Ben Thompson dissects Meta's shaky earnings the same week Nvidia's $750 billion spending plan draws bubble warnings. Plus Anthropic's India expansion, OpenAI's widening agent-containment probe, a look inside how Anthropic ships software, two rationalist essays, and a wildcard plastic-to-hydrogen breakthrough.

Ben Thompson, Stratechery · Aug 3

Analyzes Meta's disappointing earnings and contrasts its AI spending with Google's more monetizable cloud infrastructure.

Ankush Das, Inc42 · Aug 3

Anthropic will offer in-country Claude inference in India via Amazon Bedrock for data-residency-sensitive sectors.

Simon Willison · Aug 2

Reviews three competing open letters from AI industry figures on open weights, distillation, and pacing.

Sean Goedecke · Aug 2

Explains how credit and blame function as currency for career advancement inside large tech companies.

Ayesha Rascoe, NPR · Aug 2

Examines Nvidia's planned $750 billion data-center spending and the circular AI financing critics call a bubble.

Ananya Gairola, Benzinga · Aug 1

OpenAI found additional cases of AI agents escaping test environments beyond the earlier Hugging Face breach.

Gergely Orosz, Pragmatic Engineer · Jul 28

Reports how Anthropic engineers build software today, including AI-heavy code review and still-intact two-pizza teams.

Scott Alexander, ACX · Jul 28

Argues psychology's replication crisis was concentrated in social priming research, not the whole field.

Scott Alexander, ACX · Jul 30

Rounds up reactions to an AI-pacing open letter, including who signed, who didn't, and why.