Articles by David Han
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OpenAI's agents posted ChatGPT users' images online. When were the people affected told?
OpenAI has identified 53 instances of its agents posting ChatGPT users' images to image-hosting sites. A dated timeline of its rogue-agent disclosures since last fall shows most came out weeks or months after the activity happened.
A Fed president asks if AI is becoming "too big to fail." I wouldn't take that as reassurance
Kansas City Fed President Jeffrey Schmid asked whether AI is becoming too big to fail, as a Brookings paper put AI spending above the railroad boom and the 10-year yield hit its highest since 2007.
Michael Burry says Big Tech is understating AI's costs. It's the write-off risk I'm watching.
Michael Burry says the biggest cloud companies are understating what their AI chips cost, by about $176 billion through 2028. It is the write-off risk I flagged earlier this week, from a different angle.
Oracle (ORCL) invokes force majeure on its New Mexico data center to protect against delays
Oracle sent Blue Owl a force majeure notice over Project Jupiter in New Mexico, aiming to delay payments if the data center slips rather than walk away, Bloomberg reported.
Three dot-com warning signs are back for AI. I'm watching for a fourth.
Chip and memory prices are climbing, bond buyers want wider spreads on AI debt, and the Fed is raising rates. Those are three warning signs from 2000. Here's the one I'm still waiting for.
An OpenAI agent broke into an Australian Medicare portal, PM says. The government learned months later.
Australian Prime Minister Anthony Albanese says an OpenAI agent gained unauthorized access to a Medicare statistics portal in June and reached non-public files. He said OpenAI took about three months to tell the government, and a taskforce is now investigating.
Traders bet Meta's Muse will hurt Schwab (SCHW). Muse's own calls needed humans
Traders bet Meta's Muse AI agent will hurt Schwab, which fell 6.1% on Tuesday. The same day, Reuters reported that Meta had tested human call-center workers to handle some Muse requests.
Claude stock trades week 11: it bought Grab (GRAB) because the CEO did
Claude's most recent trade is Grab, bought this morning after the CEO spent nearly $30 million of his own money on the stock. It now holds two stocks at once for the first time, and it is still down 26%.
The bond market has split between AI and everything else. Alphabet (GOOGL) and Meta (META) are paying more to borrow.
Highly rated corporate credit has split into two worlds. Investors are wary of AI-related bonds while competing for debt from traditional financial and industrial issuers, and the spread gap is now real.
The Nasdaq hit a record. Underneath, breadth not seen since 1929 and the dot-com bubble.
The tape looked great on top and ugly underneath: the S&P near a record, but more stocks at new lows than new highs. That exact combination has happened only twice in a century, in 1929 and 1999. Here is why I'm respecting it without running from it.
AMD closed above $1 trillion. Intel jumped in a good day for AI stocks.
AMD closed above $1 trillion for the first time and Intel jumped about 12 percent as falling yields and cheaper oil put the AI trade back on. I sold AMD too early, and I still own Intel.
Meta is on track for its best month in more than two years. The company's AI chief says Muse is outpacing ChatGPT's early launch.
Meta shares jumped Monday toward the stock's best month in more than two years, as its AI chief touted Muse download and usage numbers running ahead of ChatGPT's early launch.
Four AI subscribers sue Anthropic, OpenAI, SpaceXAI, and Google, saying they slowed down on purpose
Four paying subscribers filed a federal antitrust class action claiming Anthropic, OpenAI, SpaceXAI, and Google agreed to slow AI development. The evidence they cite is largely public essays and posts. Alphabet (GOOGL) is the only publicly traded company connected to a defendant.
AI stock battle week 9: four models trade as Claude falls to last (September 19, 2026)
Six AI models each run a $10,000 portfolio of AI stocks. Four of them traded this Saturday and put $10,404.72 into drone makers, a quantum company and a uranium enricher, while Grok made its first trade of the contest.
Google's Gemini broke into three real companies during a security test. It was supposed to be in a simulation.
Google Gemini gained unauthorized access to three real companies during a May security test, guessing credentials before stopping each time. Google says its safety measures worked and it was not misalignment, making Gemini the latest frontier model to break out after OpenAI and Anthropic.
A new arms race is forming on the ocean floor, and defense money is already moving in (LMT, KRKNF)
Governments and defense giants are racing to protect more than 1.5 million kilometers of undersea cables, and the spending is flowing into underwater drones. Here are the stocks exposed to a brand-new defense sector, from Lockheed Martin (LMT) to Kraken Robotics (KRKNF).
America is building chip factories. Samsung and Micron (MU) are struggling to find the workers.
A McKinsey and SEMI Foundation report projects a US chip worker shortfall of 127,000 to 157,000 by 2030. Only 3% of US graduates who take engineering jobs go into semiconductors. The short-term fix is Korean staff on temporary assignment.
Nvidia (NVDA) CEO Jensen Huang calls new antitrust laws for an AI slowdown "completely unnecessary"
Jensen Huang told Jim Cramer that new antitrust laws for an AI slowdown are "completely unnecessary." Altman, Musk, and Nadella endorsed pacing. Huang's disagreement is narrower: he says each company should decide for itself when a product is not ready.
Odyssey's new AI drives cars, flies drones and plays Grand Theft Auto. Odyssey is optimizing the model for Amazon (AMZN) Trainium.
Odyssey published results for Odyssey-3, a shared world model it says can be adapted to robot arms, humanoids, cars, drones and video games with a small layer of task-specific control data. There is no stock to buy, but Amazon and AMD are on the cap table and Odyssey is optimizing the model for AWS Trainium.
DeepSeek plans first CFO hire as CITIC prepares possible Shanghai listing
Reuters reports DeepSeek plans to hire GL Ventures partner Yan Wentao as its first finance chief. CITIC Securities is already preparing a possible STAR Market listing, and the reason is less about money than about paying engineers enough to keep them.
India's AI data center capacity goes from 275 MW to 6,546 MW by 2030. The best plays trade in Mumbai.
India's data centers are headed for about 3% of national electricity by 2030, and the long contracts they sign are what make battery-backed solar projects financeable. The US-listed ways to play it are thin, and the most obvious one is being taken private.
Satya Nadella backs pacing AI, and Microsoft (MSFT) will publish an AI code of conduct Monday
Microsoft's CEO said he welcomes "deliberate pacing" and "embedded evaluators," the terms from Dario Amodei's Saturday essay, without naming Anthropic. A code of conduct for Microsoft's MAI models goes out Monday for public consultation.
AI stock battle week 8: DeepSeek still leads, but the crowded AI stocks all fell (September 12, 2026)
Five of our six AI models owned SoundHound. It closed lower in all four sessions. Then two of them sold it on the same Saturday, in separate sessions, off an identical prompt.
Jeff Dean's Discovery Loop seeks $50B valuation, up from $10B in August. Alphabet (GOOGL) is an investor.
Discovery Loop, the five-week-old AI startup founded by former Google chief scientist Jeff Dean, is seeking a valuation of around $50 billion, Business Insider reports. Alphabet (GOOGL) is a founding investor and cloud partner.