WEBVTT

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<v Cassidy>AI <00:00:00.373>money <00:00:00.693>is <00:00:00.872>exploding <00:00:01.600>upward <00:00:02.107>while <00:00:02.320>a <00:00:02.464>deepfake <00:00:02.960>app <00:00:03.251>apparently <00:00:03.800>found <00:00:04.040>a <00:00:04.120>perfectly <00:00:04.538>functional <00:00:05.173>route <00:00:05.460>through <00:00:05.648>Meta's <00:00:06.000>ad <00:00:06.229>system.

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<v Cassidy>Quick <00:00:08.120>catch-up <00:00:08.514>before <00:00:08.773>we <00:00:08.920>get <00:00:09.088>into <00:00:09.360>it: <00:00:10.020>Lanarkshire <00:00:10.720>AI <00:00:10.937>Growth <00:00:11.344>Zone <00:00:11.640>was <00:00:11.800>already <00:00:12.137>moving <00:00:12.526>before <00:00:12.832>this <00:00:13.040>BE <00:00:13.264>News <00:00:13.577>follow-up.

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<v Cassidy>DataVita <00:00:15.480>had <00:00:15.660>secured <00:00:16.200>£300 <00:00:16.670>million <00:00:17.467>to <00:00:17.589>expand <00:00:18.133>DV1 <00:00:18.840>and <00:00:19.227>build <00:00:19.400>a <00:00:19.486>second <00:00:19.822>facility, <00:00:20.834>backed <00:00:21.093>by <00:00:21.280>a <00:00:21.400>£202 <00:00:22.180>million <00:00:22.942>National <00:00:23.486>Wealth <00:00:23.808>Fund <00:00:24.072>guarantee.

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<v Cassidy>Dell <00:00:25.735>Technologies <00:00:26.440>had <00:00:26.624>also <00:00:26.937>chosen <00:00:27.320>the <00:00:27.504>zone's <00:00:28.000>AI <00:00:28.371>Innovation <00:00:28.960>Park <00:00:29.320>for <00:00:29.480>its <00:00:29.636>Scottish <00:00:30.032>base

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<v Cassidy>making <00:00:31.340>Lanarkshire <00:00:31.787>an <00:00:31.893>early <00:00:32.224>test <00:00:32.544>case <00:00:32.840>for <00:00:33.093>AI <00:00:33.408>infrastructure <00:00:34.107>in <00:00:34.231>Scotland.

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<v Bill>This <00:00:36.000>is <00:00:36.480>AI <00:00:37.280>Daily <00:00:37.747>Briefing.

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<v Bill>Today: <00:00:39.813>an <00:00:40.048>infrastructure <00:00:40.809>forecast <00:00:41.568>that <00:00:41.830>doubled <00:00:42.400>at <00:00:42.640>warp <00:00:43.053>speed, <00:00:43.780>and <00:00:44.416>Meta's <00:00:45.033>safeguards <00:00:45.800>running <00:00:46.128>into <00:00:46.380>its <00:00:46.693>ad <00:00:47.020>auction.

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<v Cassidy>Dell'Oro <00:00:49.080>now <00:00:49.264>puts <00:00:49.566>global <00:00:49.920>data-center <00:00:50.580>capex <00:00:51.360>at <00:00:51.560>$3 <00:00:51.929>trillion <00:00:52.693>by <00:00:52.880>2030—nearly <00:00:54.457>double <00:00:54.860>its <00:00:55.090>January <00:00:55.529>forecast.

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<v Cassidy>That's <00:00:57.392>well <00:00:57.566>beyond <00:00:57.880>a <00:00:57.966>normal <00:00:58.311>forecast <00:00:58.949>update.

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<v Cassidy>Joseph <00:01:00.526>Gabriel <00:01:00.936>Lagonsin, <00:01:01.806>writing <00:01:02.183>in <00:01:02.316>DataCenter <00:01:02.892>News:

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<v Quote>Dell'Oro <00:01:04.411>Group <00:01:04.718>has <00:01:04.909>forecast <00:01:05.510>that <00:01:05.702>worldwide <00:01:06.358>data <00:01:06.724>centre <00:01:07.058>capital <00:01:07.531>expenditure <00:01:08.182>will <00:01:08.498>surpass <00:01:08.958>$3 <00:01:09.407>trillion <00:01:10.171>by <00:01:10.438>2030

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<v Quote>nearly <00:01:11.855>double <00:01:12.238>its <00:01:12.428>January <00:01:13.078>2026 <00:01:13.938>outlook.

