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News of the day

1. The White House is drafting guidance to allow federal agencies to work with Anthropic again, including access to its new Mythos model, following a Pentagon standoff. Read more

2. AI diagnostics offer rapid, accurate identification of antibiotic-resistant infections, improving treatment and drug discovery. New economic models are needed for antibiotic development. Read more

3. Shapes, an app where humans and AI characters chat together in shared group conversations, raises $8M seed funding. It aims to combat AI psychosis by integrating AI into everyday interactions. Read more

4. MIT researchers boost privacy-preserving AI training on everyday devices by 81% using FTTE, enabling more accurate models on resource-constrained hardware. Read more

Our take

Hi Dotikers!

Yesterday, we left off on the image of Anthropic calmly sipping its matcha while OpenAI was missing its quarterly targets. Twenty-four hours later, the White House confirms the calm stance: according to Axios, the Trump administration is drafting an executive action to restore federal agencies' access to Anthropic, including its new Mythos model. One source sums up the intent bluntly: "save face and bring em back in."

The context is worth the detour. The Pentagon had flagged Anthropic as a supply chain risk after Dario Amodei refused to sign a contract authorizing Claude for "all lawful purposes". The company demanded two red-line exclusions: mass domestic surveillance, and fully autonomous weapons. No carve-out, no signature, exit from the federal market. OpenAI and Google, on the other hand, had already signed without those safeguards. Small catch: while the Pentagon was officially banning the vendor, the NSA was already running Mythos internally. Hard to cut off a supplier your best agencies use every day.

Earlier this month, Susie Wiles, White House chief of staff, and Scott Bessent, Treasury Secretary, traveled in person to meet Amodei. Three weeks later, the executive order is being drafted. The political message is unambiguous: Anthropic held its ethical line, the White House blinked.

The link to yesterday's story is almost too neat. A company that multiplied its revenue thirtyfold in fifteen months, that spends four times less than its rival to train its models, and now gets to dictate its ethical terms to the Pentagon, all while a presidential order comes to it to clean up the mess. Sam Altman, meanwhile, is prepping his IPO while burning 25 billion. Two trajectories, two philosophies, and increasingly, two very different weights in the halls of Washington.

The matcha, evidently, tastes better with veto power on the table.

Alex.

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