Salesforce Pitches AI for Deportations, Microsoft Resurrects Failed Voice Assistant
Good Morning from San Francisco, Salesforce answered an RFP you didn't know existed. The pitch: use AI to
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Carsten Maschmeyer brings Germany’s “Shark Tank” energy to South Park
Germany's most famous tech investor brings a €175M fund and a contrarian thesis to San Francisco: enterprise AI wins through contracts, not demos—and precision psychiatry can crack depression's trial-and-error curse if Phase-3 data holds.
Benioff calls for National Guard in San Francisco, shocks own PR team with Trump embrace
Salesforce CEO Marc Benioff called for National Guard troops in San Francisco from his private plane, shocking his own PR team. The theatrical Trump embrace—timed before his big conference—tests whether loud loyalty beats quiet accommodation.
Coursera Inside ChatGPT: Your Personal Shortcut to New Skills
Coursera courses now live inside ChatGPT—world-class instructors summoned mid-conversation. No app switching, no browser tabs. EU users blocked by privacy laws while Wall Street bets big on AI-powered education. The learning shortcut arrived, but not for everyone.
Google’s ‘quadrillion tokens’ brag hides a slower story
Google's 1.3 quadrillion token milestone sounds massive—until you see growth rates halving and realize tokens measure server intensity, not customer demand. The slowdown reveals something uncomfortable about AI economics.
Trump freezes Xi summit as Beijing tightens rare-earths grip
China's rare earth export controls collapsed a Trump-Xi summit and sent markets down 2%. Beijing's processing monopoly—not just mine output—gives it leverage tariffs can't quickly counter. The pattern: announced deals, staggered supply, repeat.
Sunak’s dual AI roles; 250-doc backdoor; $2B Nvidia buyer faces China rare-earth squeeze
Good Morning from San Francisco, 👉 Former UK Prime Minister Rishi Sunak now advises Microsoft and Anthropic. Both roles cleared under
Sunak takes Microsoft and Anthropic adviser roles under watchdog curbs
Rishi Sunak will advise rival AI giants Microsoft and Anthropic under ringfencing rules approved by a watchdog closing in days. The appointments test whether political expertise compounds across competitors as market warnings mount and enforcement weakens.
U.S. probes $2 billion Nvidia buyer as China squeezes rare-earths
A $2B Nvidia chip buyer operated from empty offices while China announced rare-earth export curbs. The collision exposes how supply chain controls function more as leverage than barriers while billions in restricted tech moves through legal gaps.
250 poisoned documents can backdoor 13B-parameter models
Security teams assumed attackers needed to taint a percentage of training data. New research shows a fixed number of documents can backdoor models regardless of scale—upending detection strategies built around dilution assumptions.
OpenAI pressed EU regulators about Microsoft
OpenAI complained to EU regulators about Microsoft's anticompetitive conduct—despite Microsoft being its largest investor with $13 billion committed. The move signals OpenAI's shift from AI supplier to platform owner, using regulators as leverage.
19% of Students Date AI, 11% of Teachers Got Training for It
Good Morning from San Francisco, Nineteen percent of high schoolers report romantic relationships with AI. Federal orders accelerate school adoption
Federal AI push collides with classroom data on romance, risk, and weaker ties
Washington promotes AI in classrooms. New data shows 19% of high schoolers report romantic AI relationships, 42% use it for mental health support. The more schools deploy AI, the more students feel disconnected from teachers—and from reality.