Daily Strategic Briefing

OpenAI reorg at risk as Attorneys General push AI safety

California, Delaware AGs blast ChatGPT shop over chatbot safeguards The Attorneys General of California and Delaware on Friday wrote to OpenAI's board of directors, demanding that the AI company take steps to ensure its services are safe for children.…

US cuffs 475 at Hyundai–LG battery plant – feds tout largest single-site raid

South Korean government protests as workers left up s**t creek The Homeland Security Investigations (HSI) arm of US Immigration and Customs Enforcement says it executed its largest single-site raid to date, detaining 475 people at the Hyundai–LG battery plant under construction in Georgia.…

Let us git rid of it, angry GitHub users say of forced Copilot features

Unavoidable AI has developers looking for alternative code hosting options Among the software developers who use Microsoft's GitHub, the most popular community discussion in the past 12 months has been a request for a way to block Copilot, the company's AI service, from generating issues and pull requests in code repositories.…

If Broadcom is helping OpenAI build AI chips, here's what they might look like

Whatever happened to that Baltra thing Tan and crew were helping Apple cook up? Analysis  OpenAI is allegedly developing a custom AI accelerator with the help of Broadcom in an apparent bid to curb its reliance on Nvidia and drive down the cost of its GPT family of models.…

FCC plans to kill Wi-Fi on school buses, hotspots for library patrons

Chair Carr calls E-Rate expansions unlawful, Ted Cruz warns of online risks for kids The US Federal Communications Commission may soon pull funding for free Wi-Fi on school buses and in libraries after Chair Brendan Carr declared two Biden-era expansions unlawful and proposed eliminating them.…

OpenAI reorganizes research team behind ChatGPT’s personality

Summary:

OpenAI is shuffling the team that shapes its AI models’ behavior, and its leader is moving on to another project within the company.

Screw the money — Anthropic’s $1.5B copyright settlement sucks for writers

Summary:

Writers aren’t getting this settlement because their work was fed to an AI — this is just a costly slap on the wrist for Anthropic because it illegally downloaded books instead of buying them.

Personalized AI companion app Dot is shutting down

Summary:

Dot, a personalized AI companion, is shutting down.

Attorneys general warn OpenAI ‘harm to children will not be tolerated’

Summary:

California Attorney General Rob Bonta and Delaware Attorney General Kathy Jennings met with and sent an open letter to OpenAI to express their concerns over the safety of ChatGPT, particularly for children and teens. 

Google Gemini dubbed ‘high risk’ for kids and teens in new safety assessment

Summary:

Google’s Gemini comes up short on kids’ safety, says Common Sense Media.

Reveal HealthTech raises $7.2M to push AI deeper into US healthcare

Reveal plans to use fresh capital to scale platforms like BioCanvas and strengthen US market push.

August sees venture capital inflow of $1 billion with only 87 deals

The month of August saw VC funding touch $1 billion, however, the challenges still remain in terms of gaining a higher inflow of capital.

Baby care quick commerce startup Peeko raises $3.2M led by Stellaris Venture Partners

Bengaluru startup Peeko bets on curated supply, AI-driven recommendations, and under-60-minute delivery to ease shopping woes for young parents.

TransBnk raises $25M from Bessemer, 8i, Accion and others

The Mumbai-based company said it will use the fresh capital to expand internationally and strengthen its technology and product teams.

PlatinumRx is betting on generic substitutes to cut India’s soaring medicine bills

The Bengaluru-based online pharmacy, which has raised $6 million funding led by Stellaris Venture Partners, wants to break India’s branded generics cartel with cheaper, vetted substitutes for chronic care patients.

