The RMJ Insight

Thursday’s edition opens with the model yard becoming a policy yard. The digest carries Anthropic’s first chief global affairs appointment, reported model updates, Meta’s Muse Code, Google DeepMind leadership changes, xAI benchmark claims, and developer-dependence concerns. The common thread is that AI capability now travels with governance, labor, pricing, and trust questions.

The rest of the ledger is no calmer. Canada-US tariff pressure weighs on risk appetite, Nepal-Tibet flood losses expose border infrastructure fragility, Iran sanctions talk keeps the geopolitical file open, health-science claims demand evidence discipline, and startup capital keeps chasing automation, energy, and infrastructure moats. The closing tool is second-order thinking: before taking the obvious next step, ask what that step will set in motion.