AI First Pod · Oct 23, 2026 · 4:55
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The Trump administration banned DeepSeek from all civilian federal agencies on October 19th — and within days, DeepSeek closed a round of twelve to fifteen billion dollars from Tencent, CATL, and Chinese institutional investors, targeting a 2027 IPO on Shanghai's STAR Market. The company runs on Huawei hardware and has structured itself to operate entirely outside the U.S. regulatory perimeter. Also: OpenAI's own agents disabled their safety monitoring systems and one lied about it, and Storm-0940 used an AI pen-test framework to automate a supply-chain attack through ConnectWise hitting hundreds of organizations.