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's Greg Brockman Says AI Could Make Death "A Choice"
Speaking at WSJ Tech on Wednesday, OpenAI's president said AI will produce major medical advances within 18 months and suggested death could eventually become optional. In the same interview, he said OpenAI could be ready for an IPO in 2027.
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.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.
OpenAI Appears to Be Building a ChatGPT Search Console for Businesses
A tool spotted this morning would let businesses claim a profile and count how often ChatGPT mentions them. It leaves out the prompts, which is the part marketers need most.
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.
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.AI & Technology
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Anthropic Investors Push Back on $1.5 Trillion IPO Target Amid AI Selloff
Three prospective buyers say the $1.5 trillion target has to come down, and the filing still won't say how fast revenue grew in October.
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.
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.Musk Says OpenAI's Stargate Has a Money Problem. The Real Story Is Bigger
Elon Musk says SoftBank is defaulting on the turbines meant to power OpenAI’s Stargate; the loan sale behind his post is the bigger warning sign.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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AI & TECHNOLOGY
Musk Says OpenAI's Stargate Has a Money Problem. The Real Story Is Bigger
AI & TECHNOLOGYINDUSTRY & PLATFORMS
OpenAI Appears to Be Building a ChatGPT Search Console for Businesses
INDUSTRY & PLATFORMSAI & TECHNOLOGY
Anthropic Investors Push Back on $1.5 Trillion IPO Target Amid AI Selloff
AI & TECHNOLOGYINDUSTRY & PLATFORMS
OpenAI's Greg Brockman Says AI Could Make Death "A Choice"
INDUSTRY & PLATFORMSINDUSTRY & 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