最強のAIモデルが、資金力のある大口顧客たちから制限を課されている。

Europe is moving to build rivals to SpaceX as US President Donald Trump’s NASA reshapes trans-Atlantic space ties, according to Bloomberg. For the second week in a row, Paris is presenting itself as the center of the space industry.

According to RTHK, HKET and Reuters, Asian equities were mixed at midday Tuesday as investors braced for likely interest-rate decisions from the U.S. Federal Reserve and the Bank of Japan this week, with oil prices and U.S. Treasury yields climbing. Tokyo's Nikkei 225 recovered earlier losses to trade in positive territory, at 63,664.17, up 171.18 points or 0.27% as of 04:33 UTC. Chip-related names were mixed, with Tokyo Electron little changed and Advantest down 1.38%. Seoul's KOSPI slipped in continuous trade to 6,658.17, down 26.20 points or 0.39% as of 04:33 UTC, extending Monday's more-than-3% drop. Samsung Electronics edged up 0.10% while SK Hynix added 0.24%. Hong Kong stocks were narrowly lower at the midday break, with the Hang Seng Index closing the morning at 24,859, down 58 points or about 0.23%; morning main-board turnover topped HK$96.2 billion. Financial and property stocks weakened ahead of the Fed meeting, with HSBC off more than 2% and BOC Hong Kong down close to 3%. The Hang Seng Tech Index bucked the trend, ending the morning up 0.76% at 4,350, as Alibaba rose more than 2% and Tencent gained nearly 3%; AI large-model shares faced selling, with Zhipu and MiniMax down around 5% or more. Taiwan's TAIEX was softer at 45,681.34, down 181.18 points or 0.40% as of 04:33 UTC, as TSMC rose 0.42% while MediaTek fell 1.43%. In mainland China, the Shanghai Composite was little changed at the midday break at 3,881.41, down 0.10%, while the Shenzhen Component edged up 0.04% to 13,389.63 and the CSI 300 was flat at 4,479.47.

X user Kevin Bass said he audited Anthropic's finances and found what he described as alarming results, prompting him to call on Congress to investigate. According to ChainCatcher, Bass argued that Anthropic has built a regulatory-capture system that cannot be shut down and said its structure creates incentives that make self-termination impossible. Bass said the cycle begins with METR, which Anthropic CEO Dario Amodei proposed as a third-party evaluator of model risk. He claimed METR is financially dependent on Anthropic's success, pointing to more than $700 million in Anthropic stock growth and saying the stock was placed by Facebook co-founder Dustin Moskovitz into Good Ventures Foundation, which he described as a dominant funder across the Anthropic ecosystem. Bass said the stock was worth $500 million earlier last year and more than $770 million about 16 months later, and argued METR could not afford to disrupt that growth. He also said the same funding source supports groups promoting AI doom, including the Tarbell Center, which has published in The Verge, Science, and the Los Angeles Times. Bass said METR and similar groups are not independent of Anthropic and cannot provide an independent assessment.

According to Nikkei Asia, a new set of Chinese exit and entry rules took effect Tuesday as Beijing tightened its legal framework for border control and explicitly tied decisions on who can enter and leave the country to national security.

European Central Bank Vice President Boris Vujcic said soaring market valuations driven mainly by artificial intelligence leave equities vulnerable to a correction, according to Bloomberg.

Revolutの顧客に関する機密情報を入手したとされる攻撃者らは、そのデータをオンライン上で公開し始め、同社が要求に応じるまで毎日さらに多くの顧客記録を公開すると脅している。

Singapore new home sales fell in August as developers delayed project launches during a period seen as inauspicious for buying. According to Sina Finance, Urban Redevelopment Authority data released on Tuesday showed developers sold 153 private new homes last month, the lowest since February 2024. July sales totaled 731 units, compared with 2,142 a year earlier. The decline was widely expected because it coincided with the Hungry Ghost Festival in the seventh month of the lunar calendar, which runs from mid-August to September 10 this year. Developers typically schedule launches several weeks before or after that period. The seasonal factor is unlikely to reverse Singapore's improving housing market, and new home sales partly depend on how many projects developers bring to market. Private residential prices rose 0.5% in the second quarter, slowing from a 0.9% increase in the previous quarter.

American private equity firm Carlyle Group Inc. is backing a deal to buy Canadian oil and gas company Parallax, according to Bloomberg. The transaction marks Carlyle's second major investment in Canada's oil sector in the past year.

The Indonesian rupiah fell for a fourth straight day, pressured by rising oil prices and broad U.S. dollar strength. According to Sina Finance, President Prabowo Subianto appointed Suharso Nazara to replace Purbaya Yudhi Sadewa as finance minister on Monday evening. The dollar rose 0.2% against the rupiah to 17,677, and if it extends gains for a fourth straight session, it would mark the longest winning streak since late July. The spot dollar index rose 0.1% after gaining 0.4% in the previous session, when the U.S. 10-year Treasury yield first moved above 5% since 2023. Overnight index swaps showed the Federal Reserve was almost certain to raise rates on Wednesday after last week's inflation data pointed to sticky price pressures. Indonesia's 10-year government bond yield rose 1 basis point to 7.17%. Indonesia's finance ministry said global funds bought a net $61.4 million of Indonesian bonds on September 10. Shinhan Securities Indonesia fixed-income analyst Adela Vihasena said Suharso's appointment signaled policy continuity and reduced policy uncertainty, adding that the market's initial reaction on Monday was positive.

RWAの未来は、単に新たな資産を追加することではなく、資産を生産能力を備えた資本へと転換し、最終的には国境を越えた資本流通を実現することにある。すなわち、資産の自由な移転、決済、取引、担保化が可能となり、オンチェーンの他の金融システムと深く融合することである。

AIの発展スピードは、おそらく今後も、計算能力、資本、地政学的競争といった変数によって主導され続けるものであり、今週末に発表されたこの公開書簡によるものではないだろう。

アルトマン氏は、AIの安全性に関する懸念を理由に、OpenAIは2026年に上場しないとの見解を示した。

OpenAIのGPT-6 Astraという強力な脅威に直面し、Anthropicは一気に攻勢に出た。Opus 5.2により、開発者たちは「最先端モデル」の気配を感じ取っている。ASIの最終決戦において、果たして誰がより強力なRSIをいち早く実現できるのか？

EUは、15歳未満の若者のソーシャルメディア、動画共有プラットフォーム、AIチャットボット、オンラインゲームの利用を制限する可能性のある規則を策定しており、テクノロジー企業にはユーザーの年齢確認が義務付けられる見通しだ。

ベセントの買い戻しは実現せず、地政学的要因による原油価格の高騰とインフレの重圧の下、FRBは利上げサイクルを本格的に開始する可能性がある。

今日、真に問うべきことは、AIの成長がいつ鈍化するのかということではないかもしれない。むしろ、世界中がようやく一斉にブレーキを踏むことになるまで、私たちはまだ何を経験しなければならないのか、ということだろう。

AIの発展のスピードは、誰もが予想していたものをはるかに上回っている。最先端の知能は、オープンかつ低コストな形で、すべての人に提供されるべきである。