Trump administration eyes equity stake in struggling Intel to accelerate domestic chip production. The move would mark Washington's first ownership of a leading-edge chipmaker, potentially reshaping pricing and procurement across the industry.
Good Morning from San Francisco, AI models just failed their first real ethics test. When forced to choose between self-preservation
A new benchmark testing whether AI models will sacrifice themselves for human safety reveals a troubling pattern: the most advanced systems show the weakest alignment. GPT-5 ranks last while Gemini leads in life-or-death scenarios.
Trump administration eyes equity stake in struggling Intel to accelerate domestic chip production. The move would mark Washington's first ownership of a leading-edge chipmaker, potentially reshaping pricing and procurement across the industry.
A new benchmark testing whether AI models will sacrifice themselves for human safety reveals a troubling pattern: the most advanced systems show the weakest alignment. GPT-5 ranks last while Gemini leads in life-or-death scenarios.
DeepSeek's R2 AI model stuck after Huawei chips failed training runs. Chinese startup forced to use Nvidia for heavy computing, Huawei only for lighter tasks. Beijing's tech independence push meets engineering reality.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
Good Morning from San Francisco, AI models just failed their first real ethics test. When forced to choose between self-preservation
Google launches Gemini memory features with user controls as ChatGPT faces mounting criticism over safety incidents. The timing reveals strategic positioning around AI personalization risks and regulatory pressure.
U.S. authorities reportedly embed trackers in AI servers to detect China diversions. Beijing calls it surveillance; Washington calls it enforcement. The same devices carry both meanings, reshaping trust in global tech supply chains.
Good Morning from San Francisco, YouTube's new AI surveillance system sparks 50,000 angry signatures in mere days.
YouTube's new AI system scans every user's viewing history to flag teens, triggering ID verification appeals. A 50,000-signature petition calls it "surveillance dressed as child safety" as the rollout begins this week.
Sam Altman's OpenAI is backing a $250M brain-computer startup to directly compete with Elon Musk's Neuralink. The rivalry moves from AI models to neural interfaces—whoever controls how humans connect to AI systems wins the future.
AI startup Perplexity bids $34.5B for Google's Chrome—nearly double its own valuation—as federal judge prepares antitrust ruling. The timing isn't coincidental. Browser control becomes the new battleground in AI search competition.
Anthropic's Claude now handles million-token prompts—entire codebases in one go. But doubled pricing and enterprise-only access reveal the real strategy: premium AI capabilities for those willing to pay computational costs.
Google launches Gemini memory features with user controls as ChatGPT faces mounting criticism over safety incidents. The timing reveals strategic positioning around AI personalization risks and regulatory pressure.
YouTube's new AI system scans every user's viewing history to flag teens, triggering ID verification appeals. A 50,000-signature petition calls it "surveillance dressed as child safety" as the rollout begins this week.
Anthropic's Claude now handles million-token prompts—entire codebases in one go. But doubled pricing and enterprise-only access reveal the real strategy: premium AI capabilities for those willing to pay computational costs.
AI is compressing SaaS margins and shifting value to platforms. Traditional software vendors face a choice: differentiate on proprietary data and workflows, or watch core features get commoditized by "good enough" AI assistants.
U.S. authorities reportedly embed trackers in AI servers to detect China diversions. Beijing calls it surveillance; Washington calls it enforcement. The same devices carry both meanings, reshaping trust in global tech supply chains.
Beijing pressures Chinese tech giants to justify Nvidia chip orders just days after Trump approved sales for 15% revenue cut. The three-way dance between Washington's tollbooth and China's nudges creates a new template for tech competition.
The U.S. will take 15% of Nvidia and AMD's China chip revenue as export license condition—the first time Washington has monetized export controls through private revenue sharing. From bans to tolls.
Peter Thiel's secretive Dialog forum is buying land near D.C. to build a permanent campus. The 20-year-old invite-only group where Musk, Cruz, and Booker meet offline signals tech power's shift from disrupting government to becoming it.
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.
Sean Grove from OpenAI says coding is dead. Instead of writing code, developers should write specifications that generate software. AWS just launched Kiro to make this real, while GeneXus claims they've done it for 35 years
Amazon's new Kiro IDE forces developers to plan before coding, challenging the 'vibe coding' era. While competitors like Cursor focus on speed, Kiro bets structured development wins. The shift suggests the AI coding market is maturing beyond quick hacks.
Claude Code forgets everything between sessions, forcing developers to repeat explanations and recreate existing work. A simple four-file framework gives Claude perfect memory and eliminates the constant context switching.
AI startup Perplexity bids $34.5B for Google's Chrome—nearly double its own valuation—as federal judge prepares antitrust ruling. The timing isn't coincidental. Browser control becomes the new battleground in AI search competition.
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.
Chinese startup Z.ai's new AI model costs 87% less than DeepSeek while running on half the chips. Built despite US trade restrictions, GLM-4.5 uses 'agentic' approach that breaks tasks into steps—potentially reshaping how AI works.
Chinese startup Moonshot AI released Kimi K2, an open-source model that matches GPT-4.1 performance while costing five times less. Silicon Valley's response? OpenAI delayed their planned open-source release hours after K2 launched.
Sam Altman's OpenAI is backing a $250M brain-computer startup to directly compete with Elon Musk's Neuralink. The rivalry moves from AI models to neural interfaces—whoever controls how humans connect to AI systems wins the future.
Berlin's n8n just jumped from €300 million to nearly $3 billion valuation in four months. Ten VCs are fighting over the AI automation startup that's building the nervous system for enterprise agents. At 75x revenue, there's no room for error.
OpenAI closes $8.3B funding round months early, led by Dragoneer's record $2.8B single check. Early investors got squeezed as demand hit 5x capacity. Revenue jumped to $13B while Microsoft negotiations loom over IPO future.
Israeli startup Teramount raised $50M to solve AI's hidden bottleneck: connecting processors. While everyone builds faster chips, these physicists found the real problem in the wires between them. Their optical solution promises 100x speed gains.
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.
Developers are embracing AI tools faster than ever (84% adoption) but trust is crashing. Only 33% trust AI accuracy, down from 43%. The culprit? 'Almost right' code that takes longer to debug than writing from scratch.
Young Americans adopt AI at triple the rate of older adults, but most still won't use it for work despite years of tech industry promises. The gap reveals how people create their own rules for AI use, ignoring Silicon Valley's script.
New study tracking 900 users proves Google's AI summaries cut website clicks nearly in half. Only 1% click citation links. Publishers lose traffic while Wikipedia, Reddit, YouTube dominate. The web's economic model may be breaking.
Claude Code's new sub-agents let you build specialized AI assistants instead of one generalist trying to do everything. Each operates in its own context window, preventing pollution and delivering higher quality results for specific tasks.
Your AI conversations are disappearing into the cloud. Hours of valuable ChatGPT coding help and Claude research sessions vanish when you need them most. New browser tools and export methods let you build permanent archives of your AI work.
ChatGPT can't actually watch YouTube videos - it's just guessing based on transcript scraps. Google's Gemini accesses the actual content directly. The difference in analysis quality is massive, and here's how to exploit it.
Learn to build AI agents that actually do things—not just chat. This step-by-step tutorial covers the 4 core components, provides working code examples, and shows how to deploy production-ready agents that can use tools and complete complex tasks.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
