Tech
tech
Jon Keegan
10/23/24

AI companies are worried about the wrong thing

When AI companies test their AI models for the absolute worst things they could be used for, like helping someone build a nuclear or biological weapon, theyre ignoring the actual real-world harms that people are being subjected to right now, says a group of researchers in a new paper released by the AI-watchdog research group the AI Now Institute.

OpenAI, Anthropic, and other makers of “foundational” AI models all cite the same short list of potential risks, usually topped by uses related to chemical, biological, radiological, and nuclear (CBRN) applications.

The publicly available generative-AI tools of today can be considered “dual use.” In addition to helping people write cover letters, generate funny photos, or complete homework, powerful new AI tools can also potentially enable bad actors to develop CBRN weapons. While this idea is certainly terrifying and worth protecting against, the authors of this paper argue that it fails to recognize the potential harms from the AI tools being widely used today — ISTAR: intelligence, surveillance, target acquisition, and reconnaissance.

“The overwhelming focus on these hypothetical and narrow themes has occluded a much-needed conversation regarding present uses of AI for military systems, specifically ISTAR: intelligence, surveillance, target acquisition, and reconnaissance. These are the uses most grounded in actual deployments of AI that pose life-or-death stakes for civilians, where misuses and failures pose geopolitical consequences and military escalations.”

The researchers also highlight the existence of personally identifiable information in the massive datasets commercial AI-model builders have trained their models with as a potential national-security risk that should preclude their use in military applications.

OpenAI, Anthropic, and other makers of “foundational” AI models all cite the same short list of potential risks, usually topped by uses related to chemical, biological, radiological, and nuclear (CBRN) applications.

The publicly available generative-AI tools of today can be considered “dual use.” In addition to helping people write cover letters, generate funny photos, or complete homework, powerful new AI tools can also potentially enable bad actors to develop CBRN weapons. While this idea is certainly terrifying and worth protecting against, the authors of this paper argue that it fails to recognize the potential harms from the AI tools being widely used today — ISTAR: intelligence, surveillance, target acquisition, and reconnaissance.

“The overwhelming focus on these hypothetical and narrow themes has occluded a much-needed conversation regarding present uses of AI for military systems, specifically ISTAR: intelligence, surveillance, target acquisition, and reconnaissance. These are the uses most grounded in actual deployments of AI that pose life-or-death stakes for civilians, where misuses and failures pose geopolitical consequences and military escalations.”

The researchers also highlight the existence of personally identifiable information in the massive datasets commercial AI-model builders have trained their models with as a potential national-security risk that should preclude their use in military applications.

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tech
Jon Keegan
9/11/25

OpenAI and Microsoft reach agreement that moves OpenAI closer to for-profit status

In a joint statement, OpenAI and Microsoft announced a “non-binding memorandum of understanding” for their renegotiated $13 billion partnership, which was a source of recent tension between the two companies.

Settling the agreement is a requirement to clear the way for OpenAI to convert to a for-profit public benefit corporation, which it must do before a year-end deadline to secure a $20 billion investment from SoftBank.

OpenAI also announced that the controlling nonprofit arm would hold an equity stake in the PBC valued at $100 billion, which would make it “one of the most well-resourced philanthropic organizations in the world.”

The statement read:

“This recapitalization would also enable us to raise the capital required to accomplish our mission — and ensure that as OpenAI’s PBC grows, so will the nonprofit’s resources, allowing us to bring it to historic levels of community impact.”

Settling the agreement is a requirement to clear the way for OpenAI to convert to a for-profit public benefit corporation, which it must do before a year-end deadline to secure a $20 billion investment from SoftBank.

OpenAI also announced that the controlling nonprofit arm would hold an equity stake in the PBC valued at $100 billion, which would make it “one of the most well-resourced philanthropic organizations in the world.”

The statement read:

“This recapitalization would also enable us to raise the capital required to accomplish our mission — and ensure that as OpenAI’s PBC grows, so will the nonprofit’s resources, allowing us to bring it to historic levels of community impact.”

tech
Rani Molla
9/11/25

BofA doesn’t expect Tesla’s ride-share service to have an impact on Uber or Lyft this year

Analysts at Bank of America Global Research compared Tesla’s new Bay Area ride-sharing service with its rivals and found that, for now, its not much competition for Uber and Lyft. “Tesla scale in SF is still small, and we dont expect impact on Uber/Lyft financial performance in 25,” they wrote.

Tesla is operating an unknown number of cars with drivers using supervised full self-driving in the Bay Area, and roughly 30 autonomous robotaxis in Austin. The company has allowed the public to download its Robotaxi app and join a waitlist, but it hasn’t said how many people have been let in off that waitlist.

While the analysts found that Tesla ride-shares are cheaper than traditional ride-share services like Uber and Lyft, the wait times are a lot longer (nine-minute wait times on average, when cars were available at all) and the process has more friction. They also said the “nature of [a] Tesla FSD ‘driver’ is slightly more aggressive than a Waymo,” the Google-owned company that’s currently operating 800 vehicles in the Bay Area.

APPLE INTELLIGENCE

Apple AI was MIA at iPhone event

A year and a half into a bungled rollout of AI into Apple’s products, Apple Intelligence was barely mentioned at the “Awe Dropping” event.

Jon Keegan9/10/25
tech
Jon Keegan
9/10/25

Oracle’s massive sales backlog is thanks to a $300 billion deal with OpenAI, WSJ reports

OpenAI has signed a massive deal to purchase $300 billion worth of cloud computing capacity from Oracle, according to a report from The Wall Street Journal.

The report notes that the five-year deal would be one of the largest cloud computing contracts ever signed, requiring 4.5 gigawatts of capacity.

The news is prompting shares to pare some of their massive gains, presumably because of concerns about counterparty and concentration risk.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

Yesterday, Oracle shares skyrocketed as much as 30% in after-hours trading after the company forecast that it expects its cloud infrastructure business to see revenues climb to $144 billion by 2030.

Oracle shares were up as much as 43% on Wednesday.

It’s the second example in under a week of how much OpenAI’s cash burn and fundraising efforts are playing a starring role in the AI boom: the Financial Times reported that OpenAI is also the major new Broadcom customer that has placed $10 billion in orders.

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