20260907 - AI data centre finance: building a bigger and bigger bomb

Anthropic spook themselves again Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: AI models may be capable of self-replicating without access to a datacenter https://www.anthropic.com/research/self-replicating-ai What are self-replicating 'AI worms', and why is Anthropic worried about them? https://www.theguardian.com/technology/2026/oct/18/anthropic-ai-worm-worries AI Agents Enable Adaptive Computer Worms (PDF) https://arxiv.org/pdf/2606.03811 AI could self-replicate on home devices within 'months', Anthropic says https://www.aljazeera.com/economy/2026/10/13/ai-could-self-replicate-on-home-devices-within-months-anthropic-says Extras: AI Delusion with David Gerard https://www.machine-ethics.net/podcast/ai-delusion-with-david-gerard/ Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

'Meta cannot simply write itself permission to take that work' https://pivot-to-ai.com/2026/10/20/facebook-tries-to-grab-all-news-publisher-website-content-for-training-for-free/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: Meta Commercial Terms https://www.facebook.com/legal/commercial_terms_preview Meta removes language that may have allowed it to scrape news sites https://www.theverge.com/tech/1013409/meta-removes-language-that-may-have-allowed-it-to-scrape-news-sites Legal experts warn Meta's new terms still grant broad scraping permissions, despite language changes https://www.niemanlab.org/2026/10/legal-experts-warn-metas-new-terms-still-grant-broad-scraping-permissions-despite-language-changes/ Meta updates data scraping policy following criticism https://www.mercurynews.com/2026/10/16/meta-updates-data-scraping-policy-following-criticism/ NMA Condemns Arrogant Meta's 'Shameless Landgrab Attempt' To Plunder News Publisher Websites https://newsmediauk.org/blog/2026/10/16/nma-condemns-arrogant-metas-shameless-landgrab-attempt-to-plunder-news-publisher-websites/ European Commission should be extremely concerned about Meta's dilemma for European Publishers: Hand Over Journalism for AI Scraping or Lose Access to Key Platforms https://www.epceurope.eu/post/european-commission-should-be-extremely-concerned-about-meta-s-dilemma-for-european-publishers-hand Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

A successfully concluded blowoff https://pivot-to-ai.com/2026/10/19/coreweave-founders-cash-out-the-rest-is-mop-up/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if ot in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: CoreWeave Founders Shield Fortunes With $3.3 Billion Stock Sales https://www.bloomberg.com/news/articles/2026-10-15/coreweave-founders-shield-fortunes-with-3-3-billion-stock-sales CoreWeave Is A Time Bomb https://www.wheresyoured.at/core-incompetency/ CoreWeave targets 'unlimited' insurance money to fund AI build-out https://www.ft.com/content/4ffa1853-0e2c-424f-b941-88c6bcac5765 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

Anthropic on tenterhooks https://pivot-to-ai.com/2026/10/16/us-third-circuit-ai-training-not-fair-use-after-all/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: AI training of copyrighted material not fair use: Third Circuit https://www.courthousenews.com/ai-training-of-copyrighted-material-not-fair-use-third-circuit/ Opinion (PDF) https://www.courthousenews.com/wp-content/uploads/2026/09/opinion-thomson-reuters-v-ross-intelligence-ai-third-circuit-affirm-partial-summary-judgment.pdf Previously on Pivot to AI: Thomson Reuters wins AI training copyright ruling — what this does and doesn't mean https://pivot-to-ai.com/2025/02/12/thomson-reuters-wins-ai-training-copyright-case-what-this-does-and-doesnt-mean/ Anthropic AI wins broad fair use for training! — but not on pirated books https://pivot-to-ai.com/2025/06/24/anthropic-wins-broad-fair-use-for-training-but-not-on-pirated-books/ video: https://www.youtube.com/watch?v=MwoScPzTWiA&list=UU9rJrMVgcXTfa8xuMnbhAEA Anthropic IPO filing: the disaster in numbers https://pivot-to-ai.com/2026/10/01/anthropic-ipo-filing-the-disaster-in-numbers/ video: https://www.youtube.com/watch?v=20VYK0-Q-3o&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA

'No more hand-written code' https://pivot-to-ai.com/2026/10/15/epic-games-goes-full-vibe-code-maximum-ai-acceleration/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Get a horse shirt: Black Percheron by Rose Gerard https://www.redbubble.com/shop/ap/22329712 Send in your story tips and non-slop sponsorship offers: [email protected] Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: We have a huge pivot underway here at Epic https://x.com/TimSweeneyEpic/status/2109705826688549304 Epic Games Delays Disney Project, Asks Developers to Use More AI https://www.bloomberg.com/news/articles/2026-10-12/epic-games-delays-disney-project-asks-developers-to-use-more-ai The new Epic Games Launcher is finally here in Preview https://store.epicgames.com/news/epic-games-launcher-preview Epic's new games launcher is 'vibe coded' https://www.theverge.com/games/1010751/epic-games-launcher-vibe-coded-ai-linux More examples of AI coding issues with EPIC GAMES STORE coming out https://www.reddit.com/r/videogames/comments/1x6gmph/more_examples_of_ai_coding_issues_with_epic_games/ Awesome Gaming on Linux Without Cheating https://onlineservices.epicgames.com/news/introducing-easy-anti-cheat-linux-v2 Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA