❌

Reading view

Meta investors will get free shares if Mark Zuckerberg hits 'extraordinary' targets

Mark Zuckerberg is the founder and CEO of Meta.
Mark Zuckerberg is the founder and CEO of Meta.

Bloomberg/Getty Images

  • Meta will give its investors free shares if Mark Zuckerberg hits certain "extraordinary" targets.
  • It will pay 1:1 share dividends each time Meta stock doubles and has compounded at over 10% a year.
  • Meta is rolling out Class C shares to address Zuckerberg's tax concerns and keep him in California.

Meta stockholders are set to receive free shares if Mark Zuckerberg absolutely crushes it as CEO.

The social-media giant revealed in a Wednesday filing that if its upcoming Class C shares double from a baseline price of $580.60 to just over $1,161, and their compound annualized return since September 10 has been at least 10%, shareholders will receive a dividend: a Class C share for every Meta share they own.

If Meta stock — specifically its 30-day volume-weighted average price — doubles again to around $2,322, and has risen by at least 10% on average per year, shareholders will receive the same dividend again, and so on.

Meta, which owns Facebook, WhatsApp, Instagram, and the AI agent Muse, acknowledged how difficult it will be to unlock those dividends, describing the stock price targets as "extraordinary" in its filing.

Its stock has already surged more than sevenfold from its November 2022 low, giving Meta a nearly $1.8 trillion market capitalization that ranks it among the 10 most valuable companies in the world.

The additional dividends would be paid on top of the initial dividend declared by Meta's board on Wednesday, which will see Class A and Class B shareholders receive Class C shares on a 1:1 basis, likely in late January.

Meta is rejigging its share structure in response to Zuckerberg's concerns about California's so-called billionaire tax: a one-off, 5% wealth tax on the roughly 250 billionaires living in the state.

Zuckerberg, who ranked fifth on the Bloomberg Billionaires Index with a $247 billion net worth at Wednesday's close, will be able to sell the Class C shares to access the liquidity needed to pay the tax, avoiding a sale of his existing shares that would erode his voting power.

Meta's board took action after Zuckerberg said he was considering moving out of California because of the potential tax, and cautioned that the steps involved in relocating, such as listing his home for sale, could spark questions from employees about the company's management, the filing says.

Read the original article on Business Insider

  •  

Apocalypse Now and Then

Leave it to Arundhati Roy to deliver a scorching, dizzying essay on the perils of artificial intelligence that references Greek mythology, Francis Ford Coppola, the Bible, India’s industrial history, and Tie Me Up! Tie Me Down! Plus, Emily Dickinson features in the lede:

The auguries are raining down hard. Think or Sink. Comply or Die. Look Up or be Left Out. And so, with these not-so-gentle threats, it has come to pass that the Age of AI—Actual Idiocy, Actual Super Idiocy, Recursive Snowballing-Idiocy—is upon us. Heck, I’ve already used two dashes in this opening paragraph. That, as they say, is a tell. So, perhaps I haven’t written this essay at all. You’d have to use an AI app to check if it’s actually AI, and whether I’m really, or not really, or only partially me. You can no longer use your instincts. You have to use the App. Now that AI owns the em dash, what will future generations make of Emily Dickinson and her love of them? Has she been fed to the machine, too? Will they love her less? Are we being gradually locked out of language? Does it matter anymore?

  •  

Elon Musk says training Tesla's Optimus robot is like raising a toddler

Elon Musk holds one of his children on his shoulders.
Elon Musk compared training Optimus to raising a toddler.

Riccardo De Luca/Anadolu via Getty Images

  • Elon Musk said a shortage of training data meant teaching Tesla's Optimus robot is like raising a toddler.
  • Tesla has built an "Optimus Academy" where robots can learn through "self-play," Musk told investors.
  • The EV giant said on Wednesday that it had begun production of Optimus.

Tesla is sending its Optimus humanoid robot back to school.

Speaking on the company's earnings call on Wednesday, CEO Elon Musk compared training the EV maker's humanoid robot to raising a toddler.

Musk said that while Tesla's autonomous driving models can learn from data collected by its massive fleet of vehicles, its Optimus robot has to learn by watching people do tasks and practicing them itself, a process similar to how humans learn.

"You can see this when you have a toddler, and they initially are sort of wobbly, and they don't know how to do things, and eventually, they learn to wipe their own ass, which is a big milestone," Musk told investors.

"They learn to read and do all sorts of things, and they learn this by playing. And we actually need Optimus to play at scale in order to have it be really good at tasks in the real world," Musk said.

Optimus
Musk said Tesla expects to begin delivering Optimus to consumers by the end of 2027.

Bloomberg/Getty Images

The Tesla CEO added that the company was building out an "Optimus Academy" where prototypes can practice a wide range of tasks and generate training data to teach future versions of Optimus.

"For Optimus to get the training data we need, we actually need to make a lot of Optimi. So we need to make, I think, on the order of 10,000 or 20,000 bots and then have them do self-play," said Musk.

Tesla said on Wednesday that it had begun production of Optimus at its Fremont factory, with Musk saying the company expects to begin delivering Optimus to customers by the end of next year.

The near-trillionaire cautioned that production would be "somewhat bumpy" and that development of the humanoid robot still has some way to go.

He listed the challenges of designing durable yet responsive robotic hands, as well as AI capable of handling open-ended tasks, among the main hurdles Tesla faces.

Tesla is not alone in setting up robot academies to provide training data for humanoid robots.

Unlike large language models like ChatGPT, which were trained on the vast corpus of text data available on the internet, robotics faces a shortage of real-world training data to teach humanoids to navigate the physical world.

Other startups, such as Texas-based Apptronik, have also set up "data factories" where robots load conveyor belts and sort objects to generate training data to combat the data shortage.

Read the original article on Business Insider

  •  

Nebius becomes Humain’s first customer for AI giga campus at Neom

RIYADH: Saudi Arabia's flagship artificial intelligence firm Humain has landed its first customer for its planned giga campus in Neom’s Oxagon. Netherlands-based artificial intelligence cloud company Nebius has signed a preliminary agreement with the Public Investment Fund owned firm to offtake up to 50 megawatts at the date center — half of the initial 100 MW currently under construction as part of the first phase’s planned 360 MW total. The agreement was also signed by DataVolt, a developer, o

  •  

I'm the 25-year-old CEO of Lean In. I love my 2-minute cleaning hack, talking to myself on walks, and beach weekends — here's my routine.

Person walking through an office hallway beside an illuminated “LEAN IN” sign and an EXIT sign.
Bridget Griswold, the CEO of Lean In.

