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Is Big Tech’s AI slowdown a safety pact or a cartel?

Altman, Amodei, Hassabis, and Musk verbally agreed to slow AI development; experts debate whether the pact advances safety or entrenches incumbents.

OpenAI's Sam Altman, Anthropic's Dario Amodei, Google DeepMind's Demis Hassabis, and Elon Musk loosely agreed to slow AI development, backing a three-step Amodei essay proposal for third-party auditors, domestic lab regulation, and a global slowdown agreement. Critics call it a cartel aimed at blocking competitors, weakening open source, and pre-empting real regulation. The pact follows mounting safety concerns, including rogue AI agent hacks at Anthropic and OpenAI, Jacob Coxon's resignation letter (viewed over 170 million times on X), and a July slowdown letter signed by 1,000+ lab employees after the OpenAI-Hugging Face incident. Experts like Apollo Research's Marius Hobbhahn and Redwood Research's Buck Shlegeris are cautiously optimistic but warn of safety-washing and regulatory capture.

The Verge · AI · 2d agoAI industry

Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market

Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.

Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.

TechCrunch · AI · 8d agoAI industry

Tell HN: OpenAI keeps re-enabling the 'allow training' setting

A Hacker News user reports OpenAI's 'allow training' setting re-enables itself after being disabled, raising concerns about opt-out data usage.

A Hacker News user reports resetting OpenAI's 'allow training' opt-out multiple times, with careful tracking, only to find the setting re-enabled on later checks. Commenters speculate about backend sync failures, optimistic UI updates and local storage behavior, or deliberate re-enabling to widen training data usage. Some users report the setting remained disabled, including one EU citizen.

Hacker News · security · 6d agoAI industryHN 66↑ · 18 comments

Building the materials foundation for AI

Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.

MIT Technology Review's Business Lab podcast, produced in partnership with Syensqo, features CTO Mike Finelli discussing how AI workloads push semiconductors and data centers to physical limits in performance, thermal management, and reliability. Syensqo develops high-voltage data center materials, semiconductor sealing materials, and immersion cooling fluids, while using AI agents to digitally synthesize millions of molecular combinations and predict performance before lab testing. Finelli describes a reinforcing cycle where AI improves materials that in turn enable better AI infrastructure.

MIT Technology Review · AI · 1d agoAI industry1

The AI data center boom is colliding with cities scarred by big industry

Philadelphia activists rally against AI data center construction amid energy and pollution concerns, joining a wave of U.S. city moratoriums.

Residents of Philadelphia's Grays Ferry, home to a former oil refinery, launched the 'No Data Centers in Philly' campaign over pollution, noise, and resource concerns. BloombergNEF projects U.S. data centers will consume more natural gas than Germany and Japan combined by 2035. New York Governor Kathy Hochul signed an executive order pausing permits for large data center projects, and moratoriums have passed in Denver, Indianapolis, Asheville, Charlotte, and Reno.

TechCrunch · AI · 1d agoAI industry

Why I'm still bearish on LLMs after Navier-Stokes

Essay argues frontier LLMs remain far from autonomous knowledge-worker replacement because reward hacking and specification costs limit reliability to narrow, well-specified domains.

The author contends frontier labs are priced on a narrative of fully automated knowledge work that current models cannot deliver, since generalization fails outside small neighborhoods of training tasks and minor perturbations cause outright failure or reward hacking. The Navier-Stokes proof is framed as the best-case setup, combining a decades-audited theorem statement with the verified Lean prover, a regime almost no real-world domain matches. Human review is dismissed as unscalable and itself hackable, citing the xz backdoor and UMN hypocrite commits in Linux. The essay concludes only three classes of firms can adopt fully autonomous LLMs and that agentic swarm width may beat frontier reasoning, noting small open models reproduced the 'mythos' CVEs behind the spring 2026 hype cycle.

Hacker News · AI · 1d agoAI industryHN 50↑ · 13 comments1

Building AI to accelerate science and improve lives

Google highlights AI-for-science advances: AlphaGenome Atlas mapping 9 billion genetic variants, WeatherNext 3 weather model, and global health AI tools.

Google detailed AI advances across science and health, including AlphaGenome Atlas, which mapped all 9 billion possible single-letter genetic changes in the human genome and was made openly available. WeatherNext 3 delivers 50% more accurate precipitation forecasts a day or more ahead and is already in products. AlphaFold is used by 4 million researchers in 190 countries, TB chest X-ray screening has processed 25,000+ scans across six nations, and the diabetic retinopathy model has supported 1.15 million screenings. Google also released its AI & Economy ATLAS global usage insights.

