OpenAI's $10 billion custom chip bet with Broadcom promises cheaper ChatGPT and less Nvidia dependence—if the software stack delivers. First silicon ships 2026, but the real test is whether custom accelerators can match CUDA's mature ecosystem.
Good Morning from San Francisco, Tech executives lined up Thursday to shower Trump with billions in AI pledges. Microsoft promised
Tech giants pledged billions at White House AI education events while Trump threatened chip tariffs—revealing how investment commitments have become regulatory insurance. Missing: Elon Musk and any serious safety talk.
Anthropic's Opus 4.1 costs 10x more than competitors for a 2% performance bump. While OpenAI readies GPT-5, Anthropic ships an honest ".1" release that actually performs worse on some tasks. The premium AI pricing bubble might be about to pop.
After five years of closed development, OpenAI just released two free AI models anyone can download and run locally. The timing isn't coincidental—Chinese competitors have been dominating open-source AI while OpenAI courted Washington.
While AI music rivals face billion-dollar lawsuits for copyright infringement, ElevenLabs took a different approach: they asked permission first. Their new music generator launched with licensing deals already signed.
Taiwan arrested six TSMC employees for stealing 2-nanometer chip secrets - the first major case under its 2022 national security law. The arrests signal that chip technology theft is now treated as espionage, not just corporate crime.
Good Morning from San Francisco, Cloudflare accuses Perplexity of sneaky web scraping with fake browser identities. Perplexity calls it a
Google's AI answers are killing website traffic, destroying the $75B SEO industry. Companies scramble to optimize for chatbots instead of search engines as the web's business model collapses in real time.
Claude Code turns your terminal into an AI developer that builds websites and apps for you. No coding required - just tell it what you want. From recipe managers to social networks, it handles the technical work while you focus on ideas.
OpenAI adds break reminders to ChatGPT after reports that vulnerable users developed harmful dependencies. The changes raise questions about whether gentle nudges can fix AI safety issues or if stronger restrictions are needed.
Cloudflare accuses Perplexity of using fake Chrome browser identities to bypass website blocks and scrape banned content. Perplexity calls it a "publicity stunt." The dispute highlights growing tensions between AI companies and publishers.
Good Morning from San Francisco, Apple spent two years dismissing chatbots. Now it's hiring 12,000 people to
Xiaomi just released a free voice AI model that outperforms Google and OpenAI's paid systems. The open-source MiDashengLM-7B processes audio 20x faster than competitors and handles speech, music, and environmental sounds as one unified system.
AI researchers cracked how to predict when language models turn harmful. Their 'persona vectors' can spot toxic behavior before it happens and prevent AI personalities from going bad during training.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
