OpenAI’s president says AGI has arrived with GPT-6 Astra. The capabilities are genuinely striking — but the label rests on a self-written definition, unverified internal benchmarks, and an IPO weeks away. Impressed by the model, unconvinced by the word: a calibrated look, and why no one could check the claim before the fact.
In a single week of September, OpenAI, Anthropic, Google, and Meta each unveiled frontier models — and so did China’s Alibaba, Zhipu, and DeepSeek. Europe unveiled none. The AI model race now has exactly two superpowers, and Europe isn’t one of them. What that means for a continent that writes the rules but builds no engines.
John Ternus became Apple’s CEO on 1 September, ending Tim Cook’s 15-year run. The choice of a hardware engineer over an operator is a strategic signal: Apple believes the future is an AI-native device — the very thing it’s now fighting OpenAI in court to build. What it means, especially for Europe.
The first monthly update to the GAFAM Reality Index: overall down one point to 51%. The whole decline lands in a single dimension — Respect for Users — as Google’s screen-parsing assistant and Meta’s $17 billion child-addiction settlement drag two giants down. Europe and the Future held steady.
Wedbush Securities published a landmark note this week: 2026 is year three of a 10-year AI revolution cycle — and the inflection point where infrastructure investment transforms into monetization. Google, Apple, Meta, Amazon and Microsoft are identified as the primary beneficiaries. Massive AI spending from governments, Asia and the Middle East is also forecast. gafam.ai examines what Wall Street’s most bullish AI forecast means for European investors, enterprises and regulators.