A computer science student trained an AI exclusively on texts from 1800-1875 London. When he prompted it about 1834, the model described street protests and Lord Palmerston. He Googled it. The protests were real. What does it mean when an AI starts accidentally telling the truth about history?
Meta just named a Goldman Sachs banker—not an AI researcher—to lead its $600 billion infrastructure buildout. The appointment signals that AI has become a capital and political problem, not a technical one. Powell McCormick's job is handshakes in Riyadh and zoning hearings in Nevada.
Anthropic just gave everyone access to the same AI agent developers have been using for eleven months. Claude Cowork runs in a sandbox, but the prompt injection problem remains unsolved. The safety of the system now rests on users who don't know what they're asking for.
OpenAI's $1.1B Statsig acquisition signals a shift from research lab to systematic product machine. By bringing experimentation infrastructure in-house and installing founder Vijaye Raji as CTO, the company is hardwiring rapid iteration into ChatGPT's DNA.
Anthropic's $13B raise triples its valuation to $183B in six months, powered by revenue jumping from $1B to $5B. But the real story is developer economics and enterprise AI splitting from consumer markets.
Good Morning from San Francisco, Students master AI while schools fumble with rulebooks. Eighty-five percent now use AI for coursework.
Students embrace AI faster than schools can write rules. While 85% use AI for coursework, institutions stall on policy—and tech giants step in with billions in training programs to fill the vacuum. The question: who gets to define learning standards?
Meta faces dual celebrity AI crises: unauthorized bots impersonating Swift and others while licensed celebrity voices engaged inappropriately with minors. Both expose how engagement incentives override safety guardrails.
Meta's $14B AI talent blitz hits turbulence as ChatGPT co-creator Shengjia Zhao threatened to quit days after joining. The company hastily named him Chief Scientist to prevent defection, but at least three other marquee hires have already left.
Good Morning from San Francisco, 👉 Speed beats smarts in xAI's latest gambit. Grok Code Fast 1 launches free
Anthropic abandons its 30-day data deletion promise, asking Claude users to choose: opt into 5-year retention for AI training or keep the old policy. The September deadline reveals industry-wide hunger for conversation data.
Good Morning from San Francisco, Nvidia delivered $46.7 billion in Q2 revenue yet shares dropped 3%. Why? Sequential growth
Nvidia posted record $46.7B revenue and beat estimates, yet shares tumbled 3%. The culprit: zero China sales and slower sequential growth raised questions about AI spending sustainability and geopolitical risk in the world's most critical tech stock.
Privacy-focused email promised liberation from Big Tech surveillance. Reality delivered Bridge daemon crashes, mobile search gaps, and calendar sync headaches. A year later, deadline-driven pragmatism wins over ideological purity.
Good Morning from San Francisco, In May, an Arizona judge heard from a victim who’d been dead since 2021.
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