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Rates, ads, and the liability bill for AI

The Fed raised rates for the first time since 2023, and Kevin Warsh made the next hike the market question. OpenAI put a paid business chatbot after the ad click, while Treasury Secretary Scott Bessent told Congress to keep AI labs liable for what they ship. Anthropic, Cohere, Aleph Alpha, Arcee, Mustafa Suleyman, and Yoshua Bengio filled in the buildout, funding, and safety architecture behind the argument.

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Huang’s All-In no-brake call, three-lab safety talks, and Dreamforce’s no-new-laws line

Monday Nvidia’s Jensen Huang put Trump on speaker at All-In and told the room a frontier slowdown would not happen. Tuesday OpenAI’s Chris Lehane said OpenAI, Anthropic, and Google DeepMind had already been talking safety for weeks and did not need an antitrust waiver. Same day at Dreamforce, Huang told about 12,000 people the industry does not need new AI laws. The EPA repealed power-plant carbon limits that Fortune tied to keeping old coal online for data centers. Semafor said Commerce ordered Kalshi to pull AI-compute price curves; Commerce called that story false.

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