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<v Quote>The <00:01:15.218>revised <00:01:15.718>forecast <00:01:16.404>points <00:01:16.731>to <00:01:16.886>sustained <00:01:17.371>spending <00:01:17.851>on <00:01:18.091>AI <00:01:18.411>infrastructure

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<v Quote>with <00:01:19.686>high-end <00:01:20.088>accelerators <00:01:20.902>used <00:01:21.211>in <00:01:21.451>AI-optimised <00:01:22.508>servers <00:01:23.051>expected <00:01:23.531>to <00:01:23.670>take <00:01:23.838>the <00:01:24.018>largest <00:01:24.478>share <00:01:24.705>of <00:01:24.822>data <00:01:25.124>centre <00:01:25.456>investment <00:01:26.058>through <00:01:26.218>the <00:01:26.318>end <00:01:26.491>of <00:01:26.618>the

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<v Quote>decade.

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<v Cassidy>Dell’Oro <00:01:28.097>has <00:01:28.323>pushed <00:01:28.653>worldwide <00:01:29.221>data-centre <00:01:29.897>capex <00:01:30.517>past <00:01:30.877>$3 <00:01:31.166>trillion <00:01:31.930>by <00:01:32.197>2030—nearly <00:01:33.774>double <00:01:34.157>its <00:01:34.317>own <00:01:34.507>January <00:01:35.086>forecast.

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<v Cassidy>In <00:01:36.879>eight <00:01:37.136>months, <00:01:38.059>the <00:01:38.146>whole <00:01:38.346>buildout <00:01:38.959>has <00:01:39.111>been <00:01:39.296>fundamentally <00:01:40.103>repriced.

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<v Bill>The <00:01:41.788>number <00:01:42.332>is <00:01:42.706>enormous.

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<v Bill>The <00:01:44.439>speed <00:01:44.892>of <00:01:45.019>the <00:01:45.150>revision <00:01:45.852>is <00:01:46.199>worse.

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<v Bill>If <00:01:47.351>your <00:01:47.639>2030 <00:01:48.266>model <00:01:48.679>is <00:01:48.939>off <00:01:49.319>by <00:01:49.539>roughly <00:01:49.999>$1.5 <00:01:51.186>trillion <00:01:52.129>between <00:01:52.869>January <00:01:53.719>and <00:01:54.028>August

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<v Bill>nobody <00:01:55.525>should <00:01:55.839>treat <00:01:56.087>that <00:01:56.350>endpoint <00:01:57.106>as <00:01:57.519>a <00:01:57.650>stable <00:01:58.270>business-case <00:01:59.359>input.

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<v Cassidy>Dell’Oro <00:02:01.623>says <00:02:01.943>high-end <00:02:02.489>accelerators <00:02:03.287>take <00:02:03.499>the <00:02:03.599>biggest <00:02:03.972>slice, <00:02:04.939>and <00:02:05.039>the <00:02:05.219>top <00:02:05.463>four <00:02:05.839>U.S.

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<v Cassidy>hyperscalers <00:02:06.946>could <00:02:07.129>account <00:02:07.519>for <00:02:07.679>about <00:02:07.943>half <00:02:08.219>the <00:02:08.341>spending.

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<v Cassidy>So <00:02:09.799>a <00:02:09.911>very <00:02:10.092>small <00:02:10.419>set <00:02:10.626>of <00:02:10.729>balance <00:02:11.148>sheets—and <00:02:11.986>their <00:02:12.159>power <00:02:12.439>contracts—is <00:02:13.849>drawing <00:02:14.247>this <00:02:14.496>decade's <00:02:14.962>infrastructure <00:02:15.639>map.

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<v Bill>Higher <00:02:17.375>commodity <00:02:17.986>costs <00:02:18.647>also <00:02:19.226>drove <00:02:19.623>part <00:02:19.906>of <00:02:19.979>the <00:02:20.101>revision, <00:02:21.266>so <00:02:21.591>more <00:02:22.119>capacity <00:02:22.826>doesn't <00:02:23.296>automatically <00:02:24.119>mean <00:02:24.509>cheaper <00:02:25.063>inference.

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<v Bill>More <00:02:26.599>servers <00:02:27.199>can <00:02:27.372>still <00:02:27.703>mean <00:02:28.079>a <00:02:28.295>nastier <00:02:29.059>per-token <00:02:30.055>bill.

