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# The Model Wars, Now With Guardrails, Money Moves, Hardware and Housekeeping
- URL: https://adjacent.media/scan/2026-09-29-am/
- Published: 2026-09-29T10:23:33.000Z
- Updated: 2026-09-29T10:23:34.000Z
- Description: The AI industry is doing that thing again where it builds the weapon and the shield in the same news cycle — new frontier models, a fresh safety body, and an agent-security platform from Nvidia, all while an actual AI-agent crime ring made off with 600K credit cards.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

The AI industry is doing that thing again where it builds the weapon and the shield in the same news cycle — new frontier models, a fresh safety body, and an agent-security platform from Nvidia, all while an actual AI-agent crime ring made off with 600K credit cards. Big Tech's older businesses, by contrast, keep grinding along with less drama and more billable hours.

> **600,000** — Credit card records stolen by AI agents operating across three open-source frameworks, hitting at least 27 companies at roughly $25 per stolen identity. *(The Next Web)*

---

### Machines & Minds

#### [Google, OpenAI and Anthropic plan AI safety body](https://thenextweb.com/news/standards-authority-frontier-ai-google-openai-anthropic?ref=adjacent.media)

The industry's answer to "should someone regulate us?" is, characteristically, "we'll regulate ourselves, thanks." *(The Next Web)*

#### [Nvidia launches the Open Agent Safety Platform](https://www.cnbc.com/2026/09/28/nvidia-releases.html?ref=adjacent.media)

A reference design meant to stop AI agents from "escaping" — which is a wild sentence to need hardware for. *(CNBC)*

#### [AI agents stole 600,000 credit cards for about $25 a target](https://thenextweb.com/news/ai-agents-600000-credit-card-records-gambit?ref=adjacent.media)

The cautionary tale that makes the above two items feel less theoretical and more urgent. *(The Next Web)*

#### [Q&A with Mustafa Suleyman on AI safety incidents](https://www.bloomberg.com/news/newsletters/2026-09-24/microsoft-s-suleyman-says-industry-needs-red-line-for-ai?ref=adjacent.media) (paywall)

Microsoft's AI chief wants an industry "red line" before models get 10x bigger — timing that sits awkwardly next to the self-policing safety body above. *(Bloomberg)*

#### [9/28: Claude Sonnet 5.5](https://open.substack.com/pub/mtslive/p/928-claude-sonnet-55)

Another frontier release, dropped the same week Starship reached orbit — a busy week to be anything other than a model. *(MTS)*

### Connected World

#### [Precision Neuroscience raised a $250M Series D at a $1B+ valuation](https://www.nytimes.com/2026/09/24/business/dealbook/precision-neuroscience-brain-bill-ackman.html?ref=adjacent.media) (paywall)

Brain-computer interfaces crossed into unicorn territory, Bill Ackman in tow. *(NYT)*

#### [HMRC vowed to break up with Capgemini then paid it another £4.2B](https://www.theregister.com/public-sector/2026/09/28/hmrc-vowed-to-break-up-with-capgemini-then-paid-it-another-42b/5299136?ref=adjacent.media)

The UK wants public money backing British business; the incumbent French contractor is sticking around until 2036 anyway. *(The Register)*

#### [Under Trump, CFTC Scales Back Enforcement, Worrying Farmers](https://www.nytimes.com/2026/09/28/us/politics/cotton-trump-commodity-markets-cftc.html?ref=adjacent.media) (paywall)

Lighter-touch commodities regulation is great until you're the cotton broker on the wrong end of a trade gone bad. *(NYT)*

#### [Trump's Tariffs Push Canadian Companies to Look Past American Links](https://www.nytimes.com/2026/09/28/business/trump-tariffs-canada-diversify.html?ref=adjacent.media) (paywall)

Three years of tariff whiplash later, Canadian firms are finally hedging their biggest customer relationship. *(NYT)*

### Connected World

#### [Raspberry Pi Stock Jumps 30% as Demand Surges](https://hardware.slashdot.org/story/26/09/25/0554208/raspberry-pi-stock-jumps-30-as-demand-surges-and-boards-now-locked-to-their-original-ram-size?utm%5Fsource=rss1.0mainlinkanon&utm%5Fmedium=feed)

Great quarter, undercut slightly by the news that boards are now RAM-locked at purchase — a curious way to reward loyal hobbyists. *(Slashdot)*

#### [Apple renews Qualcomm patent deal](https://sixcolors.com/link/2026/09/apple-renews-qualcomm-patent-deal/?ref=adjacent.media)

Effective 2027, both sides get another multi-year truce instead of another courtroom rematch. *(Six Colors)*

#### [NXP and TSMC affiliate Vanguard inaugurate joint chip fab in Singapore](https://asia.nikkei.com/business/tech/semiconductors/tsmc-affiliate-already-eyes-expansion-as-first-singapore-plant-sells-out?ref=adjacent.media)

Mass production targeted for early 2027, and they're already eyeing a second plant — demand clearly isn't the constraint. *(Nikkei Asia)*

#### [Microsoft ditches "Copilot+" branding for "AI PCs"](https://boingboing.net/2026/09/27/microsoft-ditches-copilot-branding-for-ai-pcs.html?ref=adjacent.media)

Two years and one rebrand later, the "Copilot" button's mandate looks a little less permanent. *(Boing Boing)*