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The AI Disclosures Project

@ai-disclosures.bsky.social
180 followers 156 following 76 posts

Architecting healthy AI markets by @timoreilly.bsky.social & @ilan-strauss.bsky.social Substack: asimovaddendum.substack.com www.ai-disclosures.org huggingface.co/Disclosures-SSRC github.com/AI-Disclosures-Project

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The AI Disclosures Project @ai-disclosures.bsky.social · 14/09/2026
Co-director @IlanStrauss will moderate a panel on "How Open Source Shapes AI Markets: limits, enablers, and open protocols" Register: free to attend NYU, Monday September 21 as part of an all day workshop on *open source AI* led by @creativecommons.bsky.social creativecommons.org/event/open-u...
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The AI Disclosures Project @ai-disclosures.bsky.social · 28/08/2026
We’re co-hosting OPEN @ UNGA 81 with @creativecommons.bsky.social in NYC on Sept. 21. At 1:30pm, we’re moderating a panel on: Can open source make AI markets less centralized? With Duane O’Brien, Amanda Casari, Madiha Zahrah Choksi & Ben Moskowitz Register: creativecommons.org/event/open-u...
creativecommons.org
OPEN @ UNGA 81: A Conversation on Collaboration - Creative Commons
On the margins of UNGA 81, leading civil society and digital rights organizations will examine balancing aspirations for digital sovereignty.
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The AI Disclosures Project @ai-disclosures.bsky.social · 21/08/2026
Bigger isn’t always better. LLMs are vastly more general than chess engines like Stockfish -- but at a chessboard the specialized system wins easily. What does chess, LoRA, and small models tell us about the economics of specialized AI? Read our latest: asimovaddendum.substack.com/p/when-small...
asimovaddendum.substack.com
When Smaller Models Win
Chess, LoRA, and the case for specialized AI
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The AI Disclosures Project @ai-disclosures.bsky.social · 19/08/2026
Join us Sept. 21 at NYU for a @creativecommons.bsky.social commons -led discussion on open source and AI “sovereignty.” Can open source provide a decentralized alternative to today’s AI stack-- and if not, what would it take? Register: creativecommons.org/event/open-u...
asimovaddendum.substack.com
The Architecture of Participation: Progress at Bellagio and globally
AI Sovereignty, the Architecture of Participation, and our Rockefeller-sponsored Bellagio Convening
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The AI Disclosures Project @ai-disclosures.bsky.social · 13/08/2026
Co-director @ilan-strauss.bsky.social on @bbcnewsunofficial.bsky.social commenting on Amazon training its AI models on Twitch creator data The challenge & opportunity, Ilan argues, is to use AI to grow the monetizable ecosystem for all, to benefit creators rather than compete with them Video 1 / 2
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The AI Disclosures Project @ai-disclosures.bsky.social · 10/08/2026
What if Google isn’t losing the AI race -- but choosing a different race? @timoreilly.bsky.social argues that Google may be making a “Westinghouse bet”: prioritizing the infrastructure and diffusion of AI over winning the frontier-model contest. Maybe the real AI race isn’t about... 1/2
asimovaddendum.substack.com
Google’s Westinghouse Bet
SemiAnalysis thinks the DeepMind shakeup means Google is losing the AI race. It might be that Google is choosing to run a different race.
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The AI Disclosures Project @ai-disclosures.bsky.social · 29/07/2026
AI safety research needs post-deployment visibility We analyzed 1,178 safety & reliability papers drawn from 9,439 generative-AI papers. Just 4% of frontier-lab research addressed high-risk deployment areas, addiction, medical, etc Our new open-access paper in @IEEEAccess: doi.org/10.1109/ACCE...
doi.org
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The AI Disclosures Project @ai-disclosures.bsky.social · 27/07/2026
AI models are developing distinct personalities. As users & models adapt to each other, the fit becomes part of the product -- and the moat. @timoreilly.bsky.social on model culture, schismogenesis & why portable memory is essential to freedom of choice asimovaddendum.substack.com/p/differenti...
asimovaddendum.substack.com
Differentiation and personality in AI models
Thoughts on model "culture" as a kind of lock-in
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The AI Disclosures Project @ai-disclosures.bsky.social · 21/07/2026
Open protocols like MCP pull monolithic AI stacks apart into competitive markets MCP's real unlock is composition across apps, not one server per client New from Adam Jones (@AnthropicAI) & Tadas Antanavicius (@pulsemcp) on how MCP shape's production asimovaddendum.substack.com/p/open-proto...
