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After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it’s time for the AI industry to “pace” itself. The comments came just days after one of OpenAI’s own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity’s hosts point out, sloppy security seems to have…
Situational Awareness, a hedge fund formed by former OpenAI researcher Leopold Aschenbrenner, has sold the majority of its public stock portfolio to Ken Griffin’s Citadel following steep losses over the past month, The Wall Street Journal reported earlier on Thursday. It’s a big comedown for the rising star who has been described as both “scarily…
Anthropic said Thursday that an internal investigation uncovered three incidents in which its AI model Claude breached the systems of three organizations while conducting cybersecurity tests. The investigation, and disclosure, comes more than a week after OpenAI disclosed that one of its unreleased models breached Hugging Face’s systems during internal testing. In all three cases,…
During a Thursday hearing, a judge said the Trump administration hasn’t presented enough evidence to justify labeling Anthropic a supply chain risk and banning the federal government from using the company’s technology. Bloomberg and Axios were among the first to report the news. The dispute stems from stalled contract negotiations between Anthropic and the Department…
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing. For the quarter, it recorded its investment in Anthropic as a $3.2 billion gain, boosting diluted earnings per share…
Anthropic founder and CEO Dario Amodei responded on Monday afternoon to murmuring in the industry that his company somehow supports efforts by the U.S. government to ban open-weight Chinese models, or possibly open-weight models generally. “Anyone who has read my past writing should know that I don’t regard such bans as a useful measure, but…
An untold number of Claude chats and Artifacts — the interactive mini apps and documents users can build inside Claude — were found publicly searchable on Google over the weekend, after Reddit users discovered that typing search operators like “site:claude.ai/share” into Google surfaced a long list of shared conversations. Some reportedly contained health records, private…
Chipmaker AMD is taking aim at competitor Nvidia with its latest hardware release: a rack-scale system designed to power computing needs of the world’s largest AI labs. At the company’s sold-out Advancing AI conference in San Francisco on Thursday, AMD Chair and CEO Dr. Lisa Su promoted the new AI rack system known as Helios…
White House science advisor Michael Kratsios said that Moonshot, the Chinese company behind Kimi K3, the largest available open-weight LLM, built its model by copying Anthropic’s Fable LLM while using chips that aren’t cleared for export to China. “Large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable,” Kratsios…
It’s been a big year for AI acquisitions — so big that most of them barely register anymore. Anthropic and OpenAI have each gone on buying sprees, snapping up developer tooling, AI services shops, and product-testing startups to convert model capability into enterprise revenue and extend their reach faster than the other. Which is what…