Mixpanel warns of phishing attacks after criminals steal email addresses and organization IDs from some customer profiles...

...who is actually building and deploying AI inside Europe’s major consumer goods, retail and digital marketplace companies?

"In my opinion, the justification for a bubble to form is better than any of the many other bubbles that I have seen during the past 38 years doing global strategy." 

“The risk is simply too great. Children should be able to play with their toys, not be played by them.”

An ‘All-in’ blitz for American supremacy...

"Meta's likely use of Google's TPUs, which are already used by Anthropic, shows third-party providers..." 

"Lots of different advisers" are weighing in on it. 

“Modern-day library of Alexandria...”

...“stylistic obfuscation” is a live attack vector, not an intellectual exercise.

Yes, AI is a catalyst. But for what is not yet knowable...

Don’t expect these wild swings to stop in 2026 as we all try to understand the long-term implications of this rapidly growing new technology, and how to value it...

... the US needs a single AI standard rather than “a patchwork of 50 state regulatory regimes,” warning that state-level rules are stifling the country’s AI growth.

...while the "AI trade" has remained concentrated within the infrastructure complex, return dispersion across that complex has increased...

"We are increasingly going to be customers of each other — we will use Anthropic models, they will use our infrastructure, and we will go to market together." 

Gemini was able to tell technology writer Ruben Circelli who his first crush was in elementary school as well as one of his character flaws...

"Potential for greater state involvement to reform PJM. Utilities are increasingly advocating for greater state involvement..." 

Is common sense returning?

The decision against OpenAI could become a key test case for how AI training is treated under copyright laws...

...the AI complex is showing a widening fundamental divergence beneath the surface.

"Tech companies should play the role of guardians of humanity, at the very least..."