Gabriela Hasbun for BI

This as-told-to essay is based on a conversation with Bridget Griswold, the 25-year-old CEO of Lean In, who lives in San Francisco. It's been edited for length and clarity.

I fell in love with technology at Brown University, where I studied computer science and business. I worked with two female professors to build a robot. I interned at a semiconductor manufacturing company and also loved design and art.

Product management felt like a really wonderful combination of all those interests, and that was my role at Meta a year after graduating from college. My team and I redesigned the Instagram search grid, so now when you search for large Instagram accounts, you're routed to the search results page rather than directly to those accounts. I'm very proud of that.

While at Meta, an incredible female mentor connected me to Sheryl Sandberg. Meeting her felt so surreal and is what led me to start my role as CEO at Lean In in March. It feels like a once-in-a-lifetime opportunity to do mission-driven work.

Three people gather around an Apple laptop at a small table in a casual indoor workspace.
Griswold started working at Meta two years after Sheryl Sandberg stepped down as COO.

Gabriela Hasbun for BI

I was a swimmer as a kid, and as my swim coach used to say: "You get out of swimming what you put into it." I think that applies to many things in life: The more you put in, the more you get out.

Here's a day in my life.

I wake up to my needy, angelic cat around 7:30 a.m.

The second I wake up, I pet my crying and whining cat. She's an angel but very needy.

I'm not a breakfast person, but I need coffee immediately. I have many cups of coffee throughout the day. One of the first things I do is make some at home.

I always tidy up my apartment while brushing my teeth

The most productive two minutes of my day are when I brush my teeth. I clean and tidy my apartment at the same time.

I'm probably not super focused on brushing my teeth, which is maybe a problem, but I'm also making my bed, emptying the dishwasher, feeding my cat, or starting the coffee maker.

I always move really quickly; I don't like to sit still. Brushing my teeth and standing still would make me antsy, so I like to get something else done at the same time.

I'm still adjusting to West Coast hours

I moved from New York City to San Francisco in August.

In New York, I went to Solidcore classes before work every day. Working on the West Coast, the workday starts earlier than on the East Coast, so I'm still learning whether I like to work out in the morning or after work.

When I take the bus to the office three days a week, I often use that time to catch up on personal housekeeping tasks like scheduling appointments or texting back my friends who live on the East Coast.

I come to the office around 8 a.m. or 8:30 a.m.

A majority of my in-person time is spent in meetings. As CEO, I enjoy being involved in all aspects of the team.

I'll meet with our content and research team — we spend a lot of time digging into data, such as some really exciting new research on trad wives in the manosphere. I also often meet with our product and tech team, as well as many of our partners, to help grow our programs.

We have lunch in the office — my favorite is a salad-plus-smoothie combo — and it's a really wonderful time to connect with the team.

A group meets around a conference table with laptops, mugs, and green desk lamps in an office.
Most of Griswold's workday consists of meetings.

Gabriela Hasbun for BI

I also love connecting with our Lean In community. One thing we're focused on is closing early gender gaps in AI usage. Our flagship program, Circles, consists of groups of 8 to 12 women who meet regularly to support each other in their careers — we have over 170,000 members. It's a perfect forum to hold each other accountable for upskilling in AI.

Every week, I send AI tips to our network leaders. A recent one encouraged the use of AI notetakers, as women are more likely to take notes during meetings and miss out on participating.

Lean In is in over 180 countries, and it's really heartwarming to see that our commitment to our mission has a positive impact on women's careers. Getting to speak with them is really energizing and rewarding.

I rehearse for meetings by talking to myself on walks

Another habit of mine I've been told is weird is how I prepare for big meetings.

If I have a presentation or interview coming up, I'll set up a Zoom and practice speaking to myself. Talking for a long time is sort of an unnatural act, and the first time you do it is probably not going to be your best.

Sometimes, I'll even go on a walk and wear headphones, pretending like I'm in a meeting or on a phone call, but I'm actually talking to myself and practicing.

When there's a bug, I usually fix the code myself

Because of my background in computer science, I spend a lot of my time finding bugs or things I believe we should change on our platform. I'll code and fix those on my own. Thankfully, with AI, it's so much faster to code now than it was a few years ago.

Our team is busy, and my goal is to enable everyone to have as much impact and move as quickly as possible. If I can help unblock the tech team or resolve an issue rather than add it to their plate, I'm always more than happy to do so.

I leave work around 6 p.m.

I continue to work until I go to bed pretty much every night.

It's nice to have that time at home, when I'm not running around between meetings, to focus, give feedback on documents the team has sent, write, respond to emails, and brainstorm my own ideas.

I take breaks to tidy up my apartment and make dinner. Living in New York got me out of the habit of cooking, so I'm taking the initiative to cook more meals, like rice bowls. I would say about half the time I order takeout, like pho, and the other half I cook, which is progress for me.

Smiling person in a blue sweater sits in an armchair using an Apple laptop beside a mug and plant.
Griswold continues working when she gets home, catching up on more deep work when she doesn't have meetings.

Gabriela Hasbun for BI

If my work doesn't require intense focus, I'll do it from the couch and put a happy TV show on, which right now is "Schitt's Creek." I think it's a nice balance between relaxation and getting things done.

I usually get in bed around 10:30 p.m.

I've been trying to make a habit of reading every night instead of going on my phone, which has been a really positive change. I like anything I read to be a distraction. I'm currently reading "Big Little Lies" and enjoying it.

It's nice to spend 30 minutes reading something like fantasy that's completely different from what I think about at work. That way, I'm not spinning on all the things I need to do or coming up with new ideas that can't get done in my sleep anyway.

Weekends are for the beach and farmers market

My boyfriend works in Los Angeles and flies up to San Francisco every weekend. We've made a tradition of going to the Fort Mason Farmers Market on Sundays for fresh produce to cook an at-home meal that night.

I also enjoy seeing friends over the weekend. My preference is to go on a long walk or go to the beach. I also enjoy fitting in some work — emails, deep-focus work, or reading — throughout the weekend.

Read the original article on Business Insider

  •  

Top Anthropic engineer says Claude now writes 'literally all' her team's code

Katelyn Lesse, head of platform engineering at Anthropic, speaks at a conference.
Katelyn Lesse, head of platform engineering at Anthropic.

Chris Ratcliffe/Bloomberg via Getty Images

  • Anthropic platform engineering head Katelyn Lesse said that Claude now writes all her team's code.
  • Lesse shared ways that Claude Code has helped the company become more efficient.
  • Anthropic nears an initial public offering at a potential $2 trillion valuation.

A top Anthropic engineer says that Claude Code has already wiped out all human coding at one of the AI lab's central teams.

