Category: AI

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OpenAI, Anthropic ramp up enterprise push

Colin Henderson

OpenAI and Anthropic are both partnering with private equity firms in a bid to deploy their AI products to more businesses.  OpenAI is forming a $10 billion venture, raising funding from investors including Brookfield and Bain Capital, Bloomberg reported. Anthropic on Monday announced a $1.5 billion joint venture with Wall Street firms that is expected to act as a consulting arm for Anthropic.  The rival AI startups are racing to win over more enterprise customers — 20% of US businesses have adopted AI tools, mostly to “supplement a small number of employee work tasks,” Goldman Sachs analysts wrote. Both companies are focusing on a push … Continue reading OpenAI, Anthropic ramp up enterprise push

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AI in financial services: regulators 2 years behind banks

Colin Henderson

This post is targeted at both banks and regulators (OSFI in Canada ). More specifically Agentic AI is the risk frame here. Agentic AI is defined here in banking context, goes exponentially beyond automation. Take mortgage sourcing. Banks have multiple and defined process for mortgages that sources, adjudicates, processes and funds. Each step is calibrated and defined and understood by regulators and those mortgages go on to be bundled and sold as tranches with known, defined risks. Where Agentic AI takes over the agent determines the best and most effective process to follow and will establish improvements which could bundle … Continue reading AI in financial services: regulators 2 years behind banks

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Top 20 Arms Sales / Country 2023/4

Colin Henderson

Source: STOCKHOLM INTERNATIONAL PEACE RESEARCH INSTITUTE The independent resource on global security ____________________________________________ South Korea, Russia, Germany show significant increases. When we get 2025 data this trend will show even more of a shift to Europe, Asia reflecting NATO fracturing, and countries that support all growth (Korea). Why it matters: This will create shifts in investment choices and NATO structure, so worldwide implications. This is largely driven by US focus on own self interests and increasingly Israel lobby (AIPAC) influence on foreign policy with intended and untended consequences this brings. It remains to be seen whether this structural shift holds up … Continue reading Top 20 Arms Sales / Country 2023/4

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LLM inefficiency and what could be the better model than next-token prediction

Colin Henderson

A discussion I had with Anthropic Claude verbatim. (Bloomberg: circular support amongst small group of individual players and the inherent financial risk if current frontier models for AI cannot provide the expected value) Prompt: Re the financial risk referred to in this Bloomberg piece, is there any evidence of work on a better inference and reasoning model that doesn’t drive exponential requirements in data centre capacity to support the model. It seems the current model requires is highly inefficient requiring infinite capacity to support. # There’s substantial work underway — but with an important caveat that’s directly relevant to the … Continue reading LLM inefficiency and what could be the better model than next-token prediction

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Orbital data centres: power constraint forces compute off-planet

Colin Henderson

Orbital data centres: power constraint forces compute off-planet Worth highlighting from today’s briefing. Orbital data centres: power constraint forces compute off-planetAI hyperscale demand has hit a hard ceiling: a single facility now requires 100–500 MW, and US grid capacity and permitting timelines (5–7 years) cannot keep pace. SpaceX filed FCC plans in January for up to one million data-centre satellites. Starcloud filed for 88,000. Google’s Project Suncatcher is developing radiation-hardened TPUs for orbital deployment. Nvidia’s GTC 2026 launched the Space-1 Vera Rubin Module for in-orbit AI compute; Starcloud has already trained an LLM in space on Nvidia H100s. This is … Continue reading Orbital data centres: power constraint forces compute off-planet

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EU AI Office shut out of Mythos as UK AISI leads

Colin Henderson

Resultsense Industry News 17 April 2026 3 min readResultsense via POLITICO Europe EU AI Office locked out of Mythos as UK keeps edge  AI safety groups tell the European Commission its AI Office lacks Mythos access and the staff to evaluate it, while the UK AI Security Institute published technical analysis within a week.  TL;DR: The EU’s AI Office has around 140 staffers, with 36 in the safety unit responsible for the most capable models. Critics interviewed by POLITICO say that is too few coders, too low in the Commission hierarchy, and too far from political leadership to respond to a Mythos-class release. The … Continue reading EU AI Office shut out of Mythos as UK AISI leads

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As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities

Colin Henderson

Semafor World Economy event Could China develop a Mythos competitor? Tasos Katopodis/Getty Images for Semafor Cybersecurity concerns about Anthropic’s new model Mythos raised a pressing question for policymakers and executives: Could China develop similar technology in the near future? The answer is yes, if you ask Anthropic co-founder Jack Clark. Within a year and a half, “there’ll be open-source models from China that have these capabilities,” Clark said at Semafor World Economy this week. White House cyber director Sean Cairncross agreed, telling Semafor that “it would be irresponsible” for the US “to assume that that wouldn’t be the case.” After … Continue reading As many Governments express concern or downplay Mythos cybersecurity warnings Clark sees future open source similar capabilities

AI, Business Models, Canada, EU, Geopolitics, NATO, unbanked, USLeave a comment

Morning Briefing — Tuesday, April 14, 2026 · 07:51 EST · 1,285 words

Colin Henderson

Today’s environment is dominated by a single cascading event: the US naval blockade of Iranian ports that took effect at 10:00 AM EDT Monday, immediately after the collapse of the Islamabad ceasefire talks. The blockade has set off simultaneous shocks across energy markets, NATO unity, and Gulf security. A partial relief signal arrived this morning — Trump says Iran has “called” and wants a deal — creating a whipsaw between escalation and diplomatic revival that will define the day’s market and political moves. Hungary’s watershed election result, landing Sunday, adds a structurally significant European political shift to the mix. 1. … Continue reading Morning Briefing — Tuesday, April 14, 2026 · 07:51 EST · 1,285 words

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Meta launches Muse Spark: First model from Meta Superintelligence Labs

Colin Henderson

My attention span for Meta is low because their stated target is advertising promotion on their proprietary properties. However the shift away from (meta description-Open Source ) to paid API access is structural and could place them in direct competition with Anthropic and OpenAI as a Frontier model. Something to watch. ————————————- Meta launches Muse Spark: First model from Meta Superintelligence LabsMeta debuted Muse Spark (formerly Avocado) this week — its first proprietary model since the $14.3B acquisition of Scale AI’s Alexandr Wang last June. The headline claim: same capability benchmarks as Llama 4 Maverick at over 10× less compute. … Continue reading Meta launches Muse Spark: First model from Meta Superintelligence Labs

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### Anthropic announces Project Glasswing a new initiative that brings together partners in an effort to secure the world’s most critical software.

Colin Henderson

Anthropic Today we’re announcing Project Glasswing1, a new initiative that brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks in an effort to secure the world’s most critical software We formed Project Glasswing because of capabilities we’ve observed in a new frontier model trained by Anthropic that we believe could reshape cybersecurity. Claude Mythos2 Preview is a general-purpose, unreleased frontier model that reveals a stark fact: AI models have reached a level of coding capability where they can surpass all but the most skilled humans at finding and … Continue reading ### Anthropic announces Project Glasswing a new initiative that brings together partners in an effort to secure the world’s most critical software.