Artificial Intelligence

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The AI Perception Reality Gap

There’s a widening gap between what the market says about AI and what we actually hear from customers. The media, the VCs, the AI labs, and influencers have all talked about AI replacing humans, ripping out trusted software, and token-maxxing as ends worth pursuing. But the leaders running real businesses are increasingly asking the right questions. How do I make my people better with AI? Which systems can I trust? How can I measure the ROI of this spend? We hear these questions every day.

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US export controls are pushing China’s AI chip industry away from GPUs and toward custom silicon

China’s AI chip industry is no longer trying to build an Nvidia clone. Under sustained US export controls that block access to the most powerful general-purpose GPUs, the country’s largest technology companies are pivoting toward application-specific integrated circuits, custom chips designed to do one thing extremely well rather than handle any workload. The shift is […]

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US export controls are pushing China’s AI chip industry away from GPUs and toward custom silicon Read More »

AI eclipsed nuclear weapons as the dominant threat at Asia’s premier defense summit

The dangers of artificial intelligence eclipsed nuclear weapons as the central concern at a strategic stability panel during the Shangri-La Dialogue in Singapore, with senior military officials warning that AI-driven systems are collapsing the time available for human decision-making in conflict. The annual defense summit, held from 29 to 31 May, drew defence ministers and military […]

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AI eclipsed nuclear weapons as the dominant threat at Asia’s premier defense summit Read More »

LG Electronics has quadrupled this year. The catalyst: a meeting with Jensen Huang about physical AI.

LG Electronics shares have quadrupled this year. The stock hit its 30% daily limit for a second consecutive session on Monday after reports that LG Group Chair Koo Kwang-mo will meet Nvidia CEO Jensen Huang on 5 June. The meeting will focus on expanding cooperation in physical AI. The rally began last week when LG […]

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LG Electronics has quadrupled this year. The catalyst: a meeting with Jensen Huang about physical AI. Read More »

Nadella quietly dismantled Microsoft’s leadership structure. The SLT that ran the company for decades is gone.

Satya Nadella has dismantled the senior leadership structure that ran Microsoft for decades. The company “quietly retired what’s known as the SLT,” a person close to the CEO told Business Insider. The senior leadership team, the powerful executives who ran sprawling businesses and reported directly to Nadella, no longer exists. In its place, Nadella has […]

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Nadella quietly dismantled Microsoft’s leadership structure. The SLT that ran the company for decades is gone. Read More »

Runway picks London for its European headquarters with a $200m UK pledge

The Nvidia-backed AI video firm joins Anthropic and OpenAI in betting on London, citing customers including the BBC, Fremantle and WPP. Runway is making London its European headquarters and has pledged to put more than $200m into the UK’s AI ecosystem by the end of 2028, the company told CNBC on Monday. The New York […]

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China just told its tech giants to stop fighting on price and start investing in AI

A top-level Communist Party publication has signaled a shift in how Beijing intends to govern its largest internet platforms. A draft commentary set to appear in the Qiushi journal on Monday says the focus will be on balancing support for growth with enhanced regulatory oversight. The message is directed at companies including Alibaba, Meituan, and […]

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China just told its tech giants to stop fighting on price and start investing in AI Read More »

Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry.

When Apple launched the Apple Watch in 2015, the mid-tier wristwatch market had a handful of dominant companies. Swatch Group sold watches under Tissot, Hamilton, and Longines. Fossil Group sold under Michael Kors, Armani, and Kate Spade. Movado sold under Coach, Hugo Boss, and Tommy Hilfiger. Ten years later, the damage is quantifiable. Swatch’s revenue […]

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Apple destroyed the mid-tier watch market. Now it’s coming for the $200 billion eyewear industry. Read More »

DuckDuckGo installs jumped 18% after Google killed the blue links. On Apple devices, the spike hit 70%.

DuckDuckGo US app installs jumped by an average of 18% week over week between 20 and 25 May. The growth sustained for six consecutive days, peaking at 30% on Memorial Day Monday. On Apple devices, weekly install growth reached 33%, with a single-day peak of almost 70%. The surge came days after Google announced sweeping […]

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DuckDuckGo installs jumped 18% after Google killed the blue links. On Apple devices, the spike hit 70%. Read More »

20 Snap alumni launched an angel fund for the next generation of social media. They think “social” and “media” have split.

Twenty Snap alumni have launched Ghost Angels, an angel fund backing the next generation of social media and consumer AI startups. The fund has invested in at least five companies and plans to deploy remaining capital into at least 15 more within the next year. It declined to disclose total fund size. Max Rivera, who […]

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20 Snap alumni launched an angel fund for the next generation of social media. They think “social” and “media” have split. Read More »

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