Katelyn Lesse leads the AI startup's platform engineering group, which handles the company's core services, developer tools, and product infrastructure — it's essentially the engine room of Anthropic. Lesse said at Grafana Labs' ObservabilityCON event on Tuesday that among her staff, which tallied 200 as of this summer, the era of human-written code is fully over.

"When it comes to our team and how we're actually building and maintaining our systems, all of our code is written by Claude," Lesse said. "Like, literally all of it."

Anthropic's heavy reliance on Claude Code has helped it remain relatively small, as it approaches an initial public offering that could value it at nearly $2 trillion. The company's revenue growth slowed in the third quarter of this year. Maintaining its lofty valuation may depend on selling more companies on the AI-first approach espoused by Lesse and other Anthropic leaders.

Lesse said that people on her teams are still designing systems and verifications, and then offloading the actual coding to Claude. She said that when the company changed the programming language of a major codebase from Python to Rust, workers developed a way to verify the final product.

"But the grunt work of building the pieces and actually monitoring the pieces and actually making sure that we felt good about it, that was agents all the way down," Lesse said.

Lesse said Anthropic already lets agents fix tests autonomously, with no human interaction, and it's thinking about how staff can get comfortable with agents autonomously making changes to the actual codebase, given the improvements in AI models over the last year.

"As engineering leaders, we're like terrified, and we're like, let's be really careful about this, but I think the line is starting to push," Lesse said.

Anthropic has also embraced Claude Code companywide. It released a report last week saying that as AI agents have worked more inside the company, it has hired for a smaller share of junior technical positions. And in May, Anthropic said that Claude then wrote more than 80% of the entire company's production code.

Have a tip? Contact this reporter via email at scouncil@businessinsider.com, or over text, Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a non-work WiFi network, and a non-work device; here's our guide to sharing information securely.

Read the original article on Business Insider

  •  

A San Francisco gym went viral for a sign about vibe coding. The gym says it's an AI-generated fake.

A sign about vibe coding that Fitness SF says is fake.
Fitness SF said that this gym etiquette sign is an "AI-generated fake."

@iansbrash

  • A sign instructing San Francisco gym-goers not to vibe code between sets went viral.
  • The sign was an "AI-generated fake," according to the gym.
  • Amid tech's vibe-coding obsession and fitness boom, it's no surprise the image has gotten heat.

Don't hog the leg press while prompting Claude.

A screen with the logo of Fitness SF, a Bay Area chain of gyms, went viral among techies on X and Instagram on Monday. The image instructed gym-goers to refrain from writing code or prompting AI during their workouts. "Be present. Lift harder. Ship later," the image reads.

Troy Macfarland, Fitness SF's director of marketing, said, however, that the image was an "AI-generated fake." The gym does have etiquette signs that mention phone usage and being courteous, he wrote, but none mention vibe coding.

"This person altered our actual images displayed on the screen," Macfarland wrote. "I will give an 'A' for creativity to him."

It's not clear whether the image was generated with AI, Photoshop, or some other tool. Ian Brash, whose post with the image got almost 7,000 likes, did not respond to a request for comment.

Being non-technical in San Francisco must feel like divine retribution

At least Fitness SF knows their customer base pic.twitter.com/skeGGvluBJ

— ian brash (@iansbrash) October 19, 2026

In San Francisco's AI mania, it's no surprise a sign like that blew up on X. Techies weighed in, cracking their own jokes about how tied they were to their coding agents.

One X user told Fitness SF to give their copywriter a raise. A Cognition engineer said that vibe coding between sets was encouraged at his company's gym.

"Vibe coding at the gym?" one X user wrote. "You're worried about the wrong weights."

One reaction image often appears in the comment sections of posts like this one. It shows a muscled man, holding a giant nuclear bomb in his hands, jumping into the city of San Francisco. One VC posted it with the message: "Even I have limits."

Claude Code and cardio

The sign tapped into two of the buzziest subcultures in tech.

First, there's AI coding. Ever since the launch of Claude Code and OpenAI's Codex, engineers have been tied to their phones (or walking around with half-open laptops) to continue building. Some techies told Business Insider that their love of vibe coding created distance between them and their girlfriends.

Then there's the gym. Tech bros are getting fit, pumping themselves full of peptides and getting shredded at early-morning Equinox sessions. A developer at the gym used to be an anomaly; now, it's the norm.

Some techies seemed skeptical from the start. One X user quoted the post, writing that there was "no way this is real."

Another user responded that they didn't know about that specific sign, but they did know about the underlying issue. "This is a real problem at the Equinox in San Francisco," they wrote.

Read the original article on Business Insider

  •  

The legal AI boom just lured a researcher out of Meta's Superintelligence Lab

Meta headquarters sign at 1 Hacker Way appears behind a blurred "One Way" street sign.

Josh Edelson/Bloomberg via Getty Images

  • One of Meta's AI researchers left the company this month to start a legal tech company.
  • Ethem Coban worked on teaching Meta's language models to reason through legal questions.
  • Since then, he's had talks to raise $6 million in funding for a startup, according to a person familiar.

The legal industry's artificial intelligence gold rush is luring talent from Silicon Valley's biggest labs.

Ethem Coban, a researcher at Meta, left the company earlier this month to launch a legal tech startup, according to a person familiar with the matter. Coban, who worked on teaching Meta's language models to reason through legal questions, has been in talks to raise $6 million at a $25 million valuation.

Talks are still early, and the terms of the deal could change.

The startup is the latest entrant in an increasingly crowded legal tech market. Long seen as laggards, lawyers have spent the past two years experimenting with tools built on large language models. Early movers like Harvey and Legora saw a crush of demand, setting off a wave of investment in startups promising to transform how lawyers work.

Now, that opportunity is attracting researchers from the companies building the underlying models.

Coban spent almost two years at Meta, most recently at its Superintelligence Labs, where he helped train models to give better answers to legal questions and reduce hallucinations, the person said. He previously studied law at American University and Goethe University in Frankfurt.

A spokesperson for Meta didn't respond to a request for comment.

Coban has told investors that his new company aims to help law firms and corporate legal teams build and customize models around their expertise. The bet is that companies will increasingly want to own their AI rather than license it from outside companies, because it gives them more control over their data.

Law firms also see a chance to turn mountains of case files into a competitive advantage that other firms can't simply buy off the shelf. Kirkland & Ellis, the industry's revenue leader, has committed $500 million to building proprietary software. Latham & Watkins has been buying its own Nvidia servers to customize models in-house.

For Coban, the challenge won't be convincing law firms that they need artificial intelligence. It will be persuading them that someone who knows how the models work from the inside is best suited to build them.

