Subvolts take AI news roundup: Model bans, SpaceX's AI pivot, and market shifts. Jun 25, 2026 - Developers
- Learn about new open-weight models, AI coding tools like Cursor, and shifts in AI infrastructure.
- Business
- Understand market share changes, company valuations, and the impact of policy and legal issues on AI adoption.
- Everyday users
- See how AI models are being regulated and how major AI chatbots are evolving.
This episode covers significant industry news including major company financials, acquisitions, and policy impacts.
#249 - Fable 5 ban, SpaceX Cursor + IPO, OSS Aplenty
Audio streams from Skynet Today. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
Last Week in AI episode #249 covers Anthropic's Fable 5 ban following a government order, SpaceX's IPO and acquisition of AI coding startup Cursor, and shifts in the chatbot market. It also details OpenAI's revenue and losses, direct data center leases by Anthropic, and new open-weight models from Moonshot, Qwen, and NVIDIA. The episode discusses legal rulings against Google for AI Overview and DOJ support for xAI.
AI companies faced new rules, with one model being blocked after government orders. Meanwhile, a space company bought an AI coding tool to boost its AI efforts. The AI chatbot market is also changing, with new free AI tools being released.
This episode offers a broad overview of recent AI developments, making it valuable for anyone tracking the industry. It connects frontier lab activities like Anthropic's model access issues and OpenAI's financial performance to broader market trends and regulatory scrutiny. Listeners gain insight into how companies like SpaceX are integrating AI and how policy and legal challenges are shaping the AI landscape. It's for industry observers, developers, and business leaders interested in the competitive dynamics and evolving challenges in AI.
- HostAndrey Kurenkov
- HostJeremie Harris
- Episode Title: #249 - Fable 5 ban, SpaceX Cursor + IPO, OSS Aplenty
- Show: Last Week in AI
- Length: 107 minutes
- Anthropic Model Ban Reason: US government order tied to alleged jailbreaks
- SpaceX IPO Valuation: roughly $1.75T
- SpaceX Acquisition Target: AI coding startup Cursor
Our 249th episode with a summary and discussion of last week's big AI news!
Recorded on 06/17/2026
Note: work has kept me from publishing episodes promptly, apologies! I'll get back on schedule soon.
Hosted by Andrey Kurenkov and Jeremie Harris
Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai
Read out our text newsletter and comment on the podcast at https://lastweekin.ai/
In this episode:
- Anthropic cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.
- SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor’s talent, data, and product to compete more effectively in coding.
- Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI’s revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.
- Projects and policy highlights include OpenRouter’s Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI’s unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.
A thank you to our current sponsors:
- Box - visit box.com/LWIAI to learn more
- Notion - visit notion.com/lwai to try Notion’s Developer Platform today.
- ODSC AI - visit odsc.ai/east and use promo code LWAI for an additional 15% off your pass to ODSC AI East 2026.
- Factor - visit factormeals.com/lwai50off and use code lwai50off to get 50 percent off and free breakfast for a year
Timestamps (note - these don't take into account dynamically inserted ads and therefore may be off by a couple of minutes):
- (00:00:10) Intro / Banter
- (00:03:38) Ad break + news preview
- Tools & Apps
- (00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic’s new AI fight with the White House
- (00:25:53) Facebook’s new AI Mode search gets its info from public posts | The Verge
- Applications & Business
- (00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion
- (00:35:42) Anthropic pursues data center leases, seeks financial backing
- jailbreaks
- AI researchers
- ways to trick AI models into doing things they are not supposed to do.
- OSS
- Software developers
- Open Source Software, meaning the code is publicly available for anyone to use or modify.
- IPO
- Finance professionals
- Initial Public Offering, when a private company first sells shares of stock to the public.
- multi-model synthesis
- AI researchers
- combining information or outputs from different AI models to create a better result.
1 h 291000 Designs a Day: Neural Concept's Thomas von Tschammer on AI-Native Engineering
WithThomas von Tschammer
Questions people ask
- Why was Anthropic's Fable 5 and Mythos 5 access cut off?
- Access was cut off after a US government order tied to alleged jailbreaks of the models.
- What is the latest on OpenAI's financials?
- Leaked documents show OpenAI's revenue growth alongside large losses.
- How is the chatbot market share changing?
- ChatGPT's market share has fallen below 50%, with Gemini and Claude gaining ground.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Skynet Today.