State of AI — AI news, data, and strategy for enterprise leaders
Feds Are Now Looking at Whether the FAA's New AI Tool Caused Today's Nationwide Ground Stop
DHS says it's examining SMART, and the FBI is reportedly looking at a software update. Nobody has tied the AI tool to the outage. Nobody has ruled it out, either.
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Halligan Is Back. HubSpot Is Now ‘the Customer Harness Company.’ AI Is Eating It Alive
Brian Halligan is CEO again with HubSpot's stock down about half this year. Canva used the same word a week ago. Founders keep coming back because the model they built stopped working.
Anthropic Comes for Microsoft Office: Claude Gets Sheets, Whiteboards and a Seat in Your Meetings
Anthropic launched spreadsheets, whiteboards and a meeting agent on the first day of its IPO roadshow. Microsoft's stock fell 3%.Anthropic Sets a $1.3 Trillion Price Tag for Its IPO, After a Stumble and a Smaller Raise
Anthropic set its IPO at $70 to $78 a share, valuing it at $1.3 trillion, which is exactly what skeptical buyers asked for, a day after a botched filing showed a bigger raise.Nvidia’s Board Called Arm’s Rene Haas About Replacing Huang. Haas Calls Huang His Mentor.
The Financial Times says the board approached the Arm CEO, one of several candidates, and no offer has been made. Hiring an outsider whom Huang trained would be a very Nvidia way to split the difference.
AI Labs Are Paying Companies $350K to $1.8M for Their Old Emails, Slack Messages and Files. One of Their Brokers Just Emailed Us.
Wired's Steven Levy reports that brokers are offering companies $350,000 to $1.8 million for their internal records. State of AI's publisher got a pitch of its own.
Nvidia's CEO Just Told the Whole Company He Had an Affair. Now the Board Is Investigating Whether It Was a Chinese Intelligence Operation.
Jensen Huang's admission turns a ten-day-old spy story into a governance crisis at the most important company in AI. It also lands in the middle of Washington's fight over selling AI chips to China.
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.
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.AI & Technology
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As Nvidia Faces Scrutiny Over China, a Researcher Says Banned Blackwell Chips Trained China's Top AI Models
A former OpenAI researcher says the models China's top labs gave away for free carry a hidden fingerprint of the Nvidia chips they were never supposed to have.
Anthropic Just Put Claude in Your Meetings. AI Notetakers Should Be Paying Attention.
Anthropic began rolling out Claude Meetings in beta, putting Claude into Google Meet calls to build plans and whiteboards while the team talks, a direct threat to standalone AI notetakers.
AI Is Taking Over The First Three Years Of The Job. Year Four Has To Be Rebuilt On Purpose.
Batson-Cook VP of Preconstruction Ted Rusch says the judgment to catch AI's mistakes must be instilled before the tasks disappear.
Jensen Huang Is Out at Nvidia. AI Just Lost Its Center of Gravity.
Nvidia shares fell as much as 13% after the board handed the company to its CFO. Anthropic's IPO now lands two days after Nvidia's first earnings call without him, and the timing is bad for everyone involved.Feds Are Now Looking at Whether the FAA's New AI Tool Caused Today's Nationwide Ground Stop
DHS says it's examining SMART, and the FBI is reportedly looking at a software update. Nobody has tied the AI tool to the outage. Nobody has ruled it out, either.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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PwC Is Making Its Entire U.S. Staff Get Certified in Critical Thinking. Blame AI.
PwC is spending over $100 million to teach 85,000 U.S. staff to check AI’s work.
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.
McKinsey Modeled the U.S. Job Market Through 2035. 11 Million People Will Have to Start Over.
FedEx's Reinvention as an AI Data Company: What Is Actually Happening?
Michael Burry Called the 2008 Crash. Now He's Shorting the AI Safety Story.
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AI & TECHNOLOGY
Feds Are Now Looking at Whether the FAA's New AI Tool Caused Today's Nationwide Ground Stop
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Nvidia’s Board Called Arm’s Rene Haas About Replacing Huang. Haas Calls Huang His Mentor.
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As Nvidia Faces Scrutiny Over China, a Researcher Says Banned Blackwell Chips Trained China's Top AI Models
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Anthropic Just Put Claude in Your Meetings. AI Notetakers Should Be Paying Attention.
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AI Is Taking Over The First Three Years Of The Job. Year Four Has To Be Rebuilt On Purpose.
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Halligan Is Back. HubSpot Is Now ‘the Customer Harness Company.’ AI Is Eating It Alive
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