This week, we discuss why the AI safety narrative is shifting from doomerism to the risk of AI eliminating both companies’ and individuals’ alphas, or what makes them unique and confers on them an advantage over the rest of the crowd. For companies, that means assessing whether to trust big AI companies with their proprietary data, and for individuals it means not outsourcing critical thought to a robot everyone else has. Plus: Why Xbox hit a wall, publishers pivot again to video, and the World Cup’s heroes and villains.
On PvA OT, Hearst Newspapers chief product & strategy officer Bridget Williams discusses how to make local news a utility.
Chapters:
00:00 Open
01:03 PvA Notes Update
07:20 World Cup Fever
21:43 Drones, Cruises & Boats
27:36 AI Safety and Stolen Alpha
40:07 Can Policy Beat the Market
45:41 Why Xbox Is Struggling
49:56 Publishers Pivot to Netflix
56:56 Local News as Utility with Bridget Williams
01:01:28 AI Tools and Experiments
01:11:13 Free vs Paid News Strategy
01:16:17 Good Product
01:18:26 Credits














