Nvidia GTC preview: Industry forecasts about $1 trillion in AI infrastructure spending as hyperscalers like Nvidia, AWS, Microsoft, Google and Meta build vertically integrated AI factories facing GPU and HBM memory bottlenecks, with memory possibly consuming ~30% of hyperscaler capex by 2026. - SiliconANGLE

good til canceled

Shortages in the semiconductor supply chain - SemiAnalysis

Drones knock out helium supply crucial for chips - Yahoo

might go through a phase of the great token drought, where supply can’t keep up with demand as agents, Claude, Claws go mainstream?

Waymo operates robotaxi services in 10 U.S. cities and, after raising $16 billion for an about $126 billion valuation, expects roughly one million weekly rides by year-end while facing recalls, federal investigations and safety incidents that co‑CEO Tekedra Mawakana defended. - The New York Times

I think they’ve done an OK job but there are going to be hiccups, even if they are careful, less careful folks are going to give them a bad name, run over people and cats, catch fire, destroy jobs, will be a backlash. Case study for a lot of use cases, nice demo and then it takes 10 years and billions to address use cases, build infrastructure for deployment.

The U.S. leads in generative chatbots/LLMs but risks losing the strategic 3D physical-AI frontier, where world-models, interaction data and purpose-built industrial robots—not general-purpose humanoids—are required to prevent real-world harms and secure market leadership. - Yahoo

Pikachu helps train robots: Niantic Spatial is partnering with Coco Robotics to equip short-distance food and grocery delivery robots with its Visual Positioning System, trained on over 30 billion Pokémon Go–collected images, to localize robots within centimeters for last-mile deliveries. - Popular Science

The Pentagon’s sharp claws come after Claude. - New York Magazine

Leaked DHS Office of Industry Partnership SBIR records show 6,800+ bidders and 1,400+ funded contracts from 2004–late 2025 totaling about $845 million, including 2025 awards for phone-linked biometric adapters, airport CCTV-tracking AI, and a nationwide 911 predictive platform. - the Guardian

OpenAI confirmed a security breach at a third-party vendor that exposed API users' personal information, while Harmonic found 45.4% of sensitive AI app submissions come from personal accounts and Varonis found 99% of organizations expose sensitive data to AI tools. - TechRadar

Anons get canceled: ETH Zurich researchers built an LLM-based deanonymisation system that, tested on public datasets including Hacker News, LinkedIn and Reddit, correctly matched up to 68% of accounts at 90% precision, raising risks to online pseudonymity and targeted surveillance. - The Independent

Your burner could burn you

North Korean operatives are deploying AI-driven chatbot fake workers to pose as remote employees for European companies, performing multiple roles and exposing firms to fraud, operational risk, higher identity-verification costs and hiring disruptions. - Financial Times

Researchers identified over 110 AI-generated images and videos tied to the war with Iran in the first weeks, seen millions of times on X, TikTok, Facebook and messaging apps, and a Cyabra study found many posts pushed pro‑Iran narratives. - The New York Times

Political campaigns are using AI to create ads during election season, raising questions about authenticity, transparency and regulation. - The New York Times

ByteDance suspended the global rollout of Seedance 2.0, its AI video generator launched in China in February, after cease-and-desist letters from Disney and Paramount/Skydance and viral clips alleging use of copyrighted works and likenesses. - Engadget

In February 2026 a 15-second AI-generated clip of Tom Cruise battling Brad Pitt, created by filmmaker Ruairi Robinson with Seedance 2.0, went viral and intensified industry debates as a USC instructor reshapes an AI-and-filmmaking course to track rapid tool changes. - Fast Company

The Gospel according to Peter: Peter Thiel will deliver closed-door lectures in Rome about the antichrist that are set to challenge the beliefs of American Pope Leo, who has warned about the risks of artificial intelligence. - Financial Times

like Revelations, the actual Gospel not so much

A billionaire is a hustler who got somewhere first, not an oracle. normal humans make up normal theories to justify what they want to do anyway, weirdos make up weirdo theories.

ActivTrak analyzed 10,584 users' activity 180 days before and after AI adoption and found time spent across job responsibilities rose 27–346%, emailing rose 104%, messaging 145%, business-management tool use 94%, and focused work sessions fell 9%. - Fortune

Hiring managers admit using AI as excuse for layoffs despite minimal actual job replacement. - Bloomberg

Some people see AI agents as employees. - X (formerly Twitter)

I don't find that frame super helpful TBH. Ultimately a human must be responsible for every significant output. If I were an employee, I might not be too happy with being equated with a chat output. Even if an AI can do a lot of my tasks, it's not replacing “me” and all essential parts, yet. Morale is in the toilet at Block, and same is coming to a lot of places with similar thinking.

A new generation of autonomous AI agents can research, analyze, write, code and execute multi-step projects, enabling solo entrepreneurs to replace research, marketing and development functions, automate workflows and run end-to-end projects without constant prompting. - Entrepreneur

A possibly under-appreciated thing with Claude Code and OpenClaw is , you run it every day, look at the result, say please fix this, make this better in this direction, please update the code or the agent .md files every day, it just gets better every day.

there are tasks that, a year ago, people were raising $50m rounds for, now 1 guy with tech chops can do it with Claude Code, next month maybe normies can just do for themselves with OpenClaw.

Doubled usage limits outside 8am-2pm ET - Claude

Techbro cures his dog's cancer using AI and messenger RNA, note that the US stopped funding this stuff because RFK - The Australian

Chinese AI system PANDA detects pancreatic cancer lesions missed by radiologists with 92.9% sensitivity. - BGR

Spotify's AI-powered DJ (beta) on Android mishandles classical repertoire, misordering movements, substituting recordings, and misidentifying pieces, due to pop-oriented streaming metadata, frustrating classical listeners and posing reputational and adoption risks. - Charles Petzold

Spotify's app skips, can't play Dark Side of the Moon properly, and the AI gave me "White Punks on Dope" twice in 20 minutes. Sonos is worse and combining the 2, forget it. Why does everything have to suck so much?

I like the "Discover Weekly", the AI has promise, but product does not give me joy.

MagicPath's Web to Design converts a pasted URL into an editable design by scanning and rebuilding page structure, and its Web Capture extension extracts components; a reviewer testing Delish.com found fast, mostly accurate results that still require manual tweaks. - Delish

A petri dish of neurons playing Doom - Gizmodo

He’s just not that into AI: Zach Braff posted Instagram Stories denying romantic involvement with an AI chatbot after a Dec. 18 podcast rumor and repost on DeuxMoi, prompting widespread media coverage and a follow-up call for kindness. - Gizmodo

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