
State of AI — AI news, data, and strategy for enterprise leaders

Is AI Data Center Debt the Next Subprime?
Meta’s $27 billion Hyperion bonds slid to 91 cents on the dollar as AI data center debt piles up with pension funds and insurers, raising fears of a subprime rerun.
Meta Engineer Says He's Now Shipping Code He Doesn't Fully Understand

Anthropic Warns of AI Worms Spreading on Smart Devices

Microsoft’s CEO Says Don’t Trust Your AI. Not Even His.

Before ESPN Pushed Deeper Into AI Support, It Overhauled 25,000 Help Docs

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Delta, JPMorgan, Schwab and Amazon Are Starting to Lock Out the AI Agents That Were Supposed to Do Everything for Us
Delta, JPMorgan Chase, Charles Schwab and Yelp are restricting AI agents, and Amazon has added Grok Bot to its block list after Muse.
AI Labs Are Buying Bankrupt Companies' Data. Some of It Isn't Theirs to Sell.
Google bid $10 million for Spirit Airlines’ internal data to train AI, and the airline’s vendors and former employees say some of it was never Spirit’s to sell.OpenAI Warns Employees That Their Kid's Playdate Might Be a Spy
OpenAI’s security training warns staff that a friendly parent at the playground could be a spy, and Anthropic and Google run similar sessions.
Meta Engineer Says He's Now Shipping Code He Doesn't Fully Understand
Ali Hamie says AI-assisted development moves too fast to check every line. Industry surveys suggest a lot of engineers are in the same spot.
Grace Hopper's Cancellation Is a Warning About Who Gets to Build AI
The largest gathering of women in tech was canceled as corporate funding dried up, and LinkedIn data shows women now land just 26% of new AI jobs.
Prosecutors Say an OpenAI Engineer Asked a Chatbot How to Build a Bug. Then He Hid It in the Boardroom.
Prosecutors say an OpenAI engineer used AI tools to scout executive meeting rooms and build a hidden recorder, and OpenAI says its own models helped catch him.
The New AI Arms Race Is Measured in Watts
Satya Nadella says Microsoft's own chips will run most of its AI starting next year. He didn't lead with speed. He led with how much work Microsoft can get out of a watt.
Microsoft’s CEO Says Don’t Trust Your AI. Not Even His.
Satya Nadella says businesses should treat AI models like insider threats, even the ones Microsoft sells.
She Built an AI Research Team to Study Her Own Cancer. When Usage Limits Stopped It, Anthropic Stepped In.
A software engineer in Spain built AI agents to research her rare cancer, hit usage limits, and asked the industry for help in public.AI & Technology
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OpenAI Just Bought the Least Glamorous Part of Drug Development. The AI Race in Pharma Is Moving From Discovery to Delivery.
OpenAI has acquired Orchestra Bio, whose AI agents track the studies, partners and deadlines inside drug programs, and is folding it into Rosalind, its life sciences suite.
Is AI Data Center Debt the Next Subprime?
Meta’s $27 billion Hyperion bonds slid to 91 cents on the dollar as AI data center debt piles up with pension funds and insurers, raising fears of a subprime rerun.
ChatGPT Is Writing a Psychological Profile of You. Just Not the Way You Think.
A new study found ChatGPT saves 96% of its memories about you without being asked, and half of them are psychological. The viral panic got the details wrong, and the real findings are harder to dismiss.
Bank of America Sees Bust Warning Signs in the AI Boom
Bank of America says hyperscaler spending has tripled to $1 trillion while AI token prices fell by half since summer, a pattern the bank says has ended badly for investors before.
NSA Sends Emergency Warning to Websites. The Flaws Behind It Were Found by AI.
The NSA told PHP users to patch or go offline over two critical flaws that researchers using OpenAI and Google models proved exploitable after the bug sat unfixed since 2020.Enterprise Strategy
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Blackstone Created an AI Chief Investment Officer, Which Is Trained on 14 Years of the PE Firm’s Internal Deal Memos and Debates
Blackstone now gives its investment committee a second memo on nearly every deal, written by an AI trained on more than 14 years of the firm’s internal deal memos and debates.
AI Made Building Cheap. Now Products Have To Earn Their Place.
Flipkart VP Divyesh Shah argues that as AI makes products easier to build, teams must design for customer trust and retention from the start.
AI Agents Follow The Process Map Exactly. That's How Enterprises Find What It Left Out.
Concentrix's Austin D'costa says production exceptions show enterprises how their work really flows, and simplifying that work comes before orchestrating agents across it.
At Accenture, the All-You-Can-Eat Era of Workplace AI Is Over
Accenture spent the year telling staff to use more AI; now it caps Claude at $29 a month per employee and bills everything above that to their projects.
Every Claim An AI Agent Denies Needs A Paper Trail That Outlasts The Model
Independent AI Product Leader Harsha Patnam explains how traceable decisions and strong governance let carriers give AI agents more authority over claims.
AI Changes Media And Adtech Hiring As Client Demands Put Adaptability Above Experience
Wael Sabra, Founder and CEO at SiiRA, explains why a candidate's attitude and AI fluency outweigh their skill list in industries where any client can change the product.
AI Agents Inherit Too Much Access When Enterprises Copy The Permissions Of Their Human Operators
Dr. Nell Meshcheryakov of Dominion Energy said scoping an agent's access to its exact task takes a few hours up front and spares teams the incident cleanup later.Business & Brand
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Getty And Character.AI Come From Opposite Sides Of AI. The Same Mistake Sank Both.
Getty Images and Character.AI hit Chapter 11 on the same day. High leverage, slow cost cuts, and weak moats explain both.
Ramp Started as a Corporate Card. With Glass, It Wants to Run Your Company's AI.
Ramp opened Glass, the AI workspace it built for its own staff, to other companies. Together with its spend tools and model router, it gives Ramp a hand in how businesses use, route and pay for AI.
The Youngest Gen Z AI Builders Say Companies Will Soon Run Themselves. Their Own Generation Is Getting Angrier.
A viral thread claims Gen Z insiders in San Francisco are years ahead of the mainstream on AI. National polling shows most of their peers use it about as much as last year and like it less.
Employers Worry Your Resume Was Written by AI. 46% of Them Have AI Reading It.
A new survey of 1,027 hiring professionals shows both sides of the job market automating their way past each other.







