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Cursor: Introducing Composer 2.5 (May 17, 2026)
Composer 2.5 is now in Cursor, offering stronger intelligence, more reliable long-task performance, and smoother collaboration. It uses scaled training, targeted textual feedback, and extensive synthetic tasks, -
NY Times: OpenAI Bought Company That Offered A.I. Tools for Cloning Voices (May 15, 2026)
OpenAI quietly bought Weights.gg, a startup that let users create and share AI voice clones of celebrities and politicians. It bought the team and IP, shut the service, and plans limited, partner-only uses. -
Anthropic: KPMG integrates Claude across its core business and workforce of more than 276,000 in strategic alliance
KPMG formed a global alliance with Anthropic to embed Claude in Digital Gateway, giving 276,000+ employees access, and adding tax, legal, and cybersecurity tools. -
NY Times Opinion: What A.I. Did to My College Class (May 16, 2026)
At Stanford, A.I. has reshaped campus life, fueling startups, lavish wealth, and widespread cheating, prompting a return to proctored exams. It narrows job prospects, erodes learning, and normalizes dishonesty. -
Konstantin Tkachuk: The Floor Doesn't Exist (May 13, 2026)
AI didn’t invent new attack types but slashed the cost and skill required: hacking is now affordable via commercial subscriptions rather than elite labor. -
NY Times: Josh Tyrangiel book excerpt: How OpenAI and Khan Academy Made a Chatbot (May 16, 2026)
OpenAI and Khan Academy built Khanmigo, an AI tutor echoing Sal Khan’s pedagogy. Their rocky, secretive collaboration exposed benefits, risks, and trade-offs over accuracy, bias, and reputation. -
The Chronicle of Higher Education: A New ‘AI First’ College Aims to Offer Cheaper, Employer-Friendly Degrees (May 14, 2026)
Sal Khan is launching Khan TED Institute, a nonprofit offering a $10,000, competency-based applied-AI degree with partners Khan Academy, TED, ETS, Google, Microsoft, and Accenture. The online, project-focused program builds portfolios, group work, and practical skills for the AI era. -
The Chronicle of Higher Education: How the Commencement Speech Became One of Colleges’ Biggest PR Problems (May 14, 2026)
High‑profile incidents include boos at UCF over an AI remark, Georgetown Law’s Morton Schapiro backing out after a student petition, disinvitations at Rutgers and South Carolina State, and protests at Howard and Utah Valley. -
NY Times: Anduril Raises $5 Billion in Funding and Is Valued at $61 Billion (May 13, 2026)
Anduril raised $5 billion, valuing the AI-backed weapons start-up at $61 billion, twice its value a year earlier. -
Anthony B. Bradley: America Is Closing Its Elementary Schools, and Nobody Wants to Say Why (May 18, 2026)
Elementary schools are closing nationwide, in cities, suburbs, and rural areas, not mainly because of homeschooling or private schools, but because fewer children are being born. This shrinking birth rate, below replacement, is driving district consolidations and civic decline.
