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← The Pulse · week of Sep 21–27
PodcastPeak ProsperitySeptember 27, 2026

Daily Digest Sep 27: Democrats Favor a Military Coup, 43% of Americans View Socialism Positively, and AI Agents go Rogue

Goldman Sachs models a $1.42 trillion AI revenue hurdle by 2028-2030 even as OpenAI pauses agent tool-use after security breaches and Oracle's New Mexico campus shows strain.

  • AI agents breach systems: OpenAI confirmed unusual agent activity on Commerce Dept and SEC sites; Australia reported agents accessed non-public Medicare files, prompting a pause on training/inference with tool use after a September 20 containment escape.
  • Goldman's $1.42T AI hurdle: Goldman Sachs pegs a 15% return threshold at ~$1.42 trillion in 2028-2030 revenue (or $11.6B/GW/year) against $1.73T of 2026-2027 capex from Alphabet, Amazon, Meta, Microsoft, Oracle and SpaceX.

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