source&pool
A daily wire of long-form journalism, video, and discourse — filed, tagged, and laid out flat.
VOL. I·NO. 01
THURSDAY, SEPTEMBER 17, 2026
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  1. 001X 主题热门SEP · 12English

    HBM demand · X 热门 · 2026-09-12 18:46 UTC

    Patrick Moorhead shares a detailed AI analysis critical of Dario Amodei's proposal for industry-wide AI pacing, identifying eight structural flaws including unmeasurable commitments, unsupported forecasts, and potential cartel dynamics that could disadvantage open-source development and empower autocracies.

  2. 002X 主题热门SEP · 12English

    hyperscaler capex · X 热门 · 2026-09-12 18:13 UTC

    Patrick Moorhead critiques Dario Amodei's AI pacing proposal through a Fable 5.1 analysis, identifying eight flaws including unmeasurable commitments, unsupported forecasts, cartel risks, evaluator conflicts of interest, and unpriced costs. The analysis argues the plan protects incumbent labs while shifting risks to non-participants and misses actual drivers of AI risk.