According to @CNBC, aggressive AI price cuts could compress margins and sap investor demand for pending IPOs across model and infrastructure vendors.

According to @NotebookLM, the upgraded NotebookLM for Google AI Ultra is live worldwide with Gemini 3.5, secure cloud compute, and 100+ software skills.

According to God of Prompt on Twitter, and as reported by the Financial Times, the US has accused China of industrial-scale theft of artificial intelligence intellectual property and warned of an enforcement crackdown targeting exploitation of US AI research and models (Financial Times). According to the Financial Times, US officials signaled tighter controls on model weights, cloud access for advanced compute, and export enforcement that could affect cross-border AI collaboration, venture funding, and model licensing between US and Chinese entities (Financial Times). As reported by the Financial Times, near-term business impacts may include enhanced due diligence for AI model sharing, stricter compliance for foundation model weights, and potential restrictions on API access from certain jurisdictions, pressuring vendors to implement geofencing, telemetry, and provenance checks (Financial Times).