
What happened
SpaceX released Grok 4.6, benchmarking against Anthropic's latest models and OpenAI's GPT 5.6; AT&T routes 45 billion daily tokens across open and closed models via a smart router, with open models now powering 25% of use and expected to reach 70–80% over time; Apple hired Nate Gatten, a former American Airlines and JPMorgan government affairs veteran with Republican ties, to lead its global government affairs operation as John Ternus becomes CEO on September 1.
Why it matters
Elon's $60 billion acquisition of Cursor, the AI-native coding company, is validated by Grok 4.6's performance; AT&T's shift demonstrates enterprises are building portfolios of both open and closed models rather than locking into a single vendor, with switching to open models already saving 80–90% in certain applications; Apple's government affairs restructuring—with Tim Cook moving to executive chairman while managing White House relationships—signals Big Tech is treating DC lobbying as a first-team priority ahead of tariffs, chip sourcing, and the September Xi-Trump White House meeting.
What to watch
How the market assesses Grok 4.6's benchmarks in coming days; AT&T's projection that open models will power 70–80% of its AI workload over time; Apple's Pixel 11 phones reducing RAM from last year's 16 gigabytes to 12 despite price increases of $100 on phones and $50 on wearables, signaling that memory pricing pressure is persisting across even the largest tech companies.
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