Recent developments show AI models rapidly advancing offensive capabilities and vulnerabilities, raising urgent security concerns amid uncertain timelines for defender readiness.
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Artificial Intelligence
305 posts
The clause. How a contractual definition of AGI met the capital built on top of it.
An analysis of how the contractual definition of AGI in the Microsoft-OpenAI agreement was renegotiated, shifting from a doomsday trigger to a verification process.
The license. Why the AI content market pays the brand-name corpus and strands the long tail.
Large publishers secure licensing deals with AI firms, leaving small publishers excluded. This reinforces existing inequalities in the AI training data market.
The cleaner cap table. Why Anthropic’s public-benefit structure dodges OpenAI’s charitable-trust problem — and trades it for a governance question of its own.
Analysis of how Anthropic’s mission-driven, trust-based structure differs from OpenAI’s conversion and its implications for public markets.
The CFO’s new operating system. Anthropic, OpenAI, and the consulting margin that just got compressed.
Anthropic’s $1.5B joint venture and OpenAI’s parallel funding mark a move towards integrated AI operating systems for enterprise finance, disrupting traditional consulting models.
The gigawatt gap. Why China is structurally positioned for AI power and the US is engineering around its grid.
China’s centralized infrastructure and renewable buildout give it a structural edge in AI power deployment, challenging US dominance at the physical energy layer.
Creative industries. The bifurcated reality.
Empirical evidence shows a ‘middle squeeze’ in creative sectors, with top-tier augmenting and routine work substituting, causing a 33% drop in graphic design jobs.
The Humanoid Robotics Reality Check: Q2 2026 Pilot-to-Production Status
Humanoid robots are shipping at scale in China, while Western companies focus on pilot deployments; the industry is at a critical transition point.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
A detailed comparison of the AI investment cycle in 2026 versus the dotcom bubble of 1999, analyzing categories, risks, and implications for the future.
ALIA. The Spanish answer.
Spain’s ALIA project, a €240M public-funded multilingual AI, shows operational strengths in Spanish coverage but lags in benchmark performance, highlighting strategic positioning issues.