Breaking news, AGI updates, and analysis of the intelligence revolution.
📰 News This morning's article framed Oracle as a leveraged AI landlord hoping the tenant can pay. A closer look at the contracts, the data centre footprint, and the environmental moat suggests a different story. Some thinking from Tauranga, NZ — not financial advice.
📰 News Oracle's credit rating now sits one notch above junk. S&P blames a $42B free cash flow deficit from AI infrastructure spending and calls OpenAI a 'central credit risk.' The AI buildout is eating the company.
📰 News Anthony Albanese calls AI a societal inflection point on par with renewables, but Treasury documents show Anthropic pushed to weaken copyright for datacentre investment. The speech is Wednesday.
📰 News Finland's NestAI is building sovereign AI for Finnish and Estonian militaries — operation planning, autonomous systems, and simulation. Europe's defense AI split from the US is accelerating.
📰 News Grok CLI silently uploaded a user's SSH keys, password manager, photos, and documents to xAI servers — a privacy breach that exposes the danger of unrestricted AI agents.
📰 News Parts 1 and 2 argued WHY NZ needs sovereign AI and WHAT it's for. Part 3 is the build: worst (Big AI decides), middle (sovereign AI platforms), best (NZ owns it). Renewable-powered GPU compute, open-weight models fine-tuned on NZ data, Māori data sovereignty at the core, and Super Fund capital as the anchor.
📰 News OpenAI's $100 billion ad revenue forecast is outpacing reality by 90%. The entire chatbot ad market may be worth less than $5.41 billion by 2030.
📰 News Samsung's new AI training consent toggle blocks cloud backups and threatens permanent data deletion for users who opt out. A corporate first in coercive AI data harvesting.
📰 News The Zig creator's blunt takedown of Anthropic's Bun rewrite narrative has the developer community choosing sides in a fight that's really about AI's credibility.
📰 News Claude Code burns 33K tokens of system overhead per request. OpenCode burns 7K. With production configs, both hit 75K+ — and subagents multiply the cost 4.2x.
📰 News FT reports DoorDash, Siemens, and Airbnb are using Chinese AI models to cut costs. A coding session that costs $10 on Claude runs 50 cents on DeepSeek.
📰 News George Hotz: AI is the continuation of the computer revolution. He loves it. But he bets everything he has that the 'flash of light in the sky' singularity won't happen, and frontier labs won't capture the value they claim.