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Today's topics:

Google’s massive SpaceX GPU deal - Google reportedly signed a cloud agreement paying SpaceX about $920M per month for AI compute tied to ~110,000 NVIDIA GPUs, reflecting extreme GPU scarcity and enterprise Gemini demand.

LLM coding subsidies and pricing - A blog post claims heavy agentic “LLM coding” can burn enormous hidden tokens, implying flat-rate Claude and ChatGPT plans may be subsidized and potentially unsustainable under IPO-level financial scrutiny.

OpenAI Lockdown Mode for ChatGPT - OpenAI added an optional Lockdown Mode that limits web and external tool access in ChatGPT to reduce prompt-injection data exfiltration risk, trading convenience for stronger containment.

Anthropic Mythos and NSA deployment - Financial Times reports Anthropic embedded forward-deployed engineers at the NSA to support Mythos for offensive cyber operations, raising questions about safety messaging versus state deployment.

Apple Core AI and Apple Intelligence revamp - Apple published Core AI beta docs for running modern AI models in-app on Apple silicon, alongside a major Apple Intelligence redesign using new foundation models and an orchestrator across devices.

Microsoft GitHub supply-chain malware incident - Microsoft temporarily took dozens of GitHub repos offline after credential-stealing malware was found in some code, highlighting growing open-source supply-chain risk in developer and AI tooling.

Anthropic’s Claude for NMR chemistry - Anthropic says Claude Opus 4.7 performed competitively on NMR peak prediction and some structure-inference tasks, hinting that general LLMs may start rivaling specialized chemistry software in routine workflows.

Gemma 4 QAT and on-device AI - Google released Gemma 4 QAT checkpoints to improve quantized performance, enabling smaller, faster local inference on laptops and edge devices with less memory.

OpenAI’s super-app redesign push - OpenAI is reportedly preparing a major ChatGPT redesign toward a tool-and-integration “super app,” aiming to deepen enterprise adoption and strengthen revenue ahead of possible IPO plans.

AGI economics and what stays scarce - Economists Alex Imas and Phil Trammell discuss an AGI economy where trust, authenticity, and ownership may remain scarce, shaping wages, inequality, and policy options like UBI versus broad capital ownership.

-Blog Claims LLM Coding Subscriptions May Be Heavily Subsidized vs. API Costs
-OpenAI Adds Lockdown Mode to Limit Web and Connector Access Against Prompt-Injection Data Leaks
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