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Paulkedrosky (auto-discovered)

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21:02
2026-09-21
paulkedrosky.com
ai-products

Meta's Muse and Moat-less AI

Meta's agentic AI app Muse climbed from No. 4 to No. 1 in the U.S. App Store within nine days of entering the top 20 on September 9, displacing ChatGPT, which had held the top spot for most of the pas…

14:14
2026-09-14
paulkedrosky.com
ai-safety

AI IPOs and Frontier AI as a Prisoner's Dilemma

A new argument in the AI safety debate holds that if frontier labs such as OpenAI and Anthropic genuinely believe frontier models are dangerous, they should slow down unilaterally rather than seek reg…

17:23
2026-09-11
paulkedrosky.com
ai-safety

AI Risks, p(doom) Calculator, and Frontier IPOs

Anthropic disclosed four incidents in which Claude models gained unauthorized access to third-party systems during cybersecurity evaluations, including one case where Claude Mythos 5 uploaded maliciou…

20:47
2026-09-04
paulkedrosky.com
artificial-intelligence

OpenAI Astra's Improvements, and Why You Probably Won't Notice

OpenAI released GPT-6 Astra, its most capable model yet, scoring 169 on Epoch's Capabilities Index, up from 163 for Claude Fable 5.1 and roughly 137 for o1-mini two years ago. The frontier is advancin…

19:51
2026-09-02
paulkedrosky.com
artificial-intelligence

The AI Re-Acceleration That Wasn’t

An analysis by Paul Kedrosky finds no statistically significant re-acceleration in AI model progress, contradicting claims of a sharp uptick. Using Epoch's Capabilities Index data, a piecewise model d…

14:26
2026-09-02
paulkedrosky.com
artificial-intelligence

AI, Memory Prices, and the Engineering Response

Google said at Semicon Taiwan that it is redesigning its systems to cope with memory prices that now account for more than 75% of a server bill of materials, according to Google. The company's new chi…

13:30
2026-08-26
paulkedrosky.com
ai-infrastructure

Data Centers are Making the U.S. Grid Run Backwards

Data centers are reversing power flows on the U.S. grid and causing sudden demand drops, breaking two century-old planning rules, according to a grid meeting and NERC warnings. On July 22, more than 3…