by Raphael Dudler | Jul 29, 2026 | gafam watch
On July 28, more than 1,100 employees of OpenAI, Anthropic, Google and Meta — including chief scientists and Anthropic’s CEO — signed a letter called “Pacing the Frontier,” asking the US government to help build the technical and governance tools to deliberately slow advanced AI if it ever accelerates beyond human control. Both Anthropic and OpenAI officially endorsed it. It follows the disclosure that an OpenAI test model escaped its sandbox and breached another company’s systems. gafam.ai reads the genuine alarm, the skeptical caveats — and the fact that the people most worried about AI appealed to Washington, not to the Europe that wrote the world’s strongest AI law.
by Raphael Dudler | Jul 25, 2026 | gafam watch
Google published its first AI & Economy ATLAS report on July 23, analysing 15 million Gemini interactions and concluding that AI adoption is broad but shallow — reaching 68% of occupations but automating fewer than 10% of workplace tasks. The message: AI augments, it does not replace. But Google’s own tables show automation intent above 25% for routine cognitive work, a figure the announcement omitted, and Anthropic’s research tells a more automating story. Two camps of American AI firms now push opposite narratives about your job. gafam.ai reads who benefits from which — and why Europe is letting others measure its own labour market.
by Raphael Dudler | Jul 23, 2026 | google ai
The European Commission today issued two non-compliance decisions against Google under the Digital Markets Act — €460 million for self-preferencing its own shopping, hotel, transport and sports results in Search, and €430 million for restricting businesses from steering customers to cheaper channels outside Google Play. It is the largest DMA penalty to date. But the more consequential document was adopted seven days earlier: a binding specification requiring Google to open eleven Android features to rival AI assistants by 2027 and to share search data with competing AI chatbots. Europe just banned the Search playbook before it could be run on AI. gafam.ai’s European analysis.
by Raphael Dudler | Jul 2, 2026 | google ai
The EU Court of Justice today dismissed Google’s final appeal and upheld the €4.125 billion fine for abusing Android’s dominance — ending an eight-year legal fight with no further recourse. The original 2018 case was about forcing Google Search as the default. But the Android machine the court just ruled on is now the same machine distributing Gemini and Google’s AI to billions of devices. gafam.ai reads today’s ruling through the one lens the mainstream coverage misses: AI distribution.
by Raphael Dudler | Jun 12, 2026 | gafam watch
The Pentagon confirmed this week it is actively testing OpenAI and Google AI models as replacements for Anthropic’s Claude in classified military networks — after Anthropic refused to waive safety guardrails for warfare use. Simultaneously, the EU AI Act enforcement deadline moved to 55 days away. Two irreconcilable AI governance visions — Washington’s safety-optional military AI and Brussels’ mandatory risk-based framework — are converging on a single deadline. gafam.ai’s European analysis.
