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

Q-Day is Coming. Are You Ready?

Microsoft signaled a major step toward quantum-powered cloud computing with early workloads expected by 2027. This raises urgent cybersecurity concerns, and underscores the importance of strengthening data protection now and planning for post-quantum cryptography.

Oct 2, 2025

In Other News: Surveillance & Dual-Use Tech - October, 2025

Oct 2, 2025

Going Nuclear

To meet AI’s growing energy needs while reducing carbon emissions, companies are investing in advanced nuclear technologies, including small modular reactors and fusion power. But natural gas remains the dominant energy source for data centers today, raising concerns about overreliance on fossil fuels and the need for greater transparency in energy sourcing.

Oct 2, 2025

In Other News: Workers - October, 2025

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