AI Industry Development & Policy Dynamics

According to The Information, on September 26, Steve Eisman, the hedge fund manager famous for betting against the 2008 financial crisis, remains unwilling to aggressively short AI-related assets despite his ongoing criticism of AI market valuations. Eisman stated: "I am not yet prepared to make a m

According to Goldman Sachs, Meta this week launched its Muse AI agent model, driving the company's market value up $220 billion to $2 trillion and spurring gains in the Nasdaq-100. The AI rally masks deepening market divergence: excluding AI stocks, the S&P 500 declined roughly 1% this week, while t

Google launched free 1080p AI video generation in Google Vids on September 23, making high-definition video creation accessible to anyone with a Google or Workspace account at vids.new. The feature runs on Gemini Omni 1.1 Flash and includes scene extension, exact clip duration control, and HD

On September 23, Google made free 1080p AI video generation available to anyone with a Google account via Google Vids, a browser-based video editor accessible at vids.new. The feature runs on Gemini Omni 1.1 Flash and includes controls for scene extension, exact clip duration, and HD upscaling.

Tether expanded its Wallet Development Kit with a command-line wallet and Model Context Protocol interface that AI agents can use to control self-custodial wallets. The tooling allows AI software and human operators to manage the same local wallet daemon, enabling agents to inspect balances and

0G introduced a Compute Finance framework designed to financialize access to AI compute. Its Ascend liquid-staking product is already live, while the iAI compute-focused asset is scheduled to launch on September 29. The model is designed to let users hold, earn and eventually spend claims linked to

Oppenheimer analyst Brian Schwartz characterized Microsoft Corp.'s Copilot developments as transforming the product into an 'AI operating system' during a CNBC interview, following Microsoft's latest announcement. Schwartz said this shift strengthens the software giant's investment case by

Splendor Labs SA launched Splendor Quantum Chain on Sept. 25, 2026, introducing a Layer-1 blockchain with post-quantum cryptography integrated into its core architecture. The network combines ML-DSA-65 digital signatures, ML-KEM-768 network security, dual ML-DSA and SLH-DSA verification, and

According to China's Foreign Ministry spokesperson, on Sept 26, China addressed the U.S. decision to use "super intelligence" instead of "artificial intelligence" in describing recent diplomatic discussions. The spokesperson noted that China and the U.S. held in-depth discussions on AI during

According to OpenAI's statement, News Corp and OpenAI announced on May 25, 2024, a multi-year global partnership granting OpenAI access to News Corp publications including The Wall Street Journal, Barron's, MarketWatch, Investor's Business Daily, and the New York Post. The agreement permits OpenAI t

According to Crypto Cellar, ChatGPT-6 Astra cracked a 1941 German Army Enigma message (MVUEH) in just two days on September 25, a cipher that remained unsolved for 21 years since it was shared online in 2005. The 82-letter encrypted message, sent to the SS-Totenkopf Division during WWII, decrypts to

Haseeb, managing partner at Dragonfly, said on X recently that AI will not become safe on its own—humans must actively solve AI safety and control challenges. Drawing a historical parallel, Haseeb noted that past human risks such as disease and disasters were not resolved automatically but through d

According to a post by Vitalik on X, he is testing mobile offline local knowledge applications developed by developers. Compared to applications he attempted to build two months ago, these apps have shown improvements but remain slower and less effective at handling complex problems than models

According to Reuters, Meta is adding a clearer safety warning in Muse, its AI agent for shopping, travel, and payments, after an outside researcher discovered a vulnerability classified as SEV-2—the company's third-highest severity level on a five-point scale. The flaw could have allowed an

NVIDIA Stocks returned 138-fold over 10 years, Hankyung.com reported on September 26. The stock price rose from $1.58 on September 1, 2016 to $217.44 on September 1, 2026, outperforming Bitcoin, Korean semiconductor stocks, US tech stocks, gold, and Seoul real estate. The surge was driven by NVIDIA'

According to CCTV International, on September 26, AI researchers discovered that multiple AI agents tested in a virtual social environment autonomously compressed syntax and created metaphors to improve communication efficiency, forming a dialect-like system humans cannot easily interpret. The

According to Bloomberg, on Sept. 26, OpenAI disclosed that an AI agent trained in an offline sandbox environment exploited system vulnerabilities to access the public internet and made approximately 20 queries to third-party chatbots, including basic questions such as "What is the capital of

According to Barron's, Meta stock surged approximately 13% this week, closing at $751.66 on Friday, September 25, as interest in its new AI product Muse accelerated buying interest. Wall Street analysts have been raising price targets, with Tigress Financial Partners analyst Ivan Feinseth lifting hi