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A jury took less than two hours to unanimously throw out Elon Musk's $150 billion lawsuit against OpenAI — dismissed on statute of limitations, not merits. OpenAI's for-profit conversion continues, the IPO moves forward, and Musk says he'll appeal. We close the loop on the case that's been running all spring, then cover the most unexpected AI story of the week: the Pope is publishing a landmark encyclical on AI Sunday — with an Anthropic co-founder by his side. Plus ElevenLabs hits $500M ARR.

Axios broke this morning that a Trump White House draft executive order would require AI labs to share frontier models with the government 90 days before public release — a significant policy reversal from an administration that spent a year fighting against AI oversight. We break down what's in it, why Anthropic's Mythos model forced the change, and what "voluntary" really means without enforcement teeth. Plus: the Oscars drew a real line on AI in films, and Google's top researcher explains why he thinks AI disrupts tasks, not jobs — with a crucial asterisk.

At Google I/O yesterday, the company deployed what it called the biggest Search upgrade in a quarter century — an AI-powered Search box that anticipates intent, accepts images, video, and Chrome tabs, and integrates your personal Gmail and Photos data. We break down the full I/O recap: Gemini 3.5 Flash, the new AI Ultra tier, Gemini Spark as a 24/7 agent, fashion-forward AI glasses with Warby Parker and Gentle Monster, and why OpenAI joining Google's SynthID watermarking standard is quietly significant.

Google I/O 2026 kicks off this morning, and the stakes are real. Gemini sits third in frontier model rankings behind Anthropic and OpenAI, and a keynote full of incremental updates won't close that gap. We set the stage for what Google needs to accomplish today — a new Gemini model, a live Project Astra demo, Android XR glasses, and a credible agentic AI story.

OpenAI launched DeployCo — a $4 billion AI consulting arm — backed in part by McKinsey, Bain & Company, and Capgemini. The goal: embed Forward Deployed Engineers inside enterprises and build an implementation moat around OpenAI's models. We break down the strategy, why it's a direct response to Anthropic winning eight of the Fortune 10, and what it means for the future of enterprise AI. Plus: Codex goes mobile for four million weekly users, and Google I/O tomorrow could be one of the biggest developer keynotes in years.

Anthropic just published a policy paper arguing that decisions made this year will determine whether democracies or authoritarian regimes set the rules for AI by 2028. We break down the two scenarios, what the paper gets right, and what it's leaving out. Plus: the full picture on Cerebras' wild first week as a public company, and a preview of what Google I/O on Tuesday could mean for Gemini, AI glasses, and the developer ecosystem.

TIME published the most grounded look yet at what AI agents are doing to small businesses — and the numbers are striking. We break down the story and why small business disruption may be the leading indicator for what's coming in employment data later this year. Plus: the Trump-Xi summit ended without any AI deal, and Google signed a military AI contract that 600 employees opposed — revealing how much worker leverage has eroded since 2018.

erebras priced last night and opened on Nasdaq today in the largest global IPO of 2026. We break down the thesis, the risks, and what a twenty-times-oversubscribed AI chip offering tells you about where the market thinks the industry is heading. Plus: the U.S.-China chip deal in limbo at the Beijing summit, and new Microsoft data showing the U.S. is only twenty-first in global AI adoption despite building most of the world's frontier models.

Google's Threat Intelligence Group confirmed this week they stopped what would have been the first publicly documented AI-generated zero-day exploit in a planned mass attack — and called it likely the tip of the iceberg. We break down how it happened, what OpenClaw is, and how it connects to the Mythos story we've been tracking all week. Plus: the Trump White House is at war with itself over who controls AI oversight, and Adobe data shows AI is becoming the highest-converting shopping channel on the internet.

The first U.S. presidential state visit to China since 2017 is underway in Beijing today, and AI is formally on the agenda. We break down what both sides actually want, why China enters this summit more confident than in 2017, and what a realistic outcome looks like for the global AI race. Plus: Cerebras prices its blockbuster IPO tonight, and IBM's new CEO survey finds the CAIO role tripled in one year — but most companies still can't show results.