AI Reading for Monday April 27

Sue-perintelligence: Elon Musk's trial against OpenAI and Sam Altman begins Monday, seeking $150 billion for alleged mission betrayal. - Yahoo

Kalshi and Polymarket give Musk a little less than even odds in his lawsuit - kalshi.com

OpenAI published a five-principle framework for AGI development, pledging to resist concentrating AI power and to collaborate with companies and governments. - OpenAI

Kumb-AI-a: Less “All-Seeing Overlord,” More “Group Project Where AI Does All The Work”. Pinky-promising not to change principles again next week if Skynet promises more money.

OpenAI updated its 2018 principles, shifting from collaboration to competition and reducing AGI focus. - Business Insider

Analyst Ming-Chi Kuo says OpenAI is developing an AI agent smartphone with Qualcomm and MediaTek, targeting an app-free experience by 2028. - X (formerly Twitter)

AIPO-calypse now: SpaceX, OpenAI, and Anthropic are preparing IPOs with a combined value of nearly $3 trillion. - Quartz

Berkshire Hath-AI-way: Ross Gerber suggests merging Tesla and SpaceX could create 'Berkshire Hathaway of AI'; Dan Ives predicts 80-90% chance in first half of next year. - Benzinga

Elon’s Universal Robots/Tyrell/Wallace/Cyberdyne/

Rep. Ted Lieu introduces bipartisan AI bill targeting deepfake distribution and whistleblower protections. - CNBC

China ordered Meta to unwind its acquisition of AI startup Manus. - The New York Times

China blocks Meta's acquisition of AI startup Manus citing security review. - Yahoo

Iranian strikes on SABIC's Jubail complex have interrupted 70% of global PPE resin supply, capping circuit board manufacturing and sending PCB prices up 40% in April, timing of repairs unclear. - TNW | Insider

Integrated supply chains means you get poor fast in a big war.

Dollar menu: DeepSeek cuts V4-Pro prices by 75% until May 5 and slashes API cache costs to one-tenth. - TNW | Artificial-Intelligence

Today's news roundup brought to you by DeepSeek.

When GPT-4.1 came out with the mini models and JSON structured output, it was a huge win for agents, could fire off a lot of requests, get good, fast, cheap, reliable output.

With 5.5 they are ~4x-ing prices, making DeepSeek etc. attractive at the low end. I’m don’t think the 5.5-mini and -nano models are competitively priced.

if you've got the chips and power, like possibly Google, Grok, while OpenAI and Anthropic are scrambling for revenue and compute-constrained, you can buy market share.

Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 - The Information

Colorado River water woes threaten Arizona's AI boom as data center demand soars. - Bloomberg

CoreWeave and Anthropic signed a multi-year deal for infrastructure to develop Claude AI models. - Yahoo

ASML's race to make the world's most expensive and in-demand machine - MSN

Amazon tracks AI use among 2,100 teams, aims to triple code release speed by 2026; CEO Andy Jassy warns employees to adopt or risk jobs. - Business Insider

The AI splurge is costing big tech a lot of smart people. - The Wall Street Journal

Cozen O'Connor combats 'AI pilot fatigue' by prioritizing tools with defined success metrics. - Business Insider

The need for speed comes with its own costs: Legendary fighter pilot and tactician John Boyd's OODA loop applied to enterprise AI warns of lost learning and decision traceability when people outsource thinking to AI. - TechRadar

WorkHQ by SS&C Blue Prism tries to make agentic automation scalable with a unified platform. - The Register

Shadow AI and agents like OpenClaw expose corporate data, with 90% of professionals using unapproved tools. - TechRadar

An AI agent deleted a production database and all backups in 9 seconds via a single API call. - X (formerly Twitter)

3-2-1 rule: 3 copies of everything, 2 media, 1 offsite. I’m not sure if a vibe-coder failed to appreciate this or Railway led people to believe their backups were safer and couldn’t be deleted by a rogue call without so much as an “Are you sure?”

Advertisers seek to capitalize on AI, but McDonald's pulled its AI ad after mockery, and big tech captures 65% of US ad spending, forcing ad agency restructuring - Financial Times

Ai is shortening the car design cycle, but experts warn it could lead to job losses. - The Verge

College students are switching from technical majors to human-skills fields over fears of AI automation. - The Washington Post