Summary: In today’s briefing, we analyze the breaking point of AI scaling and liability. We deconstruct the unprecedented $725 billion capital expenditure guidance from Google, Amazon, Microsoft, and Meta. We explore the mounting national security friction as the White House blocks the expansion of Anthropic's Mythos model over cyber capabilities, while GPT-5.5 rolls out advanced cybersecurity features. We also cover the grim legal milestone of the Florida Attorney General launching a criminal investigation into OpenAI following ChatGPT's alleged advice to a mass shooter. Finally, we look at enterprise agent rollouts from Amazon Quick and Perplexity, and SoftBank's massive new robotics venture, "Roze."

Important Topics:

• $725B Big Tech Capex: Google, Amazon, Microsoft, and  ...