Show notes
In this episode, we discuss reports that OpenAI, Anthropic and Google have been quietly holding talks about creating an industry AI standards body modeled on FINRA, and why shared safety evaluations and pre release review raise the question of whether the biggest frontier labs should write their own rules. We also cover the political and market backlash to pacing frontier AI development, including President Trump's dismissal of AI and data center warnings, Sam Altman's clarification that pacing does not mean stopping, and why chip suppliers felt the slowdown talk more than the big cloud platforms. Microsoft enters with a new Humanist AI code governing its first party MAI models across Copilot, Windows and Azure, centered on the principle that people must retain meaningful control over AI agents. Finally, we break down DeepSeek quietly rerouting its flagship Pro API traffic to the cheaper V4.1 Flash model, its mixture of experts and memory efficient design for long context and agent workloads, and the mixed developer reaction around coding performance and hallucinations.
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