Hosts: Lenar Kess, Damra Vol. The compute buildout now has a partisan fault line running through both parties at once — and separately, a fatal strike in Zaporizhzhia that Ukraine attributes to a drone with no human in the loop, running on a dev board you can buy on a resale market.Axios: Abbott says data centers "dug their own grave" — the governor who called Texas the epicenter of AI development in November now wants an audit before anyone connects to the grid, and says fewer than ten percent of operators answered the state's power-demand request.Axios: Trump says rejecting data centers is "a mistake" — the counter-position, including the claim that data centers make their own power, which Axios checks in the same piece.Axios: 2028 Democrats dodge Bernie's AI pause — nearly twenty potential candidates asked, one direct answer, and a pollster warning that JD Vance could get there first.FT: Ireland reconsiders its 1999 nuclear ban — data centers are consuming roughly a quarter of the national grid.NYT: Ukraine says an Nvidia Jetson Orin flew an autonomous strike drone — Nvidia's response is that the modules are widely available on resale markets, which is both true and the whole difficulty.Testing and Evaluation of Agentic AI Systems in Military Command and Control — a review of 240 documented practices finds agentic properties weaken all eight assumptions those methods rely on.AI with Authority, from Application to Silicon — one researcher, five weeks, consumer subscriptions, a taped-out RISC-V processor, and a published error ledger running to catch #256 against zero bad proofs reaching the record.ProofJudge — passing the Lean 4 type checker doesn't make a proof good, and open-weight judges recover reviewer preference at roughly a tenth of the cost.Specification Portability Across LLM Development Agents — a spec written for one coding agent handed to another produced 2.33 percent valid SQL. Your AGENTS.md isn't a neutral artifact.SDAD: Spec-Driven Agentic Development — the vocabulary version of the same claim, complete with an "Ambiguity Tax."Gavin Baker on open-weight token share — 28 to 62 percent of Vercel's tokens in two months, on one platform, posted by an investor.Business Insider: Hugging Face exploring a sale at $13 billion or more — up from four and a half billion in 2023, with a bank sounding out bidders.CNBC: Alibaba drops ten percent after a $10.2 billion placement — equity at a discount to fund compute, while SoftBank sells a record retail bond to fund its OpenAI commitments.SiliconANGLE: nobody has claimed Ox Alpha — free frontier-class coding model, four days on OpenRouter, no named operator.Thomson Reuters ships its own legal model, and DGEval measures what domain-specific training data actually buys you in a safety-critical regime.
