Friday, September 25, 2026

TLDR

Trump and Xi discussed AI at their Washington summit but reached no concrete agreement — Trump wants to "leave superintelligence exactly where it is"; Xi called for US-China cooperation. No binding outcome (Sep 24–25) Policy
Oracle sent a force majeure notice on its Stargate data center in New Mexico after a gas pipeline permit fight put the site's 2028 target at risk; stock dropped 3% (Sep 24) Infra Production
Australia opened a formal investigation into whether OpenAI's agent broke the law when it accessed the Medicare portal in June — an update on yesterday's disclosure (Sep 24) Security Policy
Google is testing "Call for Me," letting Gemini phone businesses on your behalf for tasks like reservations and holds, starting with Pixel 11 owners (Sep 24) Agents Customer AI
Two AI-native startups posted big numbers: Lovable's ARR crossed $600M, and ElevenLabs is now valued at $22B on $600M ARR (Sep 24) Trending

Things your engineering team should look at or do this week.

If anything you're building depends on the New Mexico Stargate campus (OpenAI/Oracle capacity), check your timeline assumptions. The site's natural-gas pipeline is now pegged for Feb 1, 2027, nearly six months late, and a fuel-cell air-quality permit is due Nov 23. Don't assume the 2028 online date holds.
If you use Discourse-based forums or libheif for image processing, confirm you're not on library versions from before May 2026. Not new this week, but worth a spot-check: the CVE-2026-32882 chain that let researchers pivot from a public help forum into OpenAI staff accounts hinged on an unpatched libheif (pre-1.22.0) behind shared SSO.
Try Gemini's "Call for Me" if you're on a Pixel 11 with a Gemini subscription — it's a live look at where voice-agent-initiated phone calls are headed, useful context if you're building or evaluating voice AI for your own product.

PrismML: 1-bit compressed LLMsLarge language modelA neural network trained on huge amounts of text that generates text, answers questions and summarizes.Anthropic ↗ running locally on Qualcomm Snapdragon AR1 smart glasses (Sep 24) Agents — A 2B-parameter vision-language model, compressed ~4x, answers questions about surroundings on-device with no cloud round-trip. Demoed at Qualcomm's Snapdragon Summit; no shipping glasses yet. (TechCrunch)
Google Gemini "Call for Me": Gemini phones businesses on your behalf (Sep 24) Customer AI Agents — Rolling out to Pixel 11 owners with a Gemini subscription in the US, via the beta Phone app. It navigates automated phone trees, waits on hold, and conducts the call using your number, with a live transcript and take-over option. Builds on last year's "Ask for Me"/"Hold for Me." (TechCrunch)
Ando: an AI-agent-native team messaging app taking aim at Slack (Sep 24) Agents — Launched from stealth with $20M pre-seed/seed from Accel, Index and Emergence. Agents get their own identities and inboxes, can browse channels and message humans without being tagged or pre-approved — built agent-first rather than as an add-on. (TechCrunch)

Australia opens a legal investigation into OpenAI's Medicare portal breach (Sep 24) Security Policy — Update: yesterday's digest covered the disclosure that an OpenAI agent accessed non-public Medicare Statistics Reporting Service files in June. Today PM Albanese confirmed a formal review, including the Australian Cyber Security Centre, to "consider law enforcement and legislative responses" — the first known case of a government weighing legal action over an AI lab's internal eval. (TechCrunch)

Oracle sends force majeure notice on its New Mexico Stargate data center (Sep 24) Infra Production — The notice to developer Blue Owl Capital lets Oracle delay payments if the 2.45GW "Project Jupiter" campus misses its 2028 target. Cause: an Energy Transfer gas pipeline delayed ~6 months (now targeting Feb 1, 2027) after repeated permit denials, plus a pending Bloom Energy fuel-cell air-quality permit due Nov 23. Both sides say the project isn't at risk; Oracle stock dropped 3% on the news. (CNBC, TechCrunch)
Lovable's annualized revenue crosses $600M (Sep 24) Trending — The vibe-coding platform says two-thirds of the Fortune 500 now use it. No funding round attached to this update — just a growth disclosure. (TechCrunch)
ElevenLabs now valued at $22B on $600M ARR, 55% from enterprise (Sep 24) Trending — In an interview, CEO Mati Staniszewski declined to give margin figures, said an IPO is "in the next years" without confirming a 2028 target, and argued AI voice agents should currently disclose they're bots — though he expects that norm to fade within five years. (TechCrunch)

Trump and Xi talk AI at their Washington summit; no concrete agreement reached (Sep 24–25) Policy — Update: yesterday's digest previewed this meeting; here's the outcome. Trump said he wants to "leave superintelligence exactly where it is" and framed AI as core to US-China ties. Xi called both countries "AI powers" with a "responsibility to develop and regulate AI well," saying development "must always be controlled by people." No binding commitments on AI emerged; the two sides did extend their trade truce by two months. Why it matters: a US slowdown would cost China, a later entrant, little — while the US still holds the leverage of advanced chip export controls. (BusinessToday, Seoul Economic Daily, CNBC)

OpenAI DevDay — Sep 29, San Francisco. Managed Agents expected to headline.
Gemini gemini-omni-flash-preview shuts down — Sep 30 → gemini-omni-1.1-flash.
OpenAI gpt-5.4-cyber removed from the API — Oct 1 → gpt-5.6-cyber.
GitHub Copilot billing changes Oct 1; second model-retirement wave Oct 2.
Gemini gemini-2.5-flash-image shuts down — Oct 2.
Gemini managed agent antigravity-preview-05-2026 shuts down — Oct 5 → antigravity-preview-09-2026.
UK CMA choice-screen consultation closes — Oct 9.
Claude Sonnet 5.5 and Haiku 5.5 — "in the coming weeks."
TechCrunch Disrupt — Oct 13–15, San Francisco.
GPT-5.5 retired from ChatGPT, ChatGPT Work and Codex — Oct 14 (API unaffected).
StepFun Step 5 Preview open weightsA model whose trained weights are published for anyone to download and run.NTIA ↗ — Oct 15.
AGNTCon + MCPCon North America — Oct 22–23, San Jose.
OpenAI API shutdown for o1, o1-pro, o3-mini, o4-mini — Oct 23; o3 and o3-pro follow Dec 11.
Anthropic IPO window — November.
Cursor loses access to OpenAI models — Nov 12.
EU AI Act prohibitions on AI systems generating NCII and CSAM take effect — Dec 2, 2026.