AI
-
Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it’s the same dynamic that will limit incumbents and fuel startups in the long run.
-
Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data
Nvidia makes another deal, this time with a frontier lab; Anthropic’s revenue continues to amaze; and maybe data finally is oil.
-
Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems
Anthropic is adding watermarking in response to the E.U.’s AI law. It’s a terrible idea, first and foremost for philosophical reasons.
-
Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
-
Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
-
Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.
-
OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.