by Raphael Dudler | Jul 7, 2026 | gafam watch
OpenAI has proposed handing the US government a 5% equity stake — worth roughly $42.6 billion — through a vehicle modeled on the Alaska Permanent Fund, and wants Anthropic, Google and Meta to cede matching stakes. It remains a proposal, not a deal: rivals haven’t agreed, Congress hasn’t acted, and Reuters could not independently verify it. But if any version proceeds, it rewires every future AI fight — because a government that owns AI companies cannot regulate them impartially. gafam.ai reads what state ownership of AI means for Europe.
by Raphael Dudler | Jun 17, 2026 | europe & ai
The G7 Summit concludes today in Évian-les-Bains. France hosted three AI CEOs in the same room for the first time in history. The declaration on protecting minors online is real and binding. The transatlantic AI sovereignty conversation produced voluntary commitments and rhetoric. Both Anthropic and OpenAI confidentially filed S-1 IPO documents during the summit week. gafam.ai’s honest assessment of what Europe actually achieved — and what it once again left on the table.
by Raphael Dudler | Jun 15, 2026 | gafam watch
From today through Wednesday, the G7 Summit in France hosts an unprecedented event: Sam Altman of OpenAI, Dario Amodei of Anthropic and Demis Hassabis of Google DeepMind appear together before the leaders of the world’s largest democracies — for the first time in history. Three rival frontier AI lab CEOs. Seven world leaders. Three days. And simultaneously: Anthropic’s senior staff is in Washington trying to reverse the US export ban that locked European users out of Claude Fable 5 last Friday. gafam.ai’s European analysis of the diplomatic moment that defines AI governance for the rest of the decade.
by Raphael Dudler | May 29, 2026 | google ai
A Fortune commentary published this week makes the most explosive argument in AI journalism of 2026: Sam Altman deliberately reframed AI as an intelligent mind rather than an expensive pattern-matching system — and panicked Sundar Pichai into embedding AI Overviews into Google Search, systematically destroying the $237 billion advertising revenue that is Google’s entire commercial foundation. gafam.ai examines the argument — and what it means for Europe.
by Raphael Dudler | May 28, 2026 | gafam watch
In June 2025, Sam Altman warned that entire job categories would vanish. Dario Amodei predicted AI would eliminate 50% of white-collar jobs. This week, both walked it back. Altman says he is “delighted to be wrong.” Amodei now says automation expands work rather than destroying it. OpenAI is preparing an IPO at $852 billion. Anthropic just closed a $30 billion round at a $900 billion valuation. The timing of the reversal is not a coincidence. gafam.ai examines what changed — and what did not.
