Tech journalist. Lives in Marin County, north of San Francisco. Got his start writing for his high school newspaper. When not covering tech trends, he's swimming laps, gaming on PS4, or vibe coding through the night.
Coca-Cola's 2025 AI holiday campaign cuts production from a year to a month, replacing 50-person crews with 5 specialists. Consumer opposition softens as creative industry backlash intensifies. The workforce math reveals what efficiency narratives obscure.
Microsoft won the first Trump-era export license to ship advanced Nvidia chips to the UAE, clearing a path for billions in data center spending. The trade: chip access for binding oversight that converts private infrastructure into alliance architecture.
Chinese researchers abandon AI's rigid think-act-observe loops for fluid reasoning that discovers tools mid-thought. DeepAgent hits 89% success where competitors reach 55%, revealing the bottleneck was never intelligence but architectural rigidity.
OpenAI's targeting a $1 trillion IPO by 2027—the largest in history. The restructure that made it possible gave Microsoft 27% and a revenue share. Now comes the hard part: convincing public markets to fund Altman's $1.4 trillion infrastructure vision.
Cursor's new AI agents complete coding tasks in 30 seconds—four times faster than rivals. The same day, Forrester found 45% of AI-generated code has security flaws. The velocity gap between agent speed and vulnerability detection is widening fast.
OpenAI commits $1.4T to infrastructure; Nvidia projects $500B in chip sales. Same day, same pitch: AI requires sovereign-scale capital. The tension: revenue is still catching up to the rhetoric, and someone will hold expensive capacity if demand falters.
Adobe unveils agentic AI assistants for Photoshop that chain multi-step edits via prompts, but staggered rollout and third-party model integration reveal strategic hedging. The bet: workflow orchestration beats model supremacy in creative software.
China restarted robotaxi permits and its companies are racing into Dubai, Abu Dhabi, and Singapore. Cost matters: Baidu builds vehicles for $29,000 using EV supply chains while US firms refine premium markets at home. Strategy follows economics.
OpenAI's company knowledge mode connects workplace apps to ChatGPT—but the real test is whether enterprises will expose their entire institutional memory to AI. The feature points toward governed knowledge bases, yet arrives with manual toggles and gaps Microsoft solved months ago.
Trump canceled federal deployment to San Francisco after calls from Nvidia's Jensen Huang and Salesforce's Marc Benioff. Other cities—Chicago, Memphis, Portland—face ongoing operations. What changed? The cities without billionaire CEOs on speed dial.
Anthropic's negotiating a cloud deal with Google worth tens of billions while maintaining its AWS partnership. The structure reveals how foundation model companies are turning compute access into leverage—and why no single hyperscaler gets exclusivity anymore.
Neolix just raised $500 million after deploying 10,000 robovans—the first autonomous vehicle maker to hit that milestone. The company breaks even at 1,000 units a month. China's delivery volume and cost structure prove the economics work, but can that advantage travel overseas?