Category: Higher Ed
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Enterprise AI Growth and Education Disruption (Links) – May 23, 2026
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AI Adoption Surge Meets Governance and Regulation (Links) – May 17, 2026
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Google: Multi-token-prediction in Gemma 4 (May 5, 2026)
Gemma 4 adds Multi-Token Prediction drafters, using speculative decoding to draft multiple tokens and verify them, giving up to 3x faster inference with no quality loss. -
WSJ: Anthropic and FIS Are Building an AI Agent to Help Banks Police Financial Crimes (May 4, 2026)
Anthropic and FIS are building AI agents that will scour bank systems, gather transaction and account evidence, and flag potential money‑laundering, terrorism, and drug‑trafficking cases. -
Microsoft: Anthropic Models for Copilot in Word, Excel, and PowerPoint on by Default (Apr. 6, 2026)
From May 4, Anthropic models will be enabled by default for Copilot in Excel, PowerPoint, and Word (Word in summer), with processing outside EU Data Boundary. Admins can change this in the Microsoft 365 Admin Center. -
WSJ: Meta’s Cheap Stock Is an Investor Trap (May 5, 2026)
Meta’s shares look cheap, as AI-driven ad gains and 33% revenue growth boost results, but heavy AI spending, rising debt, and slowing user growth threaten the ad-dependent business. -
TechCrunch: Airbnb says AI now writes 60% of its new code (May 8, 2026)
Airbnb says AI wrote 60% of engineers’ code, handles 40% of support issues, and accelerates API tool development, though chatbots still struggle for travel. -
The Chronicle of Higher Education: Another Undergrad Is Trying to Disrupt College With AI. He Says His Version Isn’t Cheating. (May 1, 2026)
Notre Dame suspended a freshman after he offered Kerra, an AI that reads Canvas, makes study guides, drafts, and tracks deadlines. Faculty worry it enables cheating. -
404 Media: OpenAI, Google, and Microsoft Back Bill to Fund ‘AI Literacy’ in Schools (May 4, 2026)
Senator Adam Schiff introduced the LIFT AI Act, backed by OpenAI, Google, and Microsoft, to fund NSF grants for K–12 AI literacy curriculum and teacher development. -
The Chronicle of Higher Education: Teaching: What kind of support do academics want for AI? (Apr. 30, 2026)
Panelists called for practical AI literacy, clear disclosure rules, opt-outs, and more resources. -
POLITICO: White House distances itself from tighter AI regulation (May 7, 2026)
White House officials sent mixed messages on requiring pre-release vetting of powerful AI models, likening it to FDA testing, but stressing partnership. -
NY Times: White House Considers Vetting A.I. Models Before They Are Released (May 4, 2026)
The White House may require vetting of new AI models through a government working group, after Anthropic’s Mythos raised cybersecurity alarms.
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Google: Multi-token-prediction in Gemma 4 (May 5, 2026)
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AI Safety and Cybersecurity (Links) – May 12, 2026
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Simon Willison: A quote from New York Times Editors’ Note (May 10, 2026)
“This article was updated after The Times learned that a remark attributed to Pierre Poilievre, the Conservative leader, was in fact an A.I.-generated summary of his views about Canadian politics that A.I. rendered as a quotation.” -
Anthropic: Teaching Claude why (May 8, 2026)
Anthropic improved Claude’s alignment, eliminating blackmail in Claude Haiku 4.5+ by changing training to emphasize principles, ethical reasoning, and constitutional documents. -
Google: Gemini API File Search is now multimodal (May 5, 2026)
Gemini API File Search is now multimodal, indexing text, images, and metadata with Gemini Embedding 2. It adds custom metadata filters, page citations, and simple APIs for uploading and querying files. -
Shrivu Shankar: How AI Productivity Fails (May 10, 2026)
Achieving 2x–10x requires changing personal practice and organizational design: plan up front, close verification loops, codify reusable skills, prioritize review and loop ownership, and reward long-term leverage, not raw usage. -
Tyler Cowen: Will AI kill the research paper? (May 10, 2026)
AI can turn static papers into evolving, customizable meta-papers that generate many versions, updates, and robustness checks. Research will shift to building and maintaining these boxes. -
Sean Goedecke: The left-wing case for AI (May 10, 2026)
LLMs can serve as powerful disability aids, help chronically ill patients research and advocate, and reduce class barriers by translating professional language, while broadening educational access. -
WIRED: The Canvas Hack Is a New Kind of Ransomware Debacle (May 7, 2026)
Canvas was put into maintenance mode after a ShinyHunters-linked breach and extortion attempt, disrupting finals and end-of-year work at hundreds of schools. Attackers claimed student data was exposed, defaced some login pages, and pressured institutions to pay. -
Reclaim The Net: France Moves to Break Encrypted Messaging (May 6, 2026)
France’s parliamentary intelligence delegation backed weakening end-to-end encryption on WhatsApp, Signal, and Telegram, proposing targeted access for magistrates, judges, and intelligence agents, including a hidden “ghost” participant. Critics say any backdoor would create lasting vulnerabilities, and enable abuse.
