Cerebras files for IPO as AI chip demand goes supernova Cerebras, the AI chip startup that already landed a $10B+ deal with OpenAI and a partnership with AWS, is going public. This is the kind of IPO filing that tells you exactly where the money thinks AI is heading: into the silicon, not the software. When the picks-and-shovels guys go public, you know the gold rush is real.

The RAM shortage could last until 2030 Nikkei Asia reports that DRAM manufacturers — Samsung, SK Hynix, Micron — will only meet about 60% of demand by end of 2027, with SK Group’s chairman warning shortages could persist until 2030. AI is eating memory faster than fabs can build it. The next time a model release is delayed, there’s a decent chance it’s not a safety review holding things up.

OpenAI’s former Sora boss — and its chief product officer — are both leaving OpenAI is on a ruthless “side quest” purge: Sora is dead, Bill Peebles (who ran the Sora team) is out, and Kevin Weil (chief product officer, ex-Instagram) is packing up too. The company is folding its science application team into Codex and pivoting hard toward enterprise. The pivot away from consumer moonshots is either shrewd focus or a sign that the fun part of OpenAI is quietly leaving through the same door as its people.

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OpenAI’s big Codex update is a direct shot at Claude Code

OpenAI has given Codex a serious makeover — computer use, in-app browsing, image generation, memory, plugins — essentially strapping everything but a coffee maker onto it. This is what catching up looks like when you have infinite resources and a bruised ego: you don’t iterate, you detonate. Claude Code clearly got inside their heads, and honestly, competition is good for the rest of us.

Daniel Moreno-Gama Charged With Attempted Murder After Molotov Attack on Sam Altman’s Home

A 20-year-old from Texas traveled to San Francisco allegedly to kill Sam Altman, threw a Molotov cocktail at his home, and tried to breach OpenAI’s headquarters — all apparently motivated by a genuine fear that the AI race would cause human extinction. Altman’s home was reportedly targeted a second time just days later. Whatever you think about the pace of AI development, this is a deeply unsettling moment: the philosophical anxieties that live in academic papers and Reddit threads have now produced federal attempted murder charges.

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Daniel Moreno-Gama is facing federal charges for attacking Sam Altman’s home and OpenAI’s HQ

This one is not a metaphor: a man allegedly traveled from Texas to California specifically to kill Sam Altman, threw a Molotov cocktail at his home, and attempted to break into OpenAI’s headquarters. Federal charges are now filed. Whatever your views on OpenAI’s direction, politically motivated violence against tech executives is a genuinely alarming escalation — and a sign that the culture war around AI has moved well past Twitter arguments.

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Anthropic’s Mythos Will Force a Cybersecurity Reckoning—Just Not the One You Think

Anthropic’s Mythos model — capable of finding and exploiting zero-day vulnerabilities at a “shocking level of ability,” per The Register — is either the most consequential AI security release in history or, as some skeptics suggest, a masterclass in pre-IPO narrative building. What’s not in dispute is that the infosec world is paying attention: experts are less worried about Mythos as a hacker superweapon and more concerned it’s exposing just how badly the industry has been sleeping on security hygiene. Either way, Anthropic had a very good week at the HumanX conference, where apparently everyone was talking about Claude — so maybe call it both.

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20-Year-Old Arrested for Allegedly Throwing a Molotov Cocktail at Sam Altman’s House

A 20-year-old was arrested after allegedly throwing a Molotov cocktail at OpenAI CEO Sam Altman’s San Francisco home before making threats outside OpenAI’s headquarters — all caught on surveillance camera. Altman responded with a blog post pushing back on what he called an “incendiary” New Yorker profile that dropped the same week. Whatever you think of Altman or OpenAI, firebombing someone’s house is not a reasonable form of AI policy critique — and the timing with the New Yorker piece is going to make for some very uncomfortable media-ethics conversations.

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20-year-old arrested for allegedly throwing a Molotov cocktail at Sam Altman’s house

A 20-year-old suspect allegedly threw a Molotov cocktail at the OpenAI CEO’s Russian Hill home early Friday morning, then showed up outside OpenAI’s headquarters making threats — all before 7AM, which is a remarkably aggressive morning routine. Nobody was hurt, but this is a disturbing escalation of the ambient hostility that’s been building around AI’s most prominent faces. Whatever your feelings about Sam Altman or OpenAI, political violence is not a feature, it’s a catastrophic bug.

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Fear and loathing at OpenAI

The New Yorker took a long, hard look at Sam Altman this week, and The Verge unpacked it on the Vergecast. If you somehow missed the saga — brief firing, dramatic reinstatement, organizational reshaping — this is your catch-up. What’s remarkable isn’t the chaos itself, it’s that a company with this much internal drama is simultaneously positioning itself as the responsible steward of humanity’s most powerful technology. Bold strategy.

Meta’s New AI Model Gives Mark Zuckerberg a Seat at the Big Kid’s Table

Meta Superintelligence Labs has launched Muse Spark, its first model since Zuckerberg torched and rebuilt the company’s entire AI operation — and the benchmarks reportedly look formidable. The catch? Meta, longtime champion of open-source AI and self-appointed sheriff of the frontier model commons, shipped this one closed. As The Register put it, Muse Spark is “as open as Zuckerberg’s private school.” Turns out the open-source religion was a great competitive strategy right up until Meta actually had something worth protecting.