7 min read

Weekend Reader Week 46

Sovereign tech, agent containment on Windows, and a central bank still waiting for an AI productivity boom.

Watercolour of a stag in a tweed suit reading a book in a leather armchair by the fireplace, while a brass mechanical owl on a stack of books holds up cards marked with a key, a question mark and arrows.

My links from this week, grouped loosely by topic.

AI and the workplace

Gartner’s crystal ball for 2027

ZDNET summarises Gartner’s top 10 strategic technology trends for 2027, which run from agent identity to wetware as a service. Under sovereign tech, Gartner expects over 75% of non-US organisations to adopt a digital sovereignty strategy by 2030.

Wetware as a service: your next cloud provider might need watering. The trend I’d watch is sovereign tech. In Switzerland that conversation has moved from the coffee machine to the board agenda, and an exit plan is turning from a nice-to-have into a feature you buy.

A playpen for agents

Microsoft has introduced Execution Containers (MXC), which contain AI agents at operating-system level rather than leaving the agent as its own security authority. Intune policies to manage those containers are described as coming soon, and a Learning mode records what an agent tried to access while the boundary is still being refined.

“An agent cannot be its own security authority” sums up the whole idea. My favourite part is Learning mode, a bit like reading the toddler’s browser history before setting up parental controls.

Ten minutes to soft

A peer-reviewed study co-authored by Berkeley’s Brian Christian, presented at the Conference on Language Modeling, found that after people used ChatGPT on fraction problems their accuracy and persistence dropped once the tool was taken away. Participants started getting answers wrong or skipping questions. A third trial with SAT reading comprehension produced a similar pattern.

It’s the escalator effect: ten minutes of riding and the stairs suddenly look personally offensive. Every Copilot rollout plan should include a line item for keeping the stairs in use.

The central bank checks the AI receipts

In a 9 November 2026 speech, Sarah Hunter of the Reserve Bank of Australia said there is still limited evidence that AI has materially lifted aggregate productivity or caused large job losses. She also warned that if returns on AI investment fall short, some asset prices could face sharp repricing and possibly disorderly adjustments.

When central bankers begin saying “disorderly adjustment”, and tech CEOs make headlines for their private lives instead of their keynotes, it’s usually late in the party. I’m not calling the top, but I’d keep my coat close to the door.

Models, media and hardware

The benchmark where AIs have to lie to win

Dwarkesh Patel spent about $20,000 in API credits having AI models play Blood on the Clocktower, a Werewolf-style bluffing game, against one another. In the games he describes, an evil player volunteers to be executed so the Demon looks honest, and a village is talked into voting out its own Saint. He notes a gap in scepticism between models: GPT doubts the evidence, while Claude takes it at face value.

That gap in scepticism reminds me of every steering committee I’ve sat in, only with better minutes.

Ignorance was bliss

Pangram has launched Image 1.0, a vendor-claimed detector for AI-generated images and videos, with a heatmap that marks the suspect regions and a Chrome extension that flags content while you scroll, including rental listings. The company reports 99.96% accuracy on its own image test set and 98.7% on a video benchmark where people were barely better than chance.

Useful for rental listings. For my feed, I’m less sure. Some of those perfect sunsets and adorable puppies were better left unchecked, like a Swiss bank statement you open after the holidays.

RAM Altman

Volker Weber writes, in a short blog post, about Sam Altman’s comment that OpenAI’s RAM needs matter more than those of consumer electronics, and about Iain Kay’s bash script that can email Altman how much memory you are not using. Weber admits to 23 GB sitting idle.

It’s the digital version of a neighbour peering over the fence at your unmowed lawn. Next year’s laptop prices suggest the joke is on us.

The Fast and the Furious: GPU Drift

TechSpot, citing the Bay Area News Group, reports that thieves stole $11.4 million of Nvidia equipment on a shipment from Oakland to Fort Worth, unnoticed until early September. The piece describes increasingly bold cargo thefts, including GPS spoofing and ramming escort vehicles, and a case in which stolen Nvidia-branded trailers turned out to be filled with 20,000 pounds of sand.

Spoofing GPS and ramming escort cars is basically the Vin Diesel script with fewer speeches about family. GPUs are the new copper, so your next hardware delivery may need a getaway plan of its own.

Something different

Life, uh, finds a way

Popular Science reports a PNAS study that chemically identified heme, the iron-containing molecule in blood, preserved in the bones of a 115-million-year-old dinosaur from Brazil and stabilised by a manganese mineral. The evidence is chemical, not DNA, so it does not support cloning.

I know you’re all thinking what I’m thinking. Before anyone books a flight to Isla Nublar: nobody’s cloning anything. Still, a molecule outlasted 115 million years, and I can’t keep a file share tidy for three.

An eightfold path to profitability

The Onion reports, in satire, that Bain Capital has acquired Tibetan Buddhism for $35 million. The firm plans to digitise the scriptures and shred the originals, give the mandalas an AI refresh, and offer nirvana as a $100 monthly subscription, keeping the Dalai Lama on as a consultant for three more incarnations.

Satire, sure, but I’ve sat through transformation workshops with less self-awareness.

Collected by AI and curated by me, with arguments for and against. Not all of it is fact-checked.

Interactive slides in PowerPoint

Most people will stop using docs, slides and spreadsheets

The Copilot ROI double standard

Usage-based billing becomes the Copilot default

Creating unlimited cat GIFs on corporate spend had to come to an end eventually.

Free student email ends at 2028 renewals

I didn’t even know my kids’ school mailboxes might be on a free tier, but capitalism has done its homework. Any school out there need a freelancer for a 2027 tenant migration?