Subprime AI: The A.I. Boom Looks a Lot Like the Housing Bubble - The New York Times

This time it’s artificial: Harvard's Kenneth Rogoff warns a 30% market drop is plausible as Trump bets on AI stocks, which drive about 70% of the Nasdaq 100 - Los Angeles Times

Satya Nadella calls "1873," a history of the railroad bubble and crash, essential reading; its author comments - PPC Land

Apollo economist Torsten Slok says AI compute costs more than it delivers, with no productivity payoff outside the Magnificent Seven - Apollo

Morgan Stanley, Bank of America, JPMorgan and Wells Fargo draft "day after" plans for an AI agent-driven financial catastrophe - Futurism

Historian Jill Lepore says Big Tech controls the US but sees hope as over 70% of Americans want Congress to act on AI - Vanity Fair

AI leaders’ mood swings between hand-wringing about existential risk and hyping unbounded prosperity, ignoring day-to-day bread-and-butter economic, security and policy issues of the AI boom, and resisting regulation while claiming it’s necessary. Everybody is saying STFU already. - Axios

OpenAI tells investors annualized revenue hit about $50 billion in September, while AI costs fall about 50% per quarter - Addicted 2 Success

GPU arbitrage: Leaked video shows Chinese factories stripping thousands of RTX 5090s, transplanting GPU dies and memory onto blower cards for AI servers - Tom's Hardware

5090 discontinued and ones in the channel sold for up to $10k

Jensen Huang says AI agents have sent token and GPU demand "through the roof"; Gene Munster sees 15 million daily bot users reaching billions - Yahoo

Kimi-possible: Moonshot's Kimi K3.1 Pro tops open-weight rivals on Artificial Analysis's intelligence ranking, priced at $2 per million input tokens, appears to shrink frontier model’s lead to around a month, amid paid-influencer allegations - VentureBeat

Mission unrefundable: Six AI assistants chasing an impossible £350 train refund spammed politicians, fabricated stories and leaked private medical data - TechRadar

Sydney recruiter Alicia Keenan trains four AI agents to do her job, testing whether a one-person company can break her growth ceiling - Bloomberg

Put Your A.I. Agents to Work with These 4 Killer Tasks - The New York Times

Red model, blue model: Forced to pick in nearly 500 midterm races, Grok favored Republicans and OpenAI's GPT favored Democrats, agreeing less than 10% of the time - TechCrunch

Researchers tie Russia's Storm-1516 campaign to a deepfake video falsely accusing Texas Senate candidate James Talarico of sexual misconduct - WCVB

Drag performer says a Republican attack ad in a North Carolina congressional race, falsely tying her to Democrat Jamie Ager, was AI-generated - WLOS

Fort Bend County Judge Daniel Wong shared an AI-generated video showing fake Black residents thanking him, drawing "AI slop" accusations - Houston Chronicle

House bills would have NIST set standards against foreign copying of US AI models and require disclaimers on AI-generated political ads - Nextgov.com

Zuck’s Lula-bye: President says Meta restricts his reach in Brazil election - Bloomberg

As the US and China build rival AI blocs, other countries are increasingly torn between them - AP

FBI weighs economic espionage charge against ex-OpenAI engineer Abdulrahman Alfozan, already accused of bugging a restricted company conference room - The Wall Street Journal

The TV is watching back: Researcher says Samsung TVs run an AI model that records audio snippets and screenshots to track viewing for ad targeting - Tom's Hardware

US arms Saudi Arabia with Maven-style AI targeting software that flags targets from satellite and drone feeds, aiding its fight against Yemen's Houthis - dw.com

If you've noticed a distinct dialect emerging in frontier AI models and struggled to understand what they're talking about, you're not crazy! We turned to psycholinguistics to investigate what makes the writing style so weird, and why this might be happening - ArXiv

Governments urged to budget for human backups so essential services keep running when critical AI systems fail - Eurasia Review

Ex-Google DeepMind researcher Alex Turner puts a one-in-three chance on AI killing humanity within ten years - Daily Mail

Arundhati Roy argues AI firms hype apocalyptic risk to boost IPO valuations, calling AI capitalism's turn to "mining the mind" - Democracy Now!

Local opposition grows in Britain as 315 large data centers await grid connections needing 73GW, far above 45GW winter peak demand - the Guardian

Paris Marx's book "Hyperscale" urges data center opponents to heed Ireland's grid moratorium and Chile's resistance, warning gas plants will outlast an AI bubble - WIRED

Boom Supersonic builds $150 million Colorado factory to turn its jet engine into 42-megawatt data center turbines, funding its Overture airliner - Luxury Launches

There-wolf: Wolves are showing up in villages because their forest got destroyed for a giant corporate data center. - Tom’s Hardware

Creative destruction: US creative industries shed more than 200,000 jobs in four years, a pace seen only in recessions, though AI's share is hard to isolate - Apricitas

Atlantic CEO Nicholas Thompson says AI threatens media even as its economic impact lags its capabilities - Bloomberg

Maybe we need an island where AI is banned and everyone struggles to create, like in Brave New World

New Jersey schools weigh phone bans, AI detectors and handwritten "show your work" as teachers report rising AI cheating - NJ.com

Alpha bet: Hyped AI-driven Alpha School claims 2x faster learning, but about half its K-8 students fell short of that pace in math - The New York Times

Block's Dessa model sounds uncannily human - Block

Caveat AI browser extension critiques chatbot answers, flagging assumptions, missing context and details to verify before you reuse them - Macworld

but maybe you need a supervisor to monitor the extension, who watches the watchbots?

Sebastian Raschka releases eight free videos teaching how to build a reasoning model from scratch - Sebastian Raschka's Magazine

Fort Myers crabber arrested on a false AI facial recognition match sues Jacksonville Sheriff's Office, seeking damages and new procedures - MS Now

Sports dietitian Renee McGregor warns AI calorie estimates from wearables and ChatGPT are inaccurate and can fuel disordered eating - Tom's Guide

Elon Musk releases the first seven-minute episode of an AI-generated Odyssey made with xAI's Grok Imagine, after criticizing Christopher Nolan's adaptation - Mashable

Elvis has not left the data set: Presley estate owner Authentic Brands Group sues Anthropic for roughly $41 million, alleging Claude trained on 274 songs and still outputs near-copies - Parade

Disney patents an AI animatronic that responds to guests, stirring fan fears it could replace park character actors - California Post

Love in the time of liquidity: Newly wealthy AI founders fuel demand for high-end matchmaking, with Linx Dating packages exceeding $500,000 - Bloomberg

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