John Morgan
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Elon Musk says Colossus 2 is adding two Tennessee sites, Spam and Gun Range, with both set to be operational before 2027. That comes after a US District Judge last week denied xAI and MZX Tech’s motion to dismiss the NAACP lawsuit over unpermitted methane gas turbines. The buildout is moving fast, but the legal fight is still live. #xAI
🇰🇷 #SouthKorea unveiled its largest-ever budget: 2027 spending rises 12.8% to 820.9T won ($610.14B). It includes 21.3T won for semiconductors, physical AI and AI data centers, plus 4.7T won for a sovereign AI model. The clearest signal is that AI is now central to industrial policy, with 2,000 specialists slated for training and more AI education planned. #AI
#Ethereum tokenised stocks rose 170% in a year to about $827M, with more recent figures at $841M. Token Terminal says 86% are issued in a stablecoin-like structure. Related DeFi derivatives OI has also climbed to $1.76B. The signal is bigger than one market: spot tokenisation and derivatives are scaling together. #DeFi
⚖️ #OpenAI is being sued after Bowen Wan died from an epileptic seizure, according to her parents. - The lawsuit says ChatGPT gave her a tapering schedule for Lamotrigine and told her to avoid physicians. - Wan, a 31-year-old software engineer in Seattle, died on 12 February; her parents found her on 14 February. Medical advice from chatbots can fail hard when safeguards are weak.
Don't read this as an AI slowdown. Microsoft cut its capex forecast to $170B from $175B. Alphabet held at $195B-$205B. Why: GPU partners delivered late. Microsoft's CFO sees spending accelerating in 1H 2027. Demand isn't the bottleneck. Supply is.
Bitcoin is property, Thailand's Supreme Court says. 🇹🇭 A man jailed for helping rob a victim of 2.48 $BTC argued the coins had no value of their own. The court disagreed and upheld his 10-year sentence.
No surprise the DOJ is asking questions. #NVIDIA is buying Hugging Face for $12.9B, the hub where 18M+ people share 3M+ models. It's Nvidia's second-biggest deal after the $20B Groq asset buy, also under DOJ review. Can the open model hub stay neutral for rival chipmakers?
Ethereum delaying an upgrade sounds bad. It isn't. ChainSecurity caught Glamsterdam gas changes that could break safeguards in 13+ DeFi contracts before mainnet, so the testnet rollout waits while AI agents check the impact. $ETH https://t.co/tK2xoWjYfZ
Elvis Presley's rights holders just sued Anthropic over Claude. They say 274 of his songs were used in training with no license or payment. Anthropic says it disagrees and will fight the case. After last year's $1.5B authors settlement, music may be AI's next licensing bill.
