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THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

HOW ORACLE IS WINNING THE AI COMPUTE MARKET

Oracle has quietly become a key player in the AI compute race, largely due to the success of its partnership with ByteDance. The two companies poured billions into data centers in Singapore and Malaysia, which is now the world's second-largest AI hub. The company was the single largest lessor of datacenter capacity in the US from late 2023 to early 2025, securing over $130 billion in contracts expected over the next 12 months, including Stargate deals.

MACHINES OF FAITHFUL OBEDIENCE

AI, including AGI and ASI, can significantly benefit humanity if the technical alignment problem is solved, enabling AIs to follow human instructions accurately and faithfully. However, rapid AI progress poses risks, such as reaching alignment "uncanny valleys," potential arms races, surveillance states, societal upheaval, and misuse in offensive applications. Ensuring dominance in inference-time compute with responsible deployment and maintaining human oversight are critical to mitigating these risks and harnessing AI's potential for positive global impact.

THERE ARE NO NEW IDEAS IN AI… ONLY NEW DATASETS

The next paradigm shift isn't going to come from an improvement to RL or a fancy new type of neural net. It will come when a new source of data that hasn't been accessed before is unlocked. One obvious source of information that a lot of people are working towards harnessing is video. Another source of information may be unlocked when scientists figure out how to gather and process information from cameras and sensors in a way that's amenable to training large models on GPUs.

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