AGITA is the new FOMO driving AI spending · Apple M7 Ultra targets 1.5TB memory, Blackwell-class AI · American AI domination? Not so fast · AI toilet camera raises $10M to track gut health · Why LLMs may never be fully secure against hacks · Google's $200bn Wall Street machine bankrolls Anthropic chips · Courts challenge Delhi Police's AI surveillance of student protesters · In-house lawyers find creative "off-label" uses for AI tools · CuspAI builds molecules to remove forever chemicals from water · India's child safety plan forces Aadhaar biometrics on adults · Zuckerberg previews Meta's big push into personal AI agents · Google credits AI for record Chrome security bug fixes · xAI loses bid to block Minnesota 'nudify' app ban · Apple struggles to keep pace with AI bug hunters · AI chatbots outperform human scammers at building trust · Friend AI pendant gets speaker, doubles price to $249 · German court rules Suno violated music copyrights · AI-driven memory shortage hits MacBook Air supply · Ofcom chair launches review to rein in Big Tech · Why layering AI on broken systems won't boost productivity · AGITA is the new FOMO driving AI spending · Apple M7 Ultra targets 1.5TB memory, Blackwell-class AI · American AI domination? Not so fast · AI toilet camera raises $10M to track gut health · Why LLMs may never be fully secure against hacks · Google's $200bn Wall Street machine bankrolls Anthropic chips · Courts challenge Delhi Police's AI surveillance of student protesters · In-house lawyers find creative "off-label" uses for AI tools · CuspAI builds molecules to remove forever chemicals from water · India's child safety plan forces Aadhaar biometrics on adults · Zuckerberg previews Meta's big push into personal AI agents · Google credits AI for record Chrome security bug fixes · xAI loses bid to block Minnesota 'nudify' app ban · Apple struggles to keep pace with AI bug hunters · AI chatbots outperform human scammers at building trust · Friend AI pendant gets speaker, doubles price to $249 · German court rules Suno violated music copyrights · AI-driven memory shortage hits MacBook Air supply · Ofcom chair launches review to rein in Big Tech · Why layering AI on broken systems won't boost productivity

Memia - AI Situational Awareness

STRATEGIC INTELLIGENCE FOR AI DECISION-MAKERS

Horizon-scanning and sensemaking for governments, capital and operators navigating the AI economy.

Latest briefings

A live read on what moved across the AI landscape, what it means, and what's next.

Upcoming Events

Agentic Engineering Day New Zealand
AIOctober 21, 2026

Agentic Engineering Day New Zealand

Agentic Engineering Day New Zealand is a community-driven conference for builders working with AI agents, MCP, AI infrastructure, and production AI systems. The event brings world-class AI engineering...

How Exponential AI Is Shaping the Future of International Development
International DevelopmentSeptember 8, 2026

How Exponential AI Is Shaping the Future of International Development

Memia's Head of Research Ben Reid will be delivering a keynote at The Council for International Development's two-day annual conference in Te Whanganui-a-Tara Wellington in September. The conference b...

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Memia Writing

Mind-expanding essays and frameworks on AI, accelerating technology, and the future.

Anatomy of an AI agent (mid-2026 edition)

June 9, 2026

Anatomy of an AI agent (mid-2026 edition)

Models, tokens, harnesses, agents, skills, tools - making sense of a dynamic vocabulary....

The Intelligent Interstitium: What Lies Between

April 2, 2026

The Intelligent Interstitium: What Lies Between

An exploration of the connective layer between human minds, tracing how communication media have evolved from passive channels into increasingly agentic systems that now participate in thought itself....

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Sensorium Signal Scanning

Real-time links and signal scanning from across the web, tracked through Memia Sensorium.

AGITA is the new FOMO driving AI spending

AGITA is the new FOMO driving AI spending

Signals:

  • Avoid reactive AI spending driven by anxiety rather than clear strategic objectives.
  • Establish measurable success criteria and failure conditions before committing significant capital.
  • Use strategic foresight to define necessary future outcomes and prevent long-term losses.
Apple M7 Ultra targets 1.5TB memory, Blackwell-class AI

Apple M7 Ultra targets 1.5TB memory, Blackwell-class AI

Signals:

  • Apple’s M7 Ultra aims for Blackwell-level AI performance, challenging current enterprise-grade hardware standards.
  • The 1.5TB memory target signals Apple's aggressive push into high-end local AI processing.
  • Future product viability remains heavily dependent on volatile global memory supply and pricing.

American AI domination? Not so fast

Signals:

  • Global competition challenges American AI dominance through rapid international innovation and adoption.
  • Regulatory hurdles and infrastructure gaps may impede domestic AI scaling and market leadership.
  • Strategic investment in diverse talent and technology is essential for maintaining competitive advantage.
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Interpret the future

Key narrative axes which Memia is tracking relating to Artificial Intelligence trends and impacts

Is it an AI Bubble?

There is no AI investment bubble

AI companies continue to justify their vast valuations and continue to raise capital. Valuations do not collapse suddenly.

The AI investment bubble will burst imminently

The gigantic amounts of money flowing into AI companies in 2022-2025 is seen not to generate returns and AI company valuations collapse very soon.

AGI Safety Alignment Progress

Robust Solutions

Robust, verified alignment solutions are developed and thoroughly tested before AGI deployment, ensuring AI systems reliably pursue intended goals and values.

Minimal Safeguards

Minimal safeguards are implemented due to competitive pressures and technical challenges, leaving significant alignment problems unsolved at AGI arrival.

AGI Regulatory Environment

Global Coordination

Strong international governance frameworks emerge with coordinated policies, standards, and oversight mechanisms for AGI development and deployment.

Fragmented Landscape

Fragmented regulatory landscape develops with inconsistent national policies and AI development havens undermining global coordination efforts.

AGI Hardware Requirements

New Breakthrough Computing Technologies

AGI requires quantum, photonic, thermodynamic or other breakthrough computing technologies, creating additional technical barriers and development timelines.

Existing Architectures

AGI emerges through scaling existing semiconductor architectures and optimizing current computing paradigms without fundamental hardware breakthroughs.

AGI Economic Transition Speed

Gradual Integration

Gradual economic integration allows for smooth adaptation, retraining programs, and managed transition of workforce and business models.

Sudden Displacement

Sudden economic displacement occurs as AGI capabilities rapidly automate broad sectors, causing significant disruption and social adjustment challenges.

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