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VOICE ARCHIVE

Garrison Lovely

@garrisonlovely
32 posts
2025-10-28
@StefanFSchubert FYI that chart is from July and is from a major investor in anthropic.
2025-10-28 View on X
Wall Street Journal

A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%

and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in A...

2025-09-06
Scorching new letter from CA and DE AGs to OpenAI, who each have the power to block the company's restructuring to loosen nonprofit controls. They are NOT happy about the recent teen suicide and murder-suicide that followed prolonged and concerning interactions with ChatGPT. [image]
2025-09-06 View on X
Financial Times

In a letter to OpenAI, AGs of California and Delaware raise concerns about the deaths of two ChatGPT users and threaten to block OpenAI's planned restructuring

George Hammond / Financial Times :

2025-06-28
There's been a palpable vibe shift on this issue in recent weeks. At the same time, we're days away from congress potentially killing state level AI regulation for a decade, with no federal regs. AI safety is winning the war of ideas, but tech is winning the policy fights.
2025-06-28 View on X
Axios

A group of 17 GOP governors write to Senate majority leader and House speaker urging for the state AI bill moratorium to be removed from the reconciliation bill

Ashley Gold / Axios :

2025-06-04
The press release says it will focus on “demonstrable risks, such as cybersecurity, biosecurity, and chemical weapons.” Ofc, this doesn't necessarily rule out risks from rogue AI, but the absence of a mention does seem notable. [image]
2025-06-04 View on X
Forbes

The Trump administration plans to reorganize the Biden administration's US AI Safety Institute, set up in 2023, into the Center for AI Standards and Innovation

It's been “reformed” into the Center for AI Standards and Innovation, which... appears will do many of the same things as the Institute?  —  www.forbes.com/sites/thomas... Justin H...

If it does rule out evaluating loss of control risks, that would be a departure from past policy. Biden's October 2024 National Security Memorandum on AI explicitly mentions “system autonomy” as a risk that the AI Safety Inst should evaluate. https://bidenwhitehouse.archives.gov/ ... [image]
2025-06-04 View on X
Forbes

The Trump administration plans to reorganize the Biden administration's US AI Safety Institute, set up in 2023, into the Center for AI Standards and Innovation

It's been “reformed” into the Center for AI Standards and Innovation, which... appears will do many of the same things as the Institute?  —  www.forbes.com/sites/thomas... Justin H...

2025-05-06
WOW Genuinely shocked at this news. I've been covering OpenAI's efforts to shed its nonprofit controls since October & spoken to lots of experts. The plan was legally fraught and opposed by powerful interests, but it was hard not to feel that OAI would just get its way 🧵 [image]
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

3. I think nonprofit will be compensated 10s of billions for the removal of the caps 4. I think the nonprofit will largely use that money to buy OAI services for nonprofits and govts (targeting constituencies that can make life difficult for it, like CA nonprofits)
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

And some final predictions: 1. I think the profit caps will be gone 2. I think OAI won't have to pay back the $26.6B to investors (bc they signed off on this in exchange for profit caps to be gone). They might pay some back, but not all.
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

Biggest Qs: 1. What does this mean for investors? OAI reportedly gave investors in its last two rounds the ability to clawback $26.6B (+ interest) if it didn't restructure as a for-profit. This doesn't appear to be explicitly addressed in the blog post.
2025-05-06 View on X
Bloomberg

Sources: Microsoft remains the biggest holdout among investors in OpenAI's restructuring, seeking assurance that the changes will protect its $13.75B investment

After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company …

Biggest Qs: 1. What does this mean for investors? OAI reportedly gave investors in its last two rounds the ability to clawback $26.6B (+ interest) if it didn't restructure as a for-profit. This doesn't appear to be explicitly addressed in the blog post.
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

3. I think nonprofit will be compensated 10s of billions for the removal of the caps 4. I think the nonprofit will largely use that money to buy OAI services for nonprofits and govts (targeting constituencies that can make life difficult for it, like CA nonprofits)
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

