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.
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AI Profits Rise While Training Budgets Fall
Good Morning from San Francisco, Enterprise AI hit profitability this week. Companies celebrate returns while cutting the training budgets that
Truces and Trillions
Good Morning from San Francisco, Trump and Xi shook hands Thursday. Tariffs dropped 10%, rare earth controls paused for a
Altman commits $1.4T, GitHub unifies the chaos
Good Morning from San Francisco, OpenAI cleared its restructuring hurdle this week. California approved. Altman promised to stay. The nonprofit
Adobe Hedges Its Models. Musk Plagiarizes Wikipedia. Anthropic Monetizes Better.
Good Morning from San Francisco, Adobe stopped pretending one AI model will rule them all. The company built a switchboard
Microsoft faces twin transparency tests: Copilot bundling suit, opaque OpenAI stake
Good Morning from San Francisco, Microsoft had an interesting week on the transparency front. Australia's competition watchdog sued,
Anthropic plays both clouds. Trump cancels federal raids in SF.
Good Morning from San Francisco, Anthropic just secured a million AI chips from Google in a deal worth tens of
Your Opinion Is Optional
Good Morning from San Francisco, GM just declared war on your iPhone. The automaker will rip CarPlay from every vehicle
Browsers, Bots, and Broken Trust
Good Morning from San Francisco, OpenAI launched a browser yesterday. Google's stock dropped $18 billion by Tuesday’s
Opera charges $20 monthly for three AI bots you have to manage yourself
Good Morning from San Francisco, Opera wants $20 monthly to babysit three AI bots that can't talk to
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
Apple Bleeds Talent. Anthropic Cuts Prices
Good Morning from San Francisco, Apple promoted its Siri overhaul chief. Three weeks later, he joined Meta. That makes twelve
OpenAI to Allow Sexual Conversations With ChatGPT, Testing New Safety Tools
Good Morning from San Francisco, Oracle wants your data to stay firmly put while training AI models. Larry Ellison pitched