One week after the four biggest AI labs publicly agreed to slow down, a proposed class action filed Friday in the Northern District of California calls that agreement a cartel — four paying ChatGPT, Claude, Grok and Gemini subscribers suing Anthropic, OpenAI, SpaceXAI and Google under antitrust law. Jack King also covers Anthropic naming Accenture as its first embedded evaluator in a $1B-a-side deal that gives outside auditors near employee-level access, Governor Newsom signing an executive order to build the California AI oversight regime he vetoed in 2024, two ad tech acquisitions in a single day as Infillion buys Foursquare and Taboola bids for Dianomi, Fingerprint publishing a public directory of the AI bots and crawlers hitting your website, and OpenAI's Videos API and Sora 2 going dark on September 24 with no recommended replacement.
Show Notes
One week after the four biggest AI labs publicly agreed to slow down, a proposed class action filed Friday in the Northern District of California calls that agreement a cartel — four paying ChatGPT, Claude, Grok and Gemini subscribers suing Anthropic, OpenAI, SpaceXAI and Google under antitrust law. Jack King also covers Anthropic naming Accenture as its first embedded evaluator in a $1B-a-side deal that gives outside auditors near employee-level access, Governor Newsom signing an executive order to build the California AI oversight regime he vetoed in 2024, two ad tech acquisitions in a single day as Infillion buys Foursquare and Taboola bids for Dianomi, Fingerprint publishing a public directory of the AI bots and crawlers hitting your website, and OpenAI's Videos API and Sora 2 going dark on September 24 with no recommended replacement.
Today's stories:
• Proposed class action says Anthropic, OpenAI, SpaceXAI and Google illegally agreed to slow AI development — filed Friday, N.D. Cal. — https://www.news4jax.com/business/2026/09/19/lawsuit-says-anthropic-openai-spacexai-and-google-made-illegal-agreement-on-ai-slowdown/
• Anthropic names Accenture its first embedded evaluator — $1B each over five years, near employee-level access, staffed through Faculty — https://www.anthropic.com/news/accenture-embedded-evaluation and https://www.cnbc.com/2026/09/18/anthropic-accenture-ai-safety.html
• Newsom's executive order asks state agencies for external evaluators, independent verification, kill switches and loss-of-control reporting by Nov 16 — https://www.kpbs.org/news/science-technology/2026/09/18/newsom-orders-california-agencies-to-develop-new-ai-safety-plans-after-rejecting-tougher-law
• Infillion acquires Foursquare — 16 billion check-ins and 250 million US devices bolted onto Catalina purchase data — https://www.axios.com/2026/09/18/infillion-acquires-foursquare-location-data
• Taboola offers to acquire Dianomi — 64p/share cash plus earnout, 600+ finance advertisers, Reuters/CNN Business/WSJ inventory — https://www.taboola.com/press-releases/dianomi/
• Fingerprint launches a public Bot Directory indexing AI tools, bots and crawlers by identity, provider and purpose — https://martechseries.com/predictive-ai/ai-platforms-machine-learning/fingerprint-launches-bot-directory-built-for-the-ai-era/
• OpenAI's Videos API and Sora 2 shut off September 24 — the recommended replacement column is empty — https://developers.openai.com/api/docs/deprecations
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