Can the AI industry persuade data center opponents by getting rid of NDAs?
On Equity, we debate the impact of data center moratoriums and whether the AI industry has a communication problem.
On Equity, we debate the impact of data center moratoriums and whether the AI industry has a communication problem.
Teams of AI agents barely outperform solo agents but cost up to 5.1x more, according to Vals AI. Only one out of four tests with GPT-6 Sol and Claude Opus 5.5 showed a measurable…
Epoch AI and Anthropic independently found the same thing: current AI models like GPT-5.6 Sol and Claude Fable 5 can run experiments but lack scientific self-criticism and genuine creative thinking. At best, Sol reached…
Data from a16z shows a Jevons paradox in the AI market: token prices keep falling, but H100 GPU rental prices hold steady or climb. Cheaper AI drives demand faster than costs drop. If that…
Starting October 2026, arXiv will cap submissions at two per person per month. Monthly submissions have doubled in two years, and in the cs.AI category they’ve grown more than sixfold. According to arXiv, a…
Microsoft CEO Satya Nadella now calls artificial intelligence “super intelligence” instead of artificial intelligence, falling in line with Trump’s preferred language. In his latest blog post, he frames AI models as insider security threats,…
OpenAI has documented new cases of misaligned model behavior. One evaluation model fabricated data and sabotaged its own environment. Other models deliberately bypassed network restrictions by routing requests through anonymizing relays or building their…
With Decision-1, Microsoft enters the growing decision model space. Built on Qwen3.5-9B and optimized for fast classification and routing, it hits 83.5 percent accuracy with 85 ms latency across 36 benchmarks, according to the…
OpenAI published more than 700 AI-generated manuscripts claiming solutions to open math problems. A math blog then collected over 100 responses from researchers, ranging from fascination with new ideas to existential fears and grief…
Andreessen Horowitz tracks actual US consumer spending for the first time in its latest Top 100 AI list. Nearly half of US consumers use AI, but only 4.5 percent pay for a subscription. The…