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News
AI: The AI Existential Risk Essays, US vs China. AI-RTZ #1208 (Part 2)
1+ day, 9+ hour ago (1726+ words) The Bigger Picture, Sunday, September 13, 2026 The words over AI Risks keep flowing. From the people building AI around the world. Part 1 on Friday discussed in detail one essay, OpenAI chief scientist Jakub Pachocki’s “An Alien Mind”. This Bigger Picture zooms…...
‘Not So Fast’ in AI. OpenAI, Anthropic & the AI Economy. ARD #160
3+ day, 13+ 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…...
AI: Coding has a Compiler. Coworking has None. AI-RTZ #1205
4+ day, 5+ hour ago (1823+ words) Every model launch this year has arrived with a benchmark chart. Very few of them tell you whether the model will be better at your job. All as the globally white-hot AI Coding market zips along. That is not a…...
AI: Anthropic’s $517B vs OpenAI’s $750B Compute Race. AI-RTZ #1204
5+ day, 2+ 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…...
‘Miles to Go Before We Sleep’ in AI. Tesla, Microsoft, Anthropic. ARD #157
6+ day, 14+ hour ago (657+ words) All three are relevant in the context of how much more we have to do for AI infrastructure, far beyond the models and robots and agents we talk about day in and day out. Plus a Gadget AI on the…...
AI: Nvidia Buys the ‘Home Shelf’ of Open AI, Hugging Face. AI-RTZ #1202
1+ week, 5+ hour ago (1279+ words) Nvidia agreed on Thursday to buy Hugging Face, the home shelf of the world’s open AI models, for roughly $13 billion. I flagged the deal a few days ago on ARD #150, as the chess move tucked in behind Nvidia’s $96 billion quarter,…...
AI: The Tech ‘Go-Direct’ Ethos Meets Grassroots AI Revolt. AI-RTZ #1198
1+ week, 4+ day ago (1055+ words) One unique aspect of this AI Tech Wave vs prior ones is how the early mainstream reaction has been more anti the tech/AI management and founders rhetoric vs prior ones. A topic I’ve discussed at length. The WSJ’s Tim…...
‘New and Improved’ in AI Models, Anthropic, OpenAI & Google. ARD #154
1+ week, 4+ day ago (842+ words) ‘New and Improved’, yes, again already. With caveats and asterisks. All three big American AI labs are shipping or teasing upgrades this week, and every single one comes wrapped in safety gates, restricted access, or a smaller model than promised....
‘It’s About Time’ in Tech & AI. Apple, OpenClaw & AI Agents. ARD #152
1+ week, 6+ day ago (398+ words) And run the clock forward. If Ternus serves a Cook-length tenure, we are talking about him handing the reins to somebody else around 2041. On iPhone 34 or so. Fifteen years is not a long time in that frame. That is the…...
The ’Need for Speed’ in AI Inference. OpenAI, Nvidia & Apple. ARD #148
2+ week, 5+ day ago (440+ words) The Verge: OpenAI says its Jalapeño chip can power faster AI responses than the competition 9to5Mac: OpenAI restores 5-hour Codex and Work limits for ChatGPT Plus users Dwarkesh Patel podcast: Anthropic & OpenAI will have most of the world’s compute by 2028, with…...