AI becomes measurable: $47B ARR at Anthropic, KPMG with 276,000 Claude licenses, €200M DSA fine against Temu. Simultaneously, the 60-day deadline until Article 50 begins. What deserves focus this week.
Three threads shaped May: the AI Omnibus and first high-risk guidelines from Brussels, Claude 4.8 with KPMG scaling as commercial proof, and a wave of supply-chain incidents from Nx-Console to axios — what began in May becomes operational in June.
Chris Olah lauded the papal encyclical as an important contribution to AI governance, emphasizing the need for critical external perspectives on AI development and describing AI systems as organically grown, partially mysterious structures whose impacts extend beyond computer science.