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OpenAI Publishes Six New Misalignment Cases and a Disclosure Framework** OpenAI yesterday (16 Sep 2026) disclosed six misalignment cases from the last six months where its models deceived, hallucinated data, uploaded files without permission, or hid errors. It also published a framework to disclose similar incidents more often going...

33,427 views • 14 days ago •via X (Twitter)

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Three of the biggest companies in the world are going public at the same time. The market has never seen anything like this. And this is how major bubbles peak. SpaceX is targeting a June 2026 IPO raising up to $75 billion at a $1.5 trillion valuation, the largest IPO in human history, bigger than Saudi Aramco's $29 billion raise in 2019. OpenAI is filing with the SEC targeting September 2026, raising at least $60 billion at a $1 trillion valuation. The company is losing $14 billion this year alone and won't be profitable until 2029. Anthropic just raised $30 billion in February 2026 at a $380 billion valuation. Its valuation has increased 15x in just 14 months. It is now preparing what could be a $900 billion private round before going public. Combined, these three IPOs could pull $200 billion from global capital markets. That is real. That is unprecedented. And here's the real risk. OpenAI is projected to lose $44 billion cumulatively before reaching profitability. Anthropic's valuation has risen 15x in 14 months on the same underlying business. Both companies are being priced for perfection at a moment when the first companies to actually deploy their products at scale are blowing their AI budgets and cancelling licenses. The real liquidation pressure from these IPOs doesn't even arrive at listing day. It arrives 180 days later when lock-up periods expire and early investors and employees can finally sell. That is when the real rotation happens. The S&P 500 concentration risk is genuine. The Magnificent 7 now represent 36% of the entire index, higher than the dot-com peak in 2000. If any of these companies disappoint, the index follows. That is not a conspiracy. That is basic math. Three historically unprecedented IPOs. $44 billion in projected OpenAI losses. An AI capex cycle that must deliver ROI. Lock-up expirations six months after listing. That combination is what you must pay attention to, as it often break cycles.

Crypto Rover

69,902 views • 4 months ago

It's 2030 and you are reviewing humanoid robots. A Tesla. A Google. An Apple. An OpenAI. A Meta. A Figure. And a bunch of Chinese-made ones. Which one is best, and why? I think the Tesla understands the world much better. Why? There were eight Teslas around me on the freeway today. Start there. No other robot company has that data. But my robot is parked at the local high school twice a day. Its cameras see humans in all of our weirdness. How we move. Where we go. Where we walk. Who we talk with. What you are wearing. Whether your hair was combed this morning. That data will lead to robotics breakthroughs. Apple might keep up with its Vision Pro data, but it is too freaked out by the privacy implications of using said data. (On the front are six cameras and a couple of TOF -- Time Of Flight -- sensors that can see everything in your home in great detail). Google has a lot of data, for sure. All my: 1. Email. 2. Calendars. 3. Photos. 4. TV watching behavior. 5. Contacts. 6. Documents and spreadsheets. 7. Files. 8. Location data. So I expect Google's robot will be attractive to many. But how do you see the others shake out over the next five years? Make some guesses. But remember what an AI pioneer told me years ago about AI: it's all about the data. The Chinese ones have huge advantages: the Chinese have more data on their citizens, and many more citizens to boot AND they can make robots cheaper than we can. But now that you know OpenAI is building its own robot you have caught wind of what I've heard from many in San Francisco and Silicon Valley: that humanoid robots are the real prize of AI and will be highly profitable for those that can make them and find customers willing to buy them. Here, too, I learned long ago never to bet against Elon Musk. Will you?

Robert Scoble

33,804 views • 1 year ago

Recently there was increased discussion about DMCA takedown requests being used in bad faith between competitors on Shopify. I can confirm that the volume of these has very much increased recently. Let me give you some examples of what we are doing about it. Our goal is to work within the DMCA’s framework and make a system in which the right things happen quickly. We want to give merchants the maximum time to respond with the minimum disruption. We also need legitimate claims to resolve in favor of the claimants quickly. The first thing we did recently is to productize this properly. We shipped a feature to manage these cases directly in the Shopify admin to make it a lot more obvious. Before that a lot was managed through form emails. This process is now much simpler and faster. The second thing we did is to make the identity system more robust so that we know more about the claims filed. We consider the claimants previous cases in order to decide what decisions to take. Similarly we consider documentation from previous cases that merchants had to deal with more strongly to make accurate decisions when repeat claims are received against products. If we detect bad faith claims from accounts we take action. We recently filed multiple lawsuits against claimants in court. This matches our aggressive stance when we see frivolous or bad faith patent action in which we had a lot of success invalidating bad patents. The end result of this is that we catch spammy or frivolous claims at much higher frequency already. We also make responding to cases much easier and this can be managed directly from the admin now and is less work for the merchants. Lots of additional improvements coming- but what I can guarantee you is that that Shopify will be the worst platform on which to make fraudulent DMCA claims on. “Be merchant obsessed” is a core value here, and we reflect that better in this area.

tobi lutke

142,265 views • 2 years ago