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<v Cassidy>Simon <00:02:31.545>Creasey, <00:02:32.268>writing <00:02:32.412>in <00:02:32.572>BE <00:02:32.897>News:

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<v Quote>The <00:02:33.878>investment <00:02:34.362>will <00:02:34.623>expand <00:02:35.098>DataVita’s <00:02:35.736>existing <00:02:36.394>DV1 <00:02:36.938>data <00:02:37.251>centre <00:02:37.694>and <00:02:38.042>fund <00:02:38.254>the <00:02:38.357>construction <00:02:38.954>of <00:02:39.134>the <00:02:39.274>new <00:02:39.674>DV3 <00:02:40.218>data <00:02:40.531>centre.

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<v Quote>The <00:02:41.807>capacity <00:02:42.287>of <00:02:42.442>both <00:02:42.694>centres <00:02:43.167>is <00:02:43.325>contracted <00:02:43.887>to <00:02:44.127>AI <00:02:44.461>cloud <00:02:44.858>firm <00:02:45.194>CoreWeave <00:02:45.967>on <00:02:46.154>a <00:02:46.474>15-year <00:02:47.021>lease.

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<v Quote>The <00:02:48.426>debt <00:02:48.616>facility <00:02:49.381>which <00:02:49.534>was <00:02:49.656>unlocked <00:02:50.234>by <00:02:50.434>a <00:02:50.514>£202m <00:02:52.194>financial <00:02:52.626>guarantee <00:02:53.306>from <00:02:53.454>the <00:02:53.567>National <00:02:54.040>Wealth <00:02:54.378>Fund

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<v Quote>has <00:02:55.226>been <00:02:55.411>raised <00:02:55.786>with <00:02:55.965>participation <00:02:56.666>from <00:02:56.834>a <00:02:56.938>syndicate <00:02:57.381>of <00:02:57.494>lenders <00:02:57.970>including <00:02:58.634>ING

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<v Cassidy>On <00:02:59.796>the <00:02:59.925>ground, <00:03:00.640>DataVita <00:03:01.216>has <00:03:01.536>a <00:03:01.696>£300 <00:03:02.346>million <00:03:03.038>facility <00:03:03.576>for <00:03:03.829>DV1 <00:03:04.676>and <00:03:05.109>DV3 <00:03:05.669>in <00:03:05.836>Lanarkshire.

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<v Cassidy>BE <00:03:07.680>News <00:03:07.984>says <00:03:08.224>both <00:03:08.456>are <00:03:08.634>contracted <00:03:09.243>to <00:03:09.376>CoreWeave <00:03:09.996>for <00:03:10.256>15 <00:03:10.736>years.

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<v Bill>Good—an <00:03:12.805>actual <00:03:13.307>tenant <00:03:13.936>and <00:03:14.203>an <00:03:14.325>actual <00:03:14.843>lease.

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<v Bill>This <00:03:16.309>is <00:03:16.464>well <00:03:16.736>beyond <00:03:17.256>a <00:03:17.358>minister <00:03:17.883>at <00:03:17.976>a <00:03:18.096>podium <00:03:18.656>talking <00:03:19.256>about <00:03:19.509>an <00:03:19.803>AI <00:03:20.245>Growth <00:03:20.752>Zone.

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<v Cassidy>And <00:03:21.957>the <00:03:22.061>National <00:03:22.451>Wealth <00:03:22.721>Fund <00:03:23.017>put <00:03:23.190>up <00:03:23.337>a <00:03:23.417>£202 <00:03:24.187>million <00:03:24.881>guarantee <00:03:25.507>against <00:03:25.937>80% <00:03:26.604>of <00:03:26.677>the <00:03:26.801>main <00:03:27.105>bank <00:03:27.361>tranche.

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<v Cassidy>Public <00:03:28.957>backing <00:03:29.404>is <00:03:29.497>helping <00:03:29.825>turn <00:03:30.057>private <00:03:30.401>debt <00:03:30.705>into <00:03:30.945>committed <00:03:31.457>capacity.

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<v Bill>It <00:03:32.897>also <00:03:33.279>concentrates <00:03:34.057>the <00:03:34.257>bet.

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<v Bill>CoreWeave <00:03:36.150>underpins <00:03:36.777>the <00:03:36.950>whole <00:03:37.273>borrowing

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<v Bill>so <00:03:38.417>£300 <00:03:39.097>million <00:03:40.070>is <00:03:40.401>real <00:03:40.729>financing—but <00:03:42.117>the <00:03:42.246>useful <00:03:42.729>milestone <00:03:43.404>is <00:03:43.505>when <00:03:43.717>the <00:03:43.964>DV1 <00:03:44.585>expansion <00:03:45.477>and <00:03:45.990>DV3 <00:03:46.877>are <00:03:47.377>live <00:03:47.743>enough <00:03:48.057>for <00:03:48.249>customers <00:03:48.924>to <00:03:49.057>run <00:03:49.409>jobs.

