0
Applied AI·July 3, 2026·1 min read

NSW government ‘absolutely thrilled’ to welcome OpenAI ... until someone mentioned the Terminator films

Share

NSW’s mixed internal emails about OpenAI—enthusiasm plus Terminator anxiety—capture how governments are simultaneously courting AI investment and managing public fear. If you’re expanding AI operations into new regions, expect political support to come with narrative management obligations.

Applied AI

Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal

If Meta starts selling excess compute and hosting third-party models — potentially including Anthropic — it shifts from pure AI consumer to horizontal infra provider. For operators, that means more leverage in cloud and model negotiations, but also a more complex decision: whose ecosystem do you want to be strategically dependent on over the next 3–5 years.