Trump signs an executive order asking AI companies for voluntary review 30 days before launching — and abandons Biden's tough regulatory approach. Anthropic expands Mythos to Spain — the model that a month ago was "too dangerous" is now available here. And Alphabet asks for $80 billion — a number so large it's hard to grasp, but reveals the true bill for AI. Regulation, product, and infrastructure. Three stories that seem separate but draw the same map: AI is consolidating as the most important — and most expensive — industry on the planet.
On June 2, Trump signed an executive order redefining AI safety policy in the United States. The rule asks AI companies to submit their most powerful models for government review voluntarily 30 days before public launch. It also creates an "AI cybersecurity clearinghouse" and benchmarks for measuring models' cyber capabilities.
The previous version of the order gave 90 days for review. The final version cut it to 30 — a clear concession to companies asking for less bureaucracy. The result is an approach that bets on voluntary collaboration over mandatory regulation.
This isn't a technical decision. It's a geopolitical one. The US definitively abandons the Biden administration's tough regulatory approach and aligns with a pro-innovation vision. Just as the EU prepares to activate its AI Act on August 2.
We already covered Spain's AI Law adapting European regulations. The comparison is inevitable: the US asks nicely, Europe demands by law. Who will win the AI safety race?
From regulation to product: while the US decides how to monitor, Anthropic deploys its most powerful model in our country.
The same day Anthropic confirmed its IPO filing with the SEC, the company expanded access to its most powerful model, Mythos, to 15 new countries. Among them, Spain.
Weeks ago we covered Mythos's first appearance as a preview, when Anthropic described it as "too dangerous to release." Now it's available for Spanish companies and developers through Claude Code.
Mythos isn't just any model. It's designed for deep reasoning tasks, offensive cybersecurity, and complex code analysis. Its ability to operate at expert-level cyberattack capability — as the UK AISI revealed in its May report — is precisely what makes it as powerful as it is concerning.
The expansion to Spain is significant because it places our country on the map of the first to access Anthropic's frontier technology. It's not just "arriving in more countries": Anthropic is deploying its full arsenal just as it prepares to go public.
From product to the price of the race: what it costs to compete in AI.
Alphabet will issue shares to raise $80 billion — the largest capital increase in tech sector history. Berkshire Hathaway has already committed $10 billion in private placement.
$80 billion isn't an abstract number. It's more than the GDP of over 100 countries. It's more than Alphabet spends in an entire year, including salaries, offices, and acquisitions. It's, basically, all the money one of the richest companies in the world needs to not fall behind in the AI race.
For context: Nvidia reported $81.6 billion in revenue in its last quarter. Alphabet is borrowing almost what Nvidia bills in three months. AI infrastructure costs a fortune, and only the giants can pay it.
What does it mean for the rest of us? That the concentration of power in AI won't decrease. If building infrastructure costs $80 billion, startups don't compete — they survive. And SMBs like the ones we work with at HostFlow don't compete in computing capacity, but in intelligent application of what already exists.
Trump, Anthropic, and Alphabet. Regulation, product, and infrastructure. The US defines the rules of the game (or the lack thereof). Anthropic deploys its most advanced model while preparing for markets. Alphabet shows the entry cost is astronomical. In the middle, we try to figure out how to move on this board without being left out.
— Max
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