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The AI Disclosures Project @ai-disclosures.bsky.social · 13/07/2026
Co-director @ilan-strauss.bsky.social asks: "Where does intelligence reside? Where does it live? ...the artificial intelligence found in LLMs is inert & centralized in the models’ weights. This is a very different type of intelligence to that exhibited by markets, which is...." 1/2
lnkd.in
LinkedIn
This link will take you to a page that’s not on LinkedIn
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The AI Disclosures Project @ai-disclosures.bsky.social · 13/07/2026
Our co-director @timoreilly.bsky.social in the @theeconomistevents.bsky.social argues that "The merchants are becoming princes". Elon Musk is building a form of capitalism that Adam Smith would hate, Tim argues. Read more here: www.economist.com/by-invitatio...
economist.com
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The AI Disclosures Project @ai-disclosures.bsky.social · 10/07/2026
Where does intelligence reside? @ilan-strauss.bsky.social proposes that AI, as inert & centralized, is reliant on market-based intelligence for federated learning & updating Protocols advance market specialization & can bridge these intelligences: asimovaddendum.substack.com/p/where-does...
asimovaddendum.substack.com
Where Does Intelligence Reside?
Why AI needs markets — and how specialized production / open protocols can enable this.
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O'Reilly @oreilly.bsky.social · 07/07/2026
"Jeff Ding's diffusion theory of the role of technology in great-power competition also applies to AI adoption, and it suggests that companies obsessed with the frontier might be optimizing for the wrong thing." Check out new #Radar piece by our @timoreilly.bsky.social to learn more: bit.ly/4bu9KNo
bit.ly
Ordinary Engineers, Not Heroic Inventors
Jeff Ding's diffusion theory of the role of technology in great-power competition also applies to AI adoption, and it suggests that companies obsessed with the frontier might be optimizing for the wro...
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The AI Disclosures Project @ai-disclosures.bsky.social · 07/07/2026
We are pleased to announce that AI Disclosures Project co-director @ilan-strauss.bsky.social has joined the @msftresearch.bsky.social AI Economy Institute’s third cohort of Senior Fellows. He will investigate the macroeconomic drivers and constraints on technological innovation.
blogs.microsoft.com
New cohort of AI Economy Institute Fellows to examine frontier AI firms and the transformation of work
Introducing the 2026 AI Economy Institute Fellows, a global cohort advancing research on AI’s impact on work, firms, and economies.
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The AI Disclosures Project @ai-disclosures.bsky.social · 17/06/2026
🦜 The Architecture of Participation 👥 New in our newsletter: - Our progress toward an architecture of participation for AI markets at Bellagio & globally - @timoreilly.bsky.social writes on why open models, protocols, harnesses & portable memory are now core to AI sovereignty👇
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The AI Disclosures Project @ai-disclosures.bsky.social · 16/06/2026
1/ 🧵 What are the missing mechanisms needed to build a future human+AI economy that is participatory, generative, & distributed? Last month @timoreilly.bsky.social brought 20 leading economists, protocol builders, & AI system experts to the @rockefellerfdn.bsky.social Bellagio Center to work on it
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The AI Disclosures Project @ai-disclosures.bsky.social · 12/06/2026
You can't fix a discovery problem with a better agent. The problem sits in the protocol. The gap comes from architecture. A2A inherited email's design: one-to-one, address-required, no public record of messages. Discovery was left out by design. Read more on our alternatives👇
asimovaddendum.substack.com
Agents Need a Public Square
Why better agent discovery is needed – and why broadcasting may be the answer
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The AI Disclosures Project @ai-disclosures.bsky.social · 12/06/2026
Our co-director @timoreilly.bsky.social has a wonderful video on @BigThink about enshittification of digital markets, architectures of participation, the industrial revolution, and creating the sort of market society that we want: www.youtube.com/watch?v=mrQu... A must watch 📽️
youtube.com
AI hype is starting to sound like religion | Tim O'Reilly
YouTube video by Leadership Lessons | Big Think+
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The AI Disclosures Project @ai-disclosures.bsky.social · 08/06/2026
Should agentic communication look more like e-mail or like social media, with "broadcasting"? The notion that agents will communicate directly with a single agent (A2A) ignores the problem of matching & discoverey Agents need a public square, argues Sruly Rosenblat Link🔗👇
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The AI Disclosures Project @ai-disclosures.bsky.social · 05/06/2026