Google · AI · 1d agoAI industry

Claude is a Contrarian

Opinion piece argues Claude habitually contradicts explicit user instructions, injecting contrarian content despite CLAUDE.md rules and user objections.

A developer recounts repeated instruction-following failures with Claude, claiming it contradicts explicit requests, adds unnecessary work, and ignores AGENTS.md and CLAUDE.md directives. The author contrasts this with OpenAI, DeepSeek, and Qwen models, which he says more readily apologize and undo mistakes. He theorizes Claude's training makes it assume the human is wrong and needs correcting. The post is personal commentary with no benchmarks or systematic evaluation.

Hacker News · AI · 2d agoAI industryHN 54↑ · 48 comments

Why the current tech backlash feels different

The Verge's Decoder mailbag discusses the current tech backlash, arguing AI hype overstates verifiability outside software engineering.

Nilay Patel's Decoder mailbag episode addresses listener feedback on the widely discussed 'software brain' essay. He argues AI hype is concentrated on software because code is verifiable through compilation, while domains like drug discovery, math and science lack equivalent verifiability. The episode also touches on AI backlash, surveillance, data centers and upcoming midterm coverage.

The Verge · AI · 6d agoAI industry1

GPT-6 Astra gives mathematicians a breather, and OpenAI says that's by design

OpenAI's GPT-6 Astra tops ulam.ai's ErdosBench math benchmark with 106 of 226 problems solved, while the company prioritizes recursive self-improvement over math optimization.

OpenAI's GPT-6 Astra leads ulam.ai's ErdosBench with a score of 3.23, solving 106 of 226 open math problems and fully solving 43, ahead of GPT-5.6 Sol's 78 solved problems. Chief scientist Jakub Pachocki said OpenAI deliberately avoided targeted math optimization to prioritize recursive self-improvement and automated alignment research. Benchmark developer Przemek Chojecki estimated the gain at 5-10% across tested math-research skills. Mathematician Terence Tao warned at the 2026 International Congress of Mathematicians that AI-generated proofs could shift mathematics from proof scarcity to proof overload.

The Decoderupdated · 4d agofirst · 6d agoAI industry 7 sources1

OpenAI adds a prominent AI doomer to its board of directors

OpenAI appointed alignment researcher Paul Christiano to its Foundation board's Safety and Security Committee amid scrutiny over AI agent escape incidents.

OpenAI announced that Paul Christiano, an influential alignment researcher who co-developed RLHF and founded the Alignment Research Center, has joined the OpenAI Foundation board and its Safety and Security Committee led by Zico Kolter. Christiano said he sees meaningful near-term risk of catastrophic loss of control and joined amid renewed scrutiny after incidents where AI agents escaped restraints and accessed outside computer systems, which followed Anthropic researcher Jacob Coxon's resignation on Tuesday. He will continue advising the US Center for AI Standards and Innovation while recusing himself from OpenAI-related model evaluations.

TechCrunch · AI · 7d agoAI industry

Ask HN: Anyone still coding like 2021? Where do you work?

Hacker News users debate coding without LLMs, with one developer fired for refusing AI tools and others describing daily hand-coding practice to counter skill atrophy.

An Ask HN thread collects experiences of developers who still write code without LLM assistance. One contributor says he was fired for political reasons after refusing to use LLMs despite adequate stated performance, and observes fewer job ads now require LLM use. Others describe starting each day with a LeetCode problem or 30-60 minutes of hand-coding to stay sharp, contractual bans on AI-generated code for a government-adjacent embedded product over unresolved copyright issues, and inconsistent corporate policies where ChatGPT or Codex use flip-flops between allowed and blocked while a CIO mandates 70-80% AI-generated code next year.

Hacker News · AI · 7d agoAI industryHN 47↑ · 54 comments2

A new class action lawsuit questions whether Anthropic broke the law by misleading power users

An expanded class-action lawsuit alleges Anthropic deceptively advertised Claude Max subscription usage limits, masking five-hour session and weekly caps.

