Data. Is. Not. Oil. Can It Be A Public Good?

The Economist, August 2017

“Data is the new oil.”

It’s the metaphor that won’t die, though for the next little bit, I’ll do my part to advance its expiration date. Yesterday came news that Google purchased the entire data corpus of Spirit Airlines, which is selling its assets in a bankruptcy process. Google isn’t planning on launching an airline – instead, it believes Sprit’s data will help train more capable AI models. Cementing the role AI plays in reviving the “data is oil” narrative, Google won the auction over Mercor, a firm that pays contractors to train AI systems.

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The Data Center Debate Rages. Will It Change the Course of History?

A NYT story on data centers.

Even though I ran a political media company for four years, I’ve largely avoided writing about politics, and I’m not about to make a habit of it now. But the politics around data centers has come to dominate coverage of AI, and how those politics play out over the next few months will likely determine not only the course of Trump’s final two years in office, but who inherits the Presidency in 2028.

Until we can see the monster, we tend to ignore the monster. With their massive appetites for energy, land, capital, and water, data centers have become tangible manifestations of Big Tech’s otherwise incorporeal impact on society. Data centers give the monster a body, a tractable container through which to air out a dog’s breakfast of grievances against not only the tech industry, but also the corporations, politicians, and financiers profiting from its concentrated power.

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The Valley Is Terrified of AI

Today Meta CEO Mark Zuckerberg joined the chorus of multi-billionaires who feel compelled to issue periodic manifestos about the impact of AI on society. Unlike Anthropic’s Dario Amodei, who posts on his own site, or Microsoft CEO Satya Nadella, who recently posted a long form manifesto on X, Zuckerberg took a page from his board … Continue reading “The Valley Is Terrified of AI”

Credit to the WSJ and Reddit

Today Meta CEO Mark Zuckerberg joined the chorus of multi-billionaires who feel compelled to issue periodic manifestos about the impact of AI on society. Unlike Anthropic’s Dario Amodei, who posts on his own site, or Microsoft CEO Satya Nadella, who recently posted a long form manifesto on X, Zuckerberg took a page from his board colleague Marc Andreessen and issued his proclamation in the opinion pages of The Wall Street Journal.

In “The AI Future Is for Everyone,” Zuckerberg broadly aligns himself with Nadella (and by extension, Palantir CEO Alex Karp), both of whom have recently warned that the frontier labs (Google, OpenAI, and Anthropic) can not be trusted with the power they seem to be accruing.

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Who Owns Search Results?

 

Image SearchEngineRoundtable

Earlier this week I posted something of a coda for the open web, but today news broke of a small victory for “how things used to be.”

The backstory: For decades, Google has been the beating heart of the Internet’s ecosystem, pumping the oxygenated lifeblood of traffic across tens of millions of revenue-starved websites. That’s all changed over the past few years as Google has erected a massive set of AI-driven walls around its core search service. As I said in “Google Encloses the Web,” Google no longer views the web as a destination, but rather as “raw material” for the company’s core product, which, like so many of its peers, is attracting and retaining human attention it can sell to advertisers and, via Gemini subscriptions, to businesses and consumers.

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Will AI Ever Become a True Platform? Not Without Us….

Yesterday Microsoft CEO Satya Nadella published a fascinating essay that reads as both a rebuke to frontier AI model companies like Anthropic and OpenAI, as well as a call to arms to the entire business community.

Nadella is worried that OpenAI and Anthropic are about to eat everyone’s lunch – Microsoft included. “I’ve been thinking a lot about the future of the firm in an AI-driven economy,” he opines. “The last thing any of us want is a world where every company across every sector is ceding value to a few models that eat everything they see.”

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Who Should Govern Us, Apple or…The Government?

One of these things is not like the other.

I’m traveling today – consider this brief post a placeholder of sorts. I’ve long railed against the privatization of public space, and the hidden regulation inherent in the submission of our collective personal data to the black boxes of Big Tech. With that in mind, I’m watching this story, about Apple’s refusal to roll out its new Siri AI service in Europe. Despite its characterization as a “spat,” there are far larger issues at play.

At the heart of the matter is a fundamental disagreement about who has agency over personal data that is created on our phones and other digital devices. Apple insists it should have control over how that data is leveraged by AI agents, and that the EU’s regulatory framework, known as the Digital Markets Act, hinders Apple’s ability to protect its customers’ privacy. The EU believes the job of protecting consumers privacy – and our rights regarding how our data is exploited – is a matter best handled by the public through collective government.

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Google Encloses The Web

Last month Google announced the most significant change to its search product since its launch in 1998. Its iconic search box, which I’ve long compared to a command line for the Internet, has been redesigned to incorporate multi-modal chatbot capabilities. In essence, Google is no longer going to send you off to the best possible destination for your query. Now it’s built to capture your input and convert it into answers (and actions) all in one place – on Google.com.

Google’s announcement was expected – the company had to compete with the new paradigm of “answer engines” from OpenAI and Anthropic. But when the shoe did drop, my inbox filled with trepidation. Google has been the beating heart of the Internet’s circulatory system. Now that it’s evolved into a self-contained walled garden, how will the open web survive?

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Data Is Non Rivalrous. Why Have We Enclosed It?

One of the many reasons I’m a fan of reading history is its ability to offer frameworks for understanding the present. I recently finished Sven Beckert’s Capitalism: A Global History, a 1,300-page monument to scholarship that The New York Times praised as “generational” in its importance. I tend to agree. Its pages contain foundational truths which enliven today’s debate around the role of technology in society.

Beckert argues that over the past millennium, capitalism’s amoral ideology of “accumulation above all else” has become so deeply embedded in the global political economy that we no longer question its core assumptions.

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We Dream of Genies, But Will Big Tech Let Us Use Them?

Last night I dreamt I was merging onto a rushing freeway. My on-ramp was far too short, a concrete embankment hemmed me in to the right. Faceless, speeding vehicles filled the lanes; integrating with them would require icy determination and perfectly executed timing. Missing the merge would bring certain death. The dream began after the point of no return – I was already accelerating into the flow, braking was not an option.

Do, or die.

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Will Anthropic Pivot to Consumer?

I was going to write a long piece on the implications of the ongoing cage match between Anthropic and the US government, but as I dug into the research, I realized that hot takes on subjects this complicated rarely add much value to the debate. I’m going to let things cool a bit and take another run at it down the road.

But something important kept tugging at me as I was reading up on what I believe is the most significant regulatory action ever taken in the tech industry (if you believe listing a major US company as a “supply chain risk” is NOT government regulation, you’re fooling yourself).

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