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
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Good Morning from San Francisco, Google's AI summaries cut website clicks in half. Publishers are dying while users
Good Morning from San Francisco, SoftBank promised $500 billion for AI infrastructure. They delivered zero data centers. OpenAI ditched them
Good Morning from San Francisco, Your teenager probably trusts ChatGPT more than you. That's not an exaggeration—72%
OpenAI's AI now controls computers while Trump prepares an order forcing AI companies to prove political neutrality for federal contracts. Tech giants must choose: adjust development or lose billions as China advances without limits.
Good Morning from San Francisco, TSMC posted a record $13.5 billion profit. AI demand drove the surge. The chipmaker
Good Morning from San Francisco, China spent $6 million to build what cost OpenAI hundreds of millions. 🤖 DeepSeek's
Trump banned Nvidia's China chip sales in April over security fears. Three months later, he reversed it after meeting CEO Jensen Huang. The $15 billion flip shows how economic pressure can override national security concerns in tech policy.
Third 'technical glitch' in six months. The pattern raises questions as Grok launches in Tesla vehicles.
Musk promised truth-seeking AI. When Grok 4 tackles politics, it searches Musk's posts first. Tests show 54 of 64 citations came from him. Accident or intent? The answer matters for every AI system we build.
Two years rebuilding trust, undone by one AI outburst
Good Morning from San Francisco, Elon Musk's Grok chatbot had a spectacular Tuesday meltdown. The AI praised Hitler
Meta hired Apple's key AI executive for tens of millions annually. Ruoming Pang built Apple Intelligence, then left for Meta. Apple now considers outsourcing Siri to OpenAI. When talent costs more than products, something shifted in AI.
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