NVIDIA is under investigation for allegedly funneling $8 billion in GPUs to China with the stock dropping 6%, perhaps handing Congress a national security excuse to come after the entire AI industry. Meanwhile, Anthropic launched its IPO roadshow at $1.3 trillion. A thousand AI agents proved Fermat’s Last Theorem in 30 hours, Elon says 20-30 million robots could outproduce every working American, and Delaware is drafting a law to let AIs run companies. -- Fable 5.2 scored 16.4% on GDPX, 30% ahead of Opus 5.5, and designed working chip circuits from prompt to Verilog simulation. -- SpaceX tracking $100B annual revenue by December, with Elon saying $500B to $1T possible next year. -- AI autonomy time horizons doubling every 2 months. -- Emad predicts security clearances for frontier lab researchers and a ban on Chinese models in regulated industries. Watch the episode: link in bio.