From San Francisco
1 |
The Editorial |
Good morning.
AI reached the Security Council. The room still has no rulebook.
Sam Altman arrived. Dario Amodei joined remotely. Both asked the 15-member Security Council for shared AI safety standards. No written agreement followed. Thursday brings Xi Jinping to President Trump’s White House.
The members-only PRO guide keeps AI work at home. A 256GB Mac Studio serves your laptop privately, even from another room. Three real jobs test the setup. A buying worksheet settles the 512GB question.
Then comes 9.25%, the yield on five-year data center debt. Meta wants Muse Charm in your palm by December. Its material is still undecided.
Stay curious,
Marcus Schuler
2 |
THE BIG STORY |
Sam Altman and Dario Amodei asked the 15-member UN Security Council for shared AI safety standards on Sept. 23, 2026.
Altman asked for common methods to measure capabilities and assess risks. Governments would judge safeguards under his proposal. He sought quick reports of serious incidents. Secure channels would let governments share threat information, with human oversight retained.
Amodei proposed agreements against AI-assisted biological weapons and a verification system for national commitments. Britain backed common standards. White House adviser Michael Kratsios rejected new global structures. No written agreement was expected.
Why This Matters:
- Shared measurements would give governments a common basis for judging company safeguards before advanced systems cross national borders.
- The Sept. 24 Trump-Xi meeting could test incident notification as an alternative to a new global institution.
3 |
ALSO TODAY |
YouTube introduced A/B tests of three Shorts cuts starting in 2027 at its Sept. 23 creator event.
Ask Studio reviews drafts, while thumbnail variants, episodic Shorts, live auto-dubbing and custom feeds expand the production kit. Netflix signed global, nonexclusive deals with Mythical Entertainment and Alan Chikin Chow for same-day releases. YouTube has warned creators that a Netflix deal could make brand deals harder.
4 |
Worth the Paywall |
Turn a 256GB Mac Studio into a private AI server your laptop can use from another room.
Apple’s M5 Ultra Mac Studio went on sale Sept. 22, with a 512GB configuration due in late October. The guide suits readers who want useful local jobs running before they decide how much memory to buy.
5 |
The Outside Read |
Financial Times Alphaville maps how financing commitments and revenue dependencies turn the AI buildout into one connected credit risk.
Sona Asset Management’s dataset covers 176 deals worth $3.6 trillion among 202 entities during the three and a half years through August 2026. About 120 of those 176 transactions carry a high-circularity flag, while the debt map puts Oracle and CoreWeave among the reddest nodes.
6 |
The One Number |
7 |
Today's Headlines |
- OpenAI said in a court filing that Apple’s 2024 ChatGPT integration “dramatically underperformed”, then cut weekly-active-user forecasts a month after launch; Apple later chose Gemini for Siri.
- Bernie Sanders and Rep. Greg Casar introduced the Ban Artificial Superintelligence Act on Sept. 23, proposing a permanent ban and prison terms up to 20 years.
- Meta showed 100-gram VR Glasses for $1,299.99 from spring 2027, plus camera-free Ray-Ban Meta Audio glasses from $349 on Oct. 13.
- U.S. Senate staff have three approved AI chat tools at no office cost, without authorization for the advanced systems central to safety talks.
- Microsoft unveiled a 12-inch Surface Pro from $1,149 and a 13-inch Surface Laptop from $1,199, both on Snapdragon X2 Plus and available Oct. 13.
8 |
The 5-Minute Skill |
Expose the real price of an AI vendor deal.
Vendor quotes mix commitments, usage charges, and renewal terms. Put competing offers on one annual cost basis before negotiating.
Your raw input:
The prompt:
Why this works:
The prompt forces unlike billing terms onto a common cost basis and makes the model expose its math. Ranking contract changes by estimated impact converts a summary into a negotiation plan.
What to use:
Use a current reasoning model with file support. A spreadsheet-capable assistant is useful when a quote has many usage tiers.
9 |
Repo Spotlight |
Pi, a minimal AI agent for the terminal, bundles a unified LLM API, an agent loop and a coding-agent command-line tool. The MIT-licensed repo had about 109,000 GitHub stars by September 23, 2026.
It suits developers who want one coding agent across model providers, since /login inside Pi connects a subscription or API key. It needs Node.js 22.19 or newer.
Start it inside your project folder, then type /login to connect a provider. Pi on GitHub →
10 |
The Rausschmeisser* |
Mark Zuckerberg showed Muse Charm, a palm-sized device for talking to Meta’s Muse agent, at Meta Connect on Sept. 23, 2026.
Our take: Meta has built only a few units, yet it already found the December shipping window. Engineers still need to choose the finishing material. The component layout is unsettled. Marketing has moved ahead and calls Muse Charm “delightful and fun.” Nothing says holiday confidence like a product whose maker is still deciding where the parts go.
Amazon blocked Muse one day before Meta’s event. Now the agent gets a pocket device, with smart glasses waiting somewhere in development. Meta will offer more than 100 glasses styles by year’s end, some with collectible charms. Its next marketplace may be a stocking.
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