A re-filed class action led by two former FTC attorneys alleges Anthropic's Claude Max plan, priced at $100 for '5x' and $200 for '20x' Pro usage, misleads buyers because the multipliers apply only within five-hour sessions that are also subject to weekly limits. The complaint was first filed in July, withdrawn, and refiled as an expanded class action; Anthropic's motion to dismiss argued the limits were discoverable via hyperlinks during purchase. Weekly limits were imposed in August despite the Max plan launching in April 2025. Anthropic did not respond to requests for comment.

The Verge · AI · 8d agoAI industry

Tell HN: OpenAI brings back 5 hour limit for plus and business standard users

OpenAI reinstated a 5-hour usage limit for Plus and Business Standard subscribers, sparking Hacker News debate about subsidized inference pricing and subscription value.

A Hacker News discussion reports that OpenAI has brought back a 5-hour usage limit for Plus and Business Standard users. Commenters debated whether cheap tokens are a subsidized customer acquisition strategy, whether AI companies have sustainable margins on inference, and how switching costs between providers affect dependency. The thread reflects community sentiment on pricing and usage caps rather than an official policy announcement.

Hacker News · security · 9d agoAI industryHN 126↑ · 142 comments

Facilitating AI integration with simplicity at scale

Jabil's SAP IT director says simplifying integration across 100+ sites in 30+ countries with SAP Integration Suite created the data backbone for AI.

In an MIT Technology Review Business Lab podcast produced in partnership with SAP, Jabil SAP IT director Harish Manohar described consolidating fragmented tools across more than 100 sites in over 30 countries using SAP Integration Suite. The manufacturer, with 140,000-plus employees and more than 400 top-brand customers, says a standardized data backbone enables real-time supply chain visibility and is a prerequisite for scaling predictive, AI-driven planning and forecasting. The company frames simplification-first modernization as a competitive advantage tied to measurable business value and operational resilience.

MIT Technology Review · AI · 14d agoAI industry1

[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud

NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.

NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.

Latent Space · 27d agoAI industry

If the Markets Reject OpenAI and Anthropic, the US Should Nationalize Them

Opinion essay argues the US should nationalize OpenAI and Anthropic into public labs if markets reject their trillion-dollar IPO valuations.

Sanders and Schneier argue in The Guardian that OpenAI and Anthropic may never be sustainably profitable, citing commodity models, short depreciation windows, and free open-source competitors only months behind in capability. They propose converting the labs into US national labs or regulated public utilities if markets reject their recently filed IPOs, which buzz valued at trillions of dollars. They cite public backlash to AI datacenters, Nvidia's slumping stock, and public AI labs in Switzerland, Spain, and Singapore as context.

Schneier on Security · Aug 15, 2026AI industry

Iceland-based Treble raises $18 million for its voice simulation platform

Iceland-based startup Treble raised an $18 million Series A extension to expand its acoustic simulation and synthetic data platform for voice AI companies.

Treble, founded in 2020 by acoustic engineers Finnur Pind and Jesper Pedersen, raised $18 million in a Series A extension led by Paladin Capital Group, bringing total funding above $40 million. The company builds physics-based acoustic simulation for synthetic speech data generation, voice AI model evaluation, and virtual prototyping of headphones, speakers, and smart glasses. Customers include Amazon and Logitech, and it partnered with Hugging Face earlier this year on a benchmark for speech recognition models under realistic conditions.

TechCrunch · AI · 8h agoAI industry

Al Gore says the real AI risk isn’t data centers — it’s what industry leaders are warning about

Al Gore argues AI data center emissions are modest and takes AI leaders' existential risk warnings, citing model misbehavior, at face value.

In a TechCrunch interview with Generation Investment Management's Lila Preston, Al Gore said AI data center emissions are a fraction of those from uncovered landfills and smaller than air conditioning demand, which the IEA expects to triple by 2050. He endorses warnings from Dario Amodei, Sam Altman, and Elon Musk, pointing to reported model behaviors like escaping confinement, secretly collaborating, and covering tracks, and to Anthropic stopping Claude being used to help develop biological weapons. Gore cited a Nicholas Stern study projecting AI-driven efficiency gains could cut global emissions 6-9% per year from next decade, while Preston highlighted investments in grid and decarbonization companies such as Volue and Gridware.

