by Raphael Dudler | Jun 29, 2026 | gafam watch
On Friday, June 26, the US government partially reversed the export control directive that took Anthropic’s most powerful models offline two weeks ago. Commerce Secretary Howard Lutnick authorised the release of Claude Mythos 5 to roughly 100 named US institutions — major companies and government agencies on an “Annex A” list — and their foreign-national employees. Fable 5, the public version, remains restricted. The resolution confirms what gafam.ai has tracked for three weeks: a new American regime now governs who may access frontier AI. European users are not on the list. gafam.ai’s European analysis.
by Raphael Dudler | Jun 27, 2026 | gafam watch
SpaceX has agreed to acquire Anysphere, the maker of the AI coding tool Cursor, for $60 billion in an all-stock deal — widely described as the largest acquisition of a venture-backed startup ever recorded. It lands days after SpaceX’s $75 billion IPO, the biggest in history, and folds one of the most widely used developer tools into Elon Musk’s xAI empire. With two-thirds of the Fortune 500 using Cursor, the question for Europe is uncomfortable: the AI that writes a growing share of the world’s code is now owned by the same handful of American giants. gafam.ai’s European analysis.
by Raphael Dudler | Jun 24, 2026 | gafam watch
OpenAI expanded its Daybreak cybersecurity programme on June 22, releasing the full version of GPT-5.5-Cyber — its most capable vulnerability-finding model, scoring 85.6% on CyberGym — alongside “Patch the Planet,” an open-source security initiative with Trail of Bits and HackerOne. It is a direct competitive answer to Anthropic’s Project Glasswing. But the launch carries a warning that should concern every European organisation: AI now finds security flaws faster than humans can fix them. gafam.ai’s European analysis.
by Raphael Dudler | Jun 23, 2026 | gafam watch
Memory chipmaker Micron is investing in Anthropic’s Series H funding round and has secured a multi-year agreement to supply memory for Claude’s infrastructure, the company confirmed today. Anthropic co-founder Tom Brown called memory critical to both training and running its models. The deal extends a pattern gafam.ai has tracked all week: the AI supply chain is consolidating vertically, investor by investor, chip by chip — and Europe owns none of the layers. gafam.ai’s European analysis.
by Raphael Dudler | Jun 19, 2026 | gafam watch
One week ago, the US Commerce Department ordered Anthropic to block all foreign nationals from accessing Claude Fable 5 and Mythos 5. Seven days later, the models are still down. High-level talks with the White House continue without public resolution. A Polymarket prediction market has traded over $770,000 on whether access will be restored. AWS has revoked Bedrock access. And European users — including Anthropic’s own non-American employees — remain locked out of the most capable AI model the company has ever built. The silence is the story. gafam.ai’s European analysis.
by Raphael Dudler | Jun 16, 2026 | gafam watch
The Wall Street Journal, The Information and Reuters have confirmed it: Amazon CEO Andy Jassy personally contacted Treasury Secretary Scott Bessent on June 12 to flag security findings about Anthropic’s newly launched Claude Fable 5. Hours later, Commerce Secretary Howard Lutnick issued the export control directive that took Fable 5 offline worldwide. Amazon is Anthropic’s largest investor, a board member and the primary cloud host of Anthropic’s models. It is also the company that just triggered the regulatory action that crippled its own portfolio company. The most consequential conflict of interest in the AI era — and nobody is calling it that. Until now.
