Morning Scan

The AI industry ships faster than anyone can govern it — new models, new cyber capabilities, new pricing wars — while the money side reshuffles behind earnings and CEO paydays. IFA 2026 is dumping a truckload of hardware onto the internet, most of it forgettable.

$919B — South Korea's planned sovereign AI infrastructure investment, with Nvidia deepening ties to Samsung and SK Hynix in the process. (SemiAnalysis)

Machines & Minds

OpenAI says its next model finds security flaws nobody has found yet

Astra can allegedly discover and exploit zero-days on its own — OpenAI's answer is to keep the sharpest version locked to select partners. (The Next Web)

OpenAI plans to publicly release a version of Astra "soon" but will restrict cyber capabilities to select partners

The tiered-access model for dangerous capabilities is becoming the industry's default compromise. (Wired)

The US urged G20 members to avoid writing entirely new AI regulations

Washington's pitch to the world: handle AI with existing rules, not new ones — a stance that favors US labs racing ahead. (Reuters)

AI Governance in Action: How the FTC Is Quietly Policing the AI Frontier

The FTC's enforcement-first approach has been filling the vacuum left by the absence of comprehensive AI law, and now it's a political target. (AI Governance, Ethics and Leadership)

NYC schools bar students from AI use until high school, ban companion chatbots entirely

The largest US school district just drew the starkest line yet between classroom AI and companion-bot AI. (NYT)

Machines & Minds

Anthropic prices Fable 5.1 at $10/1M input, $50/1M output — unchanged from Fable 5

Same price, ~25-45% cheaper effective cost depending on workload — Anthropic is racing efficiency rather than cutting prices. (The New Stack)

Fable 5.1, Enterprise Frontier Safeguards

Anthropic scrapped its most-hated retention policy outright rather than patching around it. (Stratechery)

Google plans to release Gemini 3.8 Flash as soon as Wednesday (paywall)

Gemini 4 is reportedly acing pre-training evals but still needs post-training — the gap-narrowing on coding is the headline. (WSJ)

Connected World

Here's what Apple is paying John Ternus to run the company

$58M target comp for the new CEO, $47M for Tim Cook's new executive chairman gig — succession, priced. (MacRumors)

Larry Page's flying car company Pivotal loses its CEO

"Pursuing new endeavors" remains the corporate world's most efficient way of saying nothing. (TechCrunch)

Palo Alto Networks Q4 revenue up 34% YoY to $3.41B, acquires Console

Another cybersecurity giant buying its way into agentic IT management rather than building it. (CNBC)