AI
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One of the Democratic Party’s brightest stars is co-founding a group to help with the coming AI jobs earthquake
America has been rushing into an artificial intelligence future without much of a plan to stop what could be catastrophic job losses. Critics warn of doomsday scenarios out of a sci-fi thriller, while backers say AI will generate so much new wealth that no one should worry too much about millions of layoffs. A new…
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Softbank CEO dismisses Elon Musk’s extraterrestrial data center idea in favor of maximizing Earth-side construction now: ‘He who strikes first wins’
The billionaire founder of Softbank, who made a fortune backing companies with world-changing ideas like Alibaba, said Elon Musk’s orbital data center plans are as out there as the eccentric SpaceX founder himself. “In the battle for AI, the next few years will be far more important than what might happen a decade or so…
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Top CFOs warn AI success depends on training employees, not just buying technology
Good morning. Finance teams are being reshaped by AI, but there needs to be much more training on how to use it effectively. That was a central theme we discussed on Tuesday during Fortune’s Emerging CFO webinar in partnership with Workday, where Casey Caram, principal and human capital practice leader at Deloitte, and several Fortune…
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What bubble? JPMorgan says the $5.5 trillion AI capex explosion is profitable–for now
JPMorgan Global Research is doubling down on a central thesis for 2026: the surge in AI investment is not only durable, but increasingly profitable. In its midyear outlook, the firm points to a broadening capital expenditure cycle anchoring growth expectations. At the center is the “AI upstream” buildout—data centers, chips, and supporting infrastructure—still heavily concentrated…
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‘Godmother of AI’ and tech entrepreneurs draw investors by pivoting from chatbots to ‘world models’ saying AI has to read the room, not just books
Computer scientist Louis Castricato was in his eighth year studying large language models — the artificial intelligence technology behind chatbots like ChatGPT and Claude — when he started to feel like he was hitting a dead end. “We basically have passed the point of doing real fundamental LLM research,” Castricato said. “Now it’s just applications.”…
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Robert Wright sees an ‘earthquake’ coming from AI that goes far beyond jobs: ‘cultural, political, personal, family, psychological’
Robert Wright’s Princeton library has seen many remote visitors. The veteran journalist and author — formerly at outlets including The New Republic, Time and The Atlantic, with five books published and a sixth out this June — has been holding court in front of his packed bookshelves for decades. A writer liberated by the blogging…
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Nasdaq’s CFO says leaders must learn AI—not just their teams
Good morning. Companies are increasingly calling on CFOs to help steer AI strategy and deliver real value. Sarah Youngwood, EVP and CFO of Nasdaq, doesn’t view AI as a standalone initiative. Instead, she sees it as an embedded capability—one that is reshaping everything from market infrastructure to internal finance operations. Over the years, AI has…
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Exclusive: Vinod Khosla wanted ‘every available dollar’ of Runlayer’s funding round. It just raised $30 million to govern the agent workforce
When longtime tech investor Vinod Khosla heard that Runlayer—the startup trying to become the default infrastructure layer governing how every corporate employee interacts with AI agents—was raising a new round, his response was unambiguous: he wanted “to buy every available dollar of the round.” Now, that conviction is official. Runlayer raised a $30 million Series…
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Reid Hoffman says SpaceX is ‘not an AI company’ and xAI is a ‘complete train wreck’—and there’s room for both OpenAI and Anthropic
The LinkedIn co-founder and investor in both Anthropic and OpenAI offers his most pointed public assessment yet of Elon Musk’s AI ambitions—and raises alarms about the government’s handling of Anthropic’s pulled models Reid Hoffman has watched the AI industry from virtually every vantage point—as a founder, a lead investor and as a decade-long Microsoft board…
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Anthropic launches Claude Tag, a tool that works like a virtual employee within Slack
Anthropic has released a version of its popular chatbot Claude that operates like a virtual employee. Claude Tag, the new product, works across organizations within Slack to complete various tasks for teams. The product is similar to Anthropic’s popular agentic offerings Claude Code and Cowork. After an employee directs Claude Tag to complete a task,…