China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed.

• OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (cnbc.com/2026/07/07/chinese-ai-models-costs-us…) (CNBC)

• Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models, sources say (reuters.com/world/beijing-is-looking-curbing-o…) (Reuters)

• Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (9to5mac.com/2026/07/07/anthropic-expanding-cla…) (9to5Mac)

• Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (zdnet.com/article/anthropic-claude-cowork-come…) (ZDNet)

• Meta launches Muse Image in Meta AI, Instagram, and WhatsApp, and previews Muse Video, the first media generation models from its Superintelligence Labs (ai.meta.com/blog/introducing-muse-image-muse-v…) (Meta)

• Meta's new Muse Image tool lets users generate AI photos similar to what they'd normally post, including vacation selfies and photo-booth style shots (nytimes.com/2026/07/07/technology/meta-ai-muse…) (NYT)

• Public Instagram profiles are automatically opted into being used as material for others' AI image generations via Meta AI, unless users adjust their settings (wired.com/story/meta-now-lets-anyone-use-your-…) (Wired)

• Xbox spent nearly $80B over a decade on content deals betting gamers would flock to Game Pass, but most gamers prefer sticking to a handful of favorite games (bloomberg.com/news/articles/2026-07-07/behind-…) (Bloomberg)

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