Tech
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The AI economy runs on helium. The Iran war just created a $650 billion problem
The hyperscalers building the infrastructure of the AI economy have a $650 billion problem hiding in plain sight — and it doesn’t involve tariffs, talent, or chip export bans. It involves helium. A new report from Moody’s Ratings warns that helium supply disruptions stemming from the Middle East conflict are now threatening the semiconductor supply
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The internet isn’t just like real life, a top VC says — it is real life. For a16z, that’s not philosophy, it’s an investment
The phrase “touch grass” has become the internet’s way of telling someone to log off and rejoin the real world. Erik Torenberg, a general partner at Andreessen Horowitz, thinks the phrase has it exactly backward — and that getting the philosophy right has enormous economic consequences. In a new essay published through a16z, Torenberg makes
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Nvidia CEO Jensen Huang says you won’t lose your job to AI—you’ll lose it to your coworker who uses it
The warnings about AI’s impact on jobs echo from Silicon Valley to Wall Street to Washington, D.C. But Nvidia CEO Jensen Huang thinks you should worry less about the robots and more about your coworker, the one quietly “tokenmaxxing,” or using AI to do in minutes what takes you hours. In a recent interview with
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The $6 trillion reinvention: Why IT services firms must start underwriting outcomes
A financial analyst, a few years out of school, sits in front of four cloud terminals at a New York hedge fund, running $1,000 a day in AI tokens. His manager approved the budget without hesitation – the firm’s own math showed his productivity had multiplied fivefold, returning well over 200% on every dollar spent.
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Europe has the talent and dunding to win at AI. First, it needs to break free from the Magnificent Seven
For years, the narrative about European tech was one of unfulfilled promise — brilliant researchers, fragmented markets, and a chronic inability to scale. That story is changing. European AI funding reached a record $21.8 billion in 2025, up 58% in a single year. The continent’s research institutions are world-class. Its startup hubs — from Stockholm
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Palantir published a mini manifesto calling some cultures ‘harmful and middling’ and said Silicon Valley has ‘a moral debt’ to the U.S.
Palantir published a mini manifesto over the weekend based on a book by its CEO that made the company’s position clear on a range of topics from reinstating the military draft to Silicon Valley’s moral duty to help the U.S. defend itself. In a post on the company’s X account that has racked up 32
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Meet the film school dropout who became a billionaire quantum computing CEO in days thanks to Nvidia
Christian Weedbrook, a film school dropout turned CEO of Xanadu Quantum Technologies, was minted a billionaire in a matter of days thanks to Nvidia endorsing quantum computing as the future of AI. Last week, Nvidia announced Ising, a family of open-source quantum AI models promising to address major bottlenecks in quantum computing, particularly in calibration
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Meta will start tracking employees’ screens and keystrokes to train AI tools
Meta is installing tracking software on U.S. employees’ work computers that will capture mouse movements, clicks, and keystrokes, along with some screenshots to feed the data into its AI training pipeline, according to Reuters. The tool, disclosed to staff this week in a channel belonging to the company’s Meta Superintelligence Labs team, which Reuters saw,
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Are services the new software? This venture capitalist thinks the future is in selling AI-delivered outcomes, not AI-powered products
Hello and welcome to Eye on AI. In this edition…Are services the new software?…Anthropic’s Mythos has financial regulators and bankers freaking out…more executive turnover at OpenAI…these measures may mean China may soon surpass the U.S. in developing the best AI models…are AI inference costs getting too steep? Julien Bek never expected to go viral. Bek,
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Google Cloud’s next big moment—and what it needs to continue its ascent
Google’s rapid AI improvements have lifted its once-beleaguered cloud division, with startups and enterprises now clamoring to build on top of the newly competitive Gemini. And this week, the company is set for its next big