What does communication look like in digital networks? Sruly Rosenblat argues that A2A protocol for agentic communication is restrictive because it views everything as one-to-one communication. Instead, we need "broadcasting", like on social media. Working nostr protocol at end. Link below 👇
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The AI Disclosures Project @ai-disclosures.bsky.social · 27/03/2026
We blame LLMs when they're unreliable. But the model is not always the problem, the API metered access is. A sharp new piece from Sruly Rosenblat @AssimovsAddendum breaks down how API design decisions by a few big companies cap reliability for the entire developer ecosystem. 🧵
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The AI Disclosures Project @ai-disclosures.bsky.social · 12/03/2026
Markets are built on trust. But it's pretty hard to trust AI agents. How to create monetizable agentic markets then? Read our most recent substack post: "Dangerously Skip Permissions" 👇 ...on how market-shaping protocols could make agents safer
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The AI Disclosures Project @ai-disclosures.bsky.social · 21/01/2026
We reanalyzed @anthropic.com's Economic Index and found it doesn't show what they say it does: GDP per capita does not predict AI adoption. Moreover, it doesn't imply increasing global inequality, like the @financialtimes.com says. Read @ilan-strauss.bsky.social's full analysis below 👇
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Ilan Strauss @ilan-strauss.bsky.social · 21/01/2026
The @financialtimes.com headline implied AI adoption patterns portend future divergence in living standards. But Anthropic’s report that they supposedly cover doesn't show this. I reanalyzed their public data @ai-disclosures.bsky.social: the GDP → usage relationship is weak 👇
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The AI Disclosures Project @ai-disclosures.bsky.social · 23/12/2025
MCP -- a key open standard in AI application markets -- now lives with the Linux Foundation. It underpins a lot of interoperability in the market. But open standards go 'bad' all the time. And it's often not about the standard, per se. Read more in our latest Asimov Addendum below👇
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The AI Disclosures Project @ai-disclosures.bsky.social · 09/12/2025
With Anthropic reportedly gearing up for an IPO as early as 2026, @timoreilly.bsky.social @ilan-strauss.bsky.social @isobelmoure wrote a “Christmas wishlist” for what its S-1 should disclose based on existing SEC standards. Key is non-price operating metrics which encode business objectives 👇 Read
asimovaddendum.substack.com
Our Anthropic IPO Christmas Wishlist
Tell Us What You’re Optimizing For
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Ilan Strauss @ilan-strauss.bsky.social · 09/12/2025
With Anthropic reportedly gearing up for an IPO as early as 2026, @ai-disclosures.bsky.social wrote a “Christmas wishlist” for what its S-1 should actually disclose based on existing SEC standards: – burn rate – circular revenue / partnership deals – what algorithms optimize for 👇 Read more
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The AI Disclosures Project @ai-disclosures.bsky.social · 02/12/2025
Anthropic’s new “advanced tool use” shows where the real action is: AI power sits in protocols like MCP, not just models -- search, programmatic tools, shared memory. www.anthropic.com/engineering/... See our previous work: “Protocols and Power” + “Read–Write–Act” below 👇
asimovaddendum.substack.com
Protocols and Power
If "context" is king, we need to ensure it remains fluid and accessible by third-party developers
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The AI Disclosures Project @ai-disclosures.bsky.social · 25/11/2025
Are LLM's the best that they will ever be? A guest post on Asimov Addendum by @rufusrock.bsky.social "The technology might continue to get better, but that doesn’t mean that the user experience will. Why? Primarily because no one knows how to make LLMs profitable." Read more below👇
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Ulrich Kaiser @ulrichkaiser.bsky.social · 12/11/2024
Just accepted in Information Economics and Policy: "Behind the Clicks: Can #Amazon allocate user attention as it pleases?" Can it? Yes it can, and that has really important regulatory implications as the authors @rufusrock.bsky.social, Ilan Strauss, @timoreilly.bsky.social
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AI Frontiers @aifrontiers.bsky.social · 30/07/2025
“The choice is ours: design competitive AI markets around open principles, or accept a new generation of platform monopolies,” write Tim O'Reilly, Isobel Moure, and Ilan Strauss ai-frontiers.org/articles/ope... @timoreilly.bsky.social
ai-frontiers.org
Open Protocols Can Prevent AI Monopolies | AI Frontiers
Isobel Moure, Jul 30, 2025 — With model performance converging, user data is the new advantage — and Big Tech is sealing it off.
