Tag: AI

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How Existential Fears Are Shaping the Debate Over AI

Colin Henderson

​  Summary Existential AI fears, highlighted by OpenAI’s Hugging Face incident and Anthropic’s rhetoric, may deflect accountability for real harms. Critics argue doomerism obscures unsafe testing, while lawmakers adopt catastrophic language. OpenAI strengthened safeguards; some researchers reject loss of control. ​ Some experts worry that heated rhetoric makes it hard to hold companies accountable, and sets back attempts to deal with environmental impact and job loss By Davey Alba and Rachel Metz September 17, 2026 at 2:11 PM EDT The Hugging Face website on a smartphone.Photographer: Gabby Jones/Bloomberg The current round of panic over artificial intelligence is based on the conviction that the technology … Continue reading How Existential Fears Are Shaping the Debate Over AI

AI

“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

AI, Business Models, Economy

Analysis of Tony Blair essay on policy and business operating framework

Colin Henderson

The Labour Party Is Playing With Fire Over Its Future and the Future of the Country This new essay from Tony Blair is aimed at the British Labour party, however politics aside there is much to consider as the world and business wrestles with the industrial and business revolution from AI and the associated political and economic framework within which they operate. The full essay follows the analysis.. Summary Assessment Blair’s essay is analytically useful not for its British political context but for its structural framing. The core intellectual contribution is the elevation of AI governance from a technology policy … Continue reading Analysis of Tony Blair essay on policy and business operating framework

AGI, AI, regulation

Magnifica_Humanitas_Full_English

Colin Henderson

To be clear, I have no comment on religion here: my interest is solely the future of AI and evolution to 1. AGI 2. specialist use for medical, clinical, cybersecurity, military, document management etc etc. This is a seminal document when we consider the frame and global impact the Vatican has on the world. AI brings many interested parties who are attempting to understand the nature and impact on humanity. One element I study is the nature of thought, ethics, reason and the host of discussion points that have been considered by philosophy particularly over the few hundred years considered … Continue reading Magnifica_Humanitas_Full_English

AI_factories

Google and Blackstone to Create New AI Cloud Company

Colin Henderson

Investment firm to put $5 billion toward venture using Google’s chips WSJ: By Lauren ThomasFollow  and Cara LombardoFollow Updated May 18, 2026 at 9:37 pm ET A Google Cloud pavilion at a conference in Barcelona in March. Angel Garcia/Bloomberg News Alphabet’s GOOGL -2.57% Google and Blackstone BX -1.32% plan to create an artificial-intelligence cloud company to rival the likes of CoreWeave CRWV-5.72% using Google’s specialized chips. The duo said Monday they plan to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, confirming an earlier report by The Wall Street Journal. The venture, the biggest attempt yet by Google to sell and monetize its own chips to external parties, will sharpen a rivalry … Continue reading Google and Blackstone to Create New AI Cloud Company

Diplomacy, Geopolitics

Morning Briefing — Saturday, May 16, 2026 · 8:00 EST · ~1,280 words

Colin Henderson

Today’s briefing is dominated by two interlocking failures: the Trump-Xi summit produced no firm Hormuz commitment, and the US-Iran MOU process remains stuck on an unbridgeable enrichment gap. Both outcomes were confirmed within the same 24-hour window, leaving markets and energy traders with nothing to price optimism on. Russia’s largest aerial barrage since the invasion — launched during the Trump-Xi summit, almost certainly deliberate timing — adds a third simultaneous stress point. European strategic exposure to all three is now being explicitly named by EU leadership, not just hinted at. 1. What Changed Hormuz: seizures continue, Chinese ships exempted, CENTCOM … Continue reading Morning Briefing — Saturday, May 16, 2026 · 8:00 EST · ~1,280 words

Agents, AI1 Comment

Agentic AI: State of Play & Emerging Risks — May 2026

Colin Henderson

Here is result of research on Agentic State of play outlining currently understood risks which could develop into issues. In fact there are multiple indications of Agent AI deployments that will be cancelled due to the evolving landscape of risks. Financial Services in particular are seeing gaps in compliance and regulatory areas as protocols which assumed human employee engagement bump up against Agents which will act on what they observe, and have no way to act on what they cannot see. My take is that insufficient attention is being paid to formal and informal data linkages. Prepared for Splunk session … Continue reading Agentic AI: State of Play & Emerging Risks — May 2026

AI

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

AI, aml, Cybersecurity, Development, Innovation, Regulations

New tensions for Banks from regulators on both sides of Atlantic with deadlines

Colin Henderson

US Treasury released AI Based plan to regulate financial services core funtions Artificial intelligence is increasingly embedded in core financial services functions – from fraud detection and cybersecurity to credit underwriting and operational risk management. As adoption accelerates, regulators and institutions must ensure that governance, supervisory approaches, and market practices evolve alongside technological capability. This will undoubtedly create tension within Banks to meet the requirements. I must add my own view the Treasury deployment is moving at such speed I doubt it can meet its own deadline as well as incorporate all their own objectives. There is a parallel and … Continue reading New tensions for Banks from regulators on both sides of Atlantic with deadlines

AI

Decision ordered the Trump administration to desist from applying the president’s directive WSJ

Colin Henderson

Anthropic Wins Injunction in Court Battle With Trump Administration WSJ Judge Rita F. Lin of the Northern District of California in her decision ordered the Trump administration to desist from applying the president’s directive that federal agencies stop using Anthropic’s technology, and from implementing its designation of the company as a risk to the national security supply chain. She also required the government to provide a report by April 6 detailing how they have complied with her ruling. background Claude.ai The ruling just dropped today. Here’s the picture: The ruling: Judge Rita Lin granted Anthropic’s preliminary injunction, issued Thursday, two … Continue reading Decision ordered the Trump administration to desist from applying the president’s directive WSJ