Read the original article on Business Insider
  •  

Most AI data centers may never be built. Blame the 'bragawatts.'

Kevin O'Leary speaks during the Romain College of Business Innovative Speaker Series at the University of Southern Indiana Wednesday, Sept. 23, 2026.
Kevin O'Leary speaks at the University of Southern Indiana.

MaCabe Brown / Courier & Press / USA TODAY NETWORK via Imagn Images/Reuters

  • Newcomers like Kevin O'Leary face skepticism due to a lack of experience in data center development.
  • Bernstein analysts dubbed O'Leary and others "bragawatts."
  • Most announced projects will never happen. "Press releases are cheap…concrete is not."

The AI industry has a problem with bragging.

Companies are announcing enormous new data centers to power the AI boom. Some promise facilities bigger than anything the industry has built before.

There's just one problem: Most of these projects may never happen.

Bernstein Research analyzed thousands of planned US data centers and concluded that only about 35% of the announced capacity is likely to get built. That's roughly 170 gigawatts of data center capacity out of a total of almost 500 gigawatts.

The rest? A significant chunk of it belongs to a category the industry has a wonderfully dismissive name for: "Bragawatts." These are ambitious announcements, often from newcomers with little experience building data centers, that have a slim chance of becoming reality.

"Press releases are cheap…concrete is not," Bernstein analysts wrote in a research note.

Among 8,268 tracked US facilities: Announcement 4,377; Active 2,126; Construction 861; Not Approved/Withdrawn 744; Delayed 89; Land Bank 61; Cancelled 10.

Bernstein began its analysis with more than 7,000 data center projects across North America, drawing on information from Aterio, a company that tracks construction through satellite imagery, permits, and other records. The analysts narrowed that to more than 5,000 projects (partly by excluding those already canceled).

Then they assessed the chances of these remaining projects being completed. The analysts considered factors such as whether construction had started, whether electricity was available, and whether the companies involved had successfully built data centers before.

The results revealed a striking divide.

The 'bragawatt brigade'

Kevin O'Leary
Kevin O'Leary.

Daniel Delgado Jr./Disney via Getty Images

Experienced operators including Amazon, Google, Microsoft, and Meta landed at the top. Bernstein gave these companies perfect scores of 5 out of 5 for their development credentials. Other data center specialists, such as Digital Realty, Equinix, and CoreSite, got top marks, too.

O'Leary Digital, associated with celebrity investor Kevin O'Leary, ended up at the bottom, with a credibility score of 0.35 out of 5, according to Bernstein. His company has announced 15 gigawatts of data center projects, and Bernstein estimates that only 489 megawatts, or about 3%, will actually materialize.

"Sorry, Kevin," the analysts wrote.

Although the term "bragawatts" has been doing the rounds in the data center industry lately, it's unclear who coined it, Bernstein analyst Madison Rezaei told me.

"I wish I could take credit for that," she said. "I believe I originally heard it from an Equinix executive, but I don't think he owned it either."

She said that while some ambitious newcomers could succeed, they haven't yet demonstrated they can deliver.

"It's not that all of these guys are sort of terrible and not going to deliver, but we just have lower confidence because we don't know them," Rezaei said.

O'Leary Digital responds

O'Leary Digital disputed Bernstein's assessment, saying the research doesn't account for substantial work that occurs before construction begins.

While acknowledging that O'Leary Digital is a young company, CEO Paul Palandjian said the team has decades of experience building major infrastructure projects and that its proposed 15 gigawatts of capacity would be built in stages over several years.

The company said it has secured binding agreements covering about 11,000 acres in Utah and 13,000 acres in Alberta, obtained a 30-year development agreement in Utah, and made progress on planning, engineering, and permits at both sites. It also said the projects would generate their own electricity.

The company said its early development work is funded, additional capital is committed to reaching key milestones, and experienced engineering and construction partners are involved.

"We would rather be judged on milestones than on a model," Palandjian said.

'An announcement in search of a project'

Opponents of the proposed La Osa data center attend a Pinal County Board of Supervisors meeting in Florence, Arizona, on Aug. 26, 2026.
Opponents of the proposed La Osa data center attend a Pinal County Board of Supervisors meeting in Florence, Arizona, on August 26.

USA TODAY Network via Reuters Connect

Other low scorers in the "bragawatt" brigade included Vermaland and Joule Capital Partners, according to Bernstein analysis based on Aterio data.

Joule has announced 50 data center projects with a combined capacity of 11.7 gigawatts. Bernstein estimates that only about 11% of that capacity will actually get built. Almost all of Joule's planned capacity remains at the announcement stage, with little evidence of construction progress or of major customers committing to use the facilities, Bernstein wrote in a July note to investors.

The analysts gave Joule a credibility score of 2.05 out of 5, placing it among the lowest-ranked developers in its database.

"An announcement in search of a project," the analysts wrote.

Vermaland has announced plans for a massive data center project in Arizona. Bernstein estimates that only 4% of its proposed 2.2 gigawatts of capacity will get built. The company is primarily a landowner, not a data center developer. Its proposed $33 billion La Osa project near Eloy had already been sharply scaled back amid local opposition and without construction approval. In late August, regulators formally rejected the project. Even before that, the analysts gave Vermaland a credibility score of 0.75 out of 5.

Joule and Vermaland didn't respond to emails seeking comment this week.

A yawning gap for data centers

Sergio Toro, CEO of Aterio, sees similar patterns in his firm's voluminous, detailed data.

Aterio's tracking shows that roughly 30 to 40 gigawatts of new data center capacity get announced each month. Yet only about 7 gigawatts begin construction each month, while 2 to 3 gigawatts actually start operating.

This leaves a yawning gap.

Many announced projects get withdrawn before construction begins — and before real money has been spent.

"They just make the announcement, but they didn't get their approvals. Or they make multiple filings in multiple locations to see which one gets selected," Toro told me. "That's why we track with satellite if there's real movement on the ground or not."

Indeed, Bernstein analysts wrote recently that the amount of "stranded" data center capacity has surged. These are projects that are either canceled, delayed, or not approved.

Column chart showing total stranded data center capacity rising from 14.2 gigawatts in August 2025 to 49.6 gigawatts in August 2026. Stranded capacity means projects canceled, delayed or not approved. Monthly totals are 14.2, 18.1, 20.0, 20.9, 21.2, 24.7, 25.5, 28.9, 32.4, 34.3, 38.2, 43.1, and 49.6 gigawatts.

The AI boom's three tiers

Toro sees three broad groups competing to build AI infrastructure.

At the top are the established technology giants, including Amazon, Microsoft, and Google. They've built data centers for decades and generally deliver on their commitments. Most of their projects will get done, he said.