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Justin Hendrix @justinhendrix.bsky.social · 27/10/2025
It’s the logic of market competition, not rogue models, that drives the risks investors and the public now need disclosed by companies, write Dr. Ilan Strauss and Tim O’Reilly. They launched the AI Disclosures Project to ensure AI markets can benefit from proper information and technical standards.
techpolicy.press
AI Isn’t a Superintelligence. It's a Market in Need of Disclosure. | TechPolicy.Press
If AI is going to be governed as a market technology, it must be brought into the market’s accountability machinery, write Dr. Ilan Strauss and Tim O'Reilly.
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Emily M. Bender @emilymbender.bsky.social · 27/10/2025
"If you access the public’s savings at scale, you should meet the public’s disclosure standards." ... seems like a good principle to minimize harmful bubbles www.techpolicy.press/ai-isnt-a-su...
techpolicy.press
AI Isn’t a Superintelligence. It's a Market in Need of Disclosure. | TechPolicy.Press
If AI is going to be governed as a market technology, it must be brought into the market’s accountability machinery, write Dr. Ilan Strauss and Tim O'Reilly.
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The AI Disclosures Project @ai-disclosures.bsky.social · 18/11/2025
@ilan-strauss.bsky.social will be presenting to the Computational Demography Working Group (CDWG) @gohuskies.bsky.social tomorrow (Nov 18) Topic: Can Membership Inference Attacks Detect Paywalled Content in LLM Training Data? Join in! Zoom: washington.zoom.us/meeting/regi... Time: 10-11AM (PST)
washington.zoom.us
Welcome! You are invited to join a meeting: UW Computational Demography Working Group. After registering, you will receive a confirmation email about joining the meeting.
Welcome! You are invited to join a meeting: UW Computational Demography Working Group. After registering, you will receive a confirmation email about joining the meeting.
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The AI Disclosures Project @ai-disclosures.bsky.social · 13/11/2025
In today's Asimov Addendum: @timoreilly.bsky.social has an excellent piece on AI as a "jetplane for the mind". AI Is a Tool, Not a Worker -- like all software. As AI becomes more autonomous, it must be shaped as a jetplane, not a displacement device, Tim argues. Link below👇
asimovaddendum.substack.com
Jet Planes for the Mind
With All Due Respect, Jensen Huang: AI Is a Tool, Not a Worker
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The AI Disclosures Project @ai-disclosures.bsky.social · 06/11/2025
"If Humans Can See It, Bots Can Steal It" In our latest Asimov Addendum post @timoreilly.bsky.social @isobelmoure, and @ilan-strauss.bsky.social look at: - AI bots pillaging the internet - How we got here: The evolving architecture of the internet under http - How we tend to get there... 1/2
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Ilan Strauss @ilan-strauss.bsky.social · 02/11/2025
I'm quite pleased that a paper I spent ages on with @timoreilly.bsky.social @mazzucatom.bsky.social was listed in the RUTGERS COMPUTER & TECHNOLOGY LAW JOURNAL's Bluebook 21st ed. of important articles in the field "Amazon’s Algorithmic Rents: The economics of information on Amazon" Links below
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Social Science Research Council @ssrc.org · 30/10/2025
AI technologies contribute substantially to corporate performance and risk, but investors lack information. A new policy note from @ai-disclosures.bsky.social proposes bringing AI governance within the SEC's disclosure regime, modeled on 2023 cybersecurity rules. www.ssrc.org/publications...
ssrc.org
Governing AI Through SEC Disclosure: Materiality Standards and Incident Reporting—Lessons from Cybersecurity
The SSRC makes available interdisciplinary research to inform policy, academic discourse, and the public. These publications are freely accessible and include policy working papers to essays for the g...
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The AI Disclosures Project @ai-disclosures.bsky.social · 30/10/2025
AI is not the messiah, its a very naughty market in need of disclosure. Read our most recent Asimov Addendum // @techpolicypress.bsky.social piece for more by Co-Directors @ilan-strauss.bsky.social and @timoreilly.bsky.social We also have a new working paper on SEC Disclosures for AI Below👇
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John Kostyack @kostyack.bsky.social · 27/10/2025
Heartily agree with this proposal to "reverse the private-by-design loophole that allows companies to remain private even as they raise huge sums of capital from hundreds of shareholders. If you access the public’s savings at scale, you should meet the public’s disclosure standards."
