We Do Not Believe We Need to Wait

The three largest American labs spent the weekend agreeing that capability is moving too fast. Monday was the first trading session after, and it put a price on the agreement — then every government that would have to enforce it declined, and Anthropic signed a $13.7 billion compute lease running six years out.

• The Guardian — SoftBank down 13%, the Kospi off 3%, with the Nasdaq queued to follow. Nothing broke over the weekend except the consensus about pace.
• Sam Altman — welcomes a federal framework but does “not believe we need to wait” for an antitrust exemption or a law. That clause decides whether this is a commitment or an opening position.
• The Verge — Microsoft published a 37-page humanist AI code of conduct, the only actual artifact anyone produced out of the weekend.
• Axios — Trump calls the warnings the work of “negative forces,” Speaker Johnson wants a summit, and the Democratic proposals range from a subpoena-powered select committee to twenty-year prison terms.
• The Information, via Techmeme — Anthropic signed a $13.7B, six-year compute lease with Rum Group, which operates Rumble and hosts Truth Social, for a Georgia data center that doesn't exist yet.
• Financial Times, via Techmeme — Anthropic told investors it will be profitable a second straight quarter at 80%+ gross margins, before partner revenue sharing and training costs.
• Reuters, via Techmeme — Samsung and SK Hynix refused to prepay roughly $18.7 billion of Korean chip-cluster power bills, citing uncertainty about long-term demand.
• DropVLA (preprint) — poisoning 0.31% of training episodes forces a chosen robot action to fire on command with a 98%+ success rate and no visible degradation on the actual task.