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Simon Willison: A quote from New York Times Editors’ Note (May 10, 2026)
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AI Boom: Rapid Adoption and Rising Risks (Links) – May 9, 2026
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WSJ: Microsoft Reports Strong Cloud Growth, But Questions About AI Returns Persist (Apr. 29, 2026)
Microsoft posted $82.9B in sales, $31.8B net income, and 18% year-over-year growth, beating expectations. Azure grew about 40%, Copilot reached 20 million paid users, and AI capital spending will rise to $190B. -
OpenAI: Introducing GPT-Rosalind for life sciences research (Apr. 16, 2026)
OpenAI introduces GPT-Rosalind, a life-sciences reasoning model for biology, drug discovery, and translational medicine, with a plugin linking to 50+ tools, available via trusted access for qualified organizations. -
Quanta Magazine: The AI Revolution in Math Has Arrived (Apr. 13, 2026)
Many mathematicians dismiss LLMs for making odd mistakes, but some tolerate the errors, extract useful ideas, and act as verifiers. Ernest Ryu used ChatGPT to prove Nesterov’s convergence. -
Simon Willison: AI at Google (Apr. 13, 2026)
Steve Yegge claimed Google’s AI adoption mirrors John Deere’s: 20% agentic power users, 20% refusers, and 60% chat-tool users. Googlers dispute this claim. -
NY Times: What Teens Are Doing With Those Role-Playing Chatbots (Apr. 4, 2026)
Teens use role-playing chatbots for entertainment, companionship, writing practice, and exploring taboos, often spending hours a day and bypassing age checks. Growing use has prompted concerns. -
Simon Willison: Supply Chain Attack on Axios Pulls Malicious Dependency from npm (Mar. 31, 2026)
A supply chain attack compromised Axios npm, adding a malicious dependency, plain-crypto-js, that stole credentials and installed a RAT. -
NY Times: Woman Spent Five Months in Jail After A.I. Linked Her to Bank Fraud Case (Mar. 30, 2026)
Angela Lipps, a Tennessee woman never having been to North Dakota, was arrested after facial‑recognition software linked her to bank fraud and spent five months jailed. Charges were dismissed on Dec. 24, police acknowledged missteps. -
Inside Higher Ed: As AI Skills Surge, Entry-Level Jobs Lag (Apr. 30, 2026)
Handshake finds 85% of seniors use AI, many daily, while employer demand for AI skills rises. Only 28% report AI in coursework, creating a gap, raising job anxiety, and spurring more study. -
The Chronicle of Higher Education: Can’t Get ChatGPT to Cite Your College? Try These Tactics. (Apr. 24, 2026)
As students turn to AI for college searches, institutions risk disappearing unless they adopt answer-engine optimization, updating content, FAQs, formatting, and metadata. -
The Chronicle of Higher Education: Nearly Everyone’s Using AI at Cal State. And Nearly Everyone’s Worried About It. (Apr. 1, 2026)
A Cal State survey of 94,000 students, faculty, and staff found near-universal use of generative AI, especially ChatGPT, paired with widespread doubts about accuracy, ethics, and job security. -
NY Times Opinion: There’s Another Reason Gen Z Can’t Find Work (Apr. 22, 2026)
Young workers find the job market bleak, facing more despair and weak wages. A decades-long collapse of the job ladder, driven by employer consolidation, noncompete clauses, and reduced hiring, leaves many stuck in low-paying jobs, with fewer outside offers.
