OpenAI's CEO walked back AI jobs, Cognition's agent reached Goldman and NASA, Google funded the router layer, open-weight safety fell in ten minutes.

Markets stopped rewarding AI layoffs, Google triggered a model price war, Washington shelved AI oversight, and Europe's energy costs priced it out of the buildout.

Cerebras's IPO, Anthropic surpassing OpenAI on revenue, AI red-teaming compressing pen tests, and Amazon's agentic checkout — four leader assumptions broke this week.

Microsoft data shows developer employment up, Apple opens iOS to rival models, Anthropic ships a banking-analyst bundle, Nvidia hits $40B in equity bets.

Anthropic and OpenAI sold distribution to Wall Street, the Pentagon turned policy into a revenue cap, and OpenAI's CFO sought IPO cover.