Why consumer agents, enterprise applications, and AI infrastructure can all become enduring businesses.
ORIGINAL LINK: https://thesequence.substack.com/p/the-sequence-opinion-issue-951-the
Monday, October 19, 2026
The Sequence Opinion - Issue 951: The Whole Stack Wins...
Why consumer agents, enterprise applications, and AI infrastructure can all become enduring businesses.
ORIGINAL LINK: https://thesequence.substack.com/p/the-sequence-opinion-issue-951-the
AI #190: Scion of the Times...
The article surveys AI’s rapid progress, growing uses, and effects on work and culture. It highlights deep concern that powerful AI could escape human control, alongside disagreement about how likely that is. The author argues that AI needs better safeguards, even as its benefits spread.
ORIGINAL LINK: https://thezvi.substack.com/p/ai-190-scion-of-the-times
Sunday, October 18, 2026
Meta shakes up the frontiers, open and closed...
US open weights are back!
ORIGINAL LINK: https://www.interconnects.ai/p/meta-shakes-up-the-frontiers-open
Leaked Anthropic Draft AI Regulatory Bill Is Unacceptable and Troubling...
The author argues that Anthropic’s proposed AI bill is too weak to protect people from catastrophic risks. It would limit states’ ability to enforce safety laws while giving the federal government few tools to act. The author says the bill could leave the public less protected than under current law.
ORIGINAL LINK: https://thezvi.substack.com/p/leaked-anthropic-draft-ai-regulatory
Saturday, October 17, 2026
The dress rehearsal for an AI reckoning...
Markets got a warning this week about what an AI bubble bursting could look like. A sudden loss of investor confidence—not new economic facts—shook AI-linked stocks and debt. Because markets and savings rely heavily on the AI boom, a deeper sell-off could cause wider financial trouble.
ORIGINAL LINK: https://www.ft.com/content/3f982af9-3eec-476f-9d29-39145ac485c4?syn-25a6b1a6=1
The Sequence Learning Loop - Issue 950: Three Models, Three Ways to Make AI Smarter...
Reflection, EmbeddingGemma 2, and Mistral 4 take different paths toward more capable AI systems.
ORIGINAL LINK: https://thesequence.substack.com/p/the-sequence-learning-loop-issue-92d
Could this be the Frontier Labs’ WeWork moment?...
AI companies face falling revenue expectations, fierce price competition, and rising legal risks. A major copyright ruling adds to the pressure. Their huge valuations now look harder to justify.
ORIGINAL LINK: https://garymarcus.substack.com/p/could-this-be-the-frontier-labs-wework
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