OpenAI
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How the White House Sold a Pyramid Scheme to the American People
The billionaires who gathered at the White House signed a non-binding promise to police themselves, while their data centres drain the water and electricity of American towns and their AI models replace the jobs of American workers Editorial Analysis | October 2026 The White House gathering on 29 September 2026 brought together the most powerful… Continue reading
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Big Tech Is Borrowing Hundreds of Billions to Bet on AI – And the Bet Isn’t Paying Off (Yet)
Amazon, Microsoft, Google, Meta and Oracle are borrowing at an unprecedented rate to fund AI infrastructure, even as memory prices climb and the revenue to justify the spending remains unproven Microsoft, Amazon, Alphabet, Meta and Oracle built their market value over two decades on a specific financial identity, cash-generative software businesses that required comparatively little… Continue reading
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The Price Shock – How Chinese Open-Weight AI Is Dismantling Silicon Valley’s Business Model
How DeepSeek and Zhipu AI exposed the assumptions on which $1.8 trillion in Western AI valuations rest Editorial Analysis | July 2026 I. The Regulatory Hearing as Commercial Theatre Sam Altman appeared before the Senate Judiciary Subcommittee on Privacy, Technology, and the Law on 16 May 2023, delivering testimony that a senior Democratic senator described… Continue reading
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DeepSeek and the End of American AI Cost Dominance
How DeepSeek exposed the economic weakness inside high-cost American artificial intelligence systems DeepSeek released a lower-cost artificial intelligence model that approaches the performance range of leading American systems while operating at a fraction of the reported price. Reported token pricing places DeepSeek near $3.48 per million output tokens, while comparable frontier systems from OpenAI and… Continue reading
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