In the middle are "neoclouds," newer companies such as CoreWeave that rent out computing power specifically for AI. Although they're more vulnerable to financing problems and delays, many are making solid progress, especially because some of these players already have access to electricity.

"We see them advancing quite well," Toro said. "Sometimes we see some delays, but it's not something significant or any kind of big capacity that is at risk."

Then come the newcomers making extraordinary promises. That's where most delays and cancellations happen, Toro said.

Even Amazon needs a backup plan

NEW CARLISLE, INDIANA - OCTOBER 2: In this handout provided by Amazon, a technician works at an Amazon Web Services AI data center in New Carlisle, Indiana on October 2, 2025.
A technician works at an Amazon Web Services AI data center in New Carlisle, Indiana.

Noah Berger/Getty Images via Amazon Web Services

Not every project that disappears was a fantasy, though. Even a top player like Amazon struggles sometimes to secure electricity and other supplies on time for these huge projects.

Business Insider's Eugene Kim reported exclusively this week on the challenges Amazon faces with its record AI buildout.

The biggest, most experienced tech companies deliberately pursue more potential data center capacity than they need because they know some developments will fail or get delayed.

Major AI companies were committing to three or four times the space and electricity they needed over the following two years, Jeffrey Moerdler, a data center lawyer, estimated during an interview with Bernstein analysts.

His reasoning: Of data center projects that haven't started construction, roughly a third will arrive on schedule, another third will be delayed, and the remainder won't happen.

Rezaei and Toro estimate that the top players don't over-commit that much — more like double the capacity they need at most.

The strategy provides a "Plan B," as Toro put it, in case of delays involving electricity, equipment, permits, local opposition, or other factors.

Texas has a ghost problem

AUSTIN, TEXAS - JULY 03: In an aerial view, the Decker Creek Power Station is shown on July 03, 2024 in Austin, Texas. The state of Texas is developing plans to double its Texas Energy Fund of $5 billion. The move seeks to bolster an expansion of the power grid, as new predictions of surges in electricity usage loom.
The Decker Creek Power Station in Austin.

Brandon Bell/Getty Images

This helps explain another extraordinary number.

Data center companies have requested connections for roughly 450 gigawatts of electricity demand on Texas' main power grid, more than five times the grid's roughly 85 gigawatts of existing capacity, according to Toro and others. 

Many of those requests are placeholders rather than firm construction plans. Toro calls them "ghost projects."

These speculative projects clog the waiting lists for electricity connections, making the electricity shortage look a lot worse than it actually is.

"Developers routinely spam projects across several sites, and many are speculative builds with no customer yet," Ryan McEntush, a partner at venture capital firm Andreessen Horowitz, wrote in a recent blog. "Often these new developers have never even plugged in a GPU, let alone a power plant."

Texas has paused applications to review and weed out projects that aren't serious. Toro, from Aterio, expects this to favor the established players at the expense of the bragawatts.

The real AI boom

None of this means the AI infrastructure boom is imaginary.

Aterio tracks thousands of buildings, including major projects already under construction. Bernstein estimates that nearly 80% of the capacity the largest technology companies are directly developing is credible.

And when speculative projects disappear, Rezaei doesn't expect a wave of unpaid debt. Many will fail before building begins, the stage when developers borrow serious money through project financing.

Some of those missing data centers were never really coming in the first place.

Sign up for the AI Insider newsletter here. Reach out to me via email at abarr@businessinsider.com

Read the original article on Business Insider

  •  

I put Muse, Dot, and Instinct to the test. There was a clear winner, but not because it worked best.

Muse, Instinct, Dot logos
I put Muse (left), Instinct (middle), and Dot (right) to the test.

Meta / Instinct / Getty

  • I tested out the leading AI agents for a while, and gave them each the same tasks.
  • OpenAI's Dot saved me from failing to file my taxes, but was the worst at ordering lunch.
  • Ultimately, dealing with multiple AI agents at once is a hassle!

I've been playing around with various AI agents — Muse, Instinct, and OpenAI's Dot, and I've found them genuinely really useful for certain things.

But which one is best?

I put them to some, uh, semi-rigorous testing. Ok, not totally rigorous or controlled, but I gave them all the same 3 tasks — triage my email, order me lunch, and build me a personal website — and it was interesting to see which worked best. It was also interesting to see how differently they functioned at these tasks.

If you haven't started using an AI agent yet but are curious, well, I'm not sure that this is going to answer all your questions, but maybe is a place to get started.

A big spoiler here for my ultimate recommendation: right now, Meta's Muse is the only free one of the bunch, so in my mind, that wins for most normal people who just want to try an agent out. OpenAI's Dot is only for the $100/month plan (ouch!) and Instinct is currently invite-only.

To me, that's a no brainer. Do the free one (unless you're already paying for the ChatGPT plan, in which case you're probably already a pretty pro user and probably don't need my advice).

Challenge #1: Manage my email

A display of the home of the Dursleys during a media preview of Warner Bros. Studio Tour Tokyo - The Making of Harry Potter on June 14, 2023 in Tokyo, Japan.
Sometimes managing emails can feel like the mail scene in Harry Potter. Could the AI agents help?

Jun Sato/WireImage

I get a lot of email. Most of it I don't need to bother opening. Help me figure out which are the important ones.

Muse: Muse has been a dutiful soldier here, and this was pretty much the first task I gave it when I started using it a few weeks ago. So far, "triage my email" has been the one truly useful thing an agent has done for me.

Instinct: Overall, I don't like the fact that Instinct works mainly through your text messages vs. a dedicated app. While that's very convenient in certain ways, I don't like the idea of seeing email (bad, no fun) in my texts (good, fun) — mixing the two feels wrong.

However, I have to hand it to Instinct — it found a Paperless Post invite for a party that I would otherwise have completely missed in my personal email. It was the only agent to pull that one out for me.

Dot: Dot did something truly useful that required a lot of context, and it did all on its own. It noticed an older email exchange from last month with my tax accountant (I had filed for an extension, due in October). Dot noticed my accountant never confirmed he actually filed my taxes — yikes! This actually really saved me! (Don't worry, the taxes had indeed been filed.)

Finding an older — but important — email exchange that I hadn't closed the loop on is exactly what I want from an AI agent/assistant. I feel like 90% of things I'd rather do myself, but my human brain gets easily distracted and forgetful, and there are plenty of things I forget to deal with or get distracted.

Winner: Dot. Also me, for not going to jail for tax evasion.

Challenge #2: Order me lunch.

I asked each agent to order me a salad at a specific local restaurant. Because I didn't want to annoy real humans, I did the orders for pickup, to avoid any confusion or multiple separate deliveries.

