AI and Information Integrity: A Roadmap for Investor Action

AI is changing our information ecosystem in good ways and bad. Open MIC brought together panel of experts to discuss what it means for investors.

Mar 16, 2026

From Chatbots to Weapons: The High-Stakes Gamble of Dual-Use Generative AI

Weak commercial monetization of generative AI creates an incentive for companies and VCs to pursue the growing defense tech market. The result is dual-use generative AI hidden across investor portfolios in public and private markets. Anthropic’s fallout with the Pentagon reveals the financial and societal risks of attempting to adapt generative AI for dual-use without the appropriate forethought. To assess the extent of their exposure, investors should seek greater disclosure from portfolio companies and fund managers around governance, contract terms, responsible design, and lobbying.

Mar 5, 2026

In Other News: Human Harms - October, 2025

Oct 6, 2025

A World Beyond LLMs?

A new Apple study confirms that LLMs fail at true reasoning, relying on pattern matching rather than logic. Experts warn that current evaluation methods overstate LLM capabilities, and some researchers argue that advancing AI will require moving beyond LLMs toward other approaches that better mimic human understanding.

Oct 1, 2025

Data Centers: The Canary in the AI Hype Coalmine?

AI infrastructure is now a major driver of U.S. economic growth, but it's being financed through increasingly complex and risky financial strategies that echo the subprime mortgage crisis. As tech giants and startups rack up debt to fund data centers and cloud capacity far ahead of actual demand, experts warn of mounting systemic risk, unsustainable valuations, and potential fallout for both investors and local communities.

Oct 1, 2025

AI Bubble Watch

Despite massive VC investment, many AI startups are struggling to deliver returns, with valuations skyrocketing even as most projects fail to generate meaningful revenue and the costs of model training and inference rise. Experts are cautioning that the market may be more overvalued than in the dot-com era.

Oct 1, 2025

All Eyes on Agents

AI agents are generating major interest, with both Big Tech and VC rapidly investing in the space. But many so-called "agents" are just rebranded chatbots or automation tools. Despite their promise, real-world performance remains inconsistent, and concerns over reliability, misuse, and integration challenges are leading some analysts to warn of high failure rates.

Oct 1, 2025