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Alibaba bans employees from using Claude Code as Anthropic moves to close China access loopholes, and Sam Altman rules out any OpenAI IPO below $1 trillion. Willison finds Claude's newest models breaking his edit tooling, Pentagon emails show why Anthropic got blacklisted, and Hubble marks the Fourth of July with a 13-billion-year-old star cluster.

Ten items on the AI industry's China access fight, Anthropic’s Pentagon standoff, OpenAI’s IPO calculus, and a Hubble wildcard for Independence Day.

— refreshed for you, in 10 items.

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[01]

TechCrunch · Jul 4

Alibaba reportedly bans employees from using Claude Code

Alibaba will prohibit staff from using Anthropic’s Claude Code starting July 10, citing security concerns.

[02]

Investing.com (FT) · Jul 3

Anthropic targets loopholes used by Chinese firms to access Claude, FT reports

The Financial Times reports Anthropic is closing loopholes Chinese firms used to access Claude via overseas subsidiaries.

[03]

Gizmodo · Jul 2

Read the Tense Emails Between the Pentagon (Former Uber Exec) and Anthropic (Dario Amodei)

Gizmodo publishes emails showing Pentagon-Anthropic contract talks collapsed over limits on autonomous weapons use.

[04]

Bloomberg Opinion · Jul 1

Anthropic’s Fable Deal With the US Government Shouldn’t Be Secret

Parmy Olson argues the terms Anthropic negotiated with Washington to restore Fable 5 access remain undisclosed.

[05]

Motley Fool · Jul 5

Sam Altman Called Any OpenAI IPO Valuation Below $1 Trillion a “Nonstarter.” Should Investors Prefer OpenAI or SpaceX?

The piece weighs OpenAI against SpaceX as IPO prospects after Altman ruled out a sub-$1-trillion valuation.

[06]

Forbes · Jul 1

Palantir Billionaire Alex Karp Calls AI Industry ‘Effing Insane’ In Heated Interview

Palantir’s CEO told CNBC that leading AI firms overcharge clients and misuse their data.

[07]

Forbes · Jul 3

The AI Capital Expenditure Cycle Has Not Peaked — And That Changes The Investment Calculus

Jason Kirsch argues AI infrastructure spending is still early-stage, favoring energy investments over pricier chip stocks.

[08]

Simon Willison · Jul 4

Better Models: Worse Tools

Willison finds Claude Opus 4.8 and Sonnet 5 send malformed edit-tool calls that older models never did.

[09]

Simon Willison · Jul 3

Open Source AI Gap Map

Current AI released an index cataloging 421 open source AI products across 14 categories, data on GitHub.

[10]

Wildcard · Astronomy · ScienceDaily (NASA) · Jul 5

NASA’s Hubble spots a stellar sparkler for the Fourth of July

Hubble imaged globular cluster NGC 6426, roughly 13 billion years old, in red-white-blue Independence Day colors.