The Rip Current

Newsletter Archive

All Issues of The Rip Current (1-9)

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Issue #10 — The Sovereign AI Threshold DRAFT - PENDING APPROVAL
May 28, 2026
Google enters the Pentagon with Gemini AI agents. OpenAI removes AGI clause, clears path for defense contracts. Anthropic weaponizes "agentic misalignment" for finance. The firewall between commercial and government AI dissolves.
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Issue #9 — The Sentiment Shift SENT
May 22, 2026
AI sentiment shift hits mainstream. PRISM surveillance network revealed. Waymo pauses over edge cases. Google confirms AI search ads. The ethics backlash arrives.
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Issue #8 — Crypto Regulation Breakthrough SENT
May 14, 2026
CLARITY Act passes Senate Banking Committee with bipartisan support. OpenAI secures $20B+ Cerebras chip deal. AI security becomes the new enterprise battlefield. The infrastructure arms race accelerates.
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Issue #7 — The Enterprise Spin-Out Wave SENT
May 8, 2026
OpenAI and Anthropic launch enterprise spin-outs. SpaceX supplies 220K GPUs to Anthropic. US government gains pre-approval rights over frontier AI models. The enterprise AI wars have begun.
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Issue #6 — Pentagon's AI Gambit SENT
May 1, 2026
The Pentagon picks sides in the AI wars. Anthropic blacklisted. OpenAI and Google sign classified deals. Meta bets $145B on AI. Fed holds rates. EU-Russia crypto ban countdown.
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Issue #5 — GPT-5.5: The Agentic AI Race Accelerates SENT
April 23, 2026
OpenAI drops GPT-5.5. Anthropic responds. April 22 saw 9 major announcements. Fed decision incoming, crypto regulation clarity, and what it means for your strategy.
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Issue #4 — The Fed Pauses, AI Accelerates SENT
April 16, 2026
Federal Reserve holds rates steady. OpenAI releases new models. Claude Code gains traction. Crypto markets stabilize post-halving. EU sanctions package 20 targets Russia crypto.
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Issue #3 — Bitcoin Halving Week SENT
April 16, 2026
Bitcoin completes 4th halving. Miner economics shift. Institutional accumulation continues. AI coding agents enter mainstream. SEC provides regulatory clarity.
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Issue #2 — The SEC's Crypto Framework SENT
April 10, 2026
SEC "Project Crypto" framework revealed. Zed 1.0 launches. IBM Granite 4.1 efficiency breakthrough. EU-Russia crypto ban approaching. Storm surveillance active.
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Issue #1 — The Launch SENT
April 3, 2026
Welcome to The Rip Current. Inaugural issue covering AI market intelligence, crypto regulation landscape, and emerging opportunities in the AI-native economy.
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