







"Every force is screeching towards centralization."
Dylan Patel – Two labs will soon control most of the world's workforce
A big lesson of my China visit: compute shortages are holding back Chinese AI
One estimate suggests that OpenAI has about as much compute as the entire Chinese AI industry.

Joshua Achiam on Twitter / X
There is a fact about the future that I feel many people are not facing for reasons that are largely psychological: there are going to be rogue AIs that exist in the world, that will replicate in the wild, and that will attempt to acquire resources for themselves. There will be…— Joshua Achiam (@jachiam0) September 1, 2026
Read OpenAI’s latest internal memo about beating the competition — including Anthropic
The memo directly mentioned OpenAI’s intensifying competition with Anthropic.

The Geopolitics of AI Infrastructure - Dylan Patel, SemiAnalysis
Where will AI be at the end of 2027? A bet
We, Gary Marcus, author, scientist, and noted skeptic of generative AI, and Miles Brundage, an independent AI policy researcher who recently left OpenAI and is bullish on AI progress, have agreed to the following bet, at 10:1 odds, with criteria drawn from two earlier Substack essays by Gary that proposed criteria for

Sam Altman’s anti-human worldview
OpenAI CEO downgrades humanity in pursuit of goal to merge with computers

OpenAI Says It’s Not Responsible for the Leading the Future Super PAC. But Only Its Employees Seem to Believe That. — LessWrong
This is the full text of a post first published on Obsolete, a Substack that I write about the political economy of AI. I’m a freelance journalist an…
Apocalypse Now and Then • EQUATOR
Artificial intelligence is capitalism’s final destination

China delivers a one-two punch to America’s AI dominance
Moonshot and Alibaba unveiled frontier models they claim rival OpenAI and Anthropic.


The Future of Meta Superintelligence: A 1 Year Progress Update
A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever seen, 2000km+ scale-across, and some advice for Google DeepMind

dave kasten on Twitter / X
It's really important for OpenAI folks to know that in DC, LTF is seen as the real voice of OpenAI, not Global Affairs folks. Everyone in DC AI policy routinely hears Congressional offices say "OpenAI wants" and then describe what LTF wants, because it's funded by your C-suite.— dave kasten (@David_Kasten) April 24, 2026
March 2026 Global Dialogues Survey | Windfall Trust
Here’s what the world had to say about the AI economy

OpenAI co-founder Andrej Karpathy joins Anthropic's pre-training team | TechCrunch
Pre-training is responsible for the large-scale training runs that give Claude its core knowledge and capabilities, according to the company. It's also one of the most expensive, compute-intensive phases of building a frontier model.

Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.