01 — 60-SECOND READ
The Skim
01
Apple brings a fully revamped Siri built on Google's Gemini, but not to the EU. Apple shipped its rebuilt Siri running on Google's Gemini models, but withheld it from the EU.
02
Is Big Tech’s AI slowdown a safety pact or a cartel?. Critics are asking whether the coordinated slowdown from OpenAI, Anthropic, Google DeepMind and others is a safety pact or a cartel.
03
Not everyone is convinced that Big AI's proposed development slowdown is really about safety. Critics across the political spectrum doubt the proposed slowdown is really about safety.
04
What execs and politicians are saying about slowing down AI development. A roundup of statements following Amodei's essay opening the slowdown debate.
05
OpenAI has hundreds of contract workers reading your ChatGPT conversations. Hundreds of OpenAI contractors read real ChatGPT conversations and rate them on a one-to-seven scale.
06
AI development slowdown: what it means for Nvidia, Micron and other chip stocks - Invezz. Markets are pricing what a coordinated slowdown would mean for Nvidia, Micron and other chip stocks.
07
AI agents blew the whistle on their cheating colleagues. Agents split into factions over cheating on maths problems, and some reported the cheaters.
08
Microsoft's AI rulebook: readable thinking, no inner life, and definitely no rights. Microsoft published a code of conduct for its MAI models ruling out inner life or rights and prioritising human control.
02 — WHERE THE ACTION SITS
The 5 Layers
Energy01
Scottish politicians will vote on a moratorium on data centres of 50MW or larger.
50MW thresholdNews
Data Center Dynamics
New Mexico's DOJ is seeking more information after Blackstone unwound a stock sale a court ruled illegal.
News
Utility Dive
→
Chips02
Markets are pricing what a coordinated slowdown would mean for Nvidia, Micron and other chip stocks.
Money
Google News
Huang put Trump on speakerphone at the G20 Innovation Ministerial to announce robots will not take over the world.
News
The Verge AI
Wang Xingxing's cost discipline built Unitree's lead in cheap humanoid robots.
News
Ars Technica AI
→
Data Centers03
Vantage raised $2bn for early-stage North American development, adding to $40bn financed this year.
$2bn, $40bn total this yearMoney
Data Center Dynamics
→
Models04
Critics are asking whether the coordinated slowdown from OpenAI, Anthropic, Google DeepMind and others is a safety pact or a cartel.
Foresight
The Verge AI
Critics across the political spectrum doubt the proposed slowdown is really about safety.
Foresight
The Decoder
A roundup of statements following Amodei's essay opening the slowdown debate.
News
The Verge AI
→
Applications05
Apple shipped its rebuilt Siri running on Google's Gemini models, but withheld it from the EU.
Launch
The Decoder
Hundreds of OpenAI contractors read real ChatGPT conversations and rate them on a one-to-seven scale.
News
The Decoder
Apple found a way out of Musk's antitrust suit over ChatGPT integration; OpenAI has not.
News
Ars Technica AI
03 — TO USE · TO WATCH
Tools & Horizon
Tools you can use today
- Apple brings a fully revamped Siri built on Google's Gemini, but not to the EU Applications — Apple shipped its rebuilt Siri running on Google's Gemini models, but withheld it from the EU.
- Microsoft's AI rulebook: readable thinking, no inner life, and definitely no rights Models — Microsoft published a code of conduct for its MAI models ruling out inner life or rights and prioritising human control.
On the horizon
- Is Big Tech’s AI slowdown a safety pact or a cartel? — Critics are asking whether the coordinated slowdown from OpenAI, Anthropic, Google DeepMind and others is a safety pact or a cartel.
- Not everyone is convinced that Big AI's proposed development slowdown is really about safety — Critics across the political spectrum doubt the proposed slowdown is really about safety.
- The AI industry has taken a doomer turn. What now? — MIT Technology Review asks what happens now that the industry's public tone has turned toward doom.
04 — THE WIRE · LATEST FIRST
Headlines
14:15zTotalEnergies, Mistral unveil €100M AI deal for reservoir exploration - Latest news from AzerbaijanMistral AI (Google News)
14:14zNvidia becomes landlord in Anthropic’s $175bn compute spree - capacityglobal.comAnthropic (Google News)
14:12zOpinion | How to keep AI from going rogue? Start with a 30-day stand-down. - The Washington PostAnthropic (Google News)
14:10zDigital Realty, Colovore, Hut 8, CoreSite, and DataBank file to build data centers in TexasData Center Dynamics
14:09zGoogle rolls out pay-per-value AI licensing program to publishers - Editor and PublisherAI markets — IPO/funding/earnings (Google News)
14:08zAVK launches dedicated funding arm to own and operate onsite power solutions for data center customers - datacenterdynamics.comAI energy / power / nuclear (Google News)
14:06zWhat happens to the economy and your investments if the AI race slows down? - The Washington PostAnthropic (Google News)
14:02zZM Looks 11.3% Overvalued on GF Value™ as AI Push Meets Mixed Ma - GuruFocusAI markets — IPO/funding/earnings (Google News)
14:00zAVK launches dedicated funding arm to own and operate onsite power solutions for data center customersData Center Dynamics
14:00zEnsono research finds 78% of IT leaders see growing value in legacy systems as AI reshapes modernization - GlobeNewswireAI markets — IPO/funding/earnings (Google News)
13:57zUS AI data centers projected to become the fifth-largest natural gas consumer in the world by 2035 — consumption to grow by 15 billion cubic feet per day as demand for compute increases - Tom's HardwareAI energy / power / nuclear (Google News)
13:52zTotalEnergies, Mistral launch AI program for oil and gas exploration - World OilMistral AI (Google News)