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OpenAI is here this week to show us the money, as in a $100 billion investment from Nvidia and operationalization of a $400 billion buildout for Stargate. They are not kidding around when it comes to scale. They’re going to need it, as they are announcing soon a slate of products that takes inference costs to the next level.

After a full review and two reaction posts, I’ve now completed my primary coverage of If Anyone Builds It, Everyone Dies. The book is now a NYT bestseller, #7 in combined print and e-books nonfiction and #8 in hardcover fiction. I will of course cover any important developments from here but won’t be analyzing reviews and reactions by default.

We also had a conference of economic papers on AI, which were interesting throughout about particular aspects of AI economics, even though they predictably did not take future AI [...]

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Outline:

(01:15) Language Models Offer Mundane Utility

(04:09) Language Models Don't Offer Mundane Utility

(07:35) Huh, Upgrades

(08:43) On Your Marks

(14:13) Choose Your Fighter

(16:52) Get My Agent On The Line

(17:27) Antisocial Media

(17:55) Copyright Confrontation

(18:57) Deepfaketown and Botpocalypse Soon

(19:49) Fun With Media Generation

(20:39) Unprompted Attention

(22:16) They Took Our Jobs

(30:42) A Young Lady's Illustrated Primer

(33:38) The Art of the Jailbreak

(35:05) Get Involved

(35:19) In Other AI News

(36:10) Glass Houses

(39:46) Show Me the Money

(41:30) Quiet Speculations

(50:24) Call For Action At The UN

(55:02) The Quest for Sane Regulations

(01:01:25) Chip City

(01:05:14) The Week in Audio

(01:05:23) Rhetorical Innovation

(01:10:12) Google Strengthens Its Safety Framework

(01:11:03) Aligning a Smarter Than Human Intelligence is Difficult

(01:23:02) People Are Worried About AI Killing Everyone

(01:25:32) Other People Are Not As Worried About AI Killing Everyone

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First published:

September 25th, 2025


Source:

https://www.lesswrong.com/posts/P5ZuoCwGCZyecBxeN/ai-135-openai-shows-us-the-money

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Narrated by TYPE III AUDIO.

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Images from the article:

Stock price graph showing NVIDIA Corp's 6-month performance, up 51.65%.
Stock price graph showing 5-day decline to 175.02 USD.
The image shows a social media quote discussing AI's future, with an accompanying photo of someone wearing a blue dress and making a gesturing motion. The quote warns about the potential emergence of artificial general intelligence and emphasizes the need to understand and prepare for AI's societal impacts.
Bloomberg graph showing Alibaba stock price and trading volume 2021-2025.
Performance comparison chart showing scores of 5 different AI language models.
A comparison of perceived vs actual AI safety tier rankings, showing various tech company logos ranked from S to F tiers.
Comparison table showing performance metrics for 6 different AI language models.
Meme showing castle with text about intelligent entities and scientific materialism
Daniel Eth tweets:
Line graph showing US construction spending across electric power, offices, data centers.
Performance comparison chart showing 7 AI language models with scoring metrics.</p><p>The graph displays relative performance scores of different models including GPT-5, Claude Opus, Claude Sonnet, Gemini Pro, and others, with scores ranging from approximately 3 to 23 points.
A user with an astronaut-themed profile picture tweets:
File folders with colored tabs in purple, orange, and green

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