• Trump Blockades Iran; Hormuz Crisis Begins
  • Peace talks in Islamabad collapsed Sunday before announcement
  • Iran internet blackout now at 1,008 hours as crisis deepens
  • Axios, Bloomberg
• Gun Fired at Altman Home in Second Attack
  • Shot fired from a car early Sunday morning
  • First incident days ago was a Molotov cocktail
  • Techmeme / SF Standard
• Tech Valuations Crash to Pre-AI Boom Levels
  • S&P 500 Tech forward P/E compressed from 40x to 20x
  • Apollo chief economist: 'back to pre-AI levels'
  • Apollo
• Anthropic Loses Appeal; UK Schedules Mythos Warning
  • D.C. Circuit rejected bid to pause supply chain risk label
  • UK regulators: banks, insurers, exchanges warned within 2 weeks
  • Politico, Techmeme / FT, TechCrunch
• OpenAI: Musk's Trial Moves Are a 'Legal Ambush'
  • OpenAI filed response Friday; trial set for later this month
  • Musk accused of 'sandbagging defendants, injecting chaos'
  • Engadget
• Apple Tests Four Smart Glasses Designs for 2027
  • Premium materials; at least four frame styles in testing
  • Possible unveiling late 2026; competes with Meta Ray-Ban
  • TechCrunch, 9to5Mac

• MiniMax M2.7 Open-Sources After Self-Improvement Sprint
  • Model ran 100 unsupervised rounds of self-directed coding
  • 30% performance gain achieved before open-source release
  • Firethering / HN
• Google TurboQuant Seen Expanding Chip Demand, Not Cutting
  • More efficient LLMs expected to run at larger scale
  • Analysts: memory chip demand rises as a result
  • Techmeme / FT
• BIS Bottlenecks Undermine US AI Chip Export Push
  • Licensing delays and staff attrition slow enforcement
  • Unclear policy at Bureau of Industry and Security
  • Techmeme / Bloomberg

• Mistral Publishes European AI Sovereignty Playbook
  • 52-minute essay; CEO warns of growing US tech dependency
  • 450M-person EU single market cited as key competitive asset
  • Mistral
• Atlassian and Figma Lead the R&D Arms Race
  • The Information analysis on developer tool R&D spending
  • The Information