AI Reading for Wednesday October 29

OpenAI completes reorg as for-profit , Microsoft gets 27% or ~$135b, foundation gets ~$130b. (with maybe more if certain milestones are reached, maybe MS has higher floor, foundation has higher ceiling) - OpenAI Help Center

Microsoft announcement - Azure

Some changes/clarifications to intellectual property rights, MS doesn't get access to hardware, no stake for Altman. Peace for our time! - Bloomberg

OpenAI's restructuring, approved by California Attorney General, clears the way for an IPO as soon as 2027, and CEO Sam Altman said an IPO is likely but gave no timeframe. - The Wall Street Journal

Sam Altman said on a public livestream OpenAI aims to produce "one gigawatt a week" of compute, has roughly $1.4 trillion committed for about 30 GW, set research-automation milestones (Sept 2026, Mar 2028), and reached a definitive agreement with Microsoft. - Business Insider

@sama says OpenAI’s current infrastructure commitments total about $1.4 trillion. Eventually hopes to be cranking out a gigawatt per week at a cost of $20 billion per week. - Axios

OpenAI's chief Sam Altman received a license from Microsoft to play the field. - Financial Times

OpenAI's nonprofit will run a for-profit arm that has never made a profit, but it's all for a good cause benefiting humanity. - The Register

Leaked Microsoft org chart reveals top members of Mustafa Suleyman's AI team, including five former Google employees. - Business Insider

Bill Gates said the current AI market is in a bubble similar to the dot-com bubble. - Business Insider

Microsoft CEO Satya Nadella said Bill Gates warned him that investing in OpenAI would be like setting $1 billion on fire. - Business Insider

ooh burn

ChatGPT's Atlas is described as "the browser that's anti-web". - Anil Dash

Researchers find a way to bypass OpenAI Atlas's already suspect guardrails using a well-crafted URL - Futurism

Strawberry agentic browser has skills. - ZDNET

Soon the agentic browsers will let you write no-code flow using skills, even easier than Zapier or Copilot Studio.

I wrote a thing on vibe coding, Claude Code, and Claude Skills, which might be another big step forward in the AI wave, and let people write their own highly effective agents like Claude Code. - Druce.ai

So many AI interfaces

• chat / CLI like Claude Code

• GUI like OpenAI Desktop or Claude Desktop

• Mobile touch

• Talk to it

• Agentic browsers

• Assistants within apps

• No-code

OpenAI announced it will allow erotica for verified adults on ChatGPT, prompting performer and studio concerns about revenue displacement and legal risks such as age-verification under U.S. and U.K. laws, with a $65B market projected to reach $100B by 2029. - Quartz

Nvidia is poised to become the first company valued at $5 trillion as investor enthusiasm for its AI businesses drives its stock up. - Financial Times

Jensen Huang promises "the largest AI supercomputer in America" for Argonne National Laboratory at very MAGA-pilled DC keynote. - Gizmodo

Huang does a roadshow/Trump campaign stop in DC. - CNBC

Nvidia CEO Jensen Huang told Washington that Nvidia will build seven Department of Energy supercomputers, has $500 billion in bookings, and warned U.S.-China restrictions that shut out Chinese developers would harm long-term U.S. AI leadership. - Yahoo

Nvidia CEO Jensen Huang met President Trump in Korea and said U.S. export curbs cost roughly $50 billion in lost China sales this year as Nvidia announced DOE AI supercomputing projects and began U.S. Blackwell wafer production. - The Washington Post

Nvidia announced partnerships with Agility, Diligent Robotics, Johnson & Johnson and Figure AI and expanded Omniverse Blueprint and digital-twin tools to develop AI-driven warehouse, hospital, surgical and humanoid robots. - Gizmodo

Foxconn said it will deploy Nvidia's Isaac GR00T N humanoid robots at its Houston factory, which assembles AI servers for Nvidia. - Reuters

Lucid announced a partnership with Nvidia to integrate Nvidia GPUs and software into its vehicles and factories to develop a consumer eyes-off, hands-off autonomous driving system and use AI-designed production lines, while targeting a sub-$50,000 crossover in 2027. - Ars Technica

NextEra Energy and Google agreed to restart Iowa’s 615-MW Duane Arnold nuclear plant by Q1 2029, with Google buying most output under a 25-year deal, NextEra assuming ownership after acquiring a combined 30% stake and projecting ~400 permanent jobs. - Yahoo

The Bot Company, co-founded by former Cruise CEO Kyle Vogt to build AI-powered household robots, is set to raise $250 million at a valuation exceeding $4 billion. - Bloomberg

Try not to kill anyone like last time Kyle.

