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Welcome back! Anthropic built a model so capable at finding software vulnerabilities that the White House has now blocked the company from expanding access. Stripe shipped 288 launches and the headline is that AI agents can now carry a wallet. Wall Street finally flinched on the AI trade. Amazon's desktop AI assistant just went live across macOS and Windows.

In today’s Generative AI Newsletter:

  • Anthropic Mythos: What two concerns made the White House block Mythos expansion to 120 customers?

  • Stripe agent commerce: What changes when agents can spend money on your behalf through Link?

  • AI bubble nerves: Why did one OpenAI report drag Oracle, Broadcom and AMD down 3-4% in a session?

  • Amazon Quick: What does AWS shipping its first real desktop AI mean for the workplace AI race?

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