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A monthly newsletter on artificial intelligence, emerging technology, and security policy, written by Alex Friedland.

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Google, OpenAI, and Meta — AI leaderboard jockeying heats up, the grim forecast of “AI 2027,” and the shadow of looming chip tariffs

Alex Friedland
| April 24, 2025

Plus: Huawei’s high-powered AI supercomputer, OSTP director’s “Golden Age” vision faces potential roadblocks, and Commerce chokes off Nvidia’s chip flow to China

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Google, OpenAI, and Meta — AI leaderboard jockeying heats up, the grim forecast of “AI 2027,” and the shadow of looming chip tariffs

Alex Friedland
| April 24, 2025

Plus: Huawei’s high-powered AI supercomputer, OSTP director’s “Golden Age” vision faces potential roadblocks, and Commerce chokes off Nvidia’s chip flow to China

OpenAI and Anthropic try to fend off competition with new models, ideas for the U.S. AI Action Plan, and important new misalignment research

Alex Friedland
| March 20, 2025

Plus: DOD looks to accelerate software acquisition, Trump floats CHIPS repeal, White House tries to cut off maintenance of Chinese chip tools, and the confirmation hearing for new OSTP head

U.S. AI policy in Trump’s first month — VP Vance lays out AI plan at Paris summit, workforce cuts hit science and AI staff, Trump’s AI EO, an “America First Trade Policy,” and Stargate

Alex Friedland
| February 20, 2025

Plus: The DeepSeek frenzy — sorting through the takeaways, and OpenAI looks to stay top dog with new product releases and a tease of GPT-5

OpenAI’s o3 wows (but it’s not AGI yet), China’s DeepSeek gets world-class LLM performance despite chip controls, and Trump names key AI and tech advisors

Alex Friedland
| January 16, 2025

Plus: Biden announces “AI Diffusion” rules and a plan to accelerate AI infrastructure, and Trump backers clash over H-1B program

A year-end wave of AI releases, Commerce updates China-focused chip rules, and the CDAO’s $100 million deal with Anduril

Alex Friedland
| December 19, 2024

Plus: Trump names AI and Crypto Czar, a Manhattan Project for AI, Pat Gelsinger’s Intel ouster, and the House AI Task Force’s report

What Trump’s victory means for AI policy, chips, and AI development

Alex Friedland
| November 21, 2024

Plus: Reports of an AI wall meet pushback, LLMs for the Pentagon and the PLA, and Anthropic’s Claude can use a computer

DoD announces “Replicator 2” for counter-drone tech, Newsom vetoes SB 1047, and Commerce’s new (and upcoming) chip export rules

Alex Friedland
| October 17, 2024

Plus: OpenAI’s $6.6B fundraising round, AI data centers go nuclear, the FTC cracks down on misleading AI promises, and OMB’s AI acquisition guidance

OpenAI’s new reasoning model and the future of AI, the California State Legislature passes SB 1047, and chips news from TSMC and Intel

Alex Friedland
| September 19, 2024

Plus: Mario Draghi sounds the alarm on EU competitiveness and the DIU looks to use generative AI for joint planning and wargaming

Wall Street tempers its AI expectations, antitrust enforcers tally a win against Google, and NTIA weighs in on open weights

Jack Corrigan
| August 15, 2024

Plus: The new models keep rolling out, and Grok spreads election misinformation

Firms crack down on AI propaganda operations, Anthropic and OpenAI try to open the black box, and California AI bill grabs headlines

Owen Daniels
| June 27, 2024

Plus: Palantir Dives into Data to Support CJADC2

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