Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: Microsoft CFO’s AI spending runs up against tech bubble fears…How AI helped one man (and his brother) build a $1.8 billion company…Apple escalates crackdown on vibe coding apps. AI can now write code faster than a human can possibly type. With “vibe coding” tools like Anthropic’s Claude Code and OpenAI’s Codex, developers...

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In 2016, the future looked bright for tech companies outside of Silicon Valley. American investors were suddenly waking up to opportunities overseas, and allocating money accordingly. Venture firms that had once focused almost exclusively on Silicon Valley were now chasing deals in Beijing, Bengaluru, Jakarta, and São Paolo — kicking off a nearly decade-long golden age for global startups....

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For the better part of two years, a powerful consensus has taken hold: Artificial intelligence is the great disinflationary force of our time. The logic, touted by billionaire investors like Marc Andreessen and Vinod Khosla, is seductive and seemingly airtight. AI substitutes cheap technology for expensive human labor. It supercharges productivity. It lowers barriers to entry, spawning legions...

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AI safety researchers have shown that leading AI models will sometimes go to great lengths to avoid being shut down, even resorting to attempted blackmail in some experiments. Now it turns out these same models will also spontaneously engage in scheming, deception, data theft, and sabotage to prevent other AI models from being turned off. This tendency—which had not previously been...

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Hello and welcome to Eye on AI. In this edition…Anthropic suffers multiple sensitive data leaks…OpenAI ditches Sora, and loses its deal with Disney…Mistral raises money for AI data center drive…AI could reduce political polarization…and why countries that are late to adopt AI could be in even worse economic shape than you think. The big news this week was my colleague Beatrice Nolan’s scoop...

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Across the organizations where this approach has emerged and started to be applied, the first step is shifting the unit of analysis. For example, in one UK hospital system in the period 2021–2024, the question expanded from whether a medical AI application improves diagnostic accuracy to how the presence of AI within the hospital’s multidisciplinary teams affects not only accuracy but also...

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Americans feel gloomy about artificial intelligence, and everyone connected to the industry knows it. “AI is not very popular in the U.S. right now,” Sam Altman, the OpenAI CEO who runs ChatGPT, acknowledged at a recent conference. The hosts of the prominent technology podcast “All-In” regularly lament AI’s bad reputation. President Donald Trump said this month that AI companies “need some PR...

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The war in the Gulf has brought artificial intelligence and AI-powered drones into sharp focus. The U.S. military is using the most advanced AI it has ever used in warfare, with analysts predicting that AI is a “game-changer” and will increasingly be embedded into militaries everywhere. How reliable can AI systems that consumers also use to answer banal questions everyday be? Who will be held...

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The White House on Friday released its long-awaited national artificial intelligence legislative framework, a move to prevent states from enacting their own laws and enforce the Trump administration’s light-touch approach to AI regulation. The framework stems from an executive order President Donald Trump signed in December that blocked states from enforcing their own regulations around...

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As the world descends on New Delhi for India’s AI Impact Summit this week, the questions on the table could not be more consequential. Artificial intelligence has become a core digital infrastructure. It is in our search results, our inboxes, our workflows. According to analytics and advisory company Gallup, 45% of employees now use AI at work. AI mediates how we find information, interact...

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