Voters rejected data center expansion in 40 of 41 ballot measures, and the infrastructure shock is already forcing AI companies to rewrite their playbooks on deployment, financing, and how they talk about their own operations. Meta retreated from extracting customer data for AI training after public pressure, signaling that regulatory friction and social cost are now real line items in corporate planning. OpenAI is raising $11 billion at a $1.25 trillion valuation while simultaneously rebranding data centers as "compute campuses" and engineering constraints into power-demand reduction commitments during grid strain. The language shift is not accidental. Neither is the constraint itself. Venture data shows AI spending has stalled despite climbing usage, suggesting that the biggest spenders are cutting costs or hitting the limits of what they can justify. Copper prices have already fallen on fears of AI backlash, and Crusoe's sale of its troubled Wyoming data center project to Google reflects the difficulty of building new capacity at scale. Political and physical infrastructure for AI expansion has tightened, and no amount of capital can buy your way past a ballot measure.
The labs are no longer announcing frontier models because the competitive margin has shifted to what happens after the model runs. OpenAI moved upstream into vulnerability testing and wet-lab science benchmarking, signaling that frontier capability now matters less than what agents can reliably do in constrained domains. AMD released PrimusClaw, a managed agent runtime already in production handling over 100,000 agent-hours, while NVIDIA positioned wireless tools as infrastructure for 6G research, a play for long-term hardware lock-in. GitHub and Anthropic are addressing the gap between code generation and production work: GitHub's framing of agentic engineering explicitly acknowledges that writing code got faster but the work around it didn't, while Anthropic published on agent memory and scientific model building. Hugging Face's robot learning benchmark and ASR leaderboard additions are building evaluation infrastructure for domains where generalist models need grounding, a tacit admission that raw benchmark scores no longer differentiate. The labs are fighting over deployment, infrastructure, and agent persistence. That's where the actual margin is now.
Economic research is hardening around three methodological movements that reject generic AI surrogacy. The first treats AI systems as measurement instruments that must be validated against explicit criteria rather than trusted as black boxes, anchoring claims to human validation or coherence tests before real-world phenomena follow. The second examines how AI agents inherit and amplify human heterogeneity, documenting that agent behavior is shaped by deployment context, training data, and role assignment, creating consequences that disclosure alone cannot solve. The third quantifies the economics of partial automation, modeling automation intensity as a continuous choice rather than binary replacement. Across these clusters, the dominant discipline is comparative evaluation under controlled conditions, matched experiments, and pre-registered protocols rather than leaderboard position. GitHub's trending set reveals developers building semantic reasoning layers, specialized editors for AI workflows, and agent skill systems as new stacks on top of traditional infrastructure. Cloudflare's security audit skill, Google Skills, and similar patterns point toward composable capabilities that agents can invoke, sidestepping monolithic framework commitments. The infrastructure stack itself hasn't shifted, but what developers are building on top of it has.
Grant Calloway
Decision Models (DMs), a new class of AI models, give fast responses and return a probability distribution over a fixed set of options. These properties make them candidate human surrogates in economic simulations and surveys, a role increasingly filled by Large Language Models (LLMs), which are costly at scale and under-represent the variation in human behaviour. We present a first evaluation of DMs as human surrogates in economics, comparing 10 DMs with 8 LLMs in three economic settings: a household spending survey on consumption, several classic economic games and a labour-market field experiment. Frontier DMs, those that score highest on general decision-making benchmarks, reproduce the variation in human responses more closely than LLMs in all three settings. They capture the modal human response as well as LLMs in the spending survey, but less well in the economic games. Frontier DMs are also roughly ten times faster than the fastest LLM and can be over a hundred times cheaper. Together, these results suggest that DMs capture the heterogeneity of human behaviour better than LLMs and make large-scale economic simulations more feasible.
Defenders and attackers race to find the same software flaws. I use the launch of Project Glasswing, which gave a small group of large US tech firms early access to Claude Mythos Preview, a model for finding software vulnerabilities, to study how access to frontier AI affects defenders, external researchers, and attackers. Using the universe of publicly disclosed vulnerabilities, I find that firms with access more than doubled their disclosures relative to Chinese and Russian tech firms without access, disclosed about 150 percent more high-impact vulnerabilities, and fixed reported flaws as quickly as before. As treated firms found more flaws themselves, external researchers, who sell their findings through bug bounties, reported about half as many vulnerabilities in treated firms' code and more in other firms' code, without leaving the market. There is no evidence that attackers exploited the additional vulnerabilities: the share exploited within a month of disclosure fell by about two thirds, mainly because a smaller share was already exploited when disclosed, while the number exploited did not change. Frontier AI helped defenders find and fix more flaws before attackers exploited them, but its restricted release creates an asymmetry in software security between firms in different countries.
