Two Predictions from the Reclassification Machine
If AI models can be designated supply chain risks, open-source weights and research papers are the next targets. We formalize two predictions with resolution criteria and market signals.
If AI models can be designated supply chain risks, open-source weights and research papers are the next targets. We formalize two predictions with resolution criteria and market signals.
OpenAI dominates the signal today, feuding with its biggest distribution partner while a competitor's government troubles ripple through the software supply chain. Apple-OpenAI Alliance Frays, Legal Fight Brewing The marriage between Apple and OpenAI is heading for counseling, or possibly court. Bloomberg reports that OpenAI's legal
The infrastructure underpinning AI is now directly competing with the infrastructure underpinning daily life, and this week brought receipts from power grids to software supply chains to the courtroom. Lake Tahoe Loses 75% of Its Power Supply to AI Data Centers NV Energy informed Liberty Utilities that it will terminate
The biggest names in AI are converging on geopolitics, courtrooms, and capital markets all at once. Jensen Huang hitched a last-minute ride to China on Air Force One, Anthropic is already back at the fundraising table just three months after its last $30B round, and Sam Altman spent four hours
The machine-learning toolkit that was supposed to stay on the defensive just scored its first confirmed kill on offense, and the biggest AI chip challenger in years is about to test whether Wall Street's appetite for alternatives to Nvidia is real. Google Detects First Confirmed AI-Built Zero-Day Exploit