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The Wall Street Journal 2026-10-25-3

AI Splits the American University in Two

Masko argues AI splits the university in two, and a study of 25,000 Chinese students shows why: homework scores rose with AI, then exam scores dropped significantly once the technology was removed. His fix is supervised, AI-free undergraduate assessment. Next to Apollo's 'great calculator', that makes unaided judgment the scarce input; my extension, not his, is that employers could then price a bachelor's that proves it separately from a research degree that proves amplification.

The Economist · 2026-10-20 2026-10-23-w2

AI and scientific paperwork: productivity boon or slop flood

Grants are the version of this problem with no checker at all, which is why the Economist piece matters beside the code stories. A typical application takes about 34 days and succeeds about 20% of the time, so a researcher cutting a day a week to 45 minutes still loses most rounds once rivals do the same. Fabricated citations in 2.5m biomedical papers rose 12-fold to about 0.5%, and ICML submissions doubled to 24,000, with the cost landing on reviewers. Where Postgres has committers and PHP has maintainers, science has reader attention, and no mechanical test to ration it. Triage and digest agents start to look less like conveniences and more like core infrastructure.

Freddie deBoer (Substack) 2026-10-21-1

Four Direct, Reasonable, and Important AI Questions (Which the AI People Will Ignore)

deBoer holds AI maximalists to their own yardstick and finds daily life in 2026 barely distinguishable from 2021. His best argument is that cancer is limited by tumor recurrence, toxicity and patient dropout, and curing every cancer would add only about three years of life expectancy. That sets the ceiling for Schmidt's claim that disease could be cured in 15-20 years: where the constraint is physical, faster thinking buys little.

YouTube 2026-10-20-1

AI Agents Cut 3-Day Portfolio Builds to Minutes — Jack McDonald, Apollo & Michael Manapat, Rowspace

Rowspace cut a CLO mock-portfolio build across 200-400 credit names from 2-3 days in Excel to minutes, about 80-90% complete, with the PM finishing the last 10%. The trust comes from staff encoding which of 20 sources wins, worked out with the client's finance team on site. That human-adjudicated rulebook is what the physics and grant-writing reads are missing.

The Economist 2026-10-20-3

AI and scientific paperwork: productivity boon or slop flood

Grant writing is the case with no checker at all. A typical application takes about 34 days and succeeds about 20% of the time, so one researcher cutting a day a week to 45 minutes still loses most rounds once rivals do the same. Fabricated citations across 2.5m biomedical papers rose 12-fold to about 0.5%, and ICML submissions doubled to 24,000. The cost lands on reviewers, and effort stops working as a signal of seriousness.