AI digest: Infrastructure crunch meets enterprise reality
Compute shortages squeeze the AI industry while enterprises take careful steps towards agent adoption.
The AI boom is hitting physical limits whilst companies figure out what they actually want from all this tech.
The compute crunch is real
The AI industry is running out of compute, with Anthropic suffering outages, OpenAI ending Sora, and GPU prices jumping 50%. Agent demand is colliding with infrastructure reality. This feels like the first proper supply constraint we’ve seen in the current AI cycle.
OpenAI buys its way into finance
OpenAI acquired personal finance startup Hiro, signalling they want ChatGPT to handle your money planning. Makes sense as a product move, though we’re curious how they’ll handle the liability questions that come with financial advice.
Enterprises want AI agents with training wheels
Companies are expanding AI adoption whilst keeping tight control, focusing on tools that assist rather than replace human decisions. Smart approach given the governance headaches that fully autonomous systems create, especially in regulated industries.
Google tests new evaluation methods
Google’s Vantage protocol aims to measure collaboration, creativity, and critical thinking in students using LLMs. Interesting attempt to assess “durable skills” that traditional tests miss, though we’ll see how well AI can actually evaluate these human qualities.
Violence escalates around AI development
Sam Altman’s home was attacked twice in two days - first a Molotov cocktail, then a drive-by shooting. The first attacker was apparently motivated by AI extinction fears. This level of targeted violence against AI leaders is genuinely concerning for the whole industry.