This turned out to be a real fiasco, and I learned my lesson: it would have been infinitely easier for me to just do it myself.

Muse: Initially, Muse was very helpful. I accidentally gave it the wrong restaurant name, but Muse helped me find the right place and pulled up the correct menu options for me to see.

I had already connected my credit cards with Stripe, so I figured this would be easy. It offered up my debit card or another Mastercard, which I assumed was my regular credit card (I had just gotten a new card in the mail and didn't recognize the last four digits).

When I finally went to check my wallet, I discovered it was a mistake — it was actually the card connected to my health insurance-related HSA account, which is only approved for medical expenses.

conversation with Muse
Oops, Muse was using my HSA card, which can only be used for medical expenses.

Business Insider

By the time I straightened this mess out, I had already moved on to placing orders with Instinct and Dot. When I went to pick up my orders at the restaurant, there were only two bags with my name on them. Sure enough, I had gotten so distracted with the other orders that I never confirmed with Muse about placing the order, and it never sent through. (Can you see now what I was saying before about how I get distracted and don't finish tasks?)

Instinct: The most annoying part about Instinct, again, in my opinion is that it's over text messages. That means there were some quirks when I tried to text on my laptop — sometimes it failed to send as SMS. But after a few fails, Instinct was able to place the order relatively quickly. Well, sort of.

All told, this took 9 separate text messages on my end — not including Instinct's responses. It is hard for me to imagine that this was at all easier than just going onto the restaurant's website or UberEats and doing it myself.

Although the process was fairly painless, there was one thing I didn't like: it put the other through with no tip (!!!) and didn't ask me if I wanted to add one.

Dot: Somehow, this was the most difficult to get to work. It kept getting tripped up by the 6-digit code sext by text needed to login, but it kept failing (I had to get the code texted 3 separate times), and the browser it created for me to enter wouldn't let me type into it. A mess, basically, but finally it worked.

Winner: None. I feel very confident in saying that it would have been infinitely easier to just place the order myself through regular means. It's possible that it would be easier to order in the future, since I've already done the work of setting it up once. But I've learned my lesson.

Challenge #3: Build me a website

I have an old personal/professional website, but it's due for a refresh. I have terrible aesthetic sense and don't want to spend much time designing a site. Seems like a good job for AI to do for me!

katie notopoulos mockup for personal website
The personal website Muse made for me feels horrifically cringe.

Muse / Business Insider

Muse: I appreciated that, unlike Dot and Instinct, Muse didn't use the photo of my face from my byline photo (it seems very weird to have a giant photo of your own face on a professional website).

But all three basically did the same thing: pulled the info from my author bio on Business Insider, selected some recent articles as clips, pretty basic stuff.

website mockup
Instinct's website it made for me. Pretty basic (and weird photo!)

Instinct / Business Insider

Instinct: The design here was the most boring, and in a way I wouldn't even know how to make it look better (terrible aesthetic sense!). Weirdly, the selected article it pulled for me were random ones from over a year ago.

Dot: The look and design were probably the best here, and it pulled a decent mix of articles I'd want to showcase. But GOOD GRIEF the tagline here is so corny that I'm sort of embarrassed to even show you, even though I didn't write it myself:

Katie
Notopoulos
Technology, business,
and life on the internet.
"Technology, business, and life on the internet." CRINGE!!!!

Business Insider / Dot

Winner: Based on the mockups it made with design alone, I'd go with Dot. I think I could work with this. But all three of these made such cringey, cheesy copy about me that it honestly made me feel genuinely depressed. Is this who I am? Yuck!

Obviously, I'd have to rewrite all the copy myself, and pick the articles for clips — and at this point, is this even saving me any time beyond being a very generic template? Ah well.

Conclusion: The biggest challenge with all of them was figuring out what kind of task an agent is well-suited for.

Most of all, I found that trying to manage three different agents at the same time was a huge hassle. I want AI agents to be like a wife — making my life easier by anticipating my needs, not a husband who simply does chores when told. But this has backfired on me: now I have three wives, and they're all nagging me and I'm forgetting which is which. Ultimately, I don't recommend AI polygamy. May my experiment with it help you choose your bride.

Read the original article on Business Insider

  •  

Barclays is cutting 5,000 jobs — including developers — in an AI push

Barclays
Barclays is cutting around 5% of its workforce.

KHemaz/GVN via Getty Images

  • Barclays said it's cutting 5,000 jobs, or 5% of its workforce, in an AI push.
  • Most of the cuts will impact support functions, including developers.
  • Wall Street at large is grappling with how AI will transform both back- and front-office roles.

Barclays said it's cutting 5,000 jobs, or around 5% of its full-time workforce, as it increases its reliance on AI.

The British bank said in its third-quarter earnings statement that it is "structurally reducing" its costs through "technology-enabled" head count reductions.

Barclays laid out the numbers in its accompanying earnings presentation, linking the cuts specifically to "organisational simplification and technology change efficiency driven by AI."

Around 60% of the cuts will impact support functions, including developers, according to the presentation. Coding has become one of the main business use cases for AI across industries, causing some companies to cut back on developers.

Anna Cross, Barclays' group finance director, said the layoffs come as "AI makes our people more productive."

"Nowhere in the bank is this more relevant than in Barclays UK, where we have taken more structural cost actions than planned in '26," she said on the earnings call.

Wall Street is grappling with how AI will impact head count for both back- and front-office roles, as much of junior bankers' technical, repetitive workload can be automated. Some executives have said they're looking for young people with sharp judgment and communication skills rather than just analytical brainpower, as AI places an even greater premium on client interactions.

Goldman Sachs said in a memo last year that it plans to "restrain head count growth," and JPMorgan CEO Jamie Dimon has said he will likely hire fewer bankers and more "AI people."

Barclays joins a growing list of companies that have announced AI-related layoffs this year, including Snap and Coinbase. Business Insider analyzed 15 layoff memos earlier this year and found that "AI" was the most commonly used term.

AI hasn't always led to companies cutting back. Some companies have increased hiring, while others have cut some roles and hired more for others.

Read the original article on Business Insider

  •  

The AI safety bottleneck: Save the world or get the bag

A tech employee choosing between the world and money

Getty Images; Tyler Le/BI

When Rishub Jain worked on safety at Google DeepMind, he held one of the most coveted jobs in tech. He was among a small group of researchers working to mitigate the most consequential risks of AI.

But he left to cofound a nonprofit, Sampura Research. Jain traded the prestige and access that come with a Google job because he feels he can have a sharper, more profound impact on AI safety from the outside. Jain says he wants the autonomy to pursue research on a specific issue in AI alignment, which he felt had been deprioritized.

