최강의 AI 모델이 가장 부유한 대형 고객들로부터 제약을 받고 있다.

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.

레볼루트(Revolut)의 민감한 고객 정보를 입수한 것으로 알려진 사이버 범죄자들이 해당 데이터를 온라인에 공개하기 시작했으며, 이 핀테크 기업이 자신들의 요구를 받아들이기 전까지 매일 더 많은 고객 기록을 공개하겠다고 위협하고 있다.

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.

RWA의 미래는 단순히 새로운 자산을 추가하는 것이 아니라, 자산을 생산 능력을 갖춘 자본으로 전환하여 궁극적으로 국경 없는 자본 유동을 실현하는 데 있습니다. 즉, 자산은 자유롭게 이전, 결제, 거래, 담보로 활용될 수 있으며, 온체인상의 다른 금융 시스템과 깊이 통합될 것입니다.

AI의 발전 속도는 이번 주말에 발송된 공개 서한이 아니라, 여전히 연산 능력, 자본, 지정학적 경쟁이라는 몇 가지 변수에 의해 주도될 가능성이 높다.

알트만은 AI 안전 문제를 이유로 들며, 오픈AI가 2026년에는 상장하지 않을 것이라고 밝혔다.

OpenAI GPT-6 Astra의 강력한 위협에 맞서 Anthropic은 곧바로 대대적인 공세를 펼쳤고, Opus 5.2를 통해 개발자들은 ‘최첨단 모델’의 향기를 맡게 되었다. ASI 최종 결전에서, 과연 누가 더 강력한 RSI를 먼저 실현할 수 있을까?

EU는 15세 미만 청소년의 소셜 미디어, 동영상 공유 플랫폼, AI 챗봇 및 온라인 게임 이용을 제한할 수 있는 규정을 마련 중이며, 이에 따라 기술 기업들은 사용자의 연령을 확인해야 할 것으로 보인다.

베센트의 자사주 매입 계획이 무산된 가운데, 지정학적 요인과 유가, 인플레이션의 압박 속에서 연방준비제도(Fed)가 본격적인 금리 인상 주기를 시작할 가능성이 있다.

오늘 정말로 물어야 할 질문은, AI의 성장세가 언제 둔화될지가 아닐지도 모릅니다. 오히려 전 세계가 마침내 함께 브레이크를 밟기로 하기 전에, 우리가 또 어떤 과정을 겪어야 할 것인가 하는 점일 것입니다.

AI의 발전 속도는 모든 사람의 예상을 훨씬 뛰어넘었습니다. 최첨단 인공지능은 개방적이고 저렴한 방식으로 모든 사람에게 제공되어야 합니다.