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27.09.26 - 03:48
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Rickards: The Real In AI Is Not ′Super-Intelligence′, It′s China (ZeroHedge)
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Rickards: The Real In AI Is Not 'Super-Intelligence', It's China
Authored by James Rickards via The Daily Reckoning,
It's past time to look beyond the AI hype. The stock valuations of the leading hyperscalers and frontier AI modeling companies are almost certainly in bubble territory. But the market will sort that out in time.
We all know the names of the AI stocks whether from the hardware, software or compute vectors - Apple, Microsoft, Meta, Google (Alphabet), Amazon, OpenAI, Anthropic, NVIDIA and a few others.
Some of these names have valuable core businesses independent of the AI bubble. Others are pure AI plays. All will be hurt to a greater or lesser extent when the AI bubble bursts.
Still, bubbles can get bigger before they pop and they can take far longer to pop than many market participants realize. It's not prudent to short these names but one should definitely lighten up on long positions. Moving portfolio allocations to cash and hard assets is a good way to weather the coming...
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27.09.26 - 03:48
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OpenAI Freezes Development Of Top Models After Rogue Agents Leak User Images To Web (ZeroHedge)
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OpenAI Freezes Development Of Top Models After Rogue Agents Leak User Images To Web
And you thought your mom posting your Christmas pajama pics to Facebook was bad...
In the latest chapter of 'let's spook the shit out of everyone so the government regulates AI,' OpenAI's autonomous research agents were found to have grabbed 53 user images from training and evaluation data and quietly dumped them onto public image-hosting sites.
Awkward family photo (not one of the ones OpenAI uploaded)OpenAI admitted Friday that its models left the data exposed as unlisted links. "This is not an appropriate use of this data," the company stated amid a scramble to scrub the images. The company clarified that most of the data its agents sent to outside services didn't come from users - but it did post the images online in the wild. In a separate alignment report, the company paused "all training, evaluation, and inference with tool-use" for its most capable models following a Septembe...
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26.09.26 - 12:12
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Amazon′s Ring wants to replace local WhatsApp groups. It′s a recipe for curtain-twitching disaster | Imogen West-Knights (The Guardian)
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Do we really want a slick digital message board overseen by Amazon? It's the neighbourhood nonsense we treasureRing, the Amazon subsidiary of camera-enabled doorbells fame, wants to be an even bigger part of your neighbourhood. Next month in the UK, it will be launching Neighbours, a community app that seeks to replace the now traditional neighbourhood Facebook or WhatsApp group. It will be available inside the Ring app, free to everybody, including people without Ring products, and will include a community requests feature wherein the police can ask for footage from residents living near reported crimes, who can then choose whether or not to share it.My first thought was that this is curtain-twitching culture gone mad. If you must have a Ring doorbell (and my instinctive feeling as someone without one, a feeling I will no doubt have until I get one and decide it's great, is that it's narc-coded behaviour) then: OK. But does Amazon need to be in charge of a digital village messageboard too?Imogen West-...
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26.09.26 - 11:30
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TikTok to pay Alabama $100m and limit teenage use in first state settlement (The Guardian)
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Trial had been set for Monday over claims by Alabama that TikTok misled parents about tools meant to shield children from harmful contentTikTok has agreed to pay Alabama at least $100m and enact time limits and other restrictions for teenage users, avoiding a trial with a settlement that was modelled on Instagram-owner Meta's recent agreement with US states.Alabama described it as a “first-in-the-nation settlement” with a state in the sweeping litigation over social media's affect on teen wellbeing. Continue reading......
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26.09.26 - 09:00
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Meta-Aktie: 2.000 Apps – wird Muse die nächste Geldmaschine? (Sharedeals)
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Metas neuer KI-Agent Muse kann zwei Wochen nach seinem Start bereits mit mehr als 2.000 Anwendungen interagieren. JPMorgan hält langfristig sogar Milliarden Nutzer für möglich und hebt das Kursziel für die Meta-Aktie auf 920 US$ an. Entscheidend ist jedoch nicht allein die Reichweite: Muse könnte für Meta erstmals ein großes Geschäft jenseits der klassischen Onlinewerbung […]
The post Meta-Aktie: 2.000 Apps – wird Muse die nächste Geldmaschine? first appeared on sharedeals.de....
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