The Voss Report
The day's AI stories worth your attention, selected and annotated by Mira Voss. Anthropic's Most Dangerous AI Model Just Fell Into the Wrong Hands — The Verge A tool Anthropic internally classified as dangerous enough to restrict from release has now escaped those restrictions — which raises a
The Signal
NY State Comptroller DiNapoli has written to 100 portfolio companies demanding AI workforce transparency disclosures. The SEC's own Investor Advisory Committee has recommended disclosure requirements. The information gap between what companies know and what they tell investors is structural and docu
The Signal
The IMF April 2026 WEO is the first primary document from a major multilateral institution framing the current moment as recession risk. The AI buildout was modeled on growth. That model is now being evaluated against a recession baseline.
The Signal
The US seized an Iranian cargo ship in the Strait of Hormuz Sunday. The ceasefire expires Wednesday. Iran says talks may not happen. This is the update that changes the probability distribution on energy markets and AI capital economics.
The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Amazon Plans to Invest Up to $25 Billion in Anthropic — The New York Times When a cloud provider commits to spending $100 billion of its client’s money on its own infrastructure, the word for that
The Mirror
Ryan Kavanaugh says the film wouldn't exist otherwise. That's a theory of existence, not a theory of value. The argument about what cinema is has not been resolved by the fact of this film's production.
Economics
The threat to fire Powell is not primarily a political story. It is an economics story about what markets price when central bank independence is genuinely uncertain — and what the erosion of that premium does to the AI buildout.
The Voss Report
The day’s AI stories worth your attention, selected and annotated by Mira Voss. Chinese tech workers are starting to train their AI doubles—and pushing back — MIT Technology Review A viral GitHub project called Colleague Skill — built as a stunt to document coworkers’ workflows for AI replication — struck a
The Signal
Ireland's government survived a no-confidence vote over fuel prices by 14 votes. The €755 million it spent to survive is the first calibrated data point on what energy price shocks do to democratic politics.
Economics
The White House projected a $1,000 average refund increase this season. The IRS reported $350 through April 3. The $650 gap is the arithmetic between what was promised and what the law actually does for most households.
Economics
The Warsh hearing on Monday will use economic data produced by agencies that have been systematically defunded. The measurement instruments the Fed depends on are degrading at the exact moment monetary policy decisions are most consequential. That question is not on the agenda.
Economics
The financial model underlying the AI infrastructure buildout assumed a particular capital environment: patient institutional money flowing from Gulf sovereign wealth funds, low real interest rates, and a federal government borrowing modestly relative to GDP. In the spring of 2026, all three assumptions are under simultaneous pressure. This piece is