Epistemic status: Speculation from two decently informed advocates armed with anecdata.
Note on process: After having some version of this conversation several times and saying, “we should probably write about this publicly,” we took the less heroic route: we recorded one of our conversations, fed the transcript into an LLM, and then substantially revised the structure, substance, and framing ourselves. We will not be sharing the transcript, as it is in...
I want to start by noting that I am amazed and somewhat in awe of what's been accomplished by the EA animal welfare movement. I am enthusiastically supportive of all campaigns that make living and dying conditions less bad for farmed animals.
I worked on such campaigns for almost 20 years, and I'm proud of that work.
That said, I do think it's a strategic error that the EA animal movement has so thoroughly moved on from advocacy for animal liberation and diet change.&n...
Author: Grace Ryba (she/her), Executive Director
TL;DR:
* BluePerch is a new animal welfare grantmaker.
* Grant applications aren't open yet - we're aiming to open applications in roughly mid-2027.
* We welcome early expressions of interest from potential grantseekers so we can notify you when applications open - express your interest here or see further details below.
* We're also seeking boa...
The recent rise of AI Factory/Neocloud companies like CoreWeave, Lambda and Crusoe strikes me as feverish and financially unsound. These companies are highly overleveraged, offering GPU access as a commodity to a monopsony. Spending vast amounts of capex on a product that must be highly substitutive to compete with hyperscalers on cost strikes me as an unsustainable business model in the long term. The association of these companies with the 'AI Boom' could cause collateral reputation damage to more reputable firms if these Neoclouds go belly up.
And, if you're in a race-to-the-bottom price war on margins, fewer resources are devoted to risk management and considerate deployment. A recent SemiAnalysis article confirms the "long tail" of these companies that lack even basic ISO27001 or SOC 2 certs.
I should say that the Sovereign Neocloud model seems to alleviate both the financial and x-risk concerns; however, that's mostly relevant outside the US and China.