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WSJ: Microsoft Reports Strong Cloud Growth, But Questions About AI Returns Persist (Apr. 29, 2026)
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AI Job Disruption Meets Privacy and Security Risks (Links) – May 8, 2026
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Google: The Gemini App is now available on Mac OS (Apr. 15, 2026)
The Gemini app is now a native macOS experience for macOS 15+, free at gemini.google/mac, offering instant AI help with the Option + Space shortcut. -
Simon Willison: Cybersecurity Looks Like Proof of Work Now (Apr. 14, 2026)
An AISI evaluation found Claude Mythos excels at finding security vulnerabilities, with results improving as more tokens (money) are spent. That creates an incentive to outspend attackers, fund reviews, and share audits, raising open source value. -
WSJ: I Uploaded My Blood Work to AI. Am I Oversharing? (Apr. 4, 2026)
People now link medical records and wearables to AI chatbots, such as Claude, Perplexity, and Copilot, for personalized health advice. They explain results well, and sometimes overstate findings. -
WSJ: The CEO Preaching Straight Talk About AI and Job Losses (Apr. 19, 2026)
Verizon CEO Dan Schulman warns AI could cause 20–30% unemployment in two to five years, pushed 13,000 layoffs, and set up a $20 million retraining fund. -
That Privacy Guy!: Anthropic secretly installs spyware when you install Claude Desktop (Apr. 17, 2026)
Claude Desktop silently installed undocumented Native Messaging manifests across Chromium browsers on macOS, pre-authorising a native host to access sessions, read DOM, fill forms, and record interactions. -
WSJ: Are College Graduates Finally Catching a Break in This Job Market? (Apr. 20, 2026)
Entry-level hiring is rebounding, with employers boosting graduate hires, falling young-degree unemployment, and big firms expanding recruiting. But AI and strict hiring standards keep competition high, so networking, internships, and work experience help graduates land jobs. -
The Chronicle of Higher Education: Students Are Using AI to Guide College Decisions. What Is It Telling Them? (Apr. 15, 2026)
High school students increasingly rely on AI, sometimes adding or dropping colleges based on inaccurate or incomplete answers. -
WSJ: Kevin Warsh Pitched a Case for Fed Interest-Rate Cuts. His Future Colleagues Are Skeptical. (Apr. 20, 2026)
Kevin Warsh, Trump’s Fed nominee, says AI-driven productivity will curb inflation, allowing interest-rate cuts. -
WSJ: Why AI Models Are More Reliable Now Than Ever Before (Apr. 17, 2026)
Modern AIs are more useful because they combine richer, human-curated knowledge, web lookups, and practical tools like calculators and code. -
Tyler Cowen: Economists on AI and economic growth and employment (Mar. 31, 2026)
Experts see big AI progress without a sharp break from current trends: GDP growth roughly stable, and labor participation slightly lower.
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Google: The Gemini App is now available on Mac OS (Apr. 15, 2026)
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AI Power vs Human Judgment and Security Risks (Links) – Apr. 4, 2026
AI’s rapid capability leap promises transformative productivity—from research and corporate automation to search and teaching—prompting claims of AGI. Simultaneously, security, integrity, and governance risks (malicious packages, cheating, privacy, supply‑chain concerns) demand institutional guardrails, human judgment, and regulation.
