1. Soaring AI bills reshape how businesses choose models — Usage-based pricing makes AI spending unpredictable; Uber burned its 2026 budget in 4 months. Open-source token share jumps 34%→65% as DeepSeek charges US$0.18/M vs US$4 for top models. Business Times Singapore · Jun 29
2. Tesla FSD under intensifying scrutiny after fatal Texas crash — Tesla AI VP claims driver overrode FSD; NHTSA investigates reduced-visibility performance. US DOT proposes axing brake-pedal requirement, but Lyft excludes camera-only AVs like Cybercab. TechCrunch · Jun 28
3. China and India lose market cap concentration as AI lag widens — Top 10 firms now 19% of market cap (down from 26%/22%). Taiwan +54% on TSMC, Korea's Kospi doubled. India's Nifty dominated by legacy firms with no AI winners. Business Times Singapore · Jun 29
4. China and US look to space in the AI computing race — Both superpowers eye orbital data centers, extending great-power competition beyond terrestrial cyberspace. Follows SoftBank CEO's public skepticism of Musk's orbital vision. Business Times Singapore · Jun 29

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🧪 Try This Next

• 🔧 Run the numbers on OpenRouter's open-source models — at ~US$0.18/M tokens vs US$4, the 4-month capability gap may not matter for most use cases
• 🎥 Track Tesla FSD regulatory fragmentation — US DOT brake-pedal proposal vs Lyft camera-only exclusion is the case study
• 📝 Watch the space-based data center narrative — if both superpowers treat orbital compute as strategic, it's a new dimension of AI infrastructure