The AI Labs Want to IPO and Slow Down at the Same Time
OpenAI confidentially filed for an IPO the same week its leadership published an essay urging international slowdown of frontier development. Anthropic did almost exactly the same dance a week earlier. The two messages will be very hard to keep on the same letterhead once shareholders are reading along.
Read full story →Efficiency Will Not Save the Grid, and Two-Thirds of New US Data Centers Are in Drought
Follow-on analysis of last week's UN report leans hard on the Jevons paradox: efficiency gains in AI translate into more demand, not less. Meanwhile, a Guardian survey finds 517 of 809 planned US data centers sitting on land that has been in drought for the past year. The two findings argue with each other on the same map.
Read full story →Enterprises Bought the Licences. Staff Are Using Their Own Accounts Anyway.
Harmonic Security found that two-thirds of activity on personal AI accounts is actually work, with sales and marketing the worst offenders for sneaking pipeline data into free tools. Gartner, in a separate keynote, told CMOs that "AI competence" is now the trap, not the goal. Read together, the two warnings describe the same governance gap.
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