For two years the question was "how will governments regulate AI?" This month the answer got bigger: the state wants to own a piece, police what the models say, and decide who they may serve.

• Ownership: OpenAI floated giving the US government a ~$42.6B (5%) equity stake (Alaska-Fund style) and wants Anthropic, Google, and Meta to follow; Altman also called for a US-led "IAEA for AI."
• The red-line case: the Pentagon designated Anthropic a "supply-chain risk" — a first for a US company — over its red lines against autonomous-weapons and surveillance use; a court has paused it. A vendor's values can become your outage.
• The rules being written this week: the FTC opened a rule treating AI "ideological steering" as deception; the UN convened 193 nations in Geneva; and the UK' ...