The Edition

Tuesday, September 29, 2026

The 3 stories two independent AI reviewers judged worth reading this day, ranked by editorial score.

PYMNTS — AI · Business · Policy & Society

OpenAI Shelves New Model Due to Safety Worries

OpenAI has reportedly scrapped its next model weeks before launch over alignment failures — evidence safety problems can now delay frontier AI releases.

Marginal Revolution (Tyler Cowen) · Business · Policy & Society

The Macroeconomic Effect of AI through software engineering

A new NBER paper finds investors already price AI as a permanent 32.6% software-productivity boost, implying a 3.6–6.5% GDP lift.

Exponential View (Azeem Azhar) · Business · Policy & Society

🚨 The first existential IPO

Anthropic's S-1, obtained by Reuters, shows $518bn in mostly uncancellable compute commitments, so the first big AI IPO hinges on reaching roughly $1tn in sales.

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