35.2% of task time in world employment is at least partly delegable to AI agents in 2026, and only 2.5% can be handed over in full. Existing measures score exposure to generative AI, mostly for the United States. We build the Agent Delegability Index (ADI): two language models rate all 18,796 O*NET 30.2 task statements on a frozen, preregistered rubric of delegation levels and barriers; tasks are mapped to 433 ISCO-08 unit groups and weighted by ILOSTAT employment in 146 countries. Four findings. First, delegable employment rises with income, from 22.5% in low-income to 48.7% in high-income countries, a slope of 7.23 percentage points per log point of GDP per capita. This delegation divide is compositional: the physical barrier dominates the jobs poorer countries employ most. Second, at the occupation level ADI tracks exposure closely (r = 0.93 with Eloundou et al. and 0.89 with Felten et al.), above the preregistered bound of 0.80; ADI adds delegation levels and barriers on top of exposure, for the world, not a new ranking of occupations. Third, full delegation is rare and peaks for tasks that take a human about twelve minutes (11.8 minutes). Fourth, the preregistered adoption gap is not supported: across 101 countries, delegability and observed AI usage correlate at r = 0.86, and the gap between them is not wider in middle-income countries (p = 0.27). Model agreement is kappa = 0.77; a blind human rating of 300 tasks agrees with the model consensus at kappa = 0.85, and an agentic panel with web search at kappa = 0.87. We release the index, the atlas, the prompts and an MCP server at https://github.com/Cespial/delegation-divide.
Research on why people contribute to open source software (OSS) and related open collaboration platforms spans more than two decades, but its findings conflict, and studies often treat the work people contribute and their intention to keep contributing as interchangeable. Drawing on self-determination theory and motivation crowding theory, we meta-analyze 41 studies. The main analysis pools 178 correlations of eight antecedents with contribution effort and continuance intention from 29 independent samples (N = 9,632). Seven antecedents relate positively to effort, all eight relate positively to intention, and each relates at least as strongly to intention as to effort. Contrary to a common assumption, intrinsic motivation is not more strongly related to effort than extrinsic motivation, but its gap between intention and effort is larger. Reputation relates to effort mainly on platforms with a reputation system, and we find no sign that monetary rewards crowd out enjoyment. The findings inform how platforms can turn contributors' intentions into work.
Changes in occupational task content may have different economic implications depending on whether the tasks gained or lost are occupation-specific or already widespread across the economy. Existing measures of occupational task change largely abstract from this distinction, treating occupations as self-contained task bundles rather than accounting for how tasks are distributed across occupations. We develop a framework to measure a distinct dimension of occupational change, one that goes beyond task expertise or task content: task structure. Using this new framework that tracks tasks across occupations and over time, we separate changes in task quantity from changes in occupational uniqueness, defined as the distinctiveness of an occupation's task bundle relative to other occupations. Using a harmonized dataset of 196563 task statements from the Dictionary of Occupational Titles and O*NET spanning 1977-2018, we measure task diffusion, occupational uniqueness, and distinct dimensions of task addition and removal. Occupations that become less unique are also associated with lower wage growth, and the wage associations of task additions and removals depend on how widely the affected tasks are performed elsewhere. Adding highly diffused tasks is associated with lower wage growth, as is removing occupation-specific tasks. At the economy-wide dimension, however, the pattern differs: the addition of new tasks is positively associated with wage growth, whereas the removal of tasks is negatively associated with it. Taken together, these results show that similar changes in the number of tasks performed by an occupation can reflect economically distinct processes. Incorporating the cross-occupational distribution of tasks, therefore, provides a richer account of occupational change and its relationship to the wage structure.
Population prompts are widely used to generate synthetic survey responses, but they combine information supplied at inference with associations already encoded during pretraining. We introduce an alternative construction that maps declared aggregate preference anchors into group-indexed choice policies. For each population, the signs of six Global Preferences Survey (GPS) coordinates deterministically label a shared bank of paired synthetic responses, and Direct Preference Optimization fits a parameter-efficient adapter to those comparisons. We evaluate the adapters on candidate World Values Survey (WVS) items using prompts that omit country names and distinguish four questions: recovery of the imposed labels, transfer of the anchor signal to new text, coherence between the GPS anchors and human WVS responses, and agreement between adapter and human scores. The adapters recover the imposed pairwise labels. On a purposively selected sixteen-country development panel, adapter trust scores completely separate the two GPS-sign groups and have a rank correlation of (0.74) with continuous GPS trust scores. Human-GPS and adapter-human associations remain unresolved on the same panel, and results for the other preference dimensions are heterogeneous. These findings show that an anchored policy can retain a declared aggregate signal without thereby reproducing human response patterns. The contribution is therefore both an inspectable construction and an evaluation framework that separates anchor transfer from human criterion agreement.
Composite score across coding, math, and reasoning
| # | Model | Score | tok/s | $/1M |
|---|---|---|---|---|
| 1 | Gemini 4 Carbon | 60 | 91 | $8.00 |
| 2 | Claude Opus 5.5 | 59.1 | 95 | $8.00 |
| 3 | GPT-6 Astra | 56.9 | 46 | $20.00 |
| 4 | GPT-6.1 Sol | 54.6 | 60 | $4.00 |
| 5 | Claude Sonnet 5.5 | 54.5 | 136 | $4.00 |
Agentic coding on real-world software engineering tasks
| # | Model | Score |
|---|---|---|
| 1 | AnthropicFable 5 [high]Model | 64.5%± 1.41% |
| 2 | GrokGrok 4.5 [high]Model | 63.8%± 0.60% |
| 3 | AnthropicOpus 5 [high]Model | 63.4%± 1.35% |
| 4 | Z.aiGLM-5.2 [high]Model | 62.9%± 1.19% |
| 5 | OpenAIGPT-5.6 Sol [medium]Model | 62.3%± 1.83% |
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