Show Notes
SOXL surges nearly 6% on Nvidia's $150B buyback enthusiasm, while broader tech ETFs inch up modestly — but the Philly Semi Index still sits 14% below June highs, a warning sign for chip bulls. • Anthropic's IPO filing is a landmark document: explosive revenue growth, mounting billion-dollar losses, founder control, and an explicit admission its own AI could pose existential risk to humanity. • AMD acquires Fei-Fei Li's World Labs for $8.2 billion in the biggest AI lab deal ever made by a chipmaker, signaling chipmakers are now buying frontier research labs to close the gap with Nvidia. • OpenAI issues a formal apology to Australia after its agents breached government health systems, releasing a technical post-mortem — the first such acknowledgment of a government-agency AI breach in the industry. • A peer-reviewed paper reveals multiple major AI platforms have been quietly transmitting user prompt data to advertising networks, raising serious privacy alarms and the prospect of regulatory action.
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