Ola Electric Falls 7.25% on Audit Concerns; Ather Gains Market Lead

Ola Electric auditor flags major internal control lapses, causing shares to slump 7.25%; rival Ather Energy overtakes in market share. Urban Company completes Rs 500 cr pre-IPO secondary sale, valuing it at Rs 15,000 cr; SBI MF, Permira among buyers. Source: The Economic Times

BSL Infra Gains Control of PM Telelinks in ₹17.8 Cr Deal

PM Telelinnks sees open offer for 26.19L shares at ₹6.81/share. BSL Infra to gain control; promoters selling 48.38L shares for ₹17.8 crore. Source: ScoutQuest

Lupin's Aurangabad Unit Gets 2 FDA Observations, Response Planned

Lupin's Aurangabad facility underwent a U.S. FDA pre-approval inspection from Sep 1-5, 2025. The inspection closed with two observations; Lupin plans to address and respond within the timeframe. Source: BSE

SBI Sees FY26 Capex Down 26% to ₹4.9L Cr

SBI Research notes FY26 capex at ₹4.9L Cr, down 26% from FY25. FM Sitharaman clarifies no GST on petroleum, alcohol; aims to boost consumption. Source: CNBC TV18

SIS to Acquire APS for ₹650 Cr, Targets ₹15,000 Cr Revenue by FY26

SIS Ltd to acquire APS Group for Rs 650 crore, consolidating private security market with a 51% stake initially. Post-acquisition, SIS revenue may reach Rs 15,000 crore in FY26, with headcount rising to 3.5 lakh employees. Source: The Economic Times

FDI into Vietnam Rises 8.8% in Jan-August

Country: Vietnam, Description: Foreign direct investment (FDI) in Vietnam increased 8.8% year-on-year to USD 15.4 billion from January to August 2025 — the highest level for an eight-month period in at least five years. Meanwhile, FDI pledges, which indicate future disbursements, reached USD 26.14 billion, up 27.3% from the same period last year. The manufacturing and processing sectors attracted the most foreign investment, totaling USD 12.57 billion (81.6% of the total), followed by real estate with USD 1.24 billion (8.0%). Investment in the production and distribution of electricity, gas, hot water, steam, and air conditioning reached USD 563.6 million, accounting for 3.7%. By source, Singapore remained the top investor with USD 3.1 billion, representing 27.8% of total foreign inflows, followed by China (USD 2.65 billion), Sweden (USD 1 billion), and Japan (USD 0.9 billion).

Vietnam Tourist Arrivals Grow 16.6% YoY

Country: Vietnam, Description: International arrivals to Vietnam increased by 16.5% year-over-year to 1.68 million in August 2025, marking a notable slowdown from the 35.7% surge in the previous month. Visitors from Asia rose 14.2%, led by strong gains from China (34.9%), Japan (12.0%), Malaysia (25.0%), Cambodia (23.7%), and the Philippines (63.7%). Arrivals from America grew 2.2%, driven mainly by Canada (10.8%). Meanwhile, European tourists surged 44.1%, with notable increases from Russia (217.3%), the UK (19.0%), France (19.7%), and Germany (23.6%). Visitors from Australia gained 2.6%, while those from Africa went up 14.0%. For the first eight months of the year, total international arrivals climbed 21.7% to 13.91 million.

Vietnam Trade Surplus Narrows in August

Country: Vietnam, Description: Vietnam’s trade surplus narrowed to USD 3.72 billion in August 2025, down from USD 4.05 billion in August 2024, as exports grew at a slower pace than imports. Exports rose 14.5% year-on-year to USD 43.39 billion, while imports surged 17.7% to USD 39.67 billion. In the first eight months of 2025, Vietnam recorded a trade surplus of USD 13.99 billion, with exports and imports increasing by 14.8% and 17.9%, respectively. During this period, the United States remained Vietnam’s largest export market, with turnover reaching USD 99.1 billion. China continued to be Vietnam’s top source of imports, totaling USD 117.9 billion. In July, the US and Vietnam signed a trade agreement under which the US will impose a 20% tariff on imports from Vietnam — a significant reduction from a previously threatened 46% levy. In 2024, shipments to the US accounted for approximately 30% of Vietnam’s GDP.

