Author of "The Alignment Myth." Writing about AI, humans, enterprise adoption, incentives, and geopolitics of AI.
https://t.co/FFLw2Uqs3Calignmentmyth.substack.com Chicago and CaliforniaJoined May 2026
I'm in a Substack conversation with a well-known AI investment commentator who, when I said that CDS's on data center debt are increasing, wrote:
"Not really. CDS are an extremely important part of the financial markets. In the case of the housing bubble you had sub-prime issuance and mortgage originators who didn’t hold the risk. CDS is very important for bond markets to work these days."
Feels eerily familiar.
More shocking Anthropic testimony! 😮
The company reportedly plans to put Claude in charge of its entire research process as soon as NEXT YEAR, and an alignment researcher privately says this comes with a 5% risk that Claude will be PLOTTING AGAINST HUMANITY on day 1 of that
This is the same trap that the financial rating agencies fell into (Moody's, S&P, Fitch). They got paid by the investment banks to rate their products by risk assessment. Getting paid to assess risk from the very firms you are assessing is part of what caused the collapse of the markets in the Mortgage crisis.
1. Never stop exercising or learning.
2.Accept compromise to begin relationships.
3. Manifest the power of compounding.
4. Never gamble.
5. Have kids and be a good parent
6. If it flies or floats, rent it.
7. Buy half the house you can afford.
8. Art in the eye of the beholder is cheap.
9. Be thankful for and to all.
10. Be charitable.
@Kantrowitz What might happen next, and it is so crazy that it fits the industry. He worked for a Saudi VC, was close to the ruling families, and Trump will help him get home.
Over 400 researchers and I have signed this open letter calling for the AI and security communities to come together to improve alignment and containment approaches in order to protect our critical infrastructure and digital systems.
ai-security-letter.org
@ScottMStedman The amount of stupidiocy for such an important industry is amazeballs. Surely OAI knew who he was. They are either totally careless or remakably dumb.
Why are so many AI companies run by crooks and financed by Nvidia? I went over one of them that collapsed last week, an AI company called Firmus. It’s not a good sign. Some strong echoes of the late stage subprime crisis.
thebignewsletter.com/p/monopoly-rou…
@LeylaKuni Remembering credit default swaps. Seeing a growing number of data center debt investment using them again. Corrweave and other bond yields increasing. The ground is shaking.
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