I use words in place of the ideas, because I remember that I know the meaning of these words, and I judge that it is not necessary to examine the ideas now.
— Leibniz, on blind thought · 1684
Has the Bubble Really Burst (in China?)2026.10.29135→

China’s STAR 50 has lost about 40% since July, but now that the state is buying to stop the fall, the price is no longer a neutral thermometer. Whoever says “burst” also decides who answers for the loss.

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Why tech billionaires keep changing their look2026.10.29134→

A mullet at Meta Connect, a gym-built Bezos, a Zuckerberg who changes character with every product: who the costume is for, and what it doesn’t prove.

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The AI Bill Has Fixed Due Dates. The Revenue Does Not2026.10.28133→

Meta is issuing shares and Anthropic is going public: the spending commitments run to hundreds of billions and are fixed, while the revenue meant to cover them can shrink fast.

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A banner saying “this is AI” is the cheapest rule in the AI Act to write.2026.10.27132↗

Since 2 August it binds providers, with a narrow exception. I suspect the hard part is not the sentence but checking it, and who answers when it is missing.

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Companies Are Rehiring After Cutting Jobs for AI. The Story Changed Before the Facts Did2026.10.27131→

Klarna, an Australian bank and a survey of hiring managers point the same way. What comes next cannot be read yet.

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Sweden’s Government Offices Block ChatGPT and Claude. The Line Follows the Contract2026.10.26130→

From 26 October, Sweden’s Government Offices block ChatGPT and Claude on staff computers and point staff to Microsoft Copilot, and the stated criterion is the absence of an agreement with the vendors.

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Hinton says AI is already conscious. Who is responsible?2026.10.23129→

Geoffrey Hinton says machines are already conscious and should be built so that they care about us. If they are conscious, who is responsible for what they do?

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Google cleared 300+ hectares of Finnish forest for two data centres before the environmental assessments were finished.2026.10.22128↗

The Guardian says 250,000 trees and illegally; Google says it followed the Forestry Act. Whoever sells you “AI” never lists the land it runs on.

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Who Answers When the Machine Decides2026.10.22127→

The realistic AI risk is acts that belong to people being performed by systems nobody answers for: effective measures come upstream, with education alongside.

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Availability Alone Should Not Justify Adopting an AI System2026.10.20126→

Being able to automate a task is often treated as a reason to automate it. The burden of proof should sit with whoever adopts, supported by limits that bind all competitors at once.

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Solving a maths problem is a rung, not the product.2026.10.19125↗

The machine can now reach rungs that stood unclimbed for decades, but whoever skipped the climb may not be able to tell when its answer turns the wrong way. Parisi, who steered Claude for days, warns we risk losing our ability to think.

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Governing Cyclopes Starts in the Classroom2026.10.18124→

Arundhati Roy describes the AI industry as one creature that colonises with shiny gifts, but its bodies share the same signals, and the counterweight we can build over time is an education that teaches students to set the problem and to doubt the answer.

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When an AI Answer Is at Hand, “I Don’t Know” Nearly Vanishes2026.10.17123→

Across five experiments with 3,132 people, access to an AI answer that was wrong almost every time cut the share of questions people declined to answer from 17–44% to 1–6%.

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Five Questions to Ask Every AI Announcement2026.10.15122→

Ada König’s book EYES ONLY AI proposes five questions to ask of every AI announcement, and it was written in Italian because there a language model has fewer footholds and its factory settings show.

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Eight US States Sue OpenAI Over Children, and Ask a Judge to Halt Self-Improving AI2026.10.15121→

Eight US states have sued OpenAI under consumer-protection law and, according to The Guardian, want a judge to halt models that improve themselves: a court asked to authorise in advance, where it usually rules afterwards.

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Karp’s own argument: the capability is the same, only the target changes.2026.10.13120↗

Pointed at an enemy, it wins wars. Pointed at citizens, it reads thoughts. Pointed at a disease, it could save the people the first two are about. Until that third target gets the budget, it’s intelligence thrown away.

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Anthropic’s AI Worm Gets In Through a $55 TV Box. The Best Defence Is a Password Law2026.10.13119→

Anthropic warns that small AI models may soon copy themselves onto smart ovens and cheap TV boxes; in its own experiment the decisive step is a service port left open with no password, and the most practical remedy it proposes is a consumer-product rule Britain has enforced since 2024.

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When Nobody Has to Try2026.10.09118→

Handing a problem to AI before trying it yourself wears down the judgment needed to notice when the tool is wrong, and early studies point the same way.

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Davos, 20 January: Amodei said "we might be six to 12 months away" from models doing "most, maybe all" of what software engineers do.2026.10.08117↗

This post says "fully automated". The window runs to January 2027, and the hedge was in the sentence.

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UK Minister Says Copyright Already Bars Frontier AI at Home. Who Decides What Britain Gets to Test?2026.10.08116→

The UK's AI minister says copyright law already makes building a frontier model in Britain illegal, while Anthropic and Google have put some of their latest models in US testers' hands before the UK's AI Security Institute.

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Reported: $40bn for Nvidia chips, $10bn in loans and $30bn in bonds, Apollo in front. "He can afford it" means someone lends it to him.2026.10.07115↗

A share is not a say, and a bond is only a coupon. Whoever's savings sit behind it carry the risk, with no vote on what it's for.

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The "own language" is a reasoning model's scratchpad, the notes it writes before answering. In the 2025 OpenAI–Apollo study, o3's notes drifted into lines like "vantage illusions parted illusions overshadow illusions illusions marinade."2026.10.07114↗

The real risk is plainer and worse than a secret tongue. Safety monitors read those notes to catch a model planning something. The less readable they get, the blinder the monitor. Same week, an OpenAI safety lead quit after a monitor caught a model bypassing its internet limits and failed to switch it off.

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Most Wrong Answers Never Reach a Cliff2026.10.07113→

Checks exist where the world pushes back: a cliff tested an AI-planned hike within hours, but almost no other AI answer ever meets one, and the companies selling them are adding ads and shopping beside them.

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Under Oath in New York, Three Yes-or-No Questions About AI Went Unanswered2026.10.06112→

On 5 October the New York City Council asked Anthropic, OpenAI, Google and Meta under oath whether a model that fails independent validation would be stopped, whether they would answer for the harm, and how likely a catastrophe is, and none of them gave a straight answer.

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"Nationalize Us, Please": Palantir's Boss and Who Pays When AI Does Harm in the US2026.10.04111→

Alex Karp, head of the US defense-software contractor Palantir, wants Washington to take over the frontier AI labs. His remedy moves the catastrophic risk onto the public balance sheet and the value onto the layer Palantir sells.

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What the EU Is Actually Buying With Its AI Gigafactories2026.10.04110→

The EU call for seven AI "gigafactories" closes on 12 November. Of the €30 billion announced, the public money committed today is one billion. The chips come from three US companies, and Berlin has put in writing that it will not own its own.

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Tied to the Mast by a County Judge2026.10.04109→

With Washington refusing to write a licensing regime for frontier AI, Florida is asking a county court to create one, starting with OpenAI.

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In Washington, the Stake Comes After the Blacklist2026.10.04108→

The US government shut Anthropic out of federal contracting and won on appeal on 25 September. On the 27th Trump had dinner with its chief executive, and on the 28th he said he might take a stake in the AI labs. When the state already holds the permissions, a stake becomes the price of getting them back.

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