Phison CEO Says Memory Shortage Could Bankrupt Electronics Companies by End of 2026
Phison CEO Pua Khein-Seng warns consumer electronics companies could go bankrupt by end of 2026 as AI data centers consume the global memory supply.
Morning Briefing
Stay updated on AI news: Amazon, Google & Meta's AI regulation stance, Musk's xAI cash burn & ChatGPT's impact. Daily AI briefings. Read more!
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The Bill That Died 99-1, The AI That's Wrong 30%, The Victory That Lost PyTorch
Good Morning from San Francisco, Trump wants Congress to block state AI laws through December's defense bill. The
Google Warns of Bubble Economics While Spending $75 Billion on AI
Good Morning from San Francisco, When the CEO warning about investment bubbles is spending $75 billion on the very thing
Follow the Billions, Not the Speeches
Good Morning from San Francisco, When Jeff Bezos warns about industrial bubbles, listen to his checkbook, not his speeches. When
Google Removes Reviewers, Hackers Remove Experts
Good Morning from San Francisco, Google wants to handle your entire holiday shopping journey. No more clicking through to stores
AI’s Billion-Dollar Bluff. What OpenAI and Anthropic Aren’t Telling You.
Good Morning from San Francisco, OpenAI just shipped a major model update without publishing a single benchmark. Unprecedented? Sure. Surprising?
AI's Winners Start Selling
Good Morning from San Francisco, Yann LeCun built Meta's AI lab for twelve years. Then Mark Zuckerberg hired
When Money Gets Nervous, Rules Get Rewritten
Good Morning from San Francisco, Germany invented modern privacy law in 1970. Built from surveillance trauma. Today it leads the
Deaths, Bailouts and a Trillion-Dollar Problem
Good Morning from San Francisco, OpenAI needs a trillion dollars but can't get a federal backstop. Seven families
Silicon Valley Wants a Trillion Dollar Safety Net
Good Morning from San Francisco, OpenAI wants taxpayers to guarantee its trillion dollar dreams. Sarah Friar floated federal backstops Wednesday,
The Reckoning: AI Valuations Crack, Bots Lawyer Up
Good Morning from San Francisco, The AI bubble found its puncture point this week. Palantir beat earnings, then lost 8%
Five Replace Fifty. Chips Stay Home.
Good Morning from San Francisco, Coca-Cola swapped fifty crew members for five AI specialists. Production time collapsed from a year
Anthropic Tried to Absorb OpenAI in 24 Hours
Good Morning from San Francisco, Elon Musk canceled Sam Altman's Tesla Roadster last week. Altman called it theft.