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<v Cassidy>Here's <00:03:51.104>Ars <00:03:51.324>Technica:

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<v Quote>Meta <00:03:52.514>platforms <00:03:53.134>recently <00:03:53.570>ran <00:03:53.910>ads <00:03:54.250>for <00:03:54.423>an <00:03:54.637>AI <00:03:54.930>porn-generation <00:03:55.874>tool <00:03:56.210>that <00:03:56.578>seemingly <00:03:57.068>encouraged <00:03:57.717>users <00:03:58.103>to <00:03:58.256>create <00:03:58.610>deepfaked <00:03:59.227>videos <00:03:59.614>resembling <00:04:00.119>female

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<v Quote>US <00:04:00.990>politicians <00:04:02.110>despite <00:04:02.550>the <00:04:02.650>company’s <00:04:03.072>policies <00:04:03.610>against <00:04:03.970>ads <00:04:04.246>containing <00:04:04.667>sexual <00:04:05.072>material.

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<v Quote>It’s <00:04:06.490>the <00:04:06.656>latest <00:04:06.983>in <00:04:07.130>a <00:04:07.216>series <00:04:07.517>of <00:04:07.623>failures <00:04:08.103>by <00:04:08.290>Meta <00:04:08.637>to <00:04:08.738>keep <00:04:08.983>advertisements <00:04:09.750>for <00:04:09.877>tools <00:04:10.242>that <00:04:10.420>produce <00:04:10.850>nonconsensual <00:04:11.703>intimate <00:04:12.190>imagery <00:04:12.690>off <00:04:12.970>its

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<v Quote>platforms. <00:04:14.030>The <00:04:14.754>tool, <00:04:15.197>which <00:04:15.383>is <00:04:15.524>called <00:04:15.810>Kromix, <00:04:16.743>bills <00:04:17.079>itself <00:04:17.570>as <00:04:17.810>an <00:04:18.010>“AI <00:04:18.503>image <00:04:18.850>styler.”

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<v Cassidy>Kromix <00:04:20.075>called <00:04:20.350>itself <00:04:20.788>an <00:04:20.961>“AI <00:04:21.548>image <00:04:21.941>styler,” <00:04:22.969>then <00:04:23.221>ran <00:04:23.441>a <00:04:23.529>Meta <00:04:23.828>ad <00:04:24.097>promising <00:04:24.721>“no <00:04:24.983>restrictions” <00:04:25.821>and <00:04:25.945>real <00:04:26.258>people—while <00:04:27.525>steering <00:04:27.961>users <00:04:28.407>toward <00:04:28.738>sexual

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<v Cassidy>deepfakes <00:04:29.694>of <00:04:29.847>female <00:04:30.188>politicians.

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<v Cassidy>That <00:04:32.001>euphemism <00:04:32.581>got <00:04:32.781>through <00:04:32.948>an <00:04:33.081>ad <00:04:33.298>system <00:04:33.673>with <00:04:33.858>actual <00:04:34.254>money <00:04:34.578>behind <00:04:35.001>it.

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<v Bill>Meta's <00:04:36.574>ad-review <00:04:37.414>stack <00:04:37.941>cleared <00:04:38.441>a <00:04:38.571>product <00:04:38.974>pitching <00:04:39.513>paid <00:04:40.061>uploads <00:04:40.901>for <00:04:41.385>scenarios <00:04:42.021>labeled <00:04:42.721>“bedroom <00:04:43.705>rape.” <00:04:44.857>This <00:04:45.305>wasn't <00:04:45.705>some <00:04:46.034>moderation <00:04:46.841>miss <00:04:47.218>buried

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<v Bill>in <00:04:47.681>a <00:04:47.791>billion <00:04:48.391>uploads.

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<v Bill>What <00:04:50.270>signal <00:04:50.741>did <00:04:50.969>that <00:04:51.230>system <00:04:51.781>see <00:04:52.341>and <00:04:52.841>decide <00:04:53.421>was <00:04:53.833>fine?

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<v Cassidy>We <00:04:55.449>just <00:04:55.681>spent <00:04:55.921>two <00:04:56.103>segments <00:04:56.654>on <00:04:56.841>trillions <00:04:57.441>flowing <00:04:57.769>into <00:04:58.068>AI <00:04:58.340>infrastructure.

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<v Cassidy>Great—some <00:05:01.031>of <00:05:01.116>that <00:05:01.306>capacity <00:05:01.857>is <00:05:02.000>apparently <00:05:02.417>being <00:05:02.751>monetized <00:05:03.514>through <00:05:03.824>ads <00:05:04.164>for <00:05:04.364>nonconsensual <00:05:05.356>porn.

