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Welcome to OHMO AI. Sony Music Publishing and Warner Chappell have sued Anthropic over the songs behind Claude, and they've put a price on it: up to $150,000 for each of the tens of thousands of compositions they say are involved. The complaint names the company and two of its co-founders.
The Bank of England's chief is warning that the most advanced models could destabilise the financial system. SpaceX has started casting turbine metal itself rather than wait in line. And a Chinese AI chipmaker has posted a profit for the first half of the year.
In today's newsletter:
Sony and Warner sue Anthropic over the songs used to train Claude
The Bank of England's chief names frontier AI a threat to the financial system
SpaceX starts casting its own turbine blades instead of queueing for them
MetaX closes the half year in profit after a loss
LATEST IN AI
ANTHROPIC
Sony and Warner want up to $150,000 a song from Anthropic
Image source: OHMO AI
OHMO AI: Sony Music Publishing and Warner Chappell have sued Anthropic in a federal court in Northern California over how Claude was trained. The publishers say Anthropic pirated their catalogues through a range of methods, including two digital archives, Library Genesis and Pirate Library Mirror, and the complaint calls it a "brazen campaign of illegally torrenting, scraping, and downloading copyrighted works".
The details:
The songs named in the filing are ones everybody knows, among them "Eye of the Tiger", Marvin Gaye's "Ain't No Mountain High Enough", Mariah Carey's "All I Want for Christmas is You" and Taylor Swift's "Paper Rings".
The suit doesn't stop at the company. Co-founders Dario Amodei and Benjamin Mann are named alongside it, which puts two people rather than one balance sheet on the complaint.
The publishers are asking for up to $150,000 for each composition used to train Claude, across what they describe as "tens of thousands" of copyrighted works, and accuse the company of "blatant theft".
There's a second, quieter ask: up to $25,000 for each instance when identifiable copyright data was stripped. That one counts instances rather than songs.
Why it matters: The number that travels is up to $150,000 a composition, but the publishers also want up to $25,000 for each instance where identifiable copyright data was stripped, and stripping a file is something a person does. Putting both co-founders on the complaint reads like an attempt to attach that step to whoever approved it. If that part holds, the question inside every lab stops being what the model learned and becomes who touched the files.
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BANK OF ENGLAND
The Bank of England's chief names frontier AI a stability risk
Image source: OHMO AI
OHMO AI: Andrew Bailey has put the most advanced AI models on the list of things that could destabilise the financial system. The warning isn't about a bank misconfiguring something. It's about the models, which he describes as gaining autonomy, problem solving and threat capabilities at the same time, and about cyber-disruption that in his words "can spread across jurisdictions".
The details:
His description of the models is the load bearing part: "showing increasingly sophisticated autonomy and problem-solving abilities, as well as threat capabilities", capability and danger in one breath.
The route he names runs through a financial system he calls "highly interconnected", with cyber-disruption that "can spread across jurisdictions" rather than staying with whoever gets hit first.
He framed it as risk, not forecast. The wording is that the models risked destabilising the system, not that they have.
He borrowed the industry's own word for the newest and most capable models, putting "frontier" inside quote marks as he used it.
Why it matters: Read plainly, this isn't a warning about banks being careless. It's a warning that the tools keep getting better at the attacking side on their own, which reads less like a compliance problem each firm can patch and more like one nobody in the room owns. The tell will be whether any national regulator writes a rule around a failure that, in his own words, "can spread across jurisdictions".
SPACEX
SpaceX starts casting its own turbine blades
Image source: OHMO AI
OHMO AI: SpaceX is doing its own casting for gas turbines, the metal work that produces the blades and vanes a turbine spins on. None of it arrived as an announcement. It turned up in job listings naming a "blades and vanes foundry", and in a quiet run of land buying next to an existing SpaceX plant in Texas. The pitch attached to the move is up to 18 months of waiting skipped.
The details:
Corey Trinetti, a due diligence specialist who writes up AI infrastructure sites, reported that SpaceX bought roughly 830 acres near its existing Starlink factory in Bastrop between March and June.
The foundry itself surfaced through hiring. Job listings name a "blades and vanes foundry" in as many words, which is how a manufacturing line becomes public without anybody announcing it.
The 18 months is the company's own framing and carries its own hedge. Doing the casting in-house is what lets it bring gas turbines online "by up to 18 months" sooner.
Why it matters: Buying parts is a purchase, and casting your own is a factory: land, furnaces, and people who know how to pour metal. SpaceX bought roughly 830 acres in Bastrop between March and June rather than keep waiting, which reads like a company that has priced the delay on turbine parts at up to 18 months and decided the metal work is cheaper to learn than to wait for. The people who now set when its site gets power are the ones it is hiring into a "blades and vanes foundry".
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METAX
MetaX ends the half year in the black
Image source: OHMO AI
OHMO AI: MetaX Integrated Circuits closed the first six months of the year with a net profit of 612 million yuan, or US$90.9 million, after a loss over the same stretch last year. Revenue over the half climbed 44.7 per cent to 1.32 billion yuan. For a Chinese AI chip designer, that combination changes what the company is: one that can fund its own next attempt rather than one waiting to be carried.
The details:
The loss it reverses was 186 million yuan over the same six months a year earlier, so the move is from red to black inside a single reporting period.
Profit travelled further than sales did. Revenue grew 44.7 per cent while the bottom line crossed from a 186 million yuan loss to a 612 million yuan profit, which points at price or cost rather than volume.
The figures cover six months and nothing else. No customer is named, no unit volume is given, and there's no figure for what those same buyers pay for an imported chip instead.
Why it matters: The reading worth taking seriously is that restrictions on foreign chips bite hardest while the home grown alternative is losing money, and this is the half where one of them stopped losing it. A margin like that also says domestic buyers have stopped treating Chinese silicon as the discount option. A first profit after a loss is the easiest result in a company's life to produce once, so the next set of half year figures is what tells you whether the same buyers paid the same prices twice.
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COMMUNITY
Featured Reader
Every newsletter, we feature how a reader is using AI to work smarter, save time, or make life easier.
Today's reader is Ingrid H. from Ålesund, Norway:
“hands still dirty, sat in the van outside the last job of the day, that's when i do it. i hated writing up what i'd done so the customer gets why it costs what it costs. half these jobs are hytte and nobody's there when i work so what i write is all they get. i put my notes into chatgpt on my phone and say turn these notes into a short message to the customer in norwegian what was wrong, what i did, what i changed plain words, no sales talk list the parts on separate lines with the price after each comes back close enough to send. it goes too polite so i cut the first line and i put the prices in myself. sent before i drive off, vipps back before i'm home.”
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