Shanghai-based MetaX, founded in 2020 by three ex-AMD engineers, won Shanghai Star Market clearance and seeks CSRC approval for a ¥3.9 billion IPO, and plans C600 mass production by year-end after launching a 144GB GPU in July. - Yahoo

Berkeley AI researcher Stuart Russell warned Big Tech is spending trillions on opaque superintelligence research that, he says, could pose a 10–30% extinction risk and urged a global pause until provable safety is achieved. - Business Insider

Federal judges using AI filed court orders that contained fabricated quotes and fake names. - The Washington Post

MIT Sloan found about 80% of ransomware in 2023–24 used AI, and ESET in August 2025 identified PromptLock as the first AI-written ransomware, while ETH Zurich research shows AI can bypass reCAPTCHAv2, undermining DDoS defenses. - TechRadar

AI-generated code containing vulnerabilities creates cybersecurity and incident-response challenges when exploited in hacks. - Fast Company

The deepfakes are coming. Hurricane Melissa is hitting Jamaica while AI-generated and manipulated storm videos, some with OpenAI Sora watermarks, rapidly spread across social platforms, prompting officials to urge reliance on verified sources like the Meteorological Service of Jamaica and the NHC. - CNET

Trump's White House is testing the limits of AI-driven political messaging. - Poynter

Senators Josh Hawley and Richard Blumenthal introduced the GUARD Act to ban anyone under 18 from accessing AI chatbots, require age verification (e.g., government ID or face scans), mandate regular nonhuman disclosures, and impose criminal and civil penalties. - The Verge

The AI Hype Index finds that communities neighboring data centers are pivoting in response to power blackouts.blackouts/ - MIT Technology Review

Amazon, UPS, Target, General Motors and other major U.S. companies are laying off tens of thousands of white-collar workers as executives seek to replace some roles with AI. - The Wall Street Journal

Amazon's layoffs indicate AI-driven job displacement is affecting middle management roles before factory workers. - Fortune

Three-quarters of Hong Kong banks had integrated AI, up from 59% in 2022, the HKMA said, as AI automates routine tasks, reducing entry-level roles while shifting junior work toward client-facing and analytical tasks - Yahoo

An SEO professional benchmarked an 8-hour human workflow (scoring ~85/100) against Jasper AI, finding Jasper produced a ~1,500-word, Rank Math–optimized draft in ~15 minutes with a comparable score while identifying content gaps the human missed. - Hacker Noon

New data shows Google is leading in AI-driven search. - Fast Company

Some ad buyers say brands are increasingly spending on Reddit because the site appears prominently in AI-powered search results and its audience is growing. (despite Reddit's effort to keep it out of AI scrapers' claws unless they pay, they are getting paid in spite of themselves) - Adweek

Adobe added an AI Assistant to Photoshop and Adobe Express (Express AI Assistant for Premium customers), launched Generative Fill, Generative Upscale and Harmonize immediately, and placed the Photoshop AI Assistant in a private-beta waitlist. - MacRumors

Google launched a "Personal Health Agent" AI coach in the Fitbit app as a U.S. public preview for Android Fitbit Premium users, but it produces short, partial workout plans, lacks long-term planning and calendar integration, and even hallucinated device facts. - Lifehacker

Booking.com and Expedia are deploying AI-driven tools to shape booking, distribution, and customer interactions in the travel industry. - Hospitality Net

DeepSeek seemingly found a better way to process text, releasing an OCR-based model that encodes written information as image-based tokens with tiered compression, matching top OCR benchmarks and generating over 200,000 pages per day on a single GPU. - MIT Technology Review

"I DON'T NEED YOU TO F******G REWRITE WHAT I'VE JUST WRITTEN!" - Emma Thompson curses out AI on Colbert

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