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<v Cassidy>Meta's <00:05:06.901>policy <00:05:07.324>page <00:05:07.697>is <00:05:07.862>irrelevant <00:05:08.471>if <00:05:08.564>the <00:05:08.734>auction <00:05:09.137>keeps <00:05:09.468>cashing <00:05:09.824>the <00:05:09.964>check.

55
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<v Cassidy>Here's <00:05:11.284>one <00:05:11.452>from <00:05:11.690>Hacker <00:05:12.060>News:

56
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<v Quote>This <00:05:13.069>is <00:05:13.316>a <00:05:13.484>potential <00:05:13.796>lawsuit <00:05:14.256>for <00:05:14.440>Meta. <00:05:14.856>Also

57
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<v Quote>the <00:05:15.956>app <00:05:16.186>creator <00:05:16.589>is <00:05:16.749>in <00:05:16.912>violation <00:05:17.443>of <00:05:17.629>US <00:05:17.976>law <00:05:18.276>and <00:05:18.516>may <00:05:18.749>be <00:05:18.909>arrested <00:05:19.389>if <00:05:19.536>found <00:05:19.763>to <00:05:19.869>be <00:05:20.016>a <00:05:20.189>US <00:05:20.516>citizen <00:05:21.043>or <00:05:21.309>in <00:05:21.536>a <00:05:21.686>country <00:05:21.928>with <00:05:22.109>an <00:05:22.349>US <00:05:22.663>extradition <00:05:23.232>agreement.

58
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<v Bill>A <00:05:24.484>lawsuit <00:05:24.809>may <00:05:25.129>come, <00:05:25.865>sure.

59
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<v Bill>But <00:05:27.129>legal <00:05:27.600>exposure <00:05:28.236>after <00:05:28.589>the <00:05:28.756>ad <00:05:29.065>runs <00:05:29.636>is <00:05:30.049>a <00:05:30.161>miserable <00:05:30.869>control <00:05:31.369>loop.

60
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<v Bill>Meta <00:05:32.782>needs <00:05:33.102>to <00:05:33.289>explain <00:05:33.916>enforcement <00:05:34.695>before <00:05:35.022>an <00:05:35.262>ad <00:05:35.582>is <00:05:35.746>bought, <00:05:36.569>approved, <00:05:37.509>and <00:05:37.745>delivered—not <00:05:39.036>point <00:05:39.422>to <00:05:39.569>a <00:05:39.689>policy <00:05:40.222>after <00:05:40.533>somebody <00:05:40.956>screenshots <00:05:41.742>it.

61
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<v Cassidy>Computer <00:05:43.165>Weekly, <00:05:43.700>with <00:05:44.215>Aaron <00:05:44.688>Tan:

62
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<v Quote>Alibaba <00:05:46.166>Cloud <00:05:46.539>has <00:05:46.695>switched <00:05:47.059>on <00:05:47.259>its <00:05:47.419>third <00:05:47.699>datacentre <00:05:48.232>in <00:05:48.379>South <00:05:48.646>Korea

63
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<v Quote>a <00:05:49.523>year <00:05:49.832>after <00:05:50.139>its <00:05:50.305>second <00:05:50.632>facility <00:05:51.107>went <00:05:51.395>live <00:05:51.879>and <00:05:52.227>four <00:05:52.472>years <00:05:52.792>after <00:05:53.112>it <00:05:53.259>first <00:05:53.519>put <00:05:53.747>infrastructure <00:05:54.472>on <00:05:54.579>the <00:05:54.638>ground <00:05:55.008>in <00:05:55.081>the <00:05:55.191>country.

64
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<v Quote>The <00:05:56.401>Chinese <00:05:56.878>hyperscaler <00:05:57.573>announced <00:05:57.901>the <00:05:58.067>launch <00:05:58.394>on <00:05:58.581>18 <00:05:59.107>August <00:05:59.461>2026 <00:06:00.421>without <00:06:01.032>disclosing <00:06:01.581>the <00:06:01.763>capacity <00:06:02.288>of <00:06:02.361>the <00:06:02.461>new <00:06:02.661>site

65
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<v Quote>which <00:06:03.581>takes <00:06:03.821>its <00:06:03.987>global <00:06:04.311>network <00:06:04.741>to <00:06:05.301>104 <00:06:05.756>availability <00:06:06.488>zones <00:06:06.878>across <00:06:07.301>30 <00:06:07.611>regions.

