The infrastructure layer is where AI's real economics are being decided, and the fractures are widening. Nvidia's CUDA moat has calcified into something far more durable than mere hardware advantage: it's become the programming layer that determines which customers can run what workloads, and that control compounds with every model trained on its infrastructure. Meanwhile, the physical constraints are no longer theoretical. A data center consumed 30 million gallons of water without anyone noticing for months. Cowboy Space raised $275 million to build data centers in orbit because there aren't enough rockets to launch them and they're too expensive anyway. These are hard limits on scaling velocity that no amount of software innovation can overcome.
The companies positioned to dominate the next five years aren't the ones with the best models. They're the ones whose existing cost structure and business model can absorb the disruption without breaking. OpenAI is moving beyond model licensing into operational infrastructure through DeployCo, a vertical integration play that lets the company retain control over deployment, implementation, and what "measurable business impact" means in practice. AWS is making autonomous financial transactions the core feature of its agent layer, removing friction between AI systems and actual commercial execution. These moves target the same prize: the layer where AI meets money. AMD and Hugging Face are hedging differently, establishing themselves as infrastructure picks for organizations that don't want lock-in to a single vendor's proprietary stack. The tension between these strategies will determine how value flows through the stack.
Organizational reality is messier than any of these infrastructure plays account for. GM laid off hundreds of IT workers to hire people with AI skills, only to discover those new hires were being asked to do something the old IT organization was never structured to support. Finance departments are experiencing what researchers call a "quiet insurgency" where employees deploy AI while leadership scrambles to impose governance afterward. The startups training AI on Hugging Face are getting hit with malware delivered through repositories impersonating OpenAI. The infrastructure is still too young to have basic hygiene. Robinhood is raising a second venture fund specifically to catch the growth-stage winners emerging from this chaos, betting that the companies absorbing disruption fastest will be the ones worth owning.
The third fracture is political and geographic. The European Commission is drafting rules to restrict US cloud services for sensitive data. Colorado is rewriting its AI regulations after two years of collapsed deals. The IMF is warning about AI-accelerated cyberattacks on financial systems. These aren't abstract policy concerns. They're direct responses to the fact that compute infrastructure is now a national security asset and the US controls most of it. The tension isn't between regulation and innovation. It's between who gets to extract value from the infrastructure layer and who has to pay to run on top of it.
Grant Calloway
Generative AI used as a capable servant has greatly accelerated intellectual work, but it also risks eroding human epistemic agency by encouraging uncritical acceptance of AI-generated reasoning. This creates a need for mechanisms that preserve human agency by augmenting metacognition during AI-assisted intellectual work. To address this, we propose the Synthesis-Analysis Reciprocity Model, which views intellectual construction as a reciprocal interaction between Synthesis, which combines components into an artifact, and Analysis, which critically evaluates them against objective indicators and constrains subsequent synthesis. Grounded in this model, we present the Vibe Compiler, a research-logic compiler that helps researchers transform vague ideas (Vibes) into coherent research logic. The system compiles these ideas using a research paper ontology of sixteen academic parameters. Compilation failures indicate missing logical components; rather than filling them autonomously, the system prompts researchers with reflective questions that encourage them to develop the missing reasoning. The framework characterizes structural gaps along two dimensions: cognitive function (Synthesis vs. Analysis) and executing agent (human vs. AI), yielding four origin types that identify where breakdowns arise. Our design emphasizes AI probing its own synthesized output to stimulate human metacognition, encouraging researchers to remain managers who critically direct and validate AI-generated reasoning rather than passive recipients. Experience with a prototype built on NotebookLM and Gemini suggests that effective AI-assisted reasoning depends less on sophisticated prompting than on the knowledge structure provided to the AI. This paper was developed using the proposed Vibe Compiler.
As large language models (LLMs) enter high-stakes domains such as healthcare, understanding their moral reasoning becomes essential. Decisions about scarce medical resources often hinge on judgments of responsibility, particularly when patients' own actions contribute to illness. We investigate how LLMs reason about responsibility and its consequences, tracing their judgments across successive levels, from the behavior, to the resulting illness, to the denial of care. We evaluate a wide range of LLMs, spanning different model families and capability levels, on various clinical vignettes adapted from prior studies. Our results identify a judgment-consequence gap: LLMs largely agree with humans that patients bear responsibility for health-harming behaviors, yet overwhelmingly refuse to let that judgment influence how they allocate scarce resources. Specifically, LLMs default to random allocation, whereas humans consistently favor the less-culpable patient. Compared to humans, LLMs also place greater emphasis on access to information, reducing responsibility judgments when health-risk knowledge is unavailable. These findings reveal that LLMs apply a systematically different moral framework than humans when responsibility and resource scarcity intersect, surprisingly often amplifying normative disagreement with humans as reasoning capability increases.