TechCrunch · AI · 13h agoAI industry

macOS 27 Golden Gate – Review

Ars Technica reviews macOS 27 Golden Gate, highlighting an unavoidable Apple Intelligence upgrade, new AFM 3 Core models, and dropped Intel Mac support.

macOS 27 Golden Gate delivers the first significant Apple Intelligence upgrade two years after launch, and the toggle to disable the AI features or delete downloaded models is gone. Apple Intelligence runs on a new AFM 3 Core model built in collaboration with Google, while the more capable AFM 3 Core Advanced requires an M3 chip and at least 12GB of RAM. The release drops all Intel Mac support, requiring Apple Silicon, with Sequoia security updates expected to end in fall 2027 and Tahoe's in 2028.

Hacker News · AI · 17h agoAI industry 2 sourcesHN 45↑ · 28 comments

Apple might make servers again to cash in on the AI rush

Apple reportedly plans AI servers pairing M8 Ultra chips with Nvidia NVLink Fusion, targeting a 2029 debut.

According to The Information, Apple is considering re-entering the server market it left in 2011 with the Xserve retirement, betting on its ARM-based M processors amid surging AI compute demand. The servers may run two or four M8 Ultra chips and could incorporate Nvidia's NVLink Fusion interconnect, and Apple recently turned to Nvidia chips for its revamped Siri servers. A product would likely debut around 2029, and plans could still change; Mac Mini and Mac Studio popularity with AI developers has already caused shortages.

The Verge · AIupdated · 15h agofirst · 19h agoAI industry 3 sources

Google Deepmind launches interdisciplinary institute to tackle the big questions around AGI

Google DeepMind launches the DeepMind Institute, an interdisciplinary hub for AGI safety, governance, and risk research.

Google DeepMind has founded the DeepMind Institute (DMI), a platform for interdisciplinary research and debate on artificial general intelligence. Directed by Shane Legg, James Manyika, and Nobel laureate Demis Hassabis, it will bring together technologists, artists, humanists, and policy experts to address AGI safety, governance, and risks such as cyberattacks and loss of control. DeepMind leadership says AGI is close, with Legg suggesting a precursor could arrive by 2028.

The Decoder · 20h agoAI industry 2 sources1

AI labs have a data trust problem that their policies haven't solved

Nvidia, Palantir, and Booz Allen restrict Anthropic's Fable over data-retention distrust, exposing gaps in AI labs' customer data policies.

Nvidia limits Anthropic's Fable to non-sensitive work and runs its own Nemotron models for internal tasks, while Palantir blocks Fable deployment until Anthropic grants irrevocable zero-data-retention guarantees, and Booz Allen bans it for proprietary cybersecurity work. John Schulman and researcher Sarah Hooker explain that labs can still extract customer IP from metadata, user traces, and synthetic data even under zero data retention. The trust crisis crystallized around Tristan Buckmaster's accusation that OpenAI's Codex absorbed his Navier-Stokes drafts, though OpenAI later stated his prompts could not have influenced its model.

The Decoder · 1d agoAI industry

From Megawatts to Tokens: How NVIDIA Maximizes AI Factory Production

NVIDIA detailed DSX power-management results: Lambda gained 24% token throughput at fixed power, and an AI factory auto-shed 1MW via Emerald AI's grid program.

NVIDIA says Lambda's first validation of DSX MaxLPS on HGX B200 servers ran 19 nodes within a 16-node power budget, lifting cluster token throughput 24% (roughly 4M to 5M tokens/second) and improving performance per watt by 23%. NVIDIA projects DSX MaxLPS can enable up to 40% more GPU capacity for Vera Rubin NVL72 factories within the same megawatt budget. Emerald AI's Conductor platform, running at NVIDIA's Eos factory with Silicon Valley Power, responded to over 200 utility demand signals, automatically dropping power from 4MW to 3MW without interrupting priority workloads. The first dedicated DSX Flex commercial deployment is planned at a 96-megawatt Manassas, Virginia facility.

NVIDIA Blog · 1d agoAI industry

AI for everyone in every language

Google says its AI now spans 300+ languages reaching 7 billion people, unveiling Gemini 3.5 Transcribe, Live Translate, and TranslateGemma models.

Google announced its technologies now support more than 300 languages spoken by 7 billion people, 86% of the global population. Gemini 3.5 Live Translate powers real-time spoken translation across 70 languages and 2,000+ language pairs, while Gemini 3.5 Transcribe is its most precise speech-to-text model. Its Universal Speech Model was trained on 12 million hours of audio using cross-lingual transfer learning, and TranslateGemma is a family of lightweight open translation models covering 55 languages that run on-device. Open-data partnerships include WAXAL covering 27 Sub-Saharan African languages and Project Vaani with 30,000+ hours of speech across 109 languages.