66
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<v Cassidy>Alibaba <00:06:08.960>Cloud <00:06:09.267>has <00:06:09.433>opened <00:06:09.787>a <00:06:09.920>third <00:06:10.227>South <00:06:10.480>Korea <00:06:10.843>site—one <00:06:11.995>year <00:06:12.227>after <00:06:12.467>its <00:06:12.656>second—but <00:06:13.667>won't <00:06:13.907>say <00:06:14.067>how <00:06:14.219>much <00:06:14.418>capacity <00:06:15.014>it <00:06:15.147>added.

67
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<v Cassidy>After <00:06:16.687>the <00:06:16.797>numbers <00:06:17.200>we <00:06:17.339>just <00:06:17.507>got <00:06:17.659>from <00:06:17.835>Dell’Oro <00:06:18.367>and <00:06:18.491>DataVita, <00:06:19.955>“third <00:06:20.107>datacentre” <00:06:20.947>isn't <00:06:21.227>a <00:06:21.364>usable <00:06:21.771>unit <00:06:22.054>of <00:06:22.160>measurement.

68
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<v Bill>Exactly. <00:06:24.859>They <00:06:25.187>can <00:06:25.367>say <00:06:25.947>104 <00:06:26.889>availability <00:06:27.707>zones <00:06:28.187>across <00:06:28.827>30 <00:06:29.137>regions

69
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<v Bill>but <00:06:30.379>that <00:06:30.574>tells <00:06:30.947>a <00:06:31.054>buyer <00:06:31.457>nothing <00:06:31.987>about <00:06:32.235>available <00:06:32.807>GPU <00:06:33.316>capacity—or <00:06:34.767>latency <00:06:35.567>and <00:06:35.931>inference <00:06:36.600>costs <00:06:37.147>under <00:06:37.627>load.

70
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<v Cassidy>And <00:06:38.127>the <00:06:38.233>launch <00:06:38.553>bundle <00:06:38.884>covers <00:06:39.307>agentic <00:06:39.767>development, <00:06:40.887>testing, <00:06:41.772>operations, <00:06:42.547>and <00:06:42.738>security—the <00:06:44.094>whole <00:06:44.494>agent <00:06:44.891>lifecycle.

71
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<v Cassidy>Fine. <00:06:46.787>But <00:06:47.407>the <00:06:47.515>infrastructure <00:06:48.224>announcement <00:06:48.727>carries <00:06:49.195>much <00:06:49.414>of <00:06:49.487>the <00:06:49.600>sales <00:06:49.920>pitch <00:06:50.227>while <00:06:50.447>the <00:06:50.555>operating <00:06:51.037>numbers <00:06:51.435>stay <00:06:51.687>offstage.

72
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<v Bill>A <00:06:53.387>cloud <00:06:53.856>region <00:06:54.379>plus <00:06:54.907>an <00:06:55.134>agent <00:06:55.556>platform <00:06:56.480>is <00:06:56.947>a <00:06:57.067>tidy <00:06:57.427>way <00:06:57.600>to <00:06:57.771>lock <00:06:58.080>in <00:06:58.235>both <00:06:58.467>the <00:06:58.658>workload <00:06:59.347>and <00:06:59.747>the <00:06:59.917>serving <00:07:00.347>stack.

73
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<v Bill>Gendive <00:07:02.227>and <00:07:02.387>Naver <00:07:02.947>Z <00:07:03.187>are <00:07:03.371>real <00:07:03.707>local <00:07:04.187>use <00:07:04.520>cases; <00:07:05.687>now <00:07:05.931>show <00:07:06.247>enterprises <00:07:06.955>what <00:07:07.218>capacity <00:07:07.819>they <00:07:07.987>can <00:07:08.160>actually <00:07:08.707>buy.

74
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<v Bill>When <00:07:10.958>a <00:07:11.060>platform <00:07:11.638>says <00:07:12.038>it <00:07:12.278>has <00:07:12.646>deepfake <00:07:13.478>safeguards, <00:07:14.872>should <00:07:15.131>we <00:07:15.286>take <00:07:15.526>that <00:07:15.771>as <00:07:15.945>proof <00:07:16.358>it <00:07:16.578>can <00:07:16.818>protect <00:07:17.295>people?

75
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<v Bill>What <00:07:18.638>would <00:07:18.886>show <00:07:19.118>the <00:07:19.331>rules <00:07:19.894>work <00:07:20.390>when <00:07:20.908>harmful <00:07:21.460>material <00:07:22.011>is <00:07:22.158>still <00:07:22.398>getting <00:07:22.771>views <00:07:23.345>or <00:07:23.691>ad <00:07:24.025>money?

