Trump Admin Nears AI Rules Framework, Microsoft’s Mythos Alternative, Why Claude Code is King

**Akash Pasricha** (0:13)
Welcome everyone to The Information's TITV. My name is Akash Pasricha. It is Tuesday, July 28th. There are a couple of stories that I want to flag for you before we get started. The Information exclusively reported that KimiK3 maker Moonshot AI is now working on its next model, KimiK4, and to do that, the company is looking to get its hands on more Nvidia Blackwell chips despite US export restrictions to China. The Information also has exclusive reporting that a state-backed company in China has started manufacturing chip making equipment that would be competitive to chip equipment giant ASML. Shares of ASML fell after the report was published. Both of those stories are on our website. On today's show, we have the details on how the government's AI framework is nearly finished coming together in the US and what exactly is in it. We'll then discuss Microsoft's answer to Mythos with a new security project. We have a surprising update for you on the Claude versus Codex versus Cursor rivalry.
Finally, will Nvidia have the same rollout challenges with Vera Rubin as it did with Blackwell? We will have the answer to that from our Nvidia reporter who has some great reporting on that question. It's going to be a great show, so let's get right on into it.
My colleague, Leo Schwartz, our AI and policy reporter has some new reporting that the Trump administration is close to finalizing its voluntary framework for AI companies. I want to bring on Leo to share with us what he knows. Leo, welcome back to the show. It's great to have you here.

**Leo Schwartz** (1:51)
Good to be here.

**Akash Pasricha** (1:52)
Okay, so what do we know about the government's voluntary AI framework? Where is it at?

**Leo Schwartz** (1:57)
I'm excited to come here. I feel like finally with some good news, it's usually there's no clarity, there's a lot of confusion about what's happening. There could be finally a light at the end of the tunnel for AI companies who are trying to have some clarity around how the government is treating frontier models. If you remember way back to late May, early June, there was this executive order out of the White House that basically said, we're going to create a voluntary framework for companies to share their models with the government before release.
The EO, the executive order also said, the government had 60 days to come up with that framework. Somehow those 60 days have already passed. We're nearing that deadline of August 1st, and our reporting shows that the government is close to releasing it. We've been circulating a draft with the top three labs, and we might finally have an understanding of what this process will look like.

**Akash Pasricha** (2:49)
Okay. So what's in it? What do we know about that?

**Leo Schwartz** (2:53)
So that remains an open question.

**Akash Pasricha** (2:56)
Oh man, Leo. You come bearing good news, and then we still have more questions. But that is the case with every great news story, is that more questions than answers often.

**Leo Schwartz** (3:06)
So what we know is that there's two big things that will come out of this framework. The first is, what is the definition of a covered frontier model? So basically, what does a model have to reach in order for it to actually qualify for this program? You might think that's obvious, it's capabilities, it's the size of the model. That's the question that the companies are still trying to hammer out with these key White House agencies, which include the Office of the National Cyber Director. It seems like they're circling around this idea of capabilities.
But as we report in our article, there are still concerns from smaller companies that they might be frozen out of this process, that it will only be written with the top three companies in mind. Then the other big question is, okay, once you are a covered frontier model, what does it actually mean? What is this process for having your model vetted by the government? We do have details in the article that it will likely be done with a combination of the National Security Agency and Casey, the small agency under commerce that does model review and testing.
But still, what we're going to have to wait for it is that final answer on how it will decide which models are eligible for the program and then how the actual review process works.

**Akash Pasricha** (4:19)
So big three labs, we're talking OpenAI, we're talking Anthropic, and then Google. These are the three companies that are working closely with the government on this.
Are they largely happy about this? Do they have concerns? Where do they stand?