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AI Lately
Live · The Signal · W37
Monday, September 14, 2026
AI Lately

AI is about people, and what they have been up to lately.

Lately
Fidji SimoNscaleas Independent Director· Sep 11Josh EngelsMETRas Researcher· Sep 10Joe BentonMETRas Researcher· Sep 10Alan DuongCrux AIas Chief Development Officer· Sep 10Paul ChristianoOpenAI Foundationas Board Member, Safety and Security Committee· Sep 9Jacob CoxonIndependentas Independent AI Safety Advocate· Sep 8Geoffrey IrvingMathematical AI Safety Instituteas Scientific Advisory Panel Member· Sep 8Paul ChristianoMathematical AI Safety Instituteas Scientific Advisory Panel Member· Sep 8Fidji SimoNscaleas Independent Director· Sep 11Josh EngelsMETRas Researcher· Sep 10Joe BentonMETRas Researcher· Sep 10Alan DuongCrux AIas Chief Development Officer· Sep 10Paul ChristianoOpenAI Foundationas Board Member, Safety and Security Committee· Sep 9Jacob CoxonIndependentas Independent AI Safety Advocate· Sep 8Geoffrey IrvingMathematical AI Safety Instituteas Scientific Advisory Panel Member· Sep 8Paul ChristianoMathematical AI Safety Instituteas Scientific Advisory Panel Member· Sep 8

Person

Andrew Feldman

Mentioned in 3 pieces; the desk has recorded zero standalone moves so far.

Public record only: name, role, employer, source, and date.

In the archive

  • Opinion

    Inference Is the New Oil

    CoreWeave's $104 billion backlog grew 112 percent year over year, Nvidia's data center revenue hit $89 billion in a single quarter, and both numbers point toward a neocloud outgrowing a hyperscaler's AI line by 2028.

  • Agent Infrastructure

    Inference Economics: Gartner's 96 Percent

    Gartner projects AI-optimized cloud infrastructure spending to nearly double in 2026 even as per-token prices keep collapsing, a paradox that inference specialists and reasoning researchers are racing to resolve.

  • Capital & Markets

    The AI IPO Window

    OpenAI and Anthropic each filed confidential paperwork for an initial public offering in June 2026, a week apart, while Cerebras stalled in registration limbo and Databricks chose a $190 billion private round over a public listing entirely.