State of AI — AI news, data, and strategy for enterprise leaders
Goldman Sachs Is Pulling Claude Code From Its Bankers and Traders
In July, Goldman's tech chief was praising the tools traders built with AI coding agents. New internal guidance hands those agents back to the engineers, weeks before Goldman takes Anthropic public.
INDUSTRY & PLATFORMS
Proton Will "Re-Interview" Staff About Their AI Use, and Jobs May Depend on It
INDUSTRY & PLATFORMS
Meta Engineer Says He's Now Shipping Code He Doesn't Fully Understand
AI & TECHNOLOGY
Anthropic Warns of AI Worms Spreading on Smart Devices
INDUSTRY & PLATFORMS
Microsoft’s CEO Says Don’t Trust Your AI. Not Even His.
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OpenAI Wants to Rename Data Centers "AI Compute Campuses."
After Tuesday's midterms, OpenAI will pitch a new name, community deals and AI "speed limits." The buildings and their power draw stay the same.
Cisco's President Gave a 27-Year-Old Unlimited AI Tokens to Rewrite Its Legacy Code. He Has Four Weeks to Show It Can Work.
Padmanabhan Krishnamurthy came to Cisco less than a year ago through a small acquisition. He now has the job of replacing 98% of the company's old code within two years, with a team of two.Crunchbase Counts 311 New Billion-Dollar Startups Through September
That’s more than one a day, a pace beaten only by 2021. A lot of those valuations have never been tested outside a single funding round.Cat Wu, Who Led Product for Claude Code, Is Joining OpenAI
Cat Wu said she's joining OpenAI a day after announcing she'd left Anthropic. She's the third person off the Claude Code team in under two weeks, and the first of them to say where she's going.
Anthropic Is Now Running Its Own Drug Discovery Program Alongside Six Drug Developers
Anthropic bought a one-person biotech, reported early results from six drug partners and moved into the stretch of drug development OpenAI targeted last week.Proton Will "Re-Interview" Staff About Their AI Use, and Jobs May Depend on It
A leaked email says selected Proton employees will be assessed on their AI use between November 4 and 11 by leaders from outside their teams, and that the results are "consequential."
Microsoft Offers Buyouts to 60,000 Employees as AI Spending Reshapes the Company
Microsoft is offering its standard severance package to about 60,000 employees, a quarter of its workforce and up to some vice presidents, six months after its first buyout and three months after 4,800 layoffs.
Slack's Founding Engineer Says Benioff Didn't Use Slack. Salesforce Now Runs Its AI Agents Through It.
A post from founding engineer Johnny Rodgers has tech relitigating the Slack deal. What it leaves out is what Salesforce did with Slack after he left.
AI Infrastructure Spend Goes Further When Retirement Is Priced At Purchase
John Shegerian, Chairman and CEO of ERI, says resale value and material recovery now decide how much of an AI hardware purchase ever comes back.AI & Technology
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Anthropic Pitches IPO Investors on Claude's Chip-Design Work
Anthropic's newest roadshow pitch is that Claude helps build the chips Claude runs on. The claim rests on internal estimates and hasn't shown up in the prospectus.Goldman Sachs Is Pulling Claude Code From Its Bankers and Traders
In July, Goldman's tech chief was praising the tools traders built with AI coding agents. New internal guidance hands those agents back to the engineers, weeks before Goldman takes Anthropic public.
Counting Lines Of Code Proves Activity. Measuring Reliability Proves Better Software.
Roadzen’s Rohit Khanduri says faster code isn’t faster delivery. AI speeds investigation, but engineers must still validate the fix and own the outcome.
Granola Takes On Wispr Flow
Granola made voice dictation free in any app, three months after Wispr Flow added meeting notes and started offering Granola’s paying users up to a year free to switch.
Rep. Yassamin Ansari Says Democrats' First Move Should Be an AI Pause
Rep. Yassamin Ansari wants a pause on frontier AI to top the new Democratic majority’s agenda, but her party, the filibuster and a veto stand in the way.Enterprise Strategy
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Apple Is Rationing How Much Its Own Employees Can Spend on AI
Apple cut some engineers' daily AI budgets from $300 to $200 last month and plans to go lower. It still wants them using AI more.
Workflow Redesign Inside Each Function Converts AI Adoption Into Business Impact
Nicolas Comestaz, Vice President of Global Data & AI CoE at Coty, explains how the company is converting AI experimentation into changed workflows, one function and one market at a time.
Zapier's AI Measurement Framework Turns Spend Into Proof
Dan Slagen, CMO and Chief AI Transformation Officer of Zapier, on closing the enterprise value gap with a new view of the metrics you already trust.
The AI Labs Want Accenture's Job
Anthropic and buyout firm Hg are reportedly building an AI services firm in London and Berlin. Like the lab-backed consultancies before it, it will start with clients its backers already own.
The Next Test of Enterprise AI Is Knowing What Not to Automate
TIM Brasil’s Claudio Luiz da Silva rebuilt collections around AI agents and kept people in the conversations that called for one. Capability alone doesn’t settle that choice.
Amazon Says Token Counts Are a "Deeply Flawed" Measure of AI Adoption. It Still Wants Managers Watching Them.
A memo to Amazon's engineers tells them that finding no use for AI in their work can be a legitimate result. It also tells managers to keep tracking which teams aren't adopting it.
Gerry Perkel Led Billion-Dollar Businesses. Now He’s Daring CEOs to Imagine Twice the Output Without Twice the Organization.
The tools are already capable of more than most companies ask of them. Gerry Perkel, Partner at CEO Coaching International, says what's missing is the reimagining, and the will to go find it.Business & Brand
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Blackstone Now Expects Anthropic to Go Public With a Junk Rating
Description: Blackstone now expects Anthropic to get a double-B rating from the major agencies after its IPO, leaving an $800 billion compute plan without access to the cheapest debt.
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.
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INDUSTRY & PLATFORMS
Cat Wu, Who Led Product for Claude Code, Is Joining OpenAI
INDUSTRY & PLATFORMSENTERPRISE STRATEGY
Apple Is Rationing How Much Its Own Employees Can Spend on AI
ENTERPRISE STRATEGYAI & TECHNOLOGY
Rep. Yassamin Ansari Says Democrats' First Move Should Be an AI Pause
AI & TECHNOLOGYENTERPRISE STRATEGY
Workflow Redesign Inside Each Function Converts AI Adoption Into Business Impact
ENTERPRISE STRATEGYAI & TECHNOLOGY
Anthropic Pitches IPO Investors on Claude's Chip-Design Work
AI & TECHNOLOGYAI & TECHNOLOGY
Goldman Sachs Is Pulling Claude Code From Its Bankers and Traders
AI & TECHNOLOGYINDUSTRY & PLATFORMS