Following an order from U.S. Commerce Secretary Howard Lutnick that restricted access to Anthropic’s most advanced models global reactions included: Anthropic, Satya Nadella, CEO, Microsoft, Emmanuel Macron, President - France and Mark Carney, Prime Minister - Canada

For your summer reading, consider Project Maven: A Marine Colonel, His Team, and the Dawn of AI Warfare - Katrina Manson; Breakneck: China's Quest to Engineer the Future - Dan Wang; How to Rule the World: An Education in Power at Stanford University - Theo Baker and A Real Emergency: Stories from the Ambulance - Joanna Sokol

Last week, SpaceX filed the largest IPO in U.S. history, targeting a $1.75 trillion valuation on a June 12 Nasdaq debut under ticker SPCX. The filing increasingly frames the company as an AI infrastructure and compute platform.

Comments from the CEOs of Anthropic, Cisco, and Cerebras noting that AI infrastructure demand is outpacing supply.

The ongoing Iran conflict highlights the new reality that smartphones, cloud servers, data networks and low-cost drones are parts of the battlefield.

Following the February 28, 2026 strikes by the U.S. and Israel on Iran (Operation Epic Fury), the Strait of Hormuz has "functionally closed."

At CES 2026, several keynote remarks highlighted AI shifting from large language models to world models - Jensen Huang, CEO, Nvidia, Roland Busch, President and CEO, Siemens AG and Carolina Parada, Senior Director of Robotics, Google DeepMind

Amid the many perspectives on AI growth and its impact on the labor market, consider the following views from the Yale Budget Lab, Goldman Sachs, the Federal Reserve, and others.

Some useful evidence in AI trends comes not from product launches, but from usage data. Recent reports from OpenAI, Anthropic, and Gallup show that AI capabilities are outpacing adoption.

Comments on the City of San Francisco’s lawsuit against ultra-processed foods (UPF) manufacturers - including Coca-Cola Company; PepsiCo; Kraft Heinz; General Mills; Nestle; Kellogg; Mars and ConAgra Brands.

Last week, in response to China’s tightening of rare earth export controls,U.S. President Trump threatened an additional 100% tariff, triggering heightened volatility in global markets.  

Comments by Amazon founder Jeff Bezos  and Goldman Sachs CEO David Solomon shared at Italian Tech Week. 

Last week, the U.S. Bureau of Labor Statistics released its employment report for August. which highlighted structural shift in jobs including tech, and healthcare

Comments from U.S. Federal Reserve Chair Jerome H. Powell, speaking at Jackson Hole, Wyoming - and Walmart CEO Doug McMillon, during company earnings call.