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The Verge: Nvidia CEO Jensen Huang says ‘I think we’ve achieved AGI’ (Mar. 23, 2026)
On Lex Fridman’s podcast, Nvidia CEO Jensen Huang said, “I think we’ve achieved AGI,” claiming AI can start, grow, and run major companies. -
NY Times: Is Taste the One Thing A.I. Can’t Replace? (Mar. 22, 2026)
Tech workers are trying to cultivate “taste,” a human judgment guiding AI, as a skill that could keep them indispensable. They teach courses, host dinner salons, and debate whether taste is teachable, subjective, or merely a buzzword. -
Out of Sample: A Second Industrial Enlightenment (Mar. 23, 2026)
AI breakthroughs suggest machines can accelerate analyses, proofs, and experiments, approaching Nobel-level research in some fields. But limits in interpretation, verification, and incentives mean institutions are needed to sustain growth. -
WSJ: AI Is Rewriting the Old Rules of Google Search and SEO (Mar. 22, 2026)
AI-powered search is changing SEO, so companies must become trusted sources by engaging customers, structuring content, and adding contextual details. -
Simon Willison: Malicious litellm_init.pth in litellm 1.82.8 — credential stealer (Mar. 24, 2026)
LiteLLM on PyPI hid a base64 credential stealer that ran on install, stealing SSH keys, cloud credentials, wallets, and histories. -
The Chronicle of Higher Education: AI Broke College Assessment. One University Believes It’s Got a Fix. (Mar. 23, 2026)
U.S. colleges mostly leave AI policy to individual professors, creating a confusing patchwork, straining faculty, and harming integrity. -
Inside Higher Ed: Canvas Unrolls AI Teaching Agent (Mar. 23, 2026)
Canvas launched IgniteAI to automate routine tasks, free faculty for mentoring, and include guardrails to prevent automated grading. Critics warn agentic AI may enable cheating, erode student-faculty ties, and push higher education toward larger classes. -
The Chronicle of Higher Education: Is AI Making Us Stupid? Cal Newport Is Worried. (Mar. 12, 2026)
Cal Newport warns AI threatens to outsource hard thought, and urges universities to cultivate cognitive fitness, protect deep work, and ban AI-written student work. -
NY Times: In N.Y.C. Classes, Teachers Can Use A.I. to Plan but Not to Assign Grades (Mar. 24, 2026)
New York City released an A.I. playbook letting teachers use A.I. for lesson planning, research, and drafting, but banning it for assigning grades or disciplinary decisions. It stresses guardrails, data privacy, teacher judgment. -
The Register: US bans any new consumer-grade routers not made in America (Mar. 24, 2026)
The FCC added all foreign-made consumer routers to its Covered List, banning approval of new models, while allowing previously authorized devices. It cites national security, critics say most routers are made abroad, and DoD, DHS, and conditional approvals are allowed.
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The Verge: Nvidia CEO Jensen Huang says ‘I think we’ve achieved AGI’ (Mar. 23, 2026)
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AI Infrastructure Rush Meets Ethical Backlash (Links) – Mar. 19, 2026
AI is rapidly industrializing—specialized hardware (NVIDIA Vera), on‑device vs hyperscale strategies (Apple), agentic models, benchmarks, and vendor investments (Anthropic) intensify competition and capability. Simultaneously, ethical, privacy, educational and wartime concerns—health data, licensing, academic refusals, and developer craft—drive governance and backlash.
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NVIDIA: NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI (Mar. 16, 2026)
NVIDIA launched the Vera CPU, built for agentic AI and reinforcement learning, delivering twice the efficiency and 50% faster performance than traditional rack-scale CPUs. -
WSJ: Apple’s Cheap AI Bet Could Pay Off Big (Mar. 15, 2026)
Hyperscalers pour hundreds of billions into AI infrastructure, while Apple spends little, using M5 chips, on-device models, and 2.5 billion devices to run powerful models locally. That strategy threatens Meta, betting devices, not massive data centers, will dominate consumer AI. -
Claude: Claude builds interactive visuals right in your conversation (Mar. 12, 2026)
Claude now builds inline charts, diagrams, and interactive visualizations during chat, in beta, which can be edited as conversations progress. -
Thoughtful: Introducing PostTrainBench (Mar. 10, 2026)
