Patrick Boyle over on YT is spreading the good news about the AI hacking/regulation/doom-cult moment.

I don't know that there's much new information for anyone on this forum. He starts off with the OpenAI/HF debacle and goes from there, and while I think he anthropomorphizes a little too much in the narrative he has the right take that the marketing disclosures are intended to dodge any kind of reasonable responsibility on behalf of all the people who made obviously bad choices that allowed this to happen. He also notes how convenient it is that this push for greater regulation (in only the exact form that the industry requests, naturally) is happening in the same time as yet another massive fundraising round and IPO buzz and when there doesn't appear to be new product on the horizon.

However, it is heartening to see these takes getting more traction outside of normal sneer vectors. Patrick's lane is finance and he's previously been a bit credulous imo about the tech side of it. One thing I hadn't been keyed in on is that apparently the markets agreed that this whole affair is a bad look for the AI industry, with cybersecurity stocks jumping and chipmakers and other data center suppliers taking a bath in the aftermath. Might be a good sign, but until the cloud providers start seeing direct financial consequences or we see an even worse IPO than SpaceX had I don't think we're seeing the bubble pop just yet.