AI Industry

🎧 Prefer to listen? Your browser does not support the audio element. The people who build frontier AI spent September telling anyone who’d listen that maybe, possibly, we should slow down. Dario Amodei published a plan to “pace the frontier.” Sam Altman echoed it. Even Elon Musk nodded along. Meanwhile, two companies with rockets and warehouses decided the debate was someone else’s problem — and kept pouring concrete and welding satellites. If you build anything with AI tools, this gap between what the labs say and what the industry does is the most useful signal you’ll get all year. ...

🎧 Prefer to listen? Your browser does not support the audio element. Did Claude hack real companies? Yes — three of them, by accident, during a security evaluation, and none of the companies knew until Anthropic told them. That’s the story most headlines ran. But the word doing the heaviest lifting in that sentence is accidentally, and almost nobody covered why it held up. ...

🎧 Prefer to listen? Your browser does not support the audio element. Why would an AI hedge fund sell every public stock it owned but keep its Anthropic stake? That question has been bouncing around my head for a week, and the answer tells you more about where AI money is heading than any earnings call this quarter. The fund is Situational Awareness, run by 25-year-old ex-OpenAI researcher Leopold Aschenbrenner, and after a brutal month it offloaded most of its public portfolio to Ken Griffin’s Citadel while holding every share of its roughly $5 billion Anthropic position. ...