AI First Pod

The EU's Top Executive Just Endorsed AI Pacing and Called a Frontier-Lab Summit. Here's What Happens Next.

Published: September 19, 2026

Duration: 5:26

Von der Leyen's endorsement of AI pacing takes the Amodei-Altman-Nadella movement from CEO statements to EU policy in seven days — the regulatory body that enforces the AI Act is now planning a summit that will put every frontier lab in a room with EU regulators to discuss pacing mechanisms. We cover what that means, ByteDance's Zhang Yiming at $105B with Doubao at 75M MAUs, and a developer who built an Apple M4 GPU driver in a month with Codex. Saturday,