Technology and Society
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Anthropic and Alignment
Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.
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An Interview with Kalshi CEO Tarek Mansour About Prediction Markets
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets.
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Nvidia and Groq, A Stinkily Brilliant Deal, Why This Deal Makes Sense
Nvidia is licensing Groq’s technology and hiring most of its employees; it’s the most potent application of tech’s don’t-call-it-an-acquisition deal model yet.
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AI and the Human Condition
AI might replace all of the jobs; that’s only a problem if you think that humans will care, but if they care, they will create new jobs.
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ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule
ChatGPT Image 1.5 launched, and while it seems comparable to Gemini’s Nano Banana Pro, the product around it shows OpenAI’s advantages. Then, Apple v. Epic rolls on.
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Trump Allows H200 Sales to China, The Sliding Scale, A Good Decision
The Trump administration has effectively unwound the Biden era chip controls by selling the H200 to China; I agree with the decision, which is a return to longstanding U.S. policy.
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Netflix and the Hollywood End Game
Netflix is driving the Hollywood end game, likely confident it can increase the value of IP, and fend off YouTube.