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Top stories today:
- Microsoft unveils MAI-Thinking-1, its 1st advanced reasoning model
- Trump signs narrower AI oversight executive order
- New U.S. tariffs proposed by Trump on imports from 60 economies
- Anthropicās Mythos expands to 15+ countries under Project Glasswing
- SpaceX said to set $135 share price in $75B IPO
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Microsoft unveils MAI-Thinking-1, its 1st advanced reasoning model, without distillation
Microsoft compared the new model with Anthropicās Claude Opus 4.6, OpenAIās GPT-5.4, and Kimi K2.6:
1T parameters (35B active).
Trained āfrom the ground up on enterprise-grade, clean, and commercially licensed data,ā Microsoft said.
256K-token context window.
Available in private preview via Microsoft Foundry.
Microsoft also unveiled six other AI models spanning image generation, transcription, voice, and coding
MAI-Transcribe-1.5, Microsoftās latest speech transcription model, ranks third on the Artificial Analysis Word Error Rate leaderboard:
MAI-Transcribe-1.5 is the fastest model among the top 10 for accuracy
MAI-Transcribe-1.5 is available at $6/1K minutes of audio via Microsoft Foundry
Microsoft is catching up in AI without using distillation, said Microsoft AI CEO Mustafa Suleyman.
Microsoft and Mayo Clinic have partnered to build healthcare AI tools.
Microsoft also unveiled Project Solara, an Android platform for agent-first devices.
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3. Trump signs narrower AI oversight executive order
Some AI companies would be asked to submit new models for voluntary government review before launch.
The earlier draft called for reviews up to 90 days before release, a timeline industry executives opposed.
The Treasury Department has been directed to work with AI companies to establish a cybersecurity clearinghouse within 30 days.
The Pentagon has been ordered to secure its networks within 30 days.
The order also calls for criminal cases against individuals who use AI models to hack computer systems.
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5. New U.S. tariffs proposed by Trump on imports from 60 economies
Tariff rates of 10% and 12.5% would apply to U.S. imports under the proposal:
