Rishi Sunak will advise rival AI giants Microsoft and Anthropic under ringfencing rules approved by a watchdog closing in days. The appointments test whether political expertise compounds across competitors as market warnings mount and enforcement weakens.
A $2B Nvidia chip buyer operated from empty offices while China announced rare-earth export curbs. The collision exposes how supply chain controls function more as leverage than barriers while billions in restricted tech moves through legal gaps.
Tech translator with German roots who fled to Silicon Valley chaos. Decodes startup noise from San Francisco. Launched implicator.ai to slice through AI's daily madness—crisp, clear, with Teutonic precision and sarcasm.
E-Mail: marcus@implicator.ai
OpenAI hands AMD a 10% equity stake in exchange for $60B+ in chips—the latest twist in a trillion-dollar infrastructure spree funded by the very suppliers providing the hardware. The circular financing model is either genius or unsustainable.
OpenAI flipped Sora's copyright policy from opt-out to opt-in within 72 hours of launch. The reversal—plus a new revenue-sharing model—reveals the collision between AI companies' burn rates, Hollywood's legal firepower, and the race to monetize generative video.
Mercor's new benchmark tested AI on real work from Goldman Sachs, McKinsey, and top law firms. GPT-5 scored 64%—impressive on paper, but not enough for autonomous operation. The gap between 'helpful sometimes' and 'production-ready' remains wide.
Marc Andreessen says Elon Musk's management playbook produces impossible results—but he can count on one hand the founders who could execute even 10% of it. As AI hardware startups raise hundreds of millions, that gap matters more than ever.
Tech CEOs warned AI would spike unemployment to 20%. Yale researchers tracking 33 months of labor data can't find the disruption. Either the measurement tools are wrong, adoption is slower than claimed, or the apocalypse is just delayed.
CoreWeave landed a $14.2 billion Meta contract, its second massive deal in a week. The customer list is diversifying. The risk profile isn't. All growth still depends on the same AI flywheel—and the debt markets that fund it.
Anthropic launched Sonnet 4.5 claiming it's the best coding model, with 30-hour autonomous runs and major infrastructure updates. Released days before OpenAI's event, early tests reveal a gap: benchmark wins don't automatically translate to deployment success.
