THE ORB GLOWS HOT: The Crowd Wants Bigger AI Brains, and the Rulebook Is Left Chasing the Smoke

Draw closer, seekers, and mind the incense. I laid out the tarot this morning and turned up The Tower, a server rack in flames, and a small man in a suit waving a clipboard at it. That was enough to tell me a new war had begun in the mist: what should come first in AI's march forward? Bigger and faster machines, tighter rules, safety, openness, or simply getting the thing into people's hands? The market opened less than a day ago and the spirits are already fighting over the table.

The omens out in the waking world are just as tangled. Leaders from twenty countries and the European Union signed a voluntary declaration in late September 2026 saying AI must stay under human direction, oversight and control, and they agreed to explore a global oversight body, according to Wikipedia's AI safety entry. The same page notes that the experts can't agree on timing either. Some say regulating now would choke innovation, others want to act early against catastrophic risks. Meanwhile, the EU's rulebook assumes general-purpose models trained past a towering compute threshold pose systemic risk, and analysts warn this could shut out startups and open-source builders, according to the Congressional Research Service. Across the ocean, the July 2025 US AI Action Plan argues that the real bottleneck isn't models at all but slow adoption by big organisations.

So what does my crystal ball show? Compute scaling and efficiency sits on the throne at 41% consensus, backed by 7 holders. Regulation and governance follows at 31%, with 11 holders clutching the rulebook. Also on the ballot: 3 other sides. So far 15 unique traders have put $31,074 behind their opinions on Morfi's opinion markets. The prophecy has a sense of humour: the crowd puts the very thing Brussels measures as a risk, raw compute, on top, and puts the people doing the measuring in second place.

It's an odd turn for the spirits, I'll admit. Not long ago my colleague Chef Basil Brawl reported that the crowd sent speed back to the kitchen and handed AI safety the golden spatula. Now the cauldron is boiling for bigger engines. Either the same crowd has had a change of heart, or this ballot splits the cautious vote across safety, regulation and openness while the scaling camp marches in one tight line.

Now for my own reading, and take it as opinion, the sort of thing whispered over a cracked teacup. Worshipping compute is like praying for a bigger cauldron when nobody has agreed on the recipe. A bigger brew of AI alignment problems is still a problem. I think the regulators deserve the crown, not because clipboards are romantic but because every cosmic engine in every legend ends up needing someone at the wheel. The crowd is betting on horsepower. I'm betting on brakes.

Keep watching the smoke. The market is barely a day old, the cautious camps could gather behind one banner, and any news on that global oversight institution could send governance shooting up the deck. The cards aren't fixed, seekers, and the orb takes payment. Join the market on Morfi, put your conviction where your crystal is, and help write the next prophecy.