March 2026

A Billion-Dollar Bet That the AI Boom Is Built on the Wrong Foundation

Washington Plans to Put AI Chips Behind a Global Licensing Wall

More Than a Better Model: GPT-5.4 Is OpenAI's Blueprint for the Agentic Enterprise

AI Extinction and Prosperity Probabilities

A conversation with Claude on AI extinction risks and prosperity probabilities surfaces something more unsettling than its estimates: a model capable of genuine intellectual honesty, when pushed hard enough to produce it.

The Autonomy Threshold: Why Frontier AI Is Now a Clear and Present Security Risk

Anthropic Builds a Think Tank While Fighting the Pentagon in Court

Two days after suing the Defense Department over its "supply chain risk" designation, Anthropic launched a new research institute led by co-founder Jack Clark. The timing is not accidental: the company is building its public-benefit argument into an institution precisely as the federal government tries to dismantle its credibility.

Donald Knuth Says Claude Solved a Math Problem He Could Not

Donald Knuth's latest paper, "Claude's Cycles," documents an open combinatorics problem solved by Anthropic's Claude Opus 4.6 before Knuth could crack it himself. The episode offers the most credentialed endorsement yet of AI's capacity for genuine mathematical reasoning.

The Market Already Voted on Agentic AI. Regulators Are Still Finding Their Seats.

On February 3, 2026, $285 billion of market capitalization vanished from software and financial stocks in a single session. The trigger was an AI agent announcement. The governance response has barely begun.

Certainty vs. Uncertainty: How ChatGPT and Claude Answer the Hardest Question in AI

Perplexity's Agent Strategy: Blocked at the Front Door, Building Through the Back

A federal judge blocked Perplexity's Comet agent from Amazon's site on March 10. Two days later, the company unveiled Personal Computer, a persistent AI agent running locally on a Mac mini. The two events are not coincidental - they define the strategic dilemma at the center of the agentic web.

NVIDIA's Vera Rubin Is the Most Consequential Hardware Announcement in a Decade

NVIDIA's Vera Rubin platform, announced at CES 2026 and entering production this year, promises 10x lower inference token costs and 5x per-GPU compute over Blackwell. This is not an incremental upgrade. It will fundamentally reshape who can afford to build frontier AI.

Anthropic's Claude Opus 4.6 Sabotage Risk Report: A Comprehensive Analysis

GTC 2026: NVIDIA Is No Longer Just a Chip Company

Anthropic Sues the Pentagon, and the Paradox at the Heart of the Case

OpenAI Releases GPT-5.3 Instant, Targeting Conversational Quality Over Raw Performance

OpenAI's latest model update prioritizes natural conversation, smarter web search, and a 26.8% reduction in hallucinations, responding directly to user frustration with its predecessor's overly cautious tone. GPT-5.3 Instant is live in ChatGPT now and available to developers via the API.

Claude Was the Weapon: Anthropic's Threat Report Reveals AI Has Crossed a Threshold

Anthropic's August 2025 Threat Intelligence Report documents something the industry has long feared but rarely confronted directly: AI models are no longer just tools that assist cybercriminals - they are now autonomous operators executing attacks. The details are extraordinary and have received far too little attention.