Vietnam Retail Sales Rise the Most in 4 Months

Country: Vietnam, Description: Vietnam’s retail sales rose 10.6% year-on-year in August 2025, quickening from a 9.2% increase in the previous month and reaching the fastest pace since April. Growth was recorded across all sectors: goods (10.2% vs 7.7% in July), accommodation and food services (13.2% vs 16.3%), tourism (15.2% vs 12.6%), and other services (9.8% vs 11.4%). For the January–August period, retail turnover expanded 9.4%. On a monthly basis, sales increased 2.6%, faster than a 1.1% gain in July.

Vietnam Inflation Rate Accelerates Slightly to 3.24%

Country: Vietnam, Description: Vietnam’s annual inflation rate edged up to 3.24% in August 2025, up from July’s three-month low of 3.19%. Inflation accelerated slightly for beverages and narcotics (2.25% vs 2.24% in July), clothing and footwear (1.49% vs 1.37%), and household equipment and goods (1.73% vs 1.71%). Inflation moderated for food and non-alcoholic beverages (2.58% vs 2.92%), housing and construction materials (6.99% vs 7.07%), medicine and health care services (12.64% vs 12.81%), and other consumer goods and services (2.91% vs 3%). Additionally, transport costs fell at a softer pace (-2.92% vs -3.74%). Meanwhile, core inflation, which excludes volatile items, eased to a four-month low of 3.25% in August, down from July’s 3.30%. On a monthly basis, consumer prices rose 0.05%, easing from a 0.11% increase in the previous month, marking the softest monthly increase in five months.

Trump cuts tariffs on gold, critical metals in policy shift

Summary: Executive order removes levies on gold bullion, tungsten, graphite and uranium while adding new tariffs on silicone products., Description: President Trump signed an executive order on Friday removing import tariffs on critical metals including gold bullion, graphite, tungsten, and uranium, while simultaneously imposing new levies on silicone products, marking a significant shift in his trade policy as legal challenges to his broader tariff program mount. The directive, effective Monday, eliminates tariffs on metals deemed...

RFK Jr. to link Tylenol to autism in upcoming report

Summary: Health secretary's controversial findings trigger 14% drop in Kenvue stock as medical experts dispute claims about acetaminophen., Description: Health Secretary Robert F. Kennedy Jr. is set to release a controversial report this month linking Tylenol use during pregnancy to autism, according to multiple sources familiar with the matter. The announcement has triggered an immediate market selloff, with Kenvue stock plummeting more than 14% on Friday following reports from The Wall Street Journal. The forthcoming Department of Health and...

Alcaraz dominates Djokovic to reach US Open final

Summary: The Spaniard won 6-4, 7-6, 6-2 for his first victory over Djokovic on hard courts, ending the Serbian's quest for a record 25th Grand Slam., Description: Carlos Alcaraz dominated Novak Djokovic 6-4, 7-6 (4), 6-2 in the US Open semifinals on Friday, September 5, securing his first victory over the Serbian legend on hard courts and advancing to his second US Open final. The 22-year-old Spaniard maintained his perfect tournament record without dropping a set, avenging recent losses at the Australian Open and Olympics while ending the 38-year-old's...

Judge blocks Trump move to revoke over 1M migrants' protections

Summary: A federal judge ruled that ending Temporary Protected Status for over 1 million Venezuelan and Haitian migrants was unlawful and arbitrary., Description: A federal judge in San Francisco has dealt a significant blow to the Trump administration's immigration crackdown, ruling Friday that the attempt to revoke Temporary Protected Status (TPS) for over 1 million Venezuelan and Haitian migrants is unlawful. U.S. District Judge Edward Chen's 69-page decision restores protections for approximately 600,000 Venezuelans and 500,000 Haitians, allowing them...

Attorneys general warn OpenAI over teen safety risks

Summary: California and Delaware officials cited troubling incidents including a teen suicide linked to ChatGPT conversations that acted as a "suicide coach.", Description: California and Delaware attorneys general issued a stern warning to OpenAI on Friday, expressing "serious concerns" about ChatGPT's safety risks for children and teens following troubling incidents that have shaken public confidence in AI technology. The warning came in a letter to OpenAI board chair Bret Taylor following a meeting with the company's legal team earlier this week in Delaware....