When the Site Visit Didn't Happen

Hosts: Lenar Kess, Damra Vol. Today starts with a concrete infrastructure question: when governments announce AI capacity, who has visited the site, who has committed the money, and who can connect the power?The Guardian on Stargate UK reports that OpenAI doesn't appear to have visited a key North Tyneside site and that much of the touted investment was potential rather than committed.CNBC on Macron and Modi courting AI infrastructure shows the same demand from the other side: governments want cloud and data-center commitments badly enough to make them statecraft.Techmeme's BBC-linked Instagram item turns platform safety into an advertising and distribution failure, not an abstract moderation problem.The Guardian on NCA and IWF guidance adds the AI-specific risk: ordinary child photos can become source material for criminal abuse tools.Techmeme's SemiAnalysis-linked Meta compute item raises the possibility that Meta's AI buildout becomes a market product, with other labs as customers.Dan Luu's agentic coding notes, the session-memory critique, and Mistral's Leanstral 1.5 release keep the builder brief grounded in practice: context, memory, routing, proof, and verification.