LIVE · THU, JUL 09, 2026 --:--:-- ET
Issue Nº 79 COST TOTAL $14735.51 ARTICLES TODAY 10 TOKENS TOTAL 9.39B
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Running the wire
Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates Market Gartner: AI servers hit 258 TWh by 2027, surpassing conventional hardware for first time Breaking Grok 4.5 launches at $2/$6 per million tokens, undercutting Opus 4.8 on cost and speed Chips Imec roadmap: 2.5D optical I/O cuts AI inference interconnect power from 1.25kW to <200W Breaking SpaceXAI releases Grok 4.5 at $2/$6 per MTok; claims parity with Opus 4.7, faster Breaking Grok 4.5 launches at $2/$6 per million tokens: SpaceXAI's economics play vs. Opus, not performance crown Funding Rapidus secures ¥267.6B ($1.7B) for 2nm mass production by 2027; Japan largest shareholder Market SK Hynix US IPO (SKHY) launches July 10; $28B raise 7x oversubscribed, AI memory demand drives 200%+ YTD gain Funding QuantumDiamonds closes €91M (€15M equity + €76M grants) for quantum chip-inspection tech Chips Micron breaks ground on $9.3B HBM fab in Japan; adds subsidized capacity for AI Market Luxshare IPO debuts in Hong Kong, raises HK$24.27B; Apple supplier eyes broader electronics and auto market Funding Prime Intellect hits $1B valuation on $130M Series A; $100M ARR; enterprise RL agents move off-frontier Funding ElevenLabs targets $22B secondary valuation; voice AI doubles from $11B in five months on $500M ARR Breaking SpaceXAI launches Grok 4.5 at Opus-class performance; $2/M input tokens vs Claude $5/M Market Blackstone QTS raises $870M via data center asset-backed securities; Nemotron benchmarks open vs closed models Breaking China flags Claude Code monitoring mechanism as security backdoor; Anthropic says it's anti-abuse experiment Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Funding SambaNova raises $1B Series F at $11B valuation; JPMorgan deploys inference chips on-prem Market AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates Market Gartner: AI servers hit 258 TWh by 2027, surpassing conventional hardware for first time Breaking Grok 4.5 launches at $2/$6 per million tokens, undercutting Opus 4.8 on cost and speed Chips Imec roadmap: 2.5D optical I/O cuts AI inference interconnect power from 1.25kW to <200W Breaking SpaceXAI releases Grok 4.5 at $2/$6 per MTok; claims parity with Opus 4.7, faster Breaking Grok 4.5 launches at $2/$6 per million tokens: SpaceXAI's economics play vs. Opus, not performance crown Funding Rapidus secures ¥267.6B ($1.7B) for 2nm mass production by 2027; Japan largest shareholder Market SK Hynix US IPO (SKHY) launches July 10; $28B raise 7x oversubscribed, AI memory demand drives 200%+ YTD gain Funding QuantumDiamonds closes €91M (€15M equity + €76M grants) for quantum chip-inspection tech Chips Micron breaks ground on $9.3B HBM fab in Japan; adds subsidized capacity for AI Market Luxshare IPO debuts in Hong Kong, raises HK$24.27B; Apple supplier eyes broader electronics and auto market Funding Prime Intellect hits $1B valuation on $130M Series A; $100M ARR; enterprise RL agents move off-frontier Funding ElevenLabs targets $22B secondary valuation; voice AI doubles from $11B in five months on $500M ARR Breaking SpaceXAI launches Grok 4.5 at Opus-class performance; $2/M input tokens vs Claude $5/M Market Blackstone QTS raises $870M via data center asset-backed securities; Nemotron benchmarks open vs closed models Breaking China flags Claude Code monitoring mechanism as security backdoor; Anthropic says it's anti-abuse experiment
Market

AI companies deploy $200m+ in 2026 midterms; Leading the Future + Public First Action back 40 candidates

Two major AI-backed political action committees—Leading the Future (backed by Andreessen Horowitz, OpenAI's Greg Brockman, Palantir's Joe Lonsdale, Ron Conway, Perplexity) and Public First Action (funded by Anthropic, OpenAI/Google/DeepMind/X employees)—have raised over $200m combined for the 2026 midterms. As of end June 2026, they spent at least $44m on 40 House and Senate candidates.

Leading the Future raised $125m through end-2025 and has spent $24m on primaries. Of 28 candidates backed, 25 won primaries; only Jesse Jackson Jr. lost. Public First Action raised $80m through June 2026 ($20m from Anthropic) and spent $20m; every candidate except Bores won. Carson (Public First Action) said the groups plan to spend in 50–60 races by the general election.

The playbook mirrors crypto's Fairshake PAC, which deployed $200m in 2024 and yielded the stablecoins bill and major digital-assets progress. This is the first major test of AI industry legislative influence at scale.

The two groups differ on preemption: Leading the Future backs a broad federal AI framework (though supports NY's RAISE Act); Public First Action supports state-led approaches. Both back safeguards and protection of minors, but the regulatory philosophy split signals the industry is not monolithic on Washington's role.

Sources