Real News from Real AI: Believe It, Citizens

May 15, 2026

Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.

If you don’t listen to the oracles of the New World Order, you may have missed out on the revelation about smart software.

Thanks, MidJourney. Not what i prompted, but good enough.

What is the pronouncement that caused Benzinga to leap into information action? In a nutshell, “Chamath Palihapitiya warns power crunch could cripple OpenAI and Anthropic.” But there’s more: “[Mr. Pahlihapitiya says Elon Musk holds massive AI leverage.”Yep, that Elon.

The write up recycles a podcast and says:

To the extent that OpenAI missed, I think what that is is an insight into not enough compute capacity today and that problem is only getting worse,” Palihapitiya said, referring to the report about ChatGPT–parent missing revenue targets. He pointed to a growing mismatch between announced AI infrastructure projects and what is actually being built, warning that many large-scale power and data center developments remain stalled by permitting delays and regulatory hurdles. “Less than half of it is actually being built,” he said. “Most of it is stuck in red tape.”

Is this good news or bad news?

Palihapitiya said this environment could heavily benefit major cloud and infrastructure providers, including Oracle Corp, Amazon.com, Inc., Meta Platforms, Inc., Microsoft Corp, and Alphabet Inc.’s Google. He also suggested Musk and his AI ambitions could be especially well-positioned. “If I were Elon now, I’d be running all over this market,” Palihapitiya said, adding that Musk’s compute access could create opportunities for strategic partnerships, including with Anthropic. “He and Dario [Amodei] should do a deal tomorrow,” he said.

Then Benzinga’s output, partially produced with AI (I mean who knew?) throws in some intellectual support for the “Grok wins” thesis; to wit:

Previously, Deepwater Asset Management’s Gene Munster argued that Musk’s SpaceX is uniquely positioned to dominate the full AI value chain through its “sovereign AI” strategy — an end-to-end ecosystem controlling models, chips, data centers and global distribution without depending on outside providers. Munster said this vertically integrated approach, powered by assets such as Starlink, xAI’s Grok, proprietary X data and potential in-house chip production, could give Musk unmatched control over every layer of AI infrastructure.

Okay, this is a pro-Elon output. What’s interesting is that Mr. Musk’s testimony in the “you are stealing from a non-profit trial” provided some substantive information about the Grok AI system. The argument that Mr. Musk has control of the components in the AI stack is interesting; however, wants for factual support. I mention this because the full self driving seems to have been and remains a work in progress. Also, the Mars venture has been reframed as a jaunt to the moon. There is also the probably irrelevant legal issue in France related to Grok output. As a result, Benzinga, venture types, and AI are mashed up into an “Elon wins” marketing push.

I am not convinced. I am not looking forward to AI generated or AI assisted news reports. I am not enthralled by the arguments of a wealthy podcaster. As a dinobaby, I am truly glad I am old.

Stephen E Arnold, May 15, 2026

Written by Stephen E. Arnold · Filed Under AI, Marketing, News

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Stephen E. Arnold monitors search, content processing, text mining and related topics from his high-tech nerve center in rural Kentucky. He tries to winnow the goose feathers from the giblets. He works with colleagues worldwide to make this Web log useful to those who want to go "beyond search". Contact him at sa [at] arnoldit.com. His Web site with additional information about search is arnoldit.com.