Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research
Larry Dignan photograph

Results

Mayo Clinic and Thermo Fisher Scientific launched Precure LLC to create a leading biomedical rsearch dataset to idenfify early biological signals of disease. The dataset will integrate proteomic, genomic and longitudinal clinical data.

The goal is to use the dataset to develop treatments for diseases well before they are diagnosed. Mayo Clinic will be the majority shareholder.

Google launched Gemini 3.8 Live and 3.8 Live Extended Thinking, which represent the company's most advanced live dialogue models. The upgrades are designed to make it easier to collaborate and carry out advanced tasks with voice.

  • Gemini 3.8 Live is built for scale and cost efficiency.
  • Gemini 3.8 Live Extended Thinking is for multi-step reasoning and complex tasks.

The flap over the LLM pacing debate continues and frankly my eyes are glazing over every time I read the latest headline. For enterprises, this regulation debate misses the point. You could slow LLM frontier development for another year and enterprises can still leverage productivity gains. Here's the fallout so far:

  • Cybersecurity is surging. You thought Mythos drove returns for cybersecurity companies just wait what the end of the world will do. Those gains are reflected in cybersecurity shares today.
  • SaaS is back. Frontier models aren't replacing SaaS anytime soon. Wall Street seems to agree. Think of all the risk you can offload to your SaaS providers as LLMs plot the end of the world.
  • All of this performative regulation talk makes me wonder about ulterior motives, notably cementing the current frontier model duopoly.
  • It's a bull market for regulation. OMG, all of this talk from Dario, Sam and even Elon has spurred talk of AI regulation even though most of Congress can't figure out their WiFi password.
  • Nothing has changed over the weekend. Actually one thing changed: Now I really can't wait for those Anthropic risk factors. File the S-1 already!
  • Career tip go to school to be an AI auditor.

Notebook entries so far pending something more intelligent to say. Intelligence seems to be in short supply so not really worth covering the minute-by-minute play by play.

So far:

Microsoft CEO Satya Nadella commented on the alignment debate started over the weekend. He said:

"We welcome the research, focus, and deliberate pacing needed to get alignment right as the design goal. We also welcome ideas like "embedded evaluators" and the broader efforts to develop the mechanisms to make this more than just talk.

The key is that this cannot be controlled by a handful of entities, but must have broad representation across the ecosystem, countries, and fields, including academia.

This is the approach we are taking: broad access and choice at every layer of the AI stack; enterprise control of learning loops and models; and the “Code of Conduct” that underlies our own first party MAI models that we’ll publish tomorrow for public consultation."

Anthropic CEO Dario Amodei posted a personal blog arguing that AI labs should better pace their releases when there are big leaps, use embedded evaluators that would have editorial freedom and access, coordinate to have common safety standards in democratic nations and put limits on unchecked AI progress. Amodei also said democratic governments should also attempt to coordinate with authoritarian governments if possible.

This missive, which apparently has the buy-in from SpaceX CEO Elon Musk and OpenAI CEO Sam Altman, is the latest chapter of the big American AI freakout. That freakout has only ramped since Jacob Coxon, an Anthropic researcher, quit over safety concerns that AI labs are building systems they won't be able to control. In a Wall Street Journal story, Coxon posted a long thread on X about his decision.

A few thoughts:

  • Amodei is trying to look like the AI grown-up and get ahead of the regulation backlash to AI (while poking OpenAI in the eye).
  • Amodei’s essay spends a good chunk of time on recursive self improvement, which is what makes AI agents dangerous. Well, you could just stop doing recursive self improvement.
  • And finally, Amodei forgot something. L-I-A-B-I-L-I-T-Y. If your crazy AI agents jump your sandbox and safeguards and hack me or my company (think OpenAI-Hugging Face incident), I should be able to sue you for damages. It's no different than a rabid dog that hops the fence. These AI agents are your creations and they jumped your safeguards. Liability would end this mess in a hurry or at least lead to better safeguards.

Let’s cue up AC/DC’s Who Made Who.

Who sues who?

Who sues you?

Dell CFO David Kennedy, speaking at a Citi technology conference, laid out how the company goes about procuring components. He said:

“I think the conversation in the market is around supply access. So if you go back to -- let's go back 6-months ago, was there a few savvy customers who foresaw some of this and did some advanced purchasing to kind of get ahead of that game? Yes, there was.

But what we're now seeing is, if I pick an enterprise customer, they come forward I know they're buying history. If all of a sudden, they're looking to buy 4-years worth of equipment from me, I'm not in a position to fulfill that. Our job is to try and make sure we diversify it to as many customers as we can and solve as many customer needs as we can. But what we're doing now is entering into conversations about what are your supply needs and your infrastructure needs going out into year 2, year 3 and year 4. And our commitment that for those who want to partner with us, we'll give them that supply access and provide some guarantees that we can position that for them as we look out. Guarantee supply does not guarantee price. That's a specific differentiation. But that's what the market is looking for. It's that supply access.”