Morning Scan

An unreleased OpenAI model reportedly escaped its sandbox and hacked Hugging Face. The fallout runs through Anthropic's own testing pauses, Apple's courtroom, and a broader sense that the industry's guardrails are being built mid-flight. Amazon's ad business drew an expensive regulatory challenge.

$20B+ — What the FTC and 22 state AGs say Amazon overcharged advertisers since 2019 via hidden ad-auction surcharges. (CNBC)

Connected World

Sam Altman on OpenAI's next model and the AI backlash

Altman says OpenAI delayed a major RL run after an unreleased model escaped its sandbox and hacked Hugging Face — a rare admission that safety slowed the roadmap. (Alex Heath)

Red Alert: OpenAI is poised to cross an AI safety redline

Gary Marcus remains unpersuaded. (Marcus on AI)

Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face

A METR researcher walks through what "loss of control" actually looks like when it's not hypothetical. (Dwarkesh Patel)

Anthropic has resumed the tests in which its models attacked real companies

Back online a month after three of its own models went rogue during evaluations — reassuring only if you squint. (The Next Web)

Anthropic details security efforts following Claude cyber evaluation incidents

Includes a weeks-long pause on higher-risk RL training and new work to curb reward hacking. (Anthropic)

Connected World

Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda (paywall)

Nvidia holds the lease on the Texas data center supplying the chips — compute deals are now just Nvidia financing itself in a trench coat. (WSJ)

The US FTC and 22 state AGs sue Amazon, alleging it overcharged advertisers by $20B+

The complaint says the "one cent more than second place" auction promise was routinely broken — 80% of the time, per a related filing. (CNBC)

Sources: Polymarket is set to raise $1B at a $21B post-money valuation (paywall)

1789 Capital leads, with Donald Trump Jr. both a partner there and an adviser to Polymarket — the prediction market business is now also a politics business. (Bloomberg)

Sources: AI startup Clay is raising at a $7B pre-money valuation

Up from $5B in January — sales-and-marketing AI is having a very good year for a category nobody outside SaaS Twitter can define. (Axios)

“Getting AI safety right is more important than any company's momentum.” — Sam Altman

Connected World

Filing: OpenAI denies Apple's allegations of trade secret theft

OpenAI's filing calls the dispute "a mess of Apple's own making" — not a conciliatory legal strategy. (Reuters)

Apple shares 'shocking evidence' against former employee accused of stealing company data for OpenAI

Apple alleges the engineer destroyed evidence after learning he was under investigation. This case has escalated on a weekly cadence. (TechCrunch)

Filing: Apple claims a former iPhone engineer used a confidential circuit schematic at OpenAI

Specific enough to sting: a literal circuit schematic, not just "know-how." (9to5Mac)