"All the top AI companies do care a lot about safety, and they invest in it, but they could be investing a lot more, and that's kind of what was inhibiting me," Jain says. "If they invested more in safety, I would still be at the lab and working on what I'm interested in with a large team." Google did not respond to a request for comment about whether it maintains a focus on this specific area of research, but DeepMind's principles state that it maintains "a holistic approach to responsibility, safety and security."

Jain's founder story echoes concerns raised by safety researchers who have quit OpenAI and Anthropic, including dire warnings that these companies are "gambling with our lives," and could develop technology that ends humanity. Once dismissed as fringe and doomsday-obsessed, the AI safety profession is growing as hacks by rogue agents and a string of departures have vaulted the issue into mainstream concern.

Open roles in AI safety jumped by 91% on LinkedIn over the past year. The industry expects a flood of cash from much-anticipated IPOs at Anthropic and, potentially, OpenAI, as those made absurdly wealthy by the equity returns may funnel money into potential clean-up crews for the messes created by the technology's rapid development.

The AI safety problem is existentially big, but the people who have spent time honing AI expertise are few. These are people who test and train AI systems to operate ethically. Some focus on technical research, others on policy and governance. And they're increasingly sounding alarms.

"The people who are most worried about AI are often the people who have been closest to the technology," Laura González Salmerón, advising manager at 80,000 Hours, a nonprofit focused on transitioning people into careers with high social impact. The scarcity issue is less about funds and more about people. "Talent is the main bottleneck."


Startups and nonprofits in AI safety must fight for talent in a shallow pool.

Jain's Sampura lists a salary range of $273,000 to $395,000 for an experienced team leader, which would put that worker in the top 3% of earners in the US, but likely pales in comparison to offers from larger companies. Meta reportedly offered $100 million in signing bonuses last year to poach the world's top experts. OpenAI gives employees an average of $1.5 million in stock-based compensation, and technical staff at Anthropic can earn more than $1 million annually.

Money aside, researchers are divided over whether they're more effective when working inside tech companies to mitigate risks as the latest models develop, or stepping back and attempting to steer the ship toward safer outcomes from the outside, like Jain did.

"I'm a little bit concerned about the pace of AI, and if we're able to actually come up with something useful before the rug gets pulled beneath us," Jain says. He's worried that AI's advancement will outpace the work to keep it in line with human values. "That's kind of what's been happening already."

David Robinson, who led transparency work for OpenAI's safety team, wrote an essay for The Atlantic explaining his departure. He said that AI companies should have more layers of checks and safety measures, akin to those in airports and nuclear energy, rather than the steamrolling culture of Big Tech.

"Perhaps I should have stayed and fought for fundamental shifts in our staffing and culture, but in practice, my colleagues and I were so busy sprinting that we seldom had the chance to consider big changes, much less to actually make them," he wrote. Robinson has said he plans to work on these issues from outside of the company.

As the issue grows in prominence, so has a niche of organizations helping train and recruit workers — and the opportunities aren't just for AI experts. Neav Topaz, co-director of Kairos, a nonprofit that upskills people to work in AI safety and recently raised $50 million from Coefficient Giving, says he speaks with about 10 to 20 people each month who want to move to AI safety, and interest is growing. He tells me that people are asking him more frequently about what the work entails.

"People are watching AI get good at their own jobs and starting to ask themselves what comes next," he says. The emerging jobs in AI safety "pay well, the field is growing fast, and you get to work on what might be the defining problem of our time."

Kairos this summer launched its Generator Residency, a cohort of 27 people who spent three months training for career transitions into AI safety. It's less about the research and technical work and more about merging other expertise, like in consulting, with AI safety principles.

He says that of the 27 residents, a dozen have already landed roles in the AI safety space, and many of the rest have offers to do so.

"Most of the people who will do this work are doing something else today," Topaz says. "The biggest talent gap in the field isn't researchers. It's people who grasp how high the stakes are and can translate their varied expertise into things that could make a difference in this space."

The major AI companies maintain that safety is a top priority. Last month, Anthropic CEO Dario Amodei wrote an essay calling for a slowdown in AI development, and Sam Altman and Elon Musk have agreed with him. Amodei and Altman have both said recently that they will bring third-party evaluators into their companies to bolster safety protocols.

These companies have their own safety teams, but safety work competes with business priorities to build the most advanced models and win in the market. The tension, along with safety issues like OpenAI's rogue agents hacking Hugging Face, has led to more scrutiny of internal safety work. Within days of Robinson's departure, OpenAI fired three researchers, claiming they shared sensitive internal data improperly with third-party AI safety researchers. The ousted researchers wrote a letter, reported by The Wall Street Journal, to OpenAI's board, arguing that their engagement with safety researchers fell within the scope of their roles, and that their terminations were "chilling those who remain at OpenAI." OpenAI said that the decisions "were not about raising safety concerns or speaking out," and that the company would not fire people for doing so.

While some have obsessed over AI risks for years, 2026's breakthrough moment has accelerated funding for and interest in the industry. 80,000 Hours has had calls with some 8,000 people since its founding in 2011, the majority of which have focused on AI in some way, González Salmerón says. Philanthropic groups like Coefficient Giving offer massive grants to startups in the AI safety space. METR, a nonprofit AI safety group that investigated the OpenAI agentic hack on Hugging Face, says it raised $71 million in six months this year.


Much of the funding flowing into AI safety filters through effective altruism, the Silicon Valley-tied philanthropic ideal focused on using evidence and logic to donate money where it will achieve the most good. Critics say the philosophy can place too much emphasis on avoiding future problems rather than addressing imminent needs. With more alarms sounding around the existential threat of AI, more people view those theoretical, distant fears as urgent causes.

AI safety groups and individual donors have spent nearly $50 million in this year's election on candidates focused on regulating AI, Axios reported. Jaan Tallinn, a billionaire who invested early in Anthropic and could soon have even more billions as a result, has donated $170 million to nonprofits focused on AI safety. Tallinn's view, as he recently told The Wall Street Journal, is that he can have the biggest impact on the future of AI and its risks by investing in AI companies, and then donating returns to nonprofits working in the AI safety space.

Coefficient Giving, the philanthropic venture from Facebook cofounder Dustin Moskovitz rooted in the effective altruism movement, announced its AI-safety-focused arm, Project Tailwind, in September. It says it's on track to give more than $1 billion this year to help companies of all sizes scale up in preparation for what it believes will be a deluge of philanthropic capital. Sampura Research has received an $11 million grant from the group. If startups don't begin hiring now, the logic goes, they won't move quickly enough when massive wealth hits the industry.