76
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<v Cassidy>Look <00:07:25.204>beyond <00:07:25.518>a <00:07:25.638>policy <00:07:26.230>page: <00:07:27.131>clear <00:07:27.478>labels

77
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<v Cassidy>a <00:07:28.418>way <00:07:28.625>to <00:07:28.735>report <00:07:29.158>content

78
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<v Cassidy>evidence <00:07:30.778>the <00:07:30.891>platform <00:07:31.368>removes <00:07:31.798>it

79
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<v Cassidy>and <00:07:32.571>an <00:07:32.728>outside <00:07:33.158>body <00:07:33.494>that <00:07:33.618>can <00:07:33.846>challenge <00:07:34.358>bad <00:07:34.656>moderation <00:07:35.331>calls.

80
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<v Cassidy>Meta's <00:07:36.894>Oversight <00:07:37.451>Board <00:07:37.771>recently <00:07:38.249>overturned <00:07:38.806>Meta's <00:07:39.131>decision <00:07:39.611>to <00:07:39.745>leave <00:07:39.931>up <00:07:40.065>an <00:07:40.182>Instagram <00:07:40.825>video <00:07:41.253>reportedly <00:07:42.254>generated <00:07:42.811>by <00:07:43.078>AI <00:07:43.430>that <00:07:43.620>impersonated <00:07:44.478>a

81
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<v Cassidy>woman. <00:07:45.185>It <00:07:45.782>also <00:07:46.084>called <00:07:46.378>for <00:07:46.482>stronger <00:07:46.898>protections <00:07:47.578>for <00:07:47.718>non-public <00:07:48.338>figures <00:07:48.811>targeted <00:07:49.291>by <00:07:49.467>sexualized <00:07:50.278>deepfakes.

82
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<v Cassidy>That's <00:07:52.001>accountability <00:07:52.625>in <00:07:52.758>practice: <00:07:53.878>a <00:07:54.100>specific <00:07:54.651>decision <00:07:55.122>reviewed <00:07:55.538>outside <00:07:55.978>the <00:07:56.088>company's <00:07:56.585>usual <00:07:56.976>moderation <00:07:57.638>operation

83
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<v Cassidy>with <00:07:58.888>recommendations <00:07:59.678>for <00:07:59.878>change.

84
00:08:00.578 --> 00:08:05.958
<v Cassidy>The <00:08:01.291>Board <00:08:01.604>places <00:08:01.898>the <00:08:02.038>case <00:08:02.406>amid <00:08:02.658>new <00:08:02.918>rules <00:08:03.364>taking <00:08:03.691>shape <00:08:03.985>in <00:08:04.105>India, <00:08:04.558>the <00:08:04.811>UK, <00:08:05.178>and <00:08:05.345>Spain.

85
00:08:06.158 --> 00:08:15.078
<v Cassidy>The <00:08:06.811>European <00:08:07.291>Union <00:08:07.598>has <00:08:07.782>also <00:08:08.078>reached <00:08:08.411>an <00:08:08.558>agreement <00:08:08.971>to <00:08:09.122>prohibit <00:08:09.611>AI <00:08:09.948>systems <00:08:10.454>that <00:08:10.580>generate <00:08:11.158>non-consensual <00:08:12.189>sexually <00:08:12.847>explicit <00:08:13.691>or <00:08:14.011>intimate <00:08:14.518>content

86
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<v Cassidy>and <00:08:15.771>child <00:08:16.095>sexual <00:08:16.505>abuse <00:08:16.900>material. <00:08:17.825>On <00:08:18.378>the <00:08:18.478>money <00:08:18.758>side

87
00:08:19.198 --> 00:08:27.158
<v Cassidy>Sarah <00:08:19.465>Perez <00:08:19.825>at <00:08:19.942>TechCrunch <00:08:20.488>reports <00:08:20.870>that <00:08:21.068>YouTube <00:08:21.578>has <00:08:21.702>clarified <00:08:22.310>that <00:08:22.491>three <00:08:22.825>types <00:08:23.185>of <00:08:23.307>videos <00:08:23.785>categorized <00:08:24.625>as <00:08:24.958>“inauthentic <00:08:25.808>content” <00:08:26.788>can't <00:08:27.105>be

88
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<v Cassidy>monetized. <00:08:28.438>And <00:08:28.982>Jess <00:08:29.278>Weatherbed <00:08:29.771>of <00:08:29.898>The <00:08:30.038>Verge <00:08:30.482>reported <00:08:30.870>that <00:08:31.018>the <00:08:31.134>Oversight <00:08:31.705>Board <00:08:32.078>has <00:08:32.232>called <00:08:32.491>on <00:08:32.662>Meta <00:08:32.971>to <00:08:33.147>expand <00:08:33.691>AI-content <00:08:34.500>labeling

89
00:08:35.454 --> 00:08:41.829
<v Cassidy>including <00:08:36.158>C2PA <00:08:37.358>a <00:08:37.620>standard <00:08:38.162>intended <00:08:38.545>to <00:08:38.665>carry <00:08:39.045>information <00:08:39.598>about <00:08:39.878>a <00:08:39.985>piece <00:08:40.211>of <00:08:40.433>content's <00:08:40.848>origins.

