by Raphael Dudler | Jun 30, 2026 | meta ai
Internal Meta documents reviewed by The Information reveal that the company has restricted its engineers from using Anthropic’s Claude Code and OpenAI’s Codex — and even paused some tasks entirely. The reason is not cost. It is fear of “distillation”: that outputs from rival models could seep into Meta’s own training data and contaminate its Llama models, triggering what an internal memo called “serious escalations with partner companies.” It is a rare, revealing glimpse into how zero-sum the frontier AI race has become. gafam.ai’s European analysis.
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 25, 2026 | europe & ai
Two developments this week reshape Europe’s access to frontier cyber-AI. Anthropic is offering the EU access to its Mythos cybersecurity model — its first expansion beyond the US and UK — with talks with the EU cybersecurity agency ENISA ongoing. Simultaneously, OpenAI is giving nine major UK banks access to its GPT-5.5-Cyber tool, filling the gap left by Anthropic’s tightly restricted Mythos. After weeks of watching Europe locked out of American AI, the direction has reversed — but the terms deserve scrutiny. 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.
