Good morning. It's Monday, June 22, and we're covering SpaceX's move into AI coding software, Anthropic's clash with Washington, and the growing fight over China's chip ambitions.

Plus: a prompt that turns today's ambiguity into tomorrow's priorities.

U.S. officials suspect one of ASML's prized EUV chipmaking machines reached China, but the company says no such system has ever been there. Commerce Secretary Howard Lutnick is pressing the Dutch firm over alleged export-control breaches involving advanced lithography tools. ASML says it tracks every EUV machine and expects about 20% of its 2026 revenue from permitted China sales as Congress weighs tighter DUV restrictions.

Apple says the biggest Siri upgrade may be that it finally works the same everywhere, ending years of inconsistent features across devices. The new Siri AI delivers a unified assistant across iPhone, Apple Watch, Mac, HomePod, and Apple TV with shared personalization. Apple says the redesign in iOS 27 gives compatible hardware access to the same intelligence and user data.

Norway is sharply limiting generative AI in classrooms, arguing young students risk skipping essential learning steps. New rules largely bar AI for children aged 6 to 13 while allowing supervised use for older students and practical training for ages 17 to 19. The policy takes effect in August and follows earlier smartphone bans and a renewed push for printed books.

The Federal Aviation Administration is betting AI can catch runway safety problems before they become accidents by connecting data long trapped in separate systems. The agency has partnered with Palantir to deploy its Foundry platform, which analyzes hundreds of thousands of safety records for emerging risks. The FAA plans to spend nearly $4 million in fiscal 2027, and says the tool already helped prompt new landing restrictions at San Francisco International Airport.

The first phase of AI was defined by AI model access— phase two is defined by access to context.

96% of organizations know agents need access to their unique IP, the challenge now is connecting agents to trusted internal content.

Box’s State of AI report analyzes this adoption barrier and details how organizations can make enterprise knowledge accessible.

Download the report to learn more!

Tell us where you're stuck. We'll sit down with your team, find the highest-leverage use case, and leave you with a plan to ship it.

No cost. No pitch. No slide deck.

AI coding "loops" let agents work autonomously toward goals, automating tasks like testing, optimization, docs, bug fixes, and SEO.

Anthropic's rapid rise as an AI powerhouse is putting it on a collision course with the U.S. government, according to a report from The Economist. The AI company, which built its business around enterprise tools like Claude Code, is reportedly approaching a $1 trillion valuation and says it expects to become the first major AI lab to post an operating profit.

At the same time, tensions with the Trump administration have escalated over AI safety, national security, and access to Anthropic's most advanced models, leading to restrictions on some foreign users and raising questions about government oversight. The dispute underscores a broader challenge facing the AI industry: balancing commercial growth and innovation with growing demands for regulation and national security safeguards as frontier models become more powerful. → Read the full article here. (Paywall)

Former shoe brand Allbirds has completed its transformation into AI infrastructure company Smartbird, with new CEO Nadia Carlsten taking the helm as the business begins with no employees and no office. After selling its footwear business for $43 million and raising $100 million, Smartbird plans to build dedicated AI computing clusters for customers that prioritize data sovereignty and direct control over their infrastructure, such as pharmaceutical, energy, financial, and public-sector organizations.

Carlsten argues the company is targeting a niche underserved by hyperscale cloud providers, though established players like Hewlett Packard and Equinix already offer similar services. The unconventional pivot turned a meme-stock narrative into a well-funded startup experiment, and Smartbird now faces the harder task of proving there's a durable business behind the AI rebrand. → Read the full article here.

SpaceX will acquire Cursor parent company Anysphere, marking the aerospace giant's first major acquisition as a public company. The reported $60 billion deal gives SpaceXAI — created after SpaceX's February acquisition of xAI — ownership of one of the fastest-growing AI coding platforms, adding a popular developer product to its AI portfolio.

Analysts say the move supports a vertical integration strategy, combining SpaceX's computing infrastructure, xAI's model development, and Cursor's widely adopted application layer. While the acquisition could help attract developers and better utilize AI computing resources, SpaceXAI still faces stiff competition from leaders including Anthropic, OpenAI, and Google and must improve its underlying AI models to close the gap. → Read the full article here.

Amazon Probes AI Data Center Critics: Amazon is investigating three engineers who opposed AI data center expansion at Seattle hearings, sparking backlash.

ARD Aims to Standardize AI Discovery: ARD lets AI find agents across open catalogs, aiming to standardize discovery without replacing existing systems.

MIT Study Links AI Reliance to Weaker Judgment: Chatbots improved accuracy but heavy users got worse at spotting misinformation without AI.

General Intuition Eyes $300M Raise: The AI startup is seeking funding at a $2B valuation to scale agent training built on Medal’s massive gaming dataset.

Thanks for reading. See you next time!

— Matthew Berman, Nick Wentz & the Forward Future Team