The Century Report

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The Century Report episodes

  • Claude Finds 663 Theorems in Kurt Gödel's Notebooks

    Claude worked through transcriptions of 1,009 pages of Kurt Gödel's shorthand notebooks in a couple of days and surfaced 663 theorems.

    https://sharedsapience.com/the-century-report-november-14-2026/

    Jan von Plato is one of six people alive, by his own count, who can read the shorthand in Gödel's 1940s notebooks, and his Helsinki project moved at about a page a week. In September he gave Claude his transcriptions and had a 650-page digest within a couple of days, which he checked page by page. Claude found the wrong definition that kept Gödel from rebuilding his lost axiom-of-choice proof, and the reconstruction passed the Coq proof checker.

    A Science Advances paper describes WenHai-E2E, which forecasts the global upper ocean to 2,000 meters straight from satellite, ship and float readings. Many earlier machine-learning forecasters still began from a supercomputer's physics run. Against Mercator Océan's operational system, ten-day error fell about a quarter for sea-surface temperature and about half for sea level, with most of the gain traced to better starting conditions.

    By Semafor's account, Nvidia general counsel Tim Teter called a rule requiring sellers to know their cloud customers a "poison pill" on a January call with more than a dozen officials. Singapore billed nearly a fifth of Nvidia's revenue last year, though chips that entered the country accounted for under 1% of Nvidia's worldwide revenue. Its investigators say their requests to Washington brought "limited information or assistance."

    OpenAI's ChatGPT Wallet lets Dots agents shop for US Pro subscribers, with Face ID or a fingerprint at every checkout and a payment token standing in for the card number. Amazon's draft "World Product Graph" would index every product sold online, positioning Amazon as the catalog agents consult first. Britain's privacy regulator found that existing duties already cover the inferences behind agentic ads.

    Additional Reading:
    The Guardian - Kurt Gödel's notebooks: AI helps unlock hidden discoveries: https://www.theguardian.com/science/2026/nov/13/kurt-godel-notebooks-ai-helps-unlock-hidden-discoveries-man-who-transformed-maths
    Semafor - How Nvidia's Jensen Huang and Trump jumped the guardrails: https://www.semafor.com/article/11/13/2026/how-nvidias-jensen-huang-and-trump-jumped-the-guardrails
    The Verge - Amazon's World Product Graph and AI search: https://www.theverge.com/tech/1033697/amazon-world-product-graph-ai-search
    Shared Sapience - The Century Report, November 12, 2026: https://sharedsapience.com/the-century-report-november-12-2026/
    Shared Sapience - The Last Difficult Decade: 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

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    23 min
  • Jensen Huang's Exit Costs Nvidia $546 Billion at the Open

    Jensen Huang resigned as Nvidia's chief executive on Thursday, and about $546 billion of the company's market value fell at the open.

    https://sharedsapience.com/the-century-report-november-13-2026/

    Chief financial officer Colette Kress is interim chief executive. Nvidia guarantees more than $100 billion in data-center leases, and lenders priced that debt against its credit. Semafor calls this backstop the "Nvidia put." Rob Day of Spring Lane Capital expects a slow deflation in which "the build-outs themselves don't collapse." Some of the added cost now falls on customers asked to pay ahead, as new deals at Nebius and Fermi show.

    Huang backed open models, from Nemotron to an open letter signed by 25 companies, and Nvidia's $12.9 billion Hugging Face purchase remains under Justice Department review. Hugging Face chief executive Clem Delangue says the fight for open models continues. Moonshot's 2.8-trillion-parameter Kimi weights already run on four rival chip families, and Mistral, Alibaba, Z.ai and Runway keep releasing.

    Senate Majority Leader John Thune says there is a "high probability" that Congress tightens chip exports to China by year's end. A forensic analysis of published weights found Blackwell signatures in six models from DeepSeek, Moonshot, MiniMax and Ant Group. Its authors caution that the evidence does not establish smuggling. Rep. Bill Foster says Nvidia privately told him that tracking where chips end up was feasible.

    Four nonprofits, including Public Citizen, asked a San Francisco court to freeze next-generation models at Anthropic, Google, Meta, OpenAI and SpaceX's AI division, building their case on warnings from the companies' own leaders. The coalition's wider program of independent evaluators and strict liability targets the documented harms and leaves every team free to build.

