Dwarkesh Patels’s wildly popular but dangerously misleading account of the OpenAI Hugging Face incident
When “plain English” isn’t a good thing.
Marcus on AI
"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future
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5 lessons from the OpenAI / Hugging Face incident
Did OpenAI really do the best they could?
Excellent new Bill Gates essay on the urgency of having a coherent AI plan
The time to tame Silicon Valley has come
Anthropic’s $30 trillion fantasy
And you thought the SpaceX S-1 was ridiculous
Two ways it might all fall apart
Not mutually exclusive
A few words about Canada and the US
Sorry, this one is not about AI. But sometimes one must speak out.
BREAKING: More bad news for the frontier AI companies
Cheaper tools are thriving. What does this mean for the upcoming IPOs?
ARR vs ARR. Watch out for this one sly trick.
What’s in an acronym? How to read between the lines.
Data center madness
Two estimates of how crazy AI Capex has gotten, and four new signs that public opinion has totally soured
OpenAI is becoming a surveillance company
It’s not even really trying to hide it
Leopold’s Folly
How what one young man did might come to symbolize an entire era
Breaking: The Republican party is panicking over its ties to Big Tech
And panicking with good reason
BREAKING: OpenAI’s unraveling has begun
Their planned IPO is facing headwinds, trust has evaporated, and their burn rate is only getting worse
Google’s biggest mistake?
A theory about what went wrong, and some open questions about what might happen next
Breaking: U.S. young adults are now more concerned about AI than enthusiastic
Brief update to last’s week’s note re: the growing backlash.
No, Dario Amodei, we will not be curing cancer and “most human disease” in five to ten years
What Amodei left out
The hyping of Anthropic’s IPO
Some strong claims, dissected
The one issue unifying the American public
Brief but significant news about a new poll
BREAKING: Circular financing reaches new heights
Things could get bad if this all falls apart
Open-source is NOT the same as open-weight
How The New York Times just bungled this one, and why it matters, immensely
CPUs and the rise of neurosymbolic AI
A new paradigm is developing, and the world is changing faster than most people realize
Seven reasons I wouldn’t count Google out
Down but still in the mix