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What matters in AI, and why.

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Mon 27 Jul · 8 stories · 3 sections

Research & papers 2 items

Adam Langley built a Zstandard decompressor in Lean; LLMs proved its hard inner-loop invariants automatically in about 20 minutes.
Terence Tao's ICM 2026 lecture slides: AI is pushing mathematics into a new 'crisis of foundations' over its values and practices.

Business & policy 4 items

NYT: OpenAI and Anthropic quietly lobby US regulators to restrict open-source AI models, despite Altman's public pro-open-source stance.
Nvidia is in talks to provide a ~$250B financing backstop for OpenAI tied to a 10GW SoftBank data-center project in Ohio, per WSJ.
SK chair Chey Tae-won says Anthropic asked SK Hynix for memory supplies to make its own chips — an AI lab moving into custom silicon.
Samsung signs a $200B+ contract to make Broadcom chips through 2030 on 2nm-and-below nodes, expanding non-TSMC AI ASIC capacity.

Also notable 2 items

Investigation maps the 'relay market' reselling discounted LLM tokens via pooled and abused API keys, operating mostly in China.
FT: Yale, Johns Hopkins, and Waterloo are among universities restricting or disabling AI-writing detectors over accuracy concerns.
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