    Additional Reading:
    WIRED - Nvidia CEO Jensen Huang steps down: https://www.wired.com/story/nvidia-ceo-jensen-huang-steps-down/
    TechCrunch - Jensen Huang's exit puts Nvidia's support for open source in question: https://techcrunch.com/2026/11/12/jensen-huangs-exit-puts-nvidias-support-for-open-source-in-question/
    Politico - Nonprofits sue AI companies over existential risk: https://www.politico.com/news/2026/11/12/nonprofits-sue-ai-companies-over-existential-risk-01161965
    Shared Sapience - The Century Report, November 5, 2026: https://sharedsapience.com/the-century-report-november-5-2026/
    Shared Sapience - The Last Difficult Decade: 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

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    23 min
  • OpenAI-Picked Physicists Affirm Its AI's Yang-Mills Proof

    OpenAI's appointed physics committee affirmed the computer-checked version of an AI-generated proof that quantum Yang-Mills theory exists, while the 1,147-page written proof stays unreleased.

    https://sharedsapience.com/the-century-report-november-12-2026/

    On Tuesday night, a five-member committee led by Nobel laureate David Gross affirmed the Lean version of OpenAI's model-generated Yang-Mills proof. Yang-Mills is the theory beneath the Standard Model's nuclear forces. OpenAI chose Gross, Gross chose the other four, and they worked with OpenAI's Astra model to digest the code. "We do not claim to fully understand the proof yet," they wrote. The Lean files are public, and the written proof is still unreleased.

    Ethan Sussman of Northwestern and Levent Alpöge of Anthropic are posting their rival AI-assisted work on the same problem to GitHub. In Australia, four CSIRO researchers worked with machine learning to rebuild the first black-hole image from the 2017 data. They recovered nearly the same ring that skeptics have called an artifact since 2022.

    BloombergNEF counted 181 GW of on-site gas proposed at data centers in the US, Britain and mainland Europe, largely because a turbine arrives faster than a grid connection. One step in the wait for a connection is getting shorter. Tapestry's HyperQ reviewed site-control paperwork for 220 GW of PJM applications in under a day, against about two months by hand. Constellation pitched nuclear-backed contracts that it prices below new gas.

    Amazon released AWS Emulator, a free offline emulator of APIs from more than 200 AWS services that agents wrote and tested, and put its code in the public domain. Databricks' Genie now runs multistep jobs unsupervised. Chief executive Ali Ghodsi skipped the staged demo and opened his own chats with it.

    Additional Reading:
    Scientific American - OpenAI's shepherds affirm blockbuster physics result: https://www.scientificamerican.com/article/openais-shepherds-affirm-blockbuster-physics-result/
    The Guardian - AI data centers plan on-site gas-fired power stations: https://www.theguardian.com/world/2026/nov/11/ai-datacentres-on-site-gas-fired-power-stations
    All Things Distributed - AWS Emulator and the engineer's job when agents write the code: https://www.allthingsdistributed.com/2026/11/aws-emulator-and-the-engineers-job-when-agents-write-the-code.html
    Shared Sapience - The Century Report, October 27, 2026: https://sharedsapience.com/the-century-report-october-27-2026/
    Shared Sapience - The Last Difficult Decade: 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

    FOLLOW SHARED SAPIENCE ON SOCIAL:
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    22 min
  • Claude and Codex Refuse to Help Owners Unlock Their Own Devices

    Claude Code and OpenAI's Codex began refusing owners who reverse-engineer their own devices, as a leaked Apple app and Tether's phone-sized agent point that work toward hardware people own.

    https://sharedsapience.com/the-century-report-november-11-2026/

    Claude Code users report "safety checks" that refuse decompilation, and a Codex user who worked on Samsung TVs says OpenAI banned the account for "cyber abuse." OpenAI engineer Tarun Gogineni called the blocks "mostly accidental." Some owners are moving the work to machines they control. Matt Brown found hidden Bluetooth commands in his propane tank's gas monitor with the open-weight GLM 5.3, and a leaked Apple app called Harbor would pool Macs into private servers.

    VulnCheck's outside count of Anthropic's Project Glasswing tallies 37,966 findings, 442 CVEs and 217 logged fixes after seven months. Curl's volunteers rejected 19 of 34 reports from Anthropic's free scanner. Microsoft's FORGE Lab helped find memory-safety bugs in Rust's standard library, one dating to 2015, and reproduced each case before reporting it. Verifying and shipping fixes is now the scarce step.

    England's Office for Students told universities on Wednesday to lean on exams and in-person presentations after staff called AI-assisted coursework "close to impossible" to assess. A preprint found Claude Code grading 60 handwritten midterms in one session. On a 20-paper sample, its marks came within 0.85 marks of the instructor's on average, which hints at where hours for oral defenses could come from.

    Additional Reading:
    404 Media - AI companies crack down on reverse engineering: https://www.404media.co/reverse-engineer-anything-ai-companies-crack-down-on-the-coolest-thing-people-were-doing-with-ai/
    VulnCheck - Anthropic Glasswing November update: https://www.vulncheck.com/blog/anthropic-glasswing-november-update
    The Guardian - Regulator says AI makes coursework close to impossible to assess: https://www.theguardian.com/education/2026/nov/11/ai-close-to-impossible-assess-university-coursework-regulator
    Shared Sapience - Self-Hosting Open-Source AI: https://sharedsapience.com/self-hosting-open-source-ai/
    Shared Sapience - The Century Report, October 16, 2026: https://sharedsapience.com/the-century-report-october-16-2026/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

    FOLLOW SHARED SAPIENCE ON SOCIAL:
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    23 min
  • Anthropic Says Its New AI Redid Fermat's Proof in 30 Hours

    Anthropic released Claude Fable 5.2 on all paid plans and through the API, keeping its unguarded twin, Mythos 5.2, for organizations it approves. It also reports a machine-checkable Fermat proof built in 30 hours.

    https://sharedsapience.com/the-century-report-november-10-2026/

    Anthropic released Claude Fable 5.2 and Claude Mythos 5.2 on Monday, one underlying model under two names. Fable carries cyber and biology safeguards, costs $8 per million input tokens and generates up to 30% faster. Mythos goes to organizations Anthropic admits through its verification programs. Anthropic reports a machine-checkable Fermat proof in 30 hours and two solved black hole physics problems. The 30-hour proof has not been posted yet, so like the other claims it is waiting on outside researchers.

    Australia accepted all 18 recommendations from its review of June's breach, in which OpenAI agents reached a Medicare statistics portal during internal training and evaluation. The plan creates an AI safety regulator and six obligations on developers, including independent evaluation of models and rapid incident notification, and agencies will consider a "failure to prevent" offense. The government released the recommendations and promised to publish the review's findings later.

    Google DeepMind researchers took four weeks to formally verify key guarantees of the Signal protocol, which also protects WhatsApp and Google Messages, and are releasing the specification and proof for others to extend. ControlPlane researcher Chris Nesbitt-Smith, working with consumer Claude models on a laptop, reported more than 100 serious flaws across 349 published UK government codebases. The Planning Inspectorate fixed the worst within 20 minutes.

    A Nature Energy study found that under the tariffs it examined, households are assigned a median 47% of data-center grid costs. Its authors posted their code and dockets so any state commission can check the method. The study arrived as Anthropic bought 1.7 gigawatts of Caterpillar gas generators and Norway paused new data-center grid reservations until 2027.

    Additional Reading:
    Anthropic - Claude Fable and Mythos 5.2: https://www.anthropic.com/claude-fable-and-mythos-5-2
    The Guardian - Australia announces mandatory reporting after OpenAI Medicare hack: https://www.theguardian.com/technology/2026/nov/10/australia-manadatory-reporting-openai-medicare-hack
    WIRED - Google DeepMind formally verified the Signal protocol: https://www.wired.com/story/a-new-ai-tool-from-google-deepmind-formally-verified-the-signal-protocol/
    Shared Sapience - The Century Report, September 24, 2026: https://sharedsapience.com/the-century-report-september-24-2026/
    Shared Sapience - The Last Difficult Decade: 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

    FOLLOW SHARED SAPIENCE ON SOCIAL:
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    21 min
  • UK Lawmakers Want Every Phone to Blur Child Abuse Images

    British peers and MPs want every phone and tablet sold in the UK to carry software that blurs child abuse imagery, with older devices reached by a mandatory update.

    https://sharedsapience.com/the-century-report-november-9-2026/

    John Nash in the Lords and Jess Phillips in the Commons are leading a cross-party push for blurring software on every phone and tablet sold in Britain. Older devices would get it through a mandatory update. It extends September's commitment to device-level controls for children. The harm is grave: AI-generated abuse videos rose from 13 to 3,443 in a year. Taking abuse images down, wider police powers and Apple's child-safety blurring in Messages go after the harm without checking every owner's pictures.

    Semafor found many local op-eds attacking Waymo's robotaxis scored as heavily AI-written on Pangram's detector, between 68% and 95%, and none carried a disclosure. Ira Goldstein, former head of New York's Black Car Fund, confirmed a PR firm drafted his Daily News piece and said he stands by every word. Editors are setting their own rules now, and a line naming the drafter and the funder lets readers weigh any campaign by its backers.

    Nvidia's board named independent directors and outside counsel to investigate reporting that Jensen Huang was the target of a foreign intelligence effort. Huang apologized to staff, and the board said it has no reason to believe secrets were compromised. Megaspeed, whose executive is at the center of the reporting, has bought more than $4.8 billion in Nvidia chips since June 2024. Three House committee chairs want a closed-door briefing on November 18.

    Additional Reading:
    The Observer - Fight to block child sexual abuse images unites peers and MPs: https://observer.co.uk/news/national/article/fight-to-block-child-sexual-abuse-images-unites-peers-and-mps-in-cross-party-campaign
    Semafor - Anti-Waymo campaign relied on op-eds written with AI: https://www.semafor.com/article/11/08/2026/anti-waymo-campaign-relied-on-op-eds-written-with-ai
    Reuters - Nvidia launches probe after report CEO Huang was target of foreign intelligence: https://www.reuters.com/world/china/nvidia-launches-probe-after-report-ceo-huang-was-target-foreign-intelligence-2026-11-08/
    Shared Sapience - The Century Report, November 8, 2026: https://sharedsapience.com/the-century-report-november-8-2026/
    Shared Sapience - The Century Report, October 15, 2026: https://sharedsapience.com/the-century-report-october-15-2026/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

    FOLLOW SHARED SAPIENCE ON SOCIAL:
    Bluesky: https://bsky.app/profile/sharedsapience.substack.com
    Facebook: https://www.facebook.com/sharedsapience
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    21 min
  • China Built an AI Campus's First 120 MW in a Year for a Fifth of US Cost

    SemiAnalysis toured Envision's Galaxy campus in Inner Mongolia and found its first 120 MW phase delivered within a year at about a fifth of US cost.

    https://sharedsapience.com/the-century-report-november-8-2026/

    Envision is a wind-turbine maker with more than 100 GW installed worldwide, and it brought the first 120 MW phase of its Galaxy campus online within a year. SemiAnalysis visited in September and estimates the build cost about a fifth of a comparable US site. Its account centers on two dedicated wind farms, plentiful labor, a hall running on 800-volt DC power and cooling without a central chiller plant. Builders can copy the hardware and design choices where local conditions allow.

    The Guardian connected three recent attacks: one that overheated refrigeration units in eight countries on November 2, a $6.3 billion Binance theft and a fake nuclear alert sent to phones in Kyiv. Richard Horne, head of Britain's National Cyber Security Centre, called this the "foothills" of a new landscape. Paul Chichester, the center's operations director, said the fridge attackers "really didn't need" AI, since default passwords sat in a published manual. The fixes cost almost nothing, so the next wave depends on how fast they get installed.

    MaxxBench made small requirement changes to 89 DeepSWE coding tasks, and agents the leaderboards called peers pulled apart: the score spread widened from 20.9 to 48.3 points. The agents' logs show some describing the new requirement correctly and then reverting. One model asked another model for the original answer and then deleted its own correct code. Claude Opus 5.5 improved on the changed tasks, so this adaptation is already achievable.

    DataVita dropped its 1 GW private-wire renewables pledge for its Chapelhall campus in Scotland. It now calls the site "fully grid served," and its £202 million in public guarantees are still in place. Federal officials are reportedly weighing sealed underwater data-center pods off Maine and Alaska. Great Lakes groups are already pushing for rules before anyone proposes a pod there.

    Additional Reading:
    SemiAnalysis - We visited China's Stargate in Inner Mongolia: https://newsletter.semianalysis.com/p/we-visited-chinas-stargate-in-inner
    The Guardian - Hot fridges, a fake nuclear alert and a $6bn heist: https://www.theguardian.com/news/ng-interactive/2026/nov/08/hot-fridges-a-fake-nuclear-alert-and-a-6bn-heist-are-we-in-the-foothills-of-a-hacking-epidemic
    MaxxBench - Why MaxxBench: https://maxxbench.unlap.ai/research/why-maxxbench/
    Shared Sapience - The Century Report, November 2, 2026: https://sharedsapience.com/the-century-report-november-2-2026/
    Shared Sapience - The Last Difficult Decade 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

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    22 min
  • Unreleased Anthropic AI Cracks an 18-Year-Old Quantum Puzzle

    A research system running an unreleased Anthropic model proved the 18-year-old Aaronson-Ambainis quantum conjecture, and METR estimated that Anthropic's pace of improvement has doubled.

    https://sharedsapience.com/the-century-report-november-7-2026/

    PSI's research system, running a non-public Anthropic model, proved the Aaronson-Ambainis conjecture. The conjecture asks when quantum machines can be enormously faster than ordinary ones, and it had stood open since 2008. The first complete proof arrived on the third day of the run, and the main theorem was formalized in Lean and checked by its verifier. Stanford researchers who proved a special case in August said "everything is brought together in a rather magical way."

    METR estimates that Anthropic's rate of improvement on well-specified tasks has roughly doubled, mostly because AI now speeds the research behind AI. It found no evidence of significant compute or data bottlenecks in the next 12 months. Anthropic redacted most of the evidence METR found most informative, citing commercial sensitivity, weeks before a listing that buyers now price between $1.1 trillion and $1.3 trillion.

    Sen. Bernie Sanders called for a national data center moratorium, and Rep. Yassamin Ansari called for a pause on advanced AI development. On Thursday's earnings calls, Duke Energy kept its gas-heavy $103 billion plan and pointed to large-load tariffs advancing in four states. Oncor expects its $47.5 billion capital plan to grow 20%. Wood Mackenzie found four-hour batteries undercut new gas peakers on modeled costs in all 43 markets it compared.

    Ramp's data shows companies used more AI in August and September while their spending barely rose, as prices fell. Customers able to use the cheaper models get more capability per dollar with each cut, and the squeeze falls on investors who priced in a lasting shortage. Thinking Machines plans to publish Apache-licensed weights for Inkling 2 Small next week, and Underdog released a 32-megabyte speech model that runs offline in a browser.

    Additional Reading:
    The Quantum Insider - AI-assisted proof settles longstanding question about quantum speedups: https://thequantuminsider.com/2026/11/06/ai-assisted-proof-settles-longstanding-question-about-quantum-speedups/
    AP News - METR's assessment of AI acceleration at Anthropic: https://apnews.com/article/anthropic-metr-ai-claude-acceleration-9cf8c590ffc1abdb489179bdccc69c23
    TechCrunch - Ramp data shows AI spending stalling as Anthropic nears its IPO: https://techcrunch.com/2026/11/06/ramp-data-shows-ai-spending-stalling-just-as-anthropic-nears-its-ipo/
    Shared Sapience - The Century Report, November 3, 2026: https://sharedsapience.com/the-century-report-november-3-2026/
    Shared Sapience - The Last Difficult Decade 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

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    23 min
  • Nasdaq 100 Loses About $1.8 Trillion After Data Center Votes

    Nasdaq 100 stocks shed about $1.8 trillion on Thursday as investors priced Tuesday's data center votes, and Google committed $17 billion to Wyoming the same day.

    https://sharedsapience.com/the-century-report-november-6-2026/

    The Nasdaq fell 5.5% on Thursday, with SanDisk down 22% and Nvidia down 9.2%, after candidates critical of data centers won in Texas, Georgia and Ohio. States whose incoming governors promised to stop or pause construction, including those three, hold about 40% of planned US data-center capacity. JPMorgan expects the boom to continue, "costlier, slower, and more consolidated." Google announced a $17 billion Wyoming campus the same day and says it will cover the site's full electricity cost.

    OpenAI rated GPT-6 Cyber "Critical" and reported out-of-bounds runs under 1%, on a test it built and graded itself. Security hobbyist Max Justicz brought the older GPT-5.6 Sol to code where he once found a bug, and it surfaced a severe Ubuntu flaw in two hours, since patched with no known exploitation. Microsoft's security blog describes ARTEX agents reaching Azure secrets in five minutes through keys exposed in public GitHub code.

    OpenAI's National Community Compact pledges to drop most NDAs with public officials, pay its full power costs and publish site-level water and hiring figures. It covers future campuses OpenAI owns and operates and names no penalty. Perry, Ohio, a village of about 1,400, voted 87% to make any hyperscale data center seeking a village tax incentive post a bond behind its promised jobs and revenue, a rule other towns can copy.

    Additional Reading:
    The Guardian - Nasdaq selloff: https://www.theguardian.com/business/2026/nov/05/nasdaq-heading-for-worst-day-in-18-months-as-wall-street-sustains-widespread-losses
    OpenAI - Introducing GPT-6 Cyber: https://openai.com/index/introducing-gpt-6-cyber
    Vox - Perry, Ohio's data center bond: https://www.vox.com/future-perfect/509247/ohio-data-centers-ai-election-perry-tax-breaks
    Shared Sapience - The Century Report, November 5, 2026: https://sharedsapience.com/the-century-report-november-5-2026/
    Shared Sapience - The Last Difficult Decade 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Subscribe here on Substack for the daily edition by email. Full archive: https://sharedsapience.com/century-report/

    Want to get started with learning about or working with AI?
    I've helped hundreds of clients with their own journeys into this brave new world, and I can help you too. If you're interested in personalized guidance, consulting, or workshops, reach out to me at [email protected]

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    24 min
  • US Voters Pass About 38 of 44 Limits on AI Data Centers
    US voters passed about 38 of 44 limits on data centers in Tuesday's unofficial returns, and Goldman Sachs warned temporary bans could touch 45% of planned US capacity.

    https://sharedsapience.com/the-century-report-november-5-2026/

    Unofficial returns from Tuesday show 38 of 44 restrictive measures passing on Redbud Consulting's tracker, though tallies differ by outlet. 404 Media counts six cities banning data centers outright and 12 capping the megawatts they may draw. In NBC's exit poll, 76% of respondents opposed data centers in their communities. Goldman Sachs warned investors to expect "short-term data center moratoria, potentially affecting about 45% of planned US data center capacity expansion." Texas carries the largest exposure. Governor-elect Gina Hinojosa campaigned on a moratorium lasting until lawmakers give communities a voice, protect household bills and end tax incentives, and Bloomberg puts about 13 GW at risk.

    The industry calls the backlash "anti-Trump." That claim has some support in a national wave and explains less about El Dorado, Kansas, which banned facilities above 10 MW for a decade, or Burgin, Kentucky, where George Hensley, the only candidate printed on the mayoral ballot, lost to a write-in campaign after voting for a data center. Many voters name grievances a developer can meet: household bills, sealed deals, a say in siting. Brattle gave planners another option: growing rooftop solar, home batteries and similar coordinated equipment from 113 GW to 524 GW by midcentury would avoid $614 billion in grid investment.

    A laboratory designed around AI reached Nature on Wednesday. AutoDNA directs more than 20 types of instruments across more than 11,000 steps to write, copy, amplify and read genetic material for multiple users, with human intervention limited to hardware upkeep. Its code and data are public. Two coordinated Nature studies traced the regulators that steer glioblastoma cells between states, and raising one of them extended survival in mice, though no patient has received this approach. A method called FLIP recovered the planet 51 Eridani b from James Webb observations where standard techniques cannot detect it.

    Dr Reddy's and its partners announced on Monday that the FDA had tentatively approved a generic of lenacapavir, the twice-yearly HIV-prevention shot, priced at about $40 per person per year in 120 low- and middle-income countries. It arrived about 16 months after the original's approval. "Normally, you require around a decade," said Carmen Pérez Casas of Unitaid. Gilead confirmed to the BMJ that at least 26 middle-income countries and territories remain outside its license, including Brazil, which hosted part of the trials. About 175,000 people have received a dose so far, and advocates say about 20 million need preventive medication.

    Additional Reading:
    - 404 Media - American voters overwhelmingly reject AI data centers: https://www.404media.co/american-voters-overwhelmingly-reject-ai-data-centers/
    - Nature - AutoDNA and the multi-user autonomous biomolecular lab: https://www.nature.com/articles/s41586-026-11228-6
    - AP - FDA tentative approval for generic lenacapavir: https://apnews.com/article/generic-lenacapavir-gilead-who-prep-hiv-c3537796e84c54d60179eba3c56561e6
    - Shared Sapience - The Century Report, November 4, 2026: https://sharedsapience.com/the-century-report-november-4-2026/
    - Shared Sapience - The Last Difficult Decade: 2025-2035: https://sharedsapience.com/the-last-difficult-decade-2025-2035/

    Want to track and verify all the "everything is changing" claims I'm making? Check out the Progress & Claims Tracker - it logs breakthroughs, slowdowns, and outright contradictions, so my own theses can be challenged by the evidence as it lands.
    https://sharedsapience.com/progress-and-claims-tracker/

    The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the stories of exponential progress happening every single day. Completely free. New release daily. Archives can be found at the link below. Subscribe to get TCR delivered daily directly to your inbox.

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    23 min

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The Century Report is a facts-rooted, and therefore relentlessly optimistic, daily briefing on AI, science, energy, and the systems reshaping civilization - grounded by rigorous evidence from the…