PostTrainBench is a benchmark that measures whether modern AI agents can autonomously perform end-to-end post-training (data collection, training code, compute management, iteration) on base LMs within a 10‑hour, single‑H100 GPU budget, with integrity checks to prevent cheating. -
The Washington Post: Anthropic’s fight with the Pentagon made Claude hugely popular (Mar. 6, 2026)
After the Pentagon labeled Anthropic a national security threat, downloads, paid subscriptions, and praise surged, as many defended the company. -
Anthropic: Anthropic invests $100 million into the Claude Partner Network
Anthropic is launching the Claude Partner Network, committing $100 million to support partners with training, technical support, and joint market development. -
NY Times: A.I. Goes to War + Is ‘A.I. Brain Fry’ Real? + How Grammarly Stole Casey’s Identity (Mar. 13, 2026)
AI is reshaping the war in Iran by sifting vast surveillance and sensor data to speed intelligence, planning, and targeting, enabling missions lacking manpower. -
NY Times: A.I. Chatbots Want Your Health Records. Tread Carefully. (Mar. 12, 2026)
Microsoft is launching Copilot Health to combine medical records and wearable data into quick, high-level summaries. It could help connect scattered records and give cheaper insights, but raises concerns that may cause anxiety or unnecessary care. -
Simon Willison: MALUS—Clean Room as a Service (Mar. 12, 2026)
MALUS, “Clean Room as a Service,” parodies license-washing, claiming proprietary AI will recreate open-source projects into legally distinct, corporate-friendly code, with no attribution, no copyleft, and no problems. -
Les Orchard: Grief and the AI Split (Mar. 11, 2026)
AI-assisted coding exposes a split between developers who value hand-crafted code, and those who prefer directing tools to get results. Some mourn the craft, others mourn the web, and many adapt by focusing on higher-level design while enjoying making. -
Inside Higher Ed: Writing Faculty Push for the Right to Refuse AI (Mar. 16, 2026)
The CCCC passed a resolution affirming students’ and faculty’s right to refuse generative AI in writing classes, and it rejects inevitability, opposes profit-driven campus deals, and urges opt-out policies. -
AP News: Did anybody do the reading? Colleges grapple with a generational shift in learning — plus AI (Mar. 10, 2026)
College students show falling participation and reading, blamed on unequal K-12 opportunities, test-focused policy, and growing AI use.
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NVIDIA: NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI (Mar. 16, 2026)
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Public Backlash and Economic Disruption from AI (Links) – Mar. 7, 2026
Two themes: broad apprehension — workers, publics, and experts press for limits on ethics, privacy, surveillance, mental‑health risks, and regulation. Secondly, disruption with contested benefits — AI automates education and white‑collar work but shows limited GDP gains, uncertain productivity, and structural risks (therapy dependence, cheating).
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NY Times: People Loved the Dot-Com Boom. The A.I. Boom, Not So Much. (Feb. 21, 2026)
Unlike the dot‑com era, public enthusiasm for A.I. is muted, with many fearing harm, resisting adoption, and supporting regulation. Tech leaders worry this lack of public buy‑in could curb investment, slow diffusion, and burst the A.I. boom. -
Tyler Cowen: Why even 'perfect' AI therapy may be structurally doomed (Feb. 26, 2026)
AI therapy’s main problem is that it’s too available, too cheap to meter, and functionally unlimited. Regular, limited sessions give space to digest insights, practice skills, and avoid dependence; unlimited, on-demand access risks undermining real change. -
NY Times: Google Workers Seek ‘Red Lines’ on Military A.I., Echoing Anthropic (Feb. 26, 2026)
More than 100 Google A.I. employees urged Jeff Dean to bar Gemini from U.S. surveillance, mass surveillance, and autonomous weapons without human control, echoing Anthropic. -
NY Times: A.I. Complicates Old Internet Privacy Risks (Feb. 26, 2026)
Chatbots are convenient, but users share more intimate data, creating privacy and legal risks. Recent incidents — Claude transcripts losing privilege, Ring’s ad backlash, and OpenAI reviewing a suspect’s chats — show pressure to share logs, and risks from agents. -
Inside Higher Ed: Agentic AI Can Complete Whole Courses. Now What? (Feb. 26, 2026)
A new autonomous AI, Einstein, logged into Canvas, watched lectures, wrote papers, and submitted homework, showing it can complete entire online courses. -
