briefing

Morning Briefing — Thursday, 25 June 2026 · 09:25 EST · ~1,250 words⸻

Colin Henderson

Introduction The day is dominated by reversal and re-acceleration. Overnight the Senate flipped on Iran war powers — passing a rebuke Tuesday, then blocking a binding version Wednesday after a direct Trump pressure campaign — while a blowout Micron report reignited the AI-memory trade barely 36 hours after a global semis rout had wiped 10% off Korea’s KOSPI. Against that, this morning’s US inflation print landed hot, hardening the case that the Warsh Fed’s next move is a hike, not a cut. The cluster of risk sits where geopolitics, the AI capex cycle, and monetary policy now intersect on a … Continue reading Morning Briefing — Thursday, 25 June 2026 · 09:25 EST · ~1,250 words⸻

briefing

Morning Briefing — Wednesday, 24 June 2026 · 08:40 EST · ~1,180 words⸻

Colin Henderson

Introduction The risk locus has rotated overnight. The Iran war is formally winding down — oil is flowing, Hormuz is reopening, the IAEA says inspections are coming — yet every load-bearing detail (verification access, Lebanon, Israeli buy-in) remains contested, so the de-escalation is real but brittle. Meanwhile the market story today is not Middle East oil but an AI-valuation scare radiating out of Korea’s memory complex, with Micron’s earnings tonight as the swing factor. Add a UK leadership vacuum and the passing of Alan Greenspan, and the day reads as a handover: from acute geopolitical risk to a quieter, structural … Continue reading Morning Briefing — Wednesday, 24 June 2026 · 08:40 EST · ~1,180 words⸻

briefing

Morning Briefing — Tuesday, June 23, 2026 · 08:12 EST · ~1,180 words

Colin Henderson

Introduction Today the market story has overtaken geopolitics as the acute risk. A sharp, circuit-breaker-tripping AI-valuation reckoning is rolling west out of Asia, colliding with two fragile diplomatic tracks — the US–Iran technical phase and a Lebanon ceasefire that held for the first time over the weekend — and a UK left suddenly leaderless after Starmer’s resignation. The tone is risk-off and structurally significant: the thing wobbling is the AI capex trade that has been load-bearing for global growth. 1. Top stories — what changed ⚑ Global tech rout as AI-valuation fears eruptAsian and European equities sold off hard, led … Continue reading Morning Briefing — Tuesday, June 23, 2026 · 08:12 EST · ~1,180 words

AI_factories, Space

SpaceX Launches Starfall Mission for In-Space Manufacturing

Colin Henderson

By Jennifer IgbonobaJune 23, 2026, 4:53 AM EDT, updated at June 23, 2026, 6:58 AM EDT SpaceX Launches Starfall Mission for In-Space Manufacturing – Bloomberghttps://stocks.apple.com/AwUIXrTVLS82Ozd0tclPDcA SpaceX launched a demonstration mission Tuesday to send a reusable capsule into space and then recover it, part of a new program that may allow the Elon Musk-led company to tap into the emerging market of in-space manufacturing. Under the Starfall program, which Bloomberg first reported on last year, SpaceX would bring products such as pharmaceutical components to space in small, uncrewed capsules atop its workhorse Falcon 9 rocket. Continue reading SpaceX Launches Starfall Mission for In-Space Manufacturing

briefing

Morning Briefing — Monday, June 22, 2026 · 09:43 EST · ~1,290 words

Colin Henderson

⸻ Introduction The week opens with the US–Iran settlement still the load-bearing story: a second day of talks in Switzerland produced an agreed roadmap to a final deal inside 60 days, even as Israel’s refusal to leave southern Lebanon keeps the whole structure under strain and Iran again dangling Hormuz closure as leverage. The risk cluster is unusually tight — energy, Middle East security, and great-power trade are all moving off the same axis, with China choosing today to escalate the rare-earth front. The distinct feature of today is a leadership rupture in a G7 capital: Keir Starmer resigned this … Continue reading Morning Briefing — Monday, June 22, 2026 · 09:43 EST · ~1,290 words

AI

TechCrunch background on Mythos/ Fable

Colin Henderson

Anthropic is bringing its most powerful AI model to the general public for the first time, but it’s doing it with guardrails.  On Tuesday, the AI firm launched Claude Fable 5, the first publicly available version of its Mythos model. Anthropic says Fable 5 excels at software engineering, knowledge work, and vision, but it comes with hard safety limits. In high-risk areas like cybersecurity, biology, chemistry, and distillation, the model blocks responses and falls back to Claude Opus 4.8. Launched as a preview in April, Mythos was initially limited to a handful of partners due to cybersecurity concerns. Last week, Anthropic expanded … Continue reading TechCrunch background on Mythos/ Fable

AI, Cybersecurity, Frontier_AI2 Comments

NSA chief says Mythos breached ‘almost all’ classified systems in hours

Colin Henderson

NSA chief says Mythos breached ‘almost all’ classified systems in hoursCivilisational inflection note: This is the moment the frontier-AI cyber-offence question stopped being theoretical for a state actor.The Economist reported that Senator Mark Warner said Gen. Joshua Rudd (NSA / Cyber Command) told him Anthropic’s Mythos, in a red-team exercise on 11 June, broke into nearly all NSA classified systems — in hours, not weeks.New today: The disclosure is circulating widely this weekend and recasts the 12 June export-control shutdown of Fable 5 / Mythos 5 as being about autonomous offensive capability as a whole, not a narrow API jailbreak.Why … Continue reading NSA chief says Mythos breached ‘almost all’ classified systems in hours

briefing, Frontier_AI, iran, US

Morning Briefing — Sunday, 21 June 2026 · 09:47 ET · ~1,180 words

Colin Henderson

Introduction The Iran de-escalation file is back in live diplomacy after Friday’s collapse: Vance is on the ground in Switzerland, the Pakistan and Qatar mediators are in the room, and the 60-day MOU clock is now the organising fact of the week — even as Iran’s contested re-closure of Hormuz and continued Israeli strikes in Lebanon show how thin the framework is. Two political stories carry outsized weight today: a Labour leadership crisis crystallising around Andy Burnham in the UK, and the Anthropic Mythos export-control saga, which acquired a genuinely startling new fact this weekend. Markets sit under a newly … Continue reading Morning Briefing — Sunday, 21 June 2026 · 09:47 ET · ~1,180 words

AI

How the US Could ‘Win AI’ But Lose the Tech Race

Colin Henderson

#ai_frontier #ai #china #technology #quantum Bloomberg Power in the 21st century also depends on drones, biotechnology and quantum computing — and on manufacturing as much as invention. By Simon Johnson and Elisabeth B Reynolds June 18, 2026 at 7:00 AM EDT Illustration: Bhanu Pratap for Bloomberg Washington has woken up to the importance of AI — and especially to the “AI race” against China. The plan seems to be to unleash a massive data center build, backed by complex corporate partnerships and a highly permissive regulatory environment, paired with some controls on who gets access to cutting-edge chips and frontier AI … Continue reading How the US Could ‘Win AI’ But Lose the Tech Race

AI

The Lesson for Canada in the Anthropic Ban: AI Sovereignty is no Longer a ‘Tomorrow Problem’

Colin Henderson

By Rupak Chattopadhyay June 13, 2026 #sobereign-ai #anthropic On June 12th, the American artificial intelligence company Anthropic — maker of the Claude AI assistant — issued an extraordinary statement, whose opening paragraph reads as follows: “The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.” Anthropic emphasized … Continue reading The Lesson for Canada in the Anthropic Ban: AI Sovereignty is no Longer a ‘Tomorrow Problem’