Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more
danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture. You only succeed in tech culture by fully embracing th...
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future
One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.
Google DeepMind plans to open its first “automated science laboratory” in the UK in 2026, focused on using AI tools to develop new materials for chips and more
Big Tech group will work with Sir Keir Starmer's government to enhance AI use across public sector
Robinhood CEO Vlad Tenev says he plans to give “normal people” exposure to AI startups via Robinhood Ventures' fund set to invest in 5+ “best in class” startups
CEO Vlad Tenev plans to offer shares in a fund that holds a handful of private artificial intelligence companies
President Trump says he and Xi Jinping discussed Nvidia and other chipmakers' access to China, and that they didn't discuss approving sales of Blackwell chips
US President Donald Trump said he didn't discuss approving sales of Nvidia Corp.'s Blackwell chips to China with his counterpart Xi Jinping …
A profile of Chinese AI chip designer Cambricon, whose share price has doubled since the start of August, supported by Beijing's aims for tech self-sufficiency
The young chipmaker has software advantages over much larger rival Huawei as it aids Beijing's race for tech self-sufficiency
Sources: the US secretly embedded location trackers in select AI chip shipments, such as in Dell and Super Micro servers, to detect illegal diversions to China
U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk …
Study: only 32 countries, mostly in the Northern Hemisphere, host AI data centers, with the US, China, and the EU controlling 50%+ of the world's top facilities
Only 32 nations, mostly in the Northern Hemisphere, have A.I.-specialized data centers. — E.U. 28 — China — Other — Europe
How rapid advances in AI are helping Harvard's Galileo Project and other UFO research efforts process huge amounts of data in real time from multiple sources
Harvard's Galileo Project has brought high-end academic research to a once-fringe pursuit, and the Pentagon is watching. X: @discoplomacy and @bw X: Sam / @discoplomacy : Finally, ...
An interview with Arm CEO Rene Haas on DeepSeek, why it isn't AI's “Sputnik moment” but is “a big deal”, how DeepSeek will “get shut down” by the US, and more
Rene Haas has reshaped chip designer's business to focus on royalties rather than fees