Safety risks of AI are becoming increasingly evident in human interactions with AI technologies. The prominent approaches to evaluating these risks favor technical methods, such as model benchmarks and LLM simulations, often sidelining empirical research with human subjects. To examine this apparent gap in the acceptance of human research, we conduct an expert survey (n=93) and expert interviews (n=17) with AI Safety & Ethics (AISE) researchers from Technical, Sociotechnical, Governance, and Normative backgrounds. Our findings suggest that although there is a consensus that human research is valuable for generating evidence for AISE, its adoption and acceptance are constrained by perceived validity issues, tangible resource barriers, epistemic and personal preferences in methods, and infrastructural constraints from the broader research community. In particular, Technical researchers tend to value human research less and collaborate across disciplines less, suggesting an epistemic tension towards human methods. We propose recommendations for establishing the epistemic fit of human research within AISE and bridging the prohibitive limitations that researchers face, while avoiding performative 'human-washing'.
The use of e-commerce mobile applications is expanding in Nigeria, creating both opportunities and risks, including fraud and reduced user control over digital technologies, raising concerns about digital sovereignty. This research examines how Artificial Intelligence (AI) in Nigerian mobile applications affects digital sovereignty, examined through platform transparency as a key indicator of user awareness and control. Using an interpretive approach, the research combines the forensic analysis of selected Android applications with contextual document analysis to identify AI features and evaluate disclosure practices. The findings show that AI is widely implemented in the applications, yet transparency about its use remains limited. A socio-economic analysis of Nigeria further shows an increasing dependence on consumer digital platforms, moderate AI awareness, and uneven patterns of interaction. By providing empirical evidence on AI transparency and platform practices, this study advances understanding of individual digital sovereignty and highlights challenges for protecting user control in AI-driven digital environments.
Against the backdrop of violence in police interactions with the U.S. public, we explore how deferentially police officers speak to virtual characters depicted as Black adult males in vir- tual reality (VR) simulations. We evaluate the effect of seeing and communicating with these characters through a causal in- ference lens, where the assignment of the Black man character to a police officer and simulation is the treatment variable. Our (marginal) average treatment effect AT E measures the social impact of the character on the deference of officer statements with each turn of the conversation. Soberingly, we find that most officers speak less deferentially to Black man characters, except for White, biracial, and multiracial female officers, es- pecially in settings where the VR character was known to be a suspect. Across a full conversation of a typical VR scene, these marginal AT Es can result in notable changes in def- erence of tone (two to several points difference on a scale of 0-10), above and beyond that due to the initial effect of per- ceiving a Black male character. Even more disconcerting is that this can contribute to conversation breakdowns that po- tentially result in violence or danger to both the public and the police. We also explored the capabilities of large language models (LLMs) for ATE estimation. From our methods com- parison analysis, including model validation against synthetic data, we provide unique scientific insights on LLM-assisted methodologies for ATE estimation. As such, for ATE esti- mation with multilevel data with text, we recommend mixed effects models with the inverse propensity treatment weighted (iptw) approach, which utilized an LLM for text feature cre- ation. While we also tested LLMs for finetuning prediction models ultimately for ATE estimation, we conclude they are an area for further development and refinement.
Large language models (LLMs) power educational applications from tutoring to essay scoring, but each is a point solution to a single task, and only recently have these point solutions been integrated into agents operating over a learning management system (LMS). Yet tutoring is long-horizon, since a learner improves over days and weeks rather than in a single turn, and no benchmark evaluates an agent tutor across a sustained relationship. We introduce EduClaw-Bench, a benchmark that places an agent tutor in a continuous 30-day relationship with a simulated learner grounded in knowledge tracing (KT), whose knowledge-concept mastery, from a KT model trained on real-student data, drives its answers and is probed for learning gain across 55 scenarios. Each agent is scored on three primary axes (learning gain, responsiveness, and helpfulness) and two curriculum-design axes (Gagné and Rosenshine), with helpfulness and the curriculum axes judged by a cross-family panel of three LLM judges. Evaluating 10 agent adapters over three base-model tiers yields two findings that single-tier, single-session evaluation cannot reach. First, tutoring quality belongs to the base model and the agent harness together rather than either alone. Second, almost no combination sustains good tutoring over the full horizon. A calibration check ($\text{ECE}=0.049$) and a live-classroom field study confirm that the simulated learner and its measurements track reality. Our work is a step toward trustworthy AI tutors for future education.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | GPT-5.5 | 60.2 | 66 | $11.25 |
| 2 | Claude Opus 4.7 | 57.3 | 71 | $10.94 |
| 3 | Gemini 3.1 Pro Preview | 57.2 | 143 | $4.50 |
| 4 | GPT-5.4 | 56.8 | 95 | $5.63 |
| 5 | Kimi K2.6 | 53.9 | 41 | $1.71 |
Agentic coding on real-world software engineering tasks
| # | Model | Score |
|---|---|---|
| 1 | Claude Opus 4.6 | 65.3% |
| 2 | gpt-5.2-2025-12-11-medium | 64.4% |
| 3 | GLM-5 | 62.8% |
| 4 | Junie | 62.8% |
| 5 | gpt-5.4-2026-03-05-medium | 62.8% |
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