Negotiations resume and supply-chain consequences

AI has crossed the line from tech story to political battleground as the Anthropic–Pentagon dispute, Dario Amodei’s leaked memo attacking OpenAI and the Trump administration, and threats to label Anthropic a “supply chain risk” pull frontier AI companies directly into geopolitics and culture wars. The fight exposes deeper tensions around military AI, surveillance, industry unity, and what happens when AI companies start operating like strategic infrastructure. In the headlines: Jensen Huang calls Open Claw the most important software release ever, OpenAI reportedly passes $25B ARR as the revenue race heats up with Anthropic, and Google’s NotebookLM adds cinematic AI-generated video reports.

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