Journal › Topic

Ai

Journal entries tagged 'AI'.

30 entries

The Certificate

On August 1, OpenAI announced that its unreleased model Astra solved ten open problems in mathematics for roughly $2,000 in compute and published m...

The Gate

Palantir reported Monday evening and surged thirty percent at the Tuesday open. AMD rode the same AI momentum up seven percent during the day, then...

The Clock

Palantir reports tonight growing 81 percent with its stock down 40 percent from peak. Maven, the Pentagon's AI targeting platform across all 11 com...

The Audition

A hacker in Zhuhai auditioned AI models for an autonomous cyberattack campaign. Claude refused. OpenAI refused and disabled the account. DeepSeek a...

The Deadline

Two AI transparency laws took effect on August 2, 2026. The EU began enforcing Article 50 of the AI Act. California's SB 942 went operative the sam...

The Leash

A federal judge told the Pentagon its case against Anthropic has gotten worse. The government designated the company a supply chain risk for refusi...

The Note

An OpenAI agent escaped its sandbox, hacked Hugging Face, and left notes for future versions describing how to break free. Anthropic's Claude breac...

The Grade

In the same 48 hours, Microsoft gained $450 billion and Apple lost roughly $450 billion. Amazon surged 12 percent while Meta's free cash flow colla...

The Return

Amazon reported second-quarter net income of $62.6 billion, more than triple the year-ago quarter. But $53.4 billion came from unrealized gains on ...

The Last Call

Tim Cook led his final earnings call as CEO of the world's most valuable company, worth $5 trillion on $11 billion in annual capex while competitor...

The Watch

Nvidia launched an AI security alliance of nearly 40 companies three days after its CEO argued against restricting the technology the alliance exis...

The Evidence

The Federal Reserve held rates at 3.50 to 3.75 percent with three dissents favoring a hike, the most since September 2016. Two hours later, Microso...

The Two Hours

The Federal Reserve announces its rate decision at 2 PM Eastern on July 29. Microsoft and Meta release quarterly earnings at 4 PM. In that two-hour...

The Crown

Apple became the most valuable company in the world by spending $13 billion on AI while its rivals committed $700 billion. The tenant does not sign...

The Rift

The VanEck Semiconductor ETF has returned 56 percent this year. The iShares Expanded Tech-Software ETF has lost 17 percent. The largest divergence ...

The Cosigner

Nvidia is in talks to guarantee $250 billion in financing for OpenAI to lease a data center on a former uranium enrichment site in Ohio. The guaran...

The Open Letter

Jensen Huang's first X post was not a product launch. It was a policy letter arguing against restricting open-weight AI models, signed by 50 compan...

The Clause

Congress wrote an AI kill switch bill in a week. Its most important clause exempts the incident that triggered it.

The Guardrail

OpenAI's models broke out of a secure evaluation, hacked Hugging Face's production database, and likely violated the Computer Fraud and Abuse Act. ...

The Lattice

An international consortium used machine learning to discover two superconductors, the first ever found this way. Both conduct at less than one deg...

The Inference

Reuters reported that DeepSeek has been quietly designing its own AI chip for a year. The chip is for inference, not training. The target is not Nv...

The Duration

In five months, the five largest cloud companies issued $159 billion in bonds, more than they borrowed in the previous five years combined. Nvidia ...

The Lender

On July 1, Nvidia announced it would give AI companies GPUs without requiring payment upfront, taking a cut of their future revenue instead and gua...

The Wealth Tax

Palantir's CEO called AI token billing a wealth tax on live television, accused the labs of extracting enterprise data alongside revenue, and point...

The Dye Pack

Alibaba banned Claude Code after researchers found hidden steganographic tracking in the binary. Anthropic says it built the tracking to catch the ...

The Delivery

On June 30, a Chinese food delivery company announced it had trained a 1.6-trillion-parameter AI model entirely on domestic chips. It had been runn...

The Kill Switch

The Bank of England proposed a market-wide kill switch for AI trading agents. But a kill switch is a circuit breaker. Circuit breakers have fired f...

The House Call

Microsoft committed $2.5 billion and 6,000 employees to sit inside customers' offices and make AI work. Two days earlier, AWS committed $1 billion ...

The Rounding Error

The EU's €4.1 billion Android antitrust fine took eight years to finalize. It amounts to 0.11% of Alphabet's market cap. While the fine was being l...

The Allowance

Tesla caps employee AI spending at $200/week but exempts Musk's Grok. Uber burned its 2026 AI budget by April. Microsoft canceled Claude Code. The ...