WOW Genuinely shocked at this news. I've been covering OpenAI's efforts to shed its nonprofit controls since October & spoken to lots of experts. The plan was legally fraught and opposed by powerful interests, but it was hard not to feel that OAI would just get its way 🧵 [image]
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

And some final predictions: 1. I think the profit caps will be gone 2. I think OAI won't have to pay back the $26.6B to investors (bc they signed off on this in exchange for profit caps to be gone). They might pay some back, but not all.
2025-05-06 View on X
TechCrunch

OpenAI backtracks and says its nonprofit will remain in control of its business operations, after a “constructive dialogue” with civic leaders and DE and CA AGs

so it's making a change Aaron McDade / Yahoo Finance : OpenAI Scraps For-Profit Plans New York Times : The Stakes for OpenAI's Plan B The Irish Times : OpenAI ditches plan to conve...

2025-01-02
Musk's lawsuit raises some good points/questions, but he's uniquely unsympathetic as a plaintiff, so it's good to see some groups and individuals without a vested interest in the outcome weigh in on the case (Geoff Hinton and Encode being the latest examples).
2025-01-02 View on X
Washington Post

Elon Musk got new support for his OpenAI lawsuit in filings last week, including from tech advocacy group Encode, backed by AI researchers like Geoffrey Hinton

Gerrit De Vynck / Washington Post :

2024-09-30
Newsom vetoed SB 1047. The reasoning given here is so transparently weak. Like even if you bought that smaller models were JUST as likely to cause problems, why wouldn't it be better to regulate some models while you work on more comprehensive regulations? This justification... [image]
2024-09-30 View on X
Wall Street Journal

California Governor Gavin Newsom vetoes AI safety bill SB 1047, saying it applies only to large AI models and doesn't account for if deployment is high risk

Governor seeks more encompassing rules than the bill opposed by OpenAI, Meta and supported by research scientists

2024-09-28
though it seems like a clear violation of the spirit of the voluntary commitments at least. Other new stuff: SamA and other execs begged Ilya to come back, he seemed like he would, then execs rescinded the offer. These details aren't super surprising, but it's by far the... [image]
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

piece, as a hypothetical relayed to me by someone who used to work at OpenAI, but then it turns out it actually already happened, according to this reporting. Bc all of this is governed by voluntary commitments, OpenAI didn't violate any law... https://www.wsj.com/... [image]
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

This article is full of bombshells. Excellent reporting by @dseetharaman. The biggest one: OpenAI rushed testing of GPT-4o (already reported), released the model and then subsequently determined the model was too risky to release! I had a scenario like this in a forthcoming... [image]
2024-09-28 View on X
Wall Street Journal

Current and former staff say OpenAI has rushed product announcements and safety testing, lost its lead over rivals, and Altman is detached from the day-to-day

now it's just another tech company Ananya Gairola / Benzinga : OpenAI Execs Feared ChatGPT-Parent Would Collapse After Departure Of Ilya Sutskever, Tried To Woo Him Back And Almost...

2024-09-21
I agree that progress clustered around GPT-4 level models for a while (and thought it might be evidence of a wall), and agree with this Timothy's assessment here. Also good on him for saying so! It's very common for people to paint themselves into corners and not budge.
2024-09-21 View on X
Understanding AI

OpenAI's o1 models are dramatically better at reasoning than previous LLMs, but they struggle with spatial reasoning and are far from human-level intelligence

Timothy B Lee / Understanding AI :

2024-09-18
Governor Newsom told the LA Times that he hasn't made up his mind on SB 1047 right before he went on stage with Marc Benioff. His comment worrying about a “chilling effect” caused by the bill does make me update toward him vetoing, but I think it's not over yet... [image]
2024-09-18 View on X
Bloomberg

California Gov. Gavin Newsom says he is concerned about the potential “chilling effect” of AI safety bill SB 1047, which awaits his signature, on AI development

but social media users may have last laugh David Meyer / Fortune : California Gov. Gavin Newsom signs anti-deepfake laws—but he hasn't yet made up his mind on the biggest AI bill L...