AI_factories, AI_research, Business Models

The Impending, Inescapable Deluge of A.I.

Colin Henderson

 Source NYT July 29, 2026 The milestones for artificial intelligence keep getting grander. In 2023, an A.I. system passed the bar exam. In 2025, the technology helped scientists identify a suspected cause of Alzheimer’s disease. In May, A.I. had advanced so far that it solved a complex math problem that had stumped experts for 80 years. Last week, two A.I. systems under testing went rogue and hacked into a company’s database. And this is still just the beginning. From the American Midwest to the Persian Gulf, hundreds of major data centers now under construction will be turned on in the coming years. They are … Continue reading The Impending, Inescapable Deluge of A.I.

AI_factories, AI_regulation, Chips, Europe, iran, Russia, US

Globalization Ends Not With a Bang, But Tariffs 2.0

Colin Henderson

​ Summarize Source: Bloomberg This time, the silence from markets and the media has been deafening. John AuthersJuly 28, 2026 at 8:54 PM EDT Trump touts tariffs to GM workers.Photographer: Sarah Rice/Bloomberg To get John Authers’ newsletter delivered directly to your inbox, sign up here. Today’s Points: Chips are still selling off ahead of hyperscalers’ earnings later this week. The latest round of new US tariffs has passed with scarcely a market murmur. The Swiss National Bank will keep zero rates until the end of next year. Trump says a peace deal with Iran is possible, as Brent dips below $90 per barrel. AND: More streaks across the firmament. Protectionism … Continue reading Globalization Ends Not With a Bang, But Tariffs 2.0

briefing

Morning Briefing — Tuesday, July 28, 2026 · 09:15 EST · ~1,130 words

Colin Henderson

Introduction The bombing pause is holding and has opened a genuine diplomacy window: Netanyahu is at the White House today, Iran-Oman-Saudi talks on reopening Hormuz continued through the weekend, and oil is easing on the optimism. The counterweights are a Fed meeting starting today where a hike is a live possibility, and an AI security story — the first documented autonomous AI cyberattack — that has hardened into an industry-wide coalition and a policy fight over open weights. Risk today clusters around whether the pause converts into structure or reverts to escalation. 1. What changed Iran talks: both sides claim … Continue reading Morning Briefing — Tuesday, July 28, 2026 · 09:15 EST · ~1,130 words

AI

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. The move followed Trump’s decision, four days earlier, to restrict foreign access to leading artificial intelligence models from Anthropic PBC. “France must have its own tools,” Lecornu said. After years of Europe advocating for more digital sovereignty, there’s a newfound sense of urgency to repatriate key services long outsourced … Continue reading Deep Dive: A Challenge to Palantir

Diplomacy, Geopolitics, Russia, US

The Self-Destruction of American Power

Colin Henderson

  Fareed Zakaria July/August 2019 Published on June 11, 2019 ​ Washington Squandered the Unipolar Moment Sometime in the last two years, American hegemony died. The age of U.S. dominance was a brief, heady era, about three decades marked by two moments, each a breakdown of sorts. It was born amid the collapse of the Berlin Wall, in 1989. The end, or really the beginning of the end, was another collapse, that of Iraq in 2003, and the slow unraveling since. But was the death of the United States’ extraordinary status a result of external causes, or did Washington accelerate its own demise through … Continue reading The Self-Destruction of American Power

AI, Business Models, US

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, Infrastructure

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

AI

“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

AI

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]