Three seismic shifts in one week. Anthropic’s revenue run rate passed OpenAI’s — $30 billion to $24 billion — powered by enterprise demand that doubled its million-dollar customers in under two months. Meta launched its first proprietary model under Alexandr Wang’s Superintelligence Labs, abandoning the open-source ethos that defined Llama. And the legal apparatus around…
Three days, three threat vectors nobody had on their bingo card. North Korea compromised the npm package your app probably depends on. Iran published satellite coordinates of OpenAI’s $30B data center. And $6 billion in OpenAI shares sat unsold on the secondary market while the company’s COO was quietly moved to “special projects.” Meanwhile, AI…
This is 100 Years From Now, a weekly series. Once a week, we skip ahead a century and imagine ordinary life in a world that’s had a hundred years to absorb the things we’re only beginning to build. No predictions — just honest speculation about where our choices lead. This week: what happens when every…
An AI agent went rogue at Meta and triggered a Sev 1. Anthropic shipped its own source code to npm by accident — then accidentally DMCA’d 8,100 GitHub repos trying to clean up. A Chinese state group weaponized Claude Code to run an espionage campaign with 90% autonomy. And a Nature Communications paper showed that…
💡 Insights AI is superhuman at exams but can’t figure out a simple game. ARC-AGI-3 gave frontier models interactive environments with no rules and no goals — just figure it out. Humans solve 100%. The best AI scored 0.37%. Current architectures can pattern-match anything in their training data but cannot adapt to novelty. That gap…
Welcome Who gets to say what AI can and can’t do? The week’s center of gravity was accountability — who gets to say what AI can and can’t do. A federal judge called the Pentagon’s blacklisting of Anthropic an “attempt to cripple.” Two separate juries found Meta liable for designing addictive platforms. And OpenAI quietly…
Welcome This is 100 Years From Now, a weekly series. Once a week, we skip ahead a century and imagine ordinary life in a world that’s had a hundred years to absorb the things we’re only beginning to build. No predictions — just honest speculation about where our choices lead. This week: what if the…
Welcome The AI spending spree hit a new gear Two stories defined the AI landscape this week — and neither paints a comfortable picture. Meta committed $27B to AI infrastructure in one of the largest deals in tech history, then announced 16,000 layoffs to pay for it. The stock went up. Meanwhile, the first lifelike…
Welcome Yann LeCun just left Meta, raised a billion dollars in four months, and planted a flag in Paris. AMI Labs closed a $1.03 billion seed round at a $3.5 billion valuation — Europe’s largest seed ever, second globally only to Thinking Machines Lab’s $2 billion raise last June, according to Fortune. The syndicate reads…
Welcome What happens when we can’t understand the machines anymore? You were a lot to write back last week about the Museum of Human Effort piece, thanks for that feedback and happy to continue the conversation on this 2nd iteration. Alexis This is 100 Years From Now, a weekly series. Once a week, we skip…