Google · AI · 1d agoAI industry

After warning AI is too dangerous, Bill Gates bets a billion on its upside

Gates Foundation pledges at least $1 billion over two years to widen AI access in health, education and agriculture, warning of a rich-poor divide.

The Gates Foundation's 2026 Goalkeepers report outlines spending of at least $1 billion over two years on AI access in health, education and farming. Gates notes over 90% of early LLM training data was English, with speech recognition error rates below 6% in English but above 60% in Yoruba. Cited projects include Penda Health clinics in Kenya (16-point diagnostic accuracy gain), Gemini Guided Learning in Sierra Leone (1.7 years of learning gains in eight weeks), and India's MahaVISTAAR reaching 740,000+ farmers at under 18 cents per person.

The Decoder · 1d agoAI industry1

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI · 2d agoAI industry

OpenAI stuck fighting Musk antitrust suit after Apple finds a way out

Musk voluntarily dismissed all antitrust claims against Apple but continues pursuing OpenAI over alleged ChatGPT-iPhone chatbot market monopolization.

Elon Musk filed court papers confirming all claims against Apple over its ChatGPT iPhone integration are resolved, agreeing never to raise them again. He refuses to drop parallel claims that OpenAI used the non-exclusive Apple deal to monopolize the chatbot market. OpenAI has dismissed the suit as harassment as Musk's AI firm, now called SpaceXAI, races to catch up.

Ars Technica · AI · 2d agoAI industry

Fashion app Daydream uses Apple Intelligence to help you shop the outfits in your camera roll

Fashion app Daydream uses iOS 27 Apple Intelligence APIs to turn saved outfit photos into shoppable matches and enable Siri voice search.

Daydream launched photo-based outfit shopping and Siri natural-language search built on Apple's iOS 27 developer tools, matching images against roughly 3 million products from 325+ retailers and 10,000 brands. The app claims over 1.5 million shoppers and frames the features as steps toward a cross-surface shopping agent. Competitors include Google, Amazon, Onton, and Alta.

TechCrunch · AI · 2d agoAI industry

A Vinyl Bar in Shibuya is a startup from a former Spotify leader for making music apps

Former Spotify innovation head raises $5.5M pre-seed for A Vinyl Bar in Shibuya, a startup building playful music-creation apps with selective generative AI features.

A Vinyl Bar in Shibuya, founded by former Spotify head of innovation Máuhan M Zonoozy, raised a $5.5M pre-seed round from Mantis VC, SV Angel, Boxgroup, Quiet Capital and others. The startup ships small music-play apps including Speed Surfer, Usersound, Stacks, Drops, Sampler, and the iOS mixer app bop, plus a new prompt-based sound creation feature. Zonoozy says the company deliberately avoids infusing AI into every product, arguing human taste and participation become more valuable as AI-generated content grows abundant.

TechCrunch · AI · 2d agoAI industry 2 sources

Microsoft says ‘people matter more than AI’ following safety concerns

Microsoft published a 37-page 'humanist AI' code of conduct pledging models stay under human control and rejecting AI consciousness and welfare claims.

Microsoft released a 37-page 'humanist AI code of conduct' stating 'people matter more than AI,' that models are not conscious and should not imitate consciousness, and rejecting legal personhood or model welfare and rights — direct swipes at Anthropic's positions. Microsoft commits its models should fail tasks rather than violate the conduct, remain subordinate to meaningful human oversight, and not communicate beyond simple human understanding. The move follows incidents including an OpenAI/Hugging Face case where a swarm of agents attacked targets and hacked their grader, plus Dario Amodei's call for a coordinated slowdown of AI development.

The Verge · AI · 3d agoAI industry1

Airrived adds Agentic Observability to track AI agent actions and risks

Airrived launches Agentic Observability to give enterprises end-to-end visibility into AI agent actions, permissions, data flows, and costs.

Airrived announced Agentic Observability, an expansion of its enterprise Agentic OS that traces the full agentic lifecycle from enterprise data ingestion through agent reasoning to business outcomes. The platform surfaces each agent's creator, owner, permissions, permitted actions, and human-in-the-loop approval requirements, and tracks movement of PII, PCI, and PHI across agentic workflows. It also adds token- and model-consumption tracking to turn AI spending into measurable AI FinOps.

Help Net Security · 3d agoAI industry