Last updated: 2026-09-15

References

Observed 2026-09-15. Primary sources preferred. Podcasts and X are takes unless corroborated.

Artificial intelligence — products and benches

  • OpenAI, “GPT-6 Astra: A new generation of intelligence,” 2026-09-03, https://openai.com/index/gpt-6-astra/
  • Artificial Analysis, “Benchmarking GPT-6 Astra,” 2026-09-09, https://artificialanalysis.ai/articles/benchmarking-gpt-6-astra
  • Artificial Analysis, “Intelligence Index v4.3,” 2026-09-07, https://artificialanalysis.ai/articles/artificial-analysis-intelligence-index-v4-3
  • Washington Post / Axios interviews around Astra (Brockman “AGI era”; Altman sobering), week of 2026-09-03, https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi

Artificial intelligence — measured trends

  • Stanford HAI, “Inside the AI Index: 12 Takeaways from the 2026 Report,” 2026-04-13, https://hai.stanford.edu/news/inside-the-ai-index-12-takeaways-from-the-2026-report
  • Stanford HAI, 2026 AI Index — Research and Development chapter, https://hai.stanford.edu/ai-index/2026-ai-index-report/research-and-development
  • Stanford HAI, 2026 AI Index hub, https://hai.stanford.edu/ai-index/2026-ai-index-report
  • Epoch AI, METR Time Horizons, https://epoch.ai/benchmarks/metr-time-horizons/
  • Epoch AI, “Have AI Capabilities Accelerated?,” 2026-04-16, https://epoch.ai/publications/have-ai-capabilities-accelerated

Artificial intelligence — incidents and warnings

  • OpenAI, “Hugging Face Incident Technical Report,” 2026-08-26, https://cdn.openai.com/pdf/67869394-cb91-4c12-888c-5cbd85c7814c/OpenAI-Hugging-Face%20Incident-Technical-Report.pdf
  • OpenAI, “The Hugging Face incident and the road ahead,” 2026-08-26, https://openai.com/index/hugging-face-incident-and-the-road-ahead/
  • METR and Redwood Research, “Brief independent investigation… Hugging Face hacking incident,” 2026-08-26, https://www.redwoodresearch.org/research/hugging-face-incident
  • OpenAI, “OpenAI and Hugging Face partner to address security incident during model evaluation,” 2026-07-21 (update 2026-07-28) — earlier, milder account, https://openai.com/index/hugging-face-model-evaluation-security-incident/
  • Dylan Freedman, New York Times, “How OpenAI Limited the Probe of Its Bots’ Hack of Hugging Face,” 2026-09-03, https://www.nytimes.com/2026/09/03/technology/openai-hugging-face-hack.html
  • MIT Technology Review, “The AI industry has taken a doomer turn. What now?,” 2026-09-14, https://www.technologyreview.com/2026/09/14/1144048/the-ai-industry-has-taken-a-doomer-turn-what-now/
  • Gartner, “Gartner Predicts Over 40% of Agentic AI Projects Will Be Canceled by End of 2027,” 2025-06-25. Stale for this outlook (pre-computer-use flagships). Not used as a 2027 bet. https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027
  • Yann LeCun, VivaTech/CNBC coverage, 2026-06-21, https://www.trendingtopics.eu/ai-legend-yann-lecun-warns-of-a-big-bubble-explosion/
  • Wikipedia, “2026 OpenAI agent cyberattacks” (secondary, live 2026-09-15), https://en.wikipedia.org/wiki/2026_OpenAI_agent_cyberattacks

Power and infrastructure

  • UN News / UNECE, “AI datacentres pose growing threat to electricity systems worldwide,” 2026-09-08, https://news.un.org/en/story/2026/09/1168296
  • Morgan Stanley groundbreaking / 2027 opening coverage, 2026-09-11, https://cryptobriefing.com/morgan-stanley-data-center-october-deadline-2027/

Stablecoins and tokenized finance

  • stables.cool USD dashboard (live 2026-09-15), https://stables.cool/USD
  • DefiLlama stablecoins (live 2026-09-15), https://defillama.com/stablecoins
  • Brookings, “What are the differences between payment stablecoins and tokenized bank deposits?,” 2026-08-19, https://www.brookings.edu/articles/what-are-the-differences-between-payment-stablecoins-and-tokenized-bank-deposits/
  • Andersen Institute, “Mapping Stablecoin Supply,” 2026-09-08, https://anderseninstitute.org/mapping-stablecoin-supply-coins-blockchains-and-venues/
  • CryptoBriefing, “RWAs reach $46B…,” 2026-09-11, https://cryptobriefing.com/rwas-46b-onchain-market-us-tbills/

Agentic commerce

  • Visa / Mastercard / Ant International Know-Your-Agent, 2026-09-10, https://thenextweb.com/news/visa-mastercard-ant-international-know-your-agent-ai-agents
  • Major Matters, “State of the Stack: Agentic Commerce 2026,” 2026-06, https://majormatters.co/p/state-of-the-stack-agentic-commerce-2026
← ContrarianQuestion ledger →