TL;DR

US Senate kills AI regulation moratorium; Meta forms Superintelligence Labs; Apple mulls Anthropic/OpenAI for Siri.

Highlights

• U.S. Senate voted 99-1 to remove a proposed 10-year moratorium on state-level AI regulation from the Trump tax-and-spending bill, preserving states’ authority to regulate AI 1.
• Meta consolidated all AI efforts into Meta Superintelligence Labs, led by Alexandr Wang and Nat Friedman, and hired at least eight senior OpenAI researchers amid industry-wide talent competition 214.
• Apple is evaluating Anthropic’s Claude and OpenAI’s ChatGPT models for a 2026 Siri overhaul, considering external LLMs for the first time 3.
• Microsoft ’s MAI-DxO medical AI achieved 85.5% accuracy on complex diagnostic cases, outperforming physicians fourfold and reducing virtual diagnostic costs by 20% 4.
• Nvidia CEO Jensen Huang identified robotics as the company’s next major growth engine, with automotive and robotics revenue up 72% YoY and new Cosmos AI models for humanoid robots announced 5.
• Cloudflare will default-block AI crawlers for new domains and launched a “Pay per Crawl” marketplace, allowing publishers to charge AI bots for data access 6.
• Amazon deployed its one-millionth robot, with robots now assisting in 75% of deliveries and the DeepFleet AI model optimizing operations 7.
• OpenAI clarified it has no plans to use Google TPUs at scale, remaining reliant on Nvidia and AMD while developing its own silicon 8.
• Tesla began public robotaxi rides in Texas using its vision-only AI stack; no details yet on pricing or wider rollout 9.
• Clio acquired legal AI platform vLex for $1 billion, combining legal practice management with generative AI research tools 10.
• Cato Networks raised $359 million at a $4.8 billion valuation to expand AI-driven cybersecurity, with IPO plans possible 11.
• OpenAI-backed Chai Discovery launched Chai-2, achieving a 19% hit rate in AI-generated antibody design, far exceeding legacy computational methods 12.
• Anysphere launched web and mobile versions of Cursor, its AI coding assistant, now reporting $500 million ARR and adoption by over half the Fortune 500 15.

Commentary

The Senate’s decision to strike the AI regulation moratorium preserves a fragmented U.S. regulatory landscape, maintaining state-level autonomy over AI oversight 1. This outcome increases compliance complexity for AI providers and enterprises, especially as states continue to roll out their own rules on generative AI, privacy, and online safety. AI professionals should expect continued legal variability and growing demand for localized compliance solutions.

On the industry side, Meta’s consolidation of AI efforts into the new Superintelligence Labs and its aggressive hiring from OpenAI and other rivals highlight the intensifying competition for top AI talent 214. Apple’s consideration of external LLMs for Siri 3 and Microsoft ’s orchestration of multi-model medical diagnostics 4 reflect a pragmatic approach: large tech firms are now more willing to integrate third-party AI models to accelerate product development and close capability gaps.

Hardware and infrastructure remain central. Nvidia ’s push into robotics 5, Amazon ’s milestone of one million robots coordinated by AI 7, and Tesla ’s public robotaxi pilot 9 signal increasing real-world deployment of AI-powered automation. OpenAI’s continued reliance on Nvidia and AMD, despite testing Google TPUs, underscores the dominance of established chip providers and the challenges of shifting AI workloads 8.

Data access and monetization are evolving. Cloudflare’s “Pay per Crawl” and default AI crawler blocks, backed by major publishers, could reshape how LLMs are trained and how content creators are compensated 6. Meanwhile, vertical AI applications are expanding: Clio’s vLex acquisition strengthens AI-driven legal tech 10, Cato Networks’ funding boosts AI cybersecurity 11, Chai Discovery advances AI-driven biotech 12, and Anysphere’s strong growth in AI coding tools reflects enterprise appetite for automation 15.