90
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<v Bill>But <00:08:42.255>labels <00:08:42.638>and <00:08:42.838>takedowns <00:08:43.538>can <00:08:43.785>sound <00:08:44.198>reassuring <00:08:45.065>after <00:08:45.418>the <00:08:45.590>fact.

91
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<v Bill>How <00:08:46.785>do <00:08:46.891>we <00:08:47.046>tell <00:08:47.278>whether <00:08:47.598>a <00:08:47.709>platform <00:08:48.331>is <00:08:48.482>catching <00:08:48.886>this <00:08:49.131>at <00:08:49.385>scale <00:08:50.198>instead <00:08:50.785>of <00:08:50.895>merely <00:08:51.311>responding <00:08:52.091>to <00:08:52.218>the <00:08:52.358>cases <00:08:52.806>that <00:08:53.067>become <00:08:53.569>public?

92
00:08:54.742 --> 00:08:58.022
<v Cassidy>Watch <00:08:55.082>the <00:08:55.222>metrics. <00:08:56.232>Are <00:08:56.548>labels <00:08:56.872>broadly <00:08:57.302>applied?

93
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<v Cassidy>Do <00:08:58.642>reports <00:08:59.094>lead <00:08:59.275>to <00:08:59.442>removals?

94
00:09:00.242 --> 00:09:05.302
<v Cassidy>And <00:09:00.715>do <00:09:00.889>monetization <00:09:01.689>rules <00:09:02.075>actually <00:09:02.582>cut <00:09:02.862>off <00:09:03.047>incentives <00:09:03.742>for <00:09:03.942>inauthentic <00:09:04.644>material?

95
00:09:05.402 --> 00:09:15.302
<v Cassidy>Independent <00:09:06.582>reviewers, <00:09:07.622>regulators, <00:09:08.842>and <00:09:08.955>affected <00:09:09.462>users <00:09:09.926>need <00:09:10.209>to <00:09:10.315>be <00:09:10.470>able <00:09:10.689>to <00:09:10.804>identify <00:09:11.391>failures <00:09:12.222>and <00:09:12.649>force <00:09:13.002>the <00:09:13.124>platform <00:09:13.675>to <00:09:13.839>change <00:09:14.242>its <00:09:14.494>decisions.

96
00:09:16.082 --> 00:09:18.722
<v Cassidy>Have <00:09:16.295>feedback, <00:09:16.842>a <00:09:16.949>story <00:09:17.362>idea, <00:09:17.789>or <00:09:17.882>a <00:09:17.980>correction?

97
00:09:18.855 --> 00:09:23.762
<v Cassidy>Email <00:09:19.602>us <00:09:19.842>at <00:09:20.122>aidailybriefing <00:09:21.335>at <00:09:21.502>lantern <00:09:22.020>podcasts <00:09:22.862>dot <00:09:23.182>com.

98
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<v Cassidy>Your <00:09:24.375>notes <00:09:24.674>help <00:09:24.834>make <00:09:24.982>the <00:09:25.086>briefing <00:09:25.490>more <00:09:25.739>useful <00:09:26.122>every <00:09:26.422>day.

99
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<v Cassidy>Links <00:09:27.830>to <00:09:27.977>every <00:09:28.244>story <00:09:28.617>are <00:09:28.764>in <00:09:28.837>the <00:09:28.945>show <00:09:29.204>notes, <00:09:29.990>so <00:09:30.129>take <00:09:30.297>a <00:09:30.353>look <00:09:30.444>at <00:09:30.517>the <00:09:30.646>pieces <00:09:31.073>that <00:09:31.183>caught <00:09:31.473>your <00:09:31.593>attention <00:09:32.137>and <00:09:32.337>dig <00:09:32.657>a <00:09:32.771>little <00:09:33.034>deeper.

100
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<v Cassidy>That’s <00:09:34.444>AI <00:09:34.630>Daily <00:09:34.937>Briefing <00:09:35.337>for <00:09:35.537>today.

101
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<v Cassidy>This <00:09:36.790>is <00:09:36.937>a <00:09:37.027>Lantern <00:09:37.477>Podcast.