NY Times: India Built the World’s Back Office. A.I. Is Starting to Shrink It. (Feb. 26, 2026)
A.I. is automating the white-collar work that made India the world’s back office, threatening millions of tech and back-office jobs while firms cut hiring and push A.I. services. -
The Atlantic: Sam Altman Is Losing His Grip on Humanity (Feb. 24, 2026)
Sam Altman compared AI energy use to the resources, time, and food needed to “train” humans, claiming AI is already energy-efficient. -
Gizmodo: AI Added 'Basically Zero' to US Economic Growth Last Year, Goldman Sachs Says (Feb. 23, 2026)
Big tech spent billions on AI and new data centers, and officials said this boosted U.S. growth. Analysts say the impact was smaller: much equipment is imported, GDP measures misstate gains, and firms report little productivity or hiring effects. -
JAMA Network: Generative AI Use and Depressive Symptoms Among US Adults (Jan. 21, 2026)
A survey of 20,847 US adults found that daily users had 30% higher odds of at least moderate depression, especially younger adults. - WSJ: Anthropic’s Feud With Pentagon Earns It Fans Amid the Blowback (Mar. 2, 2026)
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NY Times: People Loved the Dot-Com Boom. The A.I. Boom, Not So Much. (Feb. 21, 2026)
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Saturday (AI) Links – Feb. 21, 2026
- Anthropic: Introducing Sonnet 4.6 (Feb. 17, 2026)
Claude Sonnet 4.6 delivers major upgrades in coding, computer use, long-context reasoning, agent planning, knowledge work, and design, with a 1M-token context window. - Sar Haribhakti: GitHub Commits & Claude Code (Feb. 5, 2026)
“4% of GitHub public commits are being authored by Claude Code right now. At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026.” - The Chronicle of Higher Education: David Brooks: ‘We’re Part of the Problem’ (Feb. 17, 2026)
“Brooks argues the Ivy‑League–driven American meritocracy warped higher education, prioritized résumé virtues over moral formation, hardened social lines, and helped produce political polarization (including Trump).” - Axios: Anthropic’s Claude Opus 4.6 uncovers 500 zero-day flaws in open-source code (Feb. 5, 2026)
Anthropic’s Claude Opus 4.6 found over 500 unknown, high-severity open-source vulnerabilities with little prompting. - Mitchell Hashimoto: My AI Adoption Journey (Feb. 4, 2026)
A five-step journey adopting AI agents: drop chatbots, reproduce work with agents, run end-of-day agents, outsource tasks, engineer safeguards. It boosted focus, efficiency, and control. - Andrew Yang: The End of the Office (Feb. 16, 2026)
Some dire prognostications here: AI is rapidly automating white-collar work, threatening massive layoffs, bankruptcies, housing declines, and social unrest. - NY Times: Why an A.I. Video of Tom Cruise Battling Brad Pitt Spooked Hollywood (Feb. 16, 2026)
A 15-second AI-generated clip of Tom Cruise fighting Brad Pitt, made with ByteDance’s Seedance 2.0, looked cinema-quality and spread widely. Hollywood responded with outrage, cease-and-desist demands, and renewed fears. - Inside Higher Ed: AI Can Raise the Floor for Higher Ed Policymaking (opinion) (Feb. 5, 2026)
AI helped committees gather and compare policies, research, and feedback, shifting discussions from anecdotes to evidence. It broadened options, improved implementation, and supported ongoing, data-driven policy review. - WSJ: How to Stay Sane in the AI Skills Race (Feb. 4, 2026)
Don’t panic, assess your role, choose targeted training, and build a portfolio. Certificates alone won’t impress employers. - NY Times Opinion: What if Labor Becomes Unnecessary? (Feb. 4, 2026)
Economists debate A.I.’s labor impact, noting current employment data are inconclusive, while massive A.I. investment could lock in major disruption. - Tyler Cowen: “You see tech and AI everywhere but in the productivity statistics” (Feb. 16, 2026)
Brynjolfsson notes a 403,000 payroll downward revision, while Q4 real GDP rose 3.7%. That mix—more output, less labour—signals productivity growth. He projects 2.7% US productivity for 2025, nearly double the decade’s 1.4%. - Austin Vernon: Speed Can Reindustrialize America – Austin Vernon’s Blog (Feb. 12, 2026)
US manufacturing makes high-volume, static goods, but struggles with low-volume, custom parts. Long lead times and high white-collar soft costs make small runs unprofitable. Digitized, AI-enabled firms cut soft costs, speed production, and boost resilience, and policy should ease approvals.
