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Robert X. Cringely has resumed blogging with posts examining critical issues in artificial intelligence development. His recent articles highlight problems with AI reliability, including instances where AI agents fabricate information and legal precedents, while also analyzing the emerging market dynamics around AI infrastructure and the importance of "trusted action surfaces" where AI actually performs useful work. Cringely argues that the trillion-dollar valuations surrounding AI may misallocate investment, just as earlier computing revolutions enriched companies like ARM that focused on design rather than manufacturing.
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