News and my thoughts from the past week (22Jun2026)
NSA Director Gen. Joshua Rudd claims Anthropic’s “MYTHOS” broke into America’s most sensitive classified systems in just a few hours.
Eric Schmidt saying the quiet part out loud: "What I don't like about [China's AI] is that it's all open source which means it's largely uncontrolled and not controlled in any way by us." He adds, "if that makes you feel any better," that only 2 or 3 countries can be independent AI powers. In other words, it's all about hegemony: the ideal scenario is a world where AI is controlled by the US - and the fewer countries that can resist that, the better.
GIC nears deal to offload US$2 billion in private credit stakes - The Business Times
Amazon, Walmart, Uber, Cisco, and Meta have all capped or limited employee AI usage this year. Uber burned through its entire 2026 AI budget by April and now limits employees to $1,500 a month per tool. Amazon told employees to stop using AI to game internal leaderboards. When Anthropic switched one software company from flat pricing to token-based billing, its AI costs jumped 7x in a single day. The CIO's response was "we created a monster." Altman admitted this month that cost has become a major problem for enterprise customers. - X user Hedgie
China’s property stock market
In a major blow to Sam Altman, Microsoft plans to move Copilot to usage-based pricing with open-source AI model DeepSeek instead of OpenAI due to costs.
Microsoft exploring DeepSeek over OpenAI and Anthropic as Copilot Cowork moves to usage-based pricing. “We have users who do hundreds of tasks a week… the consequence is the costs can go very high...” - X user NIK
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