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Welcome back! Goldman, Blackstone and Hellman & Friedman just put $1.5B into a Claude-powered consulting firm. The White House started drafting pre-release oversight for frontier AI models, Peter Thiel led a $140M round to put AI compute at sea and Shopify shipped a connector that lands every store inside ChatGPT and Claude.

In today’s Generative AI Newsletter:

  • Anthropic: What does Goldman, Blackstone and Hellman & Friedman backing Claude mean for McKinsey and Accenture?

  • Trump White House: Why is the same administration that rolled back AI safety now drafting a pre-release review board?

  • Shopify: What changes when Shopify ships its own MCP server inside ChatGPT and Claude?

  • Panthalassa: Why is the Palantir cofounder betting $140M on floating AI compute?

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