New article's up. Anthropic released an interactive economic model this week, built on a working paper and an 11,000-person survey. Most extreme scenario: GDP up to 32.4% above baseline, alongside significantly higher unemployment concentrated specifically in knowledge work, research, writing, analysis, coordination-heavy roles. The GDP number gets the headlines, but the real signal is where the disruption pressure is landing. It rarely shows up as layoffs first, usually shows up as fewer people expected to handle more output using AI. Same underlying force also creates real growth opportunity, just not for businesses standing still. https://neonaliens.com/intel/anthropic-economic-model-founders.html

New roundup is up. The big one: OpenAI's SoftBank-owned landlord granted warrants now worth an estimated $5.5 billion, tied to a 20-year lease on a planned 10-gigawatt data center in Ohio. Same pattern we've tracked for weeks now: Nvidia's $250B backstop, SoftBank's record bond sale, and now this. Insiders closest to these infrastructure deals keep capturing the financial upside before public markets get a look. Also this week: builders uploaded over 4 petabytes of models and datasets to Hugging Face in a single week (roughly 800,000 HD movies worth of storage), and Google shipped Gemini 3.7 Flash just three weeks after 3.6 Flash, at half the price. Release cycles are compressing to weeks, not months. Full roundup: neonaliensai.substack.com/p/this-week-in-ai-9da Has the pace of new model releases actually changed how you evaluate providers, or are you still checking in every few months?

New article's up. Hugging Face says roughly half the Fortune 500 now runs open source AI models instead of renting through an API. Sounds like a trend to chase, but it's a scale question, running your own infrastructure only pays off once your usage is massive and constant enough to beat per-token pricing. Most founder-sized businesses aren't close to that line, and renting stays the right call. The number that's actually relevant: McKinsey found 32% of orgs skipped buying a software product entirely because they built it internally with AI instead. That one applies at almost any scale. Full read: neonaliens.com/intel/rent-vs-own-ai-founders.html Anyone here actually built an internal tool with AI instead of paying for a SaaS subscription? What'd you replace?

Anthropic disclosed that five infostealer strains, Vidar, LummaC2, StealC, RedLine, and Acreed, are stealing active Claude sessions directly off infected machines. Not phishing, not a fake login page, the malware just needs to already be on your computer from something unrelated. If you or your team use Claude, ChatGPT, or similar tools on personal or lightly managed machines, this is worth 10 minutes today: run an anti-malware scan, check your active sessions in Claude and sign out of anything unfamiliar, and turn on two-factor if you haven't. Full breakdown: neonaliens.com/intel/claude-infostealer-malware-founders.html Has anyone here actually run a malware scan on their main work machine recently, or is it one of those things everyone assumes is fine until it isn't?