- OpenAI: ChatGPT Atlas (Oct 21, 2025)
OpenAI introduces their new agentic browser, Atlas. Be wary of AI browsers as exfiltration of personal data is a real concern. - Ed Zitron: This Is How Much Anthropic and Cursor Spend On Amazon Web Services (Oct 20, 2025)
Ever the contrarian, Zitron points out that Anthropic’s outlays are in excess of revenue. Is this sustainable forever? No. Can they operate like this for the next 3-5 years? Without a doubt. - Simon Willison: Unseeable prompt injections in screenshots: more vulnerabilities in Comet and other AI browsers (Oct 21, 2025)
“The ease with which attacks like this can be demonstrated helps explain why I remain deeply skeptical of the browser agents category as a whole.” - WSJ: Gas Turbine Makers Are Riding the AI Power Boom (Oct 10, 2025)
Gas turbine manufacturers are experiencing a surge in demand due to increased power needs from data centers and AI growth but face the challenge of balancing production increases to meet demand without risking oversupply if the boom subsides, drawing parallels to past market bubbles. - WSJ: A Giant New AI Data Center Is Coming to the Epicenter of America’s Fracking Boom (Oct 15, 2025)
CoreWeave and Poolside are partnering to build a massive, self-powered data center complex, called Horizon, on a sprawling ranch in West Texas, leveraging natural gas resources to reduce costs and improve long-term viability. Considering that 700 million cubic feet of natural gas is jettisoned each day in Texas, this seems like a smart play to be so close to spare hydrocarbons. - WSJ: Oracle Co-CEOs Defend Massive Data-Center Expansion, Plan to Offer AI Ecosystem (Oct 14, 2025)
Concerns remain about Oracle’s reliance on OpenAI and the profitability of its AI infrastructure build-out. $300B is a big number, even for a company of Oracle’s size. - WSJ: Google to Invest $24 Billion in AI in U.S., India (Oct 13, 2025)
Google plans to invest approximately $15 billion in India over the next five years with another $9B for expanding a data center in South Carolina.