AI Reading for Thursday September 11

The Wall Street Journal reports Oracle signed a deal for OpenAI to buy about $300 billion of compute over roughly five years, with purchases beginning in 2027 — a contract that would rank among the largest cloud deals ever. - TechCrunch

Larry Ellison briefly dethroned Elon Musk as the world’s richest man on this ‘news’. oh yeah, we missed earnings but we're increasing capex spending for these huge deals so it's all good

On Tucker Carlson's show, OpenAI CEO Sam Altman said the company could begin calling authorities when young users “talking about suicide, seriously” and parents cannot be reached, warned up to “1,500 people a week” worldwide may be talking to ChatGPT before killing themselves - the Guardian

California legislators passed SB 243 to regulate AI "companion" chatbots; would bar conversations around suicidal ideation, self-harm, or sexually explicit content, require recurring alerts that users are speaking to an AI and should take breaks, impose reporting obligations, and allow lawsuits - TechCrunch

AI developers face lawsuits over user suicides, for product liability, wrongful death and unjust enrichment, judge allowed on case to proceed and said she was not prepared to rule that the chatbot’s output — which she characterized as “words strung together by an LLM” — is protected speech. - ABA Journal

OpenAI CEO Sam Altman said he liked the idea of replacing Siri with ChatGPT’s conversational Voice mode - Digital Trends

Siri, if your iPhone tells you to kill yourself do you do it?

Apple denied a Politico report that training workers got new guidelines on “sensitive” topics including DEI policies, Gaza, Crimea, Kashmir, Taiwan, vaccines, elections, Trump and supporters; removed guidance on “intolerance” and “systemic racism.” - 9to5Mac

Microsoft ends OpenAI exclusivity in Office, adds rival Anthropic - Ars Technica

Testing found Anthropic's Claude Sonnet 4 outperformed OpenAI on tasks like automating Excel financial functions and generating more aesthetically pleasing PowerPoint presentations

I've had more than a few people say Copilot chat is not as good as ChatGPT. But in theory Microsoft has rights to all of OpenAI's IP, so that implies a surprising degree of Microsoft incompetence and/or OpenAI shenanigans. Possibly Microsoft thought they were smarter than they really are, ‘improved’ system prompt to focus on their users, or otherwise screwed up the implementation.

Microsoft CEO’s 4 Most Powerful AI Prompts : AI Tips from Satya Nadella - Geeky Gadgets

"Nooooo I'm going to have to use my brain again and write 100% of my code like a caveman from December 2024" - Ars Technica

Six months ago Anthropic CEO Dario Amodei predicted that in six months AI would be "writing 90 percent of code," and warned that in three months we could reach a point where "essentially all" code is written by AI. Not if you're gonna be giving 503 errors it won't. - Futurism

i ran Claude in a loop for three months, and it created a genz programming language called cursed - Geoffrey Huntley

Nvidia unveils new Rubin CPX GPU designed for long-context inference - TechCrunch

Or, upgrade your 4090 to 48GB for $142 - Tom's Hardware

Replit raises $250M at $3B valuation for its AI vibe-coding and application hosting platform - SiliconANGLE

You can now upload audio files to Gemini - TechRadar

NotebookLM now has customizable Flashcards and interactive Quizzes; new Audio Overviews and Video Overviews - CNET

“Become the AI overview, don’t fight it”: “SEO is not dead, but it’s coughing blood.” - Hacker Noon

be the ball

Why 'BYOAI' can be a serious threat to your company - Fast Company

Arm unveils new Lumex AI focused smartphone CPUs with impressive stats - TechRadar

China’s Unitree humanoid robot maker said to plan IPO with valuation reportedly $7 billion - CNBC

Zoox’s robotaxis are open for business in Las Vegas, offering free pickups and dropoffs at a handful of destinations, including Resorts World Las Vegas, AREA15, Topgolf, New York New York, and the Luxor. - The Verge

Amazon to enter smart glasses race - winbuzzer.com

Meta Bets on ‘Buy Over Build,’ Inking $140M AI Image Deal with Black Forest Labs - winbuzzer.com

Cisco launched free AI learning paths for network engineers, emphasizing practical skills for deploying and securing AI on infrastructure. - Cisco Blogs

If you put licensing terms in robots.txt, is that enforceable? - Ars Technica

Some MAGA Republicans are borrowing Joe Biden’s playbook to regulate AI (horrors!) - Reason.com

AI agents to replace humans as basic units of a company, Lee Kai-fu says - South China Morning Post

AI Isn’t Coming for Your Job—It’s Coming for Your Whole Org Chart - Inc.

AI in FX trading - Euromoney

If the AI Industry Fails, It Could Take the Rest of Us Down With It - Futurism

top 5 stocks e.g. 1% are 25% of S&P market cap, top 25 are 50%, which is an unusual degree of concentration, when the bubble bursts, will be wealth effects, job effects, accelerator effects.

A George Washington University study released Aug. 31 simulated the July 2025 FOMC meeting with AI agents modeled on real policymakers (based on historical stances, bios and speeches) and found that applying political pressure “polarised” the board - US News

Telling AI to recreate an analysis, reverse engineering data science with GPT-5 - Simon Willison’s Weblog

a more useful use of AI

Fallacies of AI (1) the Illusion of a Smooth Continuum (2) machines excel at formally hard tasks but struggle with mundane, embodied skills, (3) anthropomorphic language like “understand” or “learn” misleads (4) “brain-as-computer” vs. scaling approaches such as Rich Sutton’s “The Bitter Lesson”). - Apiad

AI is an entitled and overconfident dude with a lot of wrong answers. - Psychology Today

that was just bullshit, Joel

Hacking Animal Crossing by injecting an LLM? - Josh Fonseca

Defeating Nondeterminism in LLM Inference - Thinking Machines Lab

San Francisco's Office of Labor Standards Enforcement is investigating Scale AI's labor practices, focusing on city residents who worked for the company remotely - Business Insider

AI, what is that? Apple low-key ignores AI. Real-time translating AirPods are cool tho - The Verge

Yeah that shooting we’re all reading about is just a meme, don’t worry about it.

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