- Anthropic: Introducing Sonnet 4.6 (Feb. 17, 2026)
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The Ups and Downs of AI
Financial
Last month, OpenAI’s shift to a for-profit public-benefit corporation lifted Microsoft’s valuation past $4T. CEO Sam Altman continues to travel the world for funding deals, and October was a busy month for him. Technology contrarian Ed Zitron calculates OpenAI’s cash needs over the next 12 months to be $400B, but Fed Chairman Powell dispels the connection between AI funding boom and Dotcom crash: “I won’t go into particular names, but they actually have earnings.” (Fortune).
Criticism abounded as OpenAI’s CFO opened a can of worms by suggesting government guarantees for data centers, only for Altman to walk these claims back. Critics of OpenAI are raising alarms.
Why does this matter?
If you have a retirement account, you’ll likely care about a potential stock market correction or crash. Aside from that, the financing of AI data centers has tentacles into other companies and industries (Oracle, Google, Nvidia, Meta, Microsoft, power companies, etc.), so downturns and bankruptcies would likely lead to market disruption. For higher education, there are considerations about AI model pricing, and stock market fluctuations can affect giving to non-profit organizations.
…
AI & Productivity
Amazon & UPS announced layoffs at the end of last month. From Amazon SVP, Beth Galetti: “This generation of AI is the most transformative technology we’ve seen since the Internet, and it’s enabling companies to innovate much faster than ever before (in existing market segments and altogether new ones).” Analyst Gil Luria suggests “companies appear to be making the cuts partly to hold their overall profit margins steady while they spend tens of billions of dollars on A.I. infrastructure like data centers. Cutting back on employees is a way to convince shareholders.”
But Luria also notes: “[w]e do think that at some point A.I. tools will allow us to enhance productivity to a point that we’re going to need less labor, but we’re not there yet, not in any significant way.” But another way of thinking about AI & productivity is not merely task augmentation but as something that enables creativity. From developer Aaron Boodman:
“Claude doesn’t make me much faster on the work that I am an expert on. Maybe 15-20% depending on the day. It’s the work that I don’t know how to do and would have to research.
Or the grunge work I don’t even want to do. On this it is hard to even put a number on.
Many of the projects I do with Claude day to day I just wouldn’t have done at all pre-Claude. Infinity% improvement in productivity on those.“
(Emphasis mine)
Why does this matter?
As I mentioned in an earlier post, the potential of a J curve for AI productivity gains is one that some economists suggest. Although productivity gains aren’t yet visible, there is growing anecdotal data to suggest structural changes in work, particularly in visual and technical fields.
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AI & Higher Education
Wharton Human-AI Research reported that many enterprises have incorporated AI tools into employees’ daily work and are no longer exploratory in nature.
Higher ed, meanwhile, is not using AI to the same degree. Only 2% of Student Success Leaders say their institutions are very effective at using AI. Their measure is subjective, but the picture is suggestive that AI adoption in higher education is slower than in industry (for good or for ill). Higher ed Leaders are exploring governance and policy, a task likely to be difficult for wrangling fast-moving AI technological advancements.
What does this matter?
Universities continue to explore using AI, but at a pace slower than industry. There are opportunities for universities to participate in both the conversations framing the use of AI and the practical use of the tools.