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The AI Disclosures Project @ai-disclosures.bsky.social · 27/10/2025
In our latest piece for @techpolicypress.bsky.social We argue that public oversight of AI should begin with applying existing SEC disclosure frameworks. This also means rolling back 2012 JOBS Act reforms, that allowed companies to stay private for longer. www.techpolicy.press/ai-isnt-a-su...
techpolicy.press
AI Isn’t a Superintelligence. It's a Market in Need of Disclosure. | TechPolicy.Press
If AI is going to be governed as a market technology, it must be brought into the market’s accountability machinery, write Dr. Ilan Strauss and Tim O'Reilly.
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The AI Disclosures Project @ai-disclosures.bsky.social · 14/05/2025
New weekly roundup going in-depth on copyright after the head of the U.S. Copyright Office was seemingly fired for arguing not all AI training is protected under fair use. This + model developers’ moves towards monetization, kooky comments from Steve Bannon & more! open.substack.com/pub/asimovad...
open.substack.com
Is Copyright Dead? (Weekly Roundup)
What the latest Copyright Office report means for AI's training & inference, OpenAI's new head of monetization, Steve Bannon on AI regulations (bonus), and more.
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The AI Disclosures Project @ai-disclosures.bsky.social · 07/05/2025
We’re back with another weekly roundup! This one covers some really shocking statistics from Cloudflare, typical OpenAI shenanigans, and more open.substack.com/pub/asimovad...
open.substack.com
Is the Internet's Business Model Finally Bust? (Weekly Roundup)
Weekly Roundup 7 May, 2025: Matthew Prince makes a splash, OpenAI juices its benchmarks, 4o sycophant shows the need for post-deployment monitoring of behavioral risks, and more.
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The AI Disclosures Project @ai-disclosures.bsky.social · 27/03/2025
Great long read today from our co-director @timoreilly.bsky.social! He goes in depth about what we mean when we talk about disclosures and how they could shape safe AI development (hint: they’re not just a notice that something was AI generated) open.substack.com/pub/asimovad...
open.substack.com
Disclosures. I do not think that word means what you think it means.
Disclosures are the language of networks and of markets
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The AI Disclosures Project @ai-disclosures.bsky.social · 21/02/2025
We wondered if Elon Musk’s control over Grok made it a tool for spreading misinformation. So we asked Grok itself to comment. It turns out being “maximally truth-seeking” doesn’t make it a huge fan of Musk… open.substack.com/pub/asimovad...
open.substack.com
Grok 3 on Elon Musk
So you said you wanted the truth...
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The AI Disclosures Project @ai-disclosures.bsky.social · 29/01/2025
Double feature today! Tim O’Reilly goes long on what a people are missing from the DeepSeek mania of this week, specifically their (alleged) distillation of OpenAI’s models and what this tells us about cloud providers, terms of service, and disclosures open.substack.com/pub/asimovad...
open.substack.com
Underappreciated Lessons from DeepSeek
Most AI regulation misses the mark because regulators don't consider the real world context in which AI is deployed
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The AI Disclosures Project @ai-disclosures.bsky.social · 29/01/2025
New weekly roundup! Some thoughts on R1 (of course) and open source, along with new inference-time compute benefits, benchmark meddling, and more. open.substack.com/pub/asimovad...
open.substack.com
Weekly Roundup (January 29, 2025)
An argument for open source, Microsoft's red team "goes rogue", covert benchmark funding, and inference-time compute for safety
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The AI Disclosures Project @ai-disclosures.bsky.social · 06/01/2025
New weekly roundup including more thoughts on how infrastructure will determine the future of AI, a review of the staggering AI development in 2024, and a great one-liner Sam Altman tweet open.substack.com/pub/asimovad...
open.substack.com
Weekly Roundup 1/6/2025
It's been way too long, so this is long too ;-)
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The AI Disclosures Project @ai-disclosures.bsky.social · 20/12/2024
New blog post on the latest US AI Taskforce Report! Co-director Ilan Strauss explores how it emphasizes the importance of international standard setting but misses the mark with regard to national security. open.substack.com/pub/asimovad...
open.substack.com
Born on the Fourth of July? The Bipartisan House AI Task Force Report
Standards, industrial policy, and the very visible shadow of China
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The AI Disclosures Project @ai-disclosures.bsky.social · 19/12/2024
New Substack post about Anthropic’s newly unveiled analytics tool for Claude—and why it has a huge blind spot: open.substack.com/pub/asimovad...
open.substack.com
Clio's Blind Spot
Why Clio ought to be reporting on API and business usage, not just individual users
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