3+ day, 14+ hour ago   (1739+ words) Every tech wave has a stretch where the expectations run ahead of the evidence, in both directions at once. The people building the thing say it will be bigger and faster than anything before it. The people afraid of the…...

5+ day, 3+ hour ago   (1772+ words) AI Data Center builds are digging in across the country, led especially by two frontier lab companies OpenAI and Anthropic. They of course include gobs of AI Compute mostly from Nvidia, and gigawatts of Power, and more than a few…...

1+ week, 5+ day ago   (655+ words) ‘It All Adds Up’, in an AI-driven era. Senator Everett Dirksen reportedly said it decades ago: “A billion here, a billion there, and pretty soon you’re talking real money.” Even the Senate’s own historians can’t confirm he said it. But…...

3+ week, 2+ day ago   (239+ words) Takeaways from Anthropic’s AI Watermarking efforts: statistical watermarks woven into Claude’s text outputs, detectable at scale without changing what users see. Provenance infrastructure is quietly arriving ahead of the regulation that will eventually demand it. More here. AI Industry’s $3+ trillion…...

3+ week, 6+ day ago   (644+ words) Today’s ARD is about the hidden figures in AI, in this AI Tech Wave: three trillion dollars of AI spending that is not on Big Tech Co balance sheet, an Anthropic regulation mandated, AI watermark that hides inside the way…...