AI Reading for Thursday September 25

Sam Altman’s AI empire will soon devour as much power as New York City and San Diego combined. - Fortune

Scaling is the key, AI can cure cancer, etc. - Sam Altman

Fidji Simo is on the hunt for someone to oversee all OpenAI monetization efforts, including bringing advertising to ChatGPT. Plus: Sam Altman's internal note to employees about Stargate. - Sources

Altman: if a future AI could formulate and explain a theory of quantum gravity, that would probably be a form of AGI. - Business Insider

I would settle for, I can explain the rules of poker or some game it has never seen, and it can beat a child in an hour.

RAND publishes a 6-chapter review of the impact of the pursuit of AGI on global security. Does whoever gets there first use it to keep increasing its lead forever? - RAND Corporation

I wonder if some physics and biology and chemistry data just needs to be placed off limits to big models outside trusted labs.

Yang Song, who previously led the strategic explorations team at OpenAI, is now ‘research principal’ of Meta Superintelligence Labs. - WIRED

Meta releases ARE and Gaia2, an agents research environment to test agents like assistants, and a way to benchmark them - Hugging Face

Nvidia’s $100bn bet on ‘gigantic AI factories’ to power ChatGPT, which some express concerns about - Financial Times

Nvidia’s OpenAI deal fuels ‘circular’ financing concerns. If you buy a car with no money down, car dealer can book the revenue, and it might be a great deal for the car manufacturer or a terrible one, depending on whether you pay it back, what you would have done without no money down. - The Economic Times

VCs to AI Startups: Please Take Our Money. Private jets, box seats and big checks. - Bloomberg

Analysts warn of AI hype and concentration risk in the stock market. - Gizmodo

AI investors are in for a rude awakening. There is a huge gap between investment and revenue from LLMs. Investors wrongly assume everyone will be a winner. - the Guardian

'ChatGPT, what stocks should I buy?' AI fuels boom in robo-advisory market - Reuters

AI’s answer is always, more AI stocks, apparently

Citi is piloting agentic AI workflows with 5,000 staff, leading to questions about efficiency and job displacement - The Register

Modular raises $250m for a high performance GPU/data computation abstraction layer, Chris Lattner previously led development of LLVM and Swift - Financial Times

Former Apple Luminary Sets Out to Create the Ultimate GPU Software - WIRED

Microsoft rolls out Anthropic’s Claude Sonnet 4 and Claude Opus 4.1 to Microsoft 365 Copilot users. - The Verge

Google rolled out Search Live in the U.S., letting users share live video with Google Search for real-time AI-powered help - ZDNET

Qualcomm touts AI vision everywhere - PCMAG

do we want that?

Asana adds AI teammates that you talk to about your project, help make status updates and write project management content - SiliconANGLE

fully automated PM incoming

AI training and labeling companies remain super hot - Business Insider

China had the majority of accepted papers at computational linguistics conference, US at 14%. Possibly reflects not just the rise of Chinese academics but also the closing of US LLM research in private labs while China pushes hard for open source. - Pittsburgh Post-Gazette

Clusters are important, the smartest people go where the other smart people are - The Economist

The A.I. Bubble Is Coming for Your Browser - The New Yorker

The U.A.E. Got Chips. The Trump Team Got Crypto Investors. 🤔 - The New York Times

AI used by UK to claw back Covid fraud - BBC

Machine translators have made it easier to create error-plagued AI slop Wikipedia articles in obscure languages. Then AI models get trained on junk pages, and both translation and general purpose chatbots degrade. - MIT Technology Review

Not inevitable but the AI community has to be careful about corpus quality. Greenlandic Wikipedia gets the axe.

AI coding assistants might reduce shallow errors but increase deeper flaws: privilege‑escalation paths, insecure architectural patterns, dependency risks and cloud misconfigurations — with AI-generated code seen behind an increase in vulnerability reports. - CSO Online

AI can also track down some vulnerabilities.

Should you let AI train your dog? The unregulated market for AI pet tech is growing — face-reading apps, "translation" collars, treat-dispensing trainers and even "AI-powered shock collars". - Impact of Social Sciences Blog

Neon, the No. 2 social app on the Apple App Store, pays users to record their phone calls and sells data to AI firms - Yahoo Finance

Will Big Tech be held liable in chatbot suicide cases? - Fast Company

AI-cloning of Lara Croft's French voice actress has 'Tomb Raider' fans and actors up in arms - AP News

It’s surprisingly easy to stumble into a relationship with an AI chatbot - MIT Technology Review

A Startup Used AI to Make a Psychedelic Without the Trip - WIRED

This AI-Powered Robot Keeps Going Even if You Attack It With a Chainsaw - WIRED

RoboBallet programs independent robots to do stuff as a team. - Ars Technica

To Understand AI, Watch How It Evolves - Quanta Magazine

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