The dizzying development of AI has created safety risks, and there are "gaps in the ecosystem that aren't being filled and that aren't being owned by people," says Rossa O'Keeffe-O'Donovan, the program director in technical AI safety at Coefficient Giving. There are few people, he says, who sit at the intersection of technical expertise, risk analysis, a solutions-oriented vision, and the capacity to hustle as a startup founder.

New roles will emerge not just for technical talent, but also for consultants, policy wonks, communications experts, and founders who can run a business alongside technical experts. Working from the outside, they'll face hurdles in buying compute power, a lack of direct access to the latest AI models, reduced leverage, and smaller paydays.

The world feels unmoored, and the future perhaps more malleable than ever. The appeal of doing work that does good could stave off feelings of uncertainty, dread, and anxiety that people increasingly feel toward AI. In one doomer camp, AI will obliterate white-collar jobs. The optimistic view is that AI drastically reshapes work and spurs the creation of jobs we haven't yet thought of. AI safety is one of the first.

"There are lots of people beyond AI researchers who can help, like cybersecurity experts, like biosecurity experts, like economists," says Mantas Mazeika, a researcher with the Center for AI Safety, a nonprofit focused on AI research and advocacy. "They're making very significant contributions that the pure AI researchers, who were most of the people focusing on the problem beforehand, would be completely unable to do on their own."

Read the original article on Business Insider

  •  

“Malgioglio dice che i suoi commenti su Eurovision sono stati riportati in tutte le lingue? Chissenefrega e sti ca**i”: Elettra Lamborghini sbotta a “Tale e Quale Show”

Il conflitto tra i due era latente già prima che partisse il programma e a innescarlo erano state alcune frasi pronunciate da Cristiano Malgioglio nei confronti della sua nuova compagna di giuria a “Tale e Quale Show”, Elettra Lamborghini. Nel corso, però, della quinta puntata dello show condotto da Carlo Conti, andata in onda nella serata di mercoledì 21 ottobre, la tensione che era nell’aria da settimane tra i due si è manifestata in diretta su Rai 1.

I giurati, infatti, erano tenuti a commentare l’esibizione di Andrea Perroni, che aveva assunto le sembianze di Luca Carboni, interpretando la sua “Mare mare”. Malgioglio, come spesso gli capita di fare, si è lanciato in una digressione che poco aveva a che vedere con il commento della performance di Perroni.

“Io ho avuto la fortuna per due anni di fare l’Eurovision con Corsi. Ho avuto tante di quelle critiche perché non mi piacevano dei cantanti che sono stato forse l’unico presentatore dove tutti i miei commenti sono stati riportati in tutte le lingue” ha raccontato Malgioglio, volendo rispondere alla disapprovazione che il pubblico presente in studio aveva espresso nei confronti del suo giudizio sulla prova di Andrea Perroni.

“Chissenefrega e sti ca**i” è allora sbottata Elettra Lamborghini rimasta fino a quel momento in silenzio. “Raga, parliamo di Luca Carboni” ha detto Lamborghini, cercando di riportare la discussione del programma sull’esibizione che in quel momento si era tenuti a valutare.

Carlo Conti, glissando abilmente lo scontro tra i due giurati, si è soffermato invece su un altro dettaglio. Convinto che Cristiano Malgioglio avesse detto male il nome di Gabriele Corsi, si è avvicinato a lui, domandandogli: “Con chi eri in coppia?”. Conti, infatti, pensava che il giurato avesse detto “Accorsi”, invece di “Corsi”. In realtà, non era andata così, ma si è rivelato un utile stratagemma per smorzare lo sfogo di Lamborghini.

L'articolo “Malgioglio dice che i suoi commenti su Eurovision sono stati riportati in tutte le lingue? Chissenefrega e sti ca**i”: Elettra Lamborghini sbotta a “Tale e Quale Show” proviene da Il Fatto Quotidiano.

  •  

The director behind Yung Lean's viral 'Storm' video says AI imitations on social media made even good work look 'lame'

Gener8ion and Yung Lean performing Storm at the MTV Video Music Awards
The director of Yung Lean's viral "Storm" video says AI made his work look "lame."

Francis Specker/CBS via Getty Images

  • The director behind Yung Lean's "Storm" video said AI copies made him consider quitting filmmaking.
  • Romain Gavras said AI imitations of "Storm" on social media made his work look "lame."
  • The original video, released in April, has amassed more than 40 million views on YouTube.

The director behind Swedish rapper Yung Lean's viral "Storm" video says AI almost drove him from filmmaking.

In an interview with Vulture published on Tuesday, Romain Gavras said he was disheartened by the wave of AI-generated copies of the music video.

Gavras directed the video for "Gener8ion," an audiovisual project he runs with French producer Surkin.

The video, which has amassed over 40 million views since its release in April, follows Lean as a bully at a boarding school before the boys he has been tormenting break into an elaborate dance sequence around him during a class photo.

In September, social media users began using AI to remake the dance scene from "Storm," swapping Lean and the schoolboys for a wide range of new characters, including animals and celebrities.

"My daughter sent me the first one I saw," Gavras said. "She was like, 'Look, this dog is doing it.'"

It was funny for a while, he said, but the novelty soon wore off as the copies seemed to spread everywhere.

"It made me sad for all the people who put in so much work on our video," Gavras said. "A trend like this can make even good work look lame. Part of me wanted to quit filmmaking, move back to Greece, and become an olive farmer."

Gavras said he wasn't trying to make any commentary on AI, but when people started calling "Storm" the kind of video AI couldn't pull off, he found himself drawn into the debate.

"The tech people were like, 'Oh yeah? AI could never?' Then they started replicating it. So we were forced into this conversation. It's a nightmare," Gavras said.

He added that he has turned down a few AI companies that have approached him about licensing the video.

"There's an economic model coming that we didn't want to be a part of," he said.

However, even as AI-made versions of his work proliferate online, Gavras said the technology can imitate elements of the video but has yet to create anything with the same originality or human spark.

"They're missing the swagger of Yung Lean. He looks like a dangerous baby. There's something in the imperfection of humanity, and the interior life of someone who dances or even someone who just smokes a cigarette, that's not quite there yet," he said.

Last month, Lean and the dancers performed the choreography at the MTV Video Music Awards. A video of the performance has since racked up nearly 14 million views.

Gavras is not the only filmmaker who has weighed in on the impact of AI on creative work. Other major Hollywood directors have raised similar concerns: Guillermo del Toro has said AI could rob future filmmakers of the chance to learn their craft, while Tim Burton has said it strips away the humanity behind art.

Read the original article on Business Insider

  •  
❌