The White House asked OpenAI and Anthropic to keep new frontier models from the UK AI Security Institute until a US review is finished, Politico reported on September 24. The same week Google, OpenAI and Anthropic were reported to be close to launching a self-regulatory standards body that would set qualifications for independent auditors. Both decisions are about who checks the labs. Neither was made by an independent checker.
Our read — labelled opinion, not investment advice.
Training compute passed 1e26 FLOP and grows 4–5× a year, and in 2026 a frontier model was export-controlled like a strategic technology for the first time. The benchmarks keep moving: ARC-AGI-3 launched with every model under 1%, then one reached 30.2%.
Google DeepMind released Gemini Robotics 2, extending robot control from upper-body manipulation to whole-body coordination — 'feet to fingertips.' Demonstrated on Apptronik's Apollo 2, it walks, crouches and manipulates while reasoning through instructions in real time. Dexterity results include a 92% success rate unscrewing a lightbulb; a companion ER 2 model handles planning and multi-robot teamwork.