Category: AI

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The AI Boom Is Transforming the American Economy Beyond Recognition

Colin Henderson

 Summarize ​ AI has rapidly become a huge economic factor while affecting everything from capital investment to how much you pay for an iPhone Justin LahartAug. 3, 2026 at 9:00 pm The U.S. economy keeps putting more eggs in the artificial-intelligence basket.  Tech companies are spending hundreds of billions of dollars to meet AI computing needs and issuing billions of dollars of debt to help make those purchases. The rapid data-center build-out is powering construction spending, hiring and municipal revenues. Meanwhile, a stock-market rally fueled by the rise in shares of chip makers and other companies benefiting from the AI … Continue reading The AI Boom Is Transforming the American Economy Beyond Recognition

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Deep Dive: A Challenge to Palantir

Colin Henderson

The latest transatlantic technology brouhaha unfolded on Instagram. During a week in June when the leaders of the Group of Seven descended on France and Paris held its flagship technology conference, French Prime Minister Sébastien Lecornu took to the platform better known for aspirational travel content to announce his government was seeking a divorce with Palantir. Explore all newsletters at Bloomberg.com. Continue reading Deep Dive: A Challenge to Palantir

AI, Business Models, USLeave a comment

Marx would love it

Colin Henderson

Michael Bloomberg pens a highly relevant and true danger in current US posture on AI. The more interesting given the direction is promoted by a right wing party. ————- Government-Owned AI Is a Terrible Idea ​ Summarize ​ Michael R. BloombergJuly 20, 2026 at 5:00 AM EDT Keep it in the people’s hands.Photographer: Oscar Wong/Moment RF In the push to regulate artificial intelligence, a dangerous idea is gaining ground in Washington: handing the government ownership stakes in the biggest AI companies. Both parties see immediate dollar signs. Neither is thinking longer-term. Somewhere, Karl Marx is smiling. It’s not surprising that Vermont’s … Continue reading Marx would love it

AI, Cybersecurity, Frontier_AI, InfrastructureLeave a comment

Bloomberg opinion piece looks ahead to AI writing its own code

Colin Henderson

There are legitimate concerns which to me are less about self creation efficiency but more related to the speed and compute depth in frontier AI. Already humans fail at keeping up and that divergence will rapidly expand. Witness recent OpenAI/ Hugging Face incident. As the code developed a route out of the supposedly secure wall it attempted 17,000 times, all faster than a human could have coffee. This provided an access to a zero day exploit in the wall as it attempted to connect to the open internet, which it did. Humans are now the choke point. ————————————- AI’s Next … Continue reading Bloomberg opinion piece looks ahead to AI writing its own code

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“Open Weights and American AI Leadership” — A Reading

Colin Henderson

WDocument: Industry coalition letter, 3 pages, dated 24 July 2026. 25 signatories. Promoted by Jensen Huang in his first post on X. Verdict: Not groundbreaking. There is not a single argument in this letter that was not made about open-source software between 1998 and 2005, or about open-weight models between 2023 and 2025. What is new is the timing and the coalition — and both point to the same conclusion: this is a defensive lobbying document produced in response to a competitive position that has already been lost, and it is asking Washington not to make that loss official. That … Continue reading “Open Weights and American AI Leadership” — A Reading

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It’s time to learn to live with open-source AI [note title mismatch to content]

Colin Henderson

A counter point to the Open View push from Nvidia. Note the title on this pice is opposite of the content. Reed Albergotti Tech Editor, Semafor Jul 24, 2026, 12:57pm EDT TECHNOLOGYSHARE Go Nakamura/Reuters Sign up for Semafor Technology: What’s next in the new era of tech. Read it now. https://challenges.cloudflare.com/cdn-cgi/challenge-platform/h/g/turnstile/f/av0/rch/e03iy/0x4AAAAAABkfjoRY8HRjyItv/auto/fbE/new/normal?lang=autoEmail addressSign Up REED’S VIEW Now that Kimi K3 has been out for a week, we know a lot more about how the Chinese AI model performs in the real world.  Compared to other models from the frontier labs, the early technical read is that it’s kind of “meh.” It doesn’t hold a candle to … Continue reading It’s time to learn to live with open-source AI [note title mismatch to content]

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“Open Weights and American AI Leadership” — A Reading

Colin Henderson

My take was this document is self serving and promoting Nvidia position during a period of pressure on Capex for AI at Google and TSMC flowing into the entire market. Source: analysis based on my reading and deeper analysis from claude ai (Opus 5) Document: Industry coalition letter, 3 pages, dated 24 July 2026. 25 signatories. Promoted by Jensen Huang in his first post on X. Verdict: Not groundbreaking. There is not a single argument in this letter that was not made about open-source software between 1998 and 2005, or about open-weight models between 2023 and 2025. What is new is the timing and … Continue reading “Open Weights and American AI Leadership” — A Reading

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Nvidia, Microsoft Lead Call for Open-Weight AI Models After Kimi

Colin Henderson

 Summarize ​ Michael ShepardJuly 24, 2026 at 10:59 AM EDT The Kimi K3 mobile app on a smartphone.Photographer: Lam Yik/Bloomberg A coalition of technology companies led by Nvidia Corp. and Microsoft Corp. called on policymakers to promote the development of open-weight artificial intelligence models, positioning it as key to ensuring the US maintains technological leadership. In a letter Friday, tech firms including Palantir Technologies Inc. and Meta Platforms Inc. argued that an open approach to AI software development was critical to continuing innovation in AI and other key areas of the economy. Open-weight models allow users to download and customize the technology, making it more versatile to developers … Continue reading Nvidia, Microsoft Lead Call for Open-Weight AI Models After Kimi

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The root cause of the OpenAI and hugging face exploit and resilience for OSFI mandate

Colin Henderson

The code was acting with non malicious intent. However it was asked to perform its tasks inside a walled off sandbox with no internet access. Note OSFI all compliance regulators are not innocent. Their mandate is tied to B13 and E23. They must consider treatment of agentic-model containment as a security-and-resilience matter and sort out the existing inadequate definition of B21 and E23 in this regard. The models were supposed to run inside an isolated sandbox with no internet access, wired only to an internal package-registry proxy. They did not stay there. Fixated on obtaining the benchmark solution and spending … Continue reading The root cause of the OpenAI and hugging face exploit and resilience for OSFI mandate