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  1. Control, not cost, is the lasting appeal of local AICost and privacy get the headlines, but the control argument is the one that lasts. Once the model runs on your own machine, nobody can reprice it, rate-limit it or switch it off. That’s the real pull of local AI.

    Clipped from The Information

    At the same time, there’s a burgeoning local AI movement, consisting of small developers and tinkerers who want to work on AI on their own computers for a combination of cost, privacy and convenience reasons. There’s even a belief among libertarian-minded developers that local AI gives them a way to ensure governments can’t take away their access to the technology. Autonomous agent platforms like OpenClaw, which can perform complex tasks with users’ local apps and files, have also contributed to the rise of the movement.
    GPUs in the Wine Cellar: Why Techies Are Hoarding AI Compute in Their HomesOpen ↗
  2. OpenAI revenue error shows why ARR is an unreliable metricMany public companies have stopped issuing ARR estimates because so often it can be calculated in a clunky, error-prone way

    Clipped from The Information

    The quasi-revenue numbers for OpenAI that got wide circulation last week were off— way off. Instead of $70 billion in annualized revenue, as we and others reported, OpenAI is generating closer to $50 billion in annualized revenue (sometimes shortened to ARR).
    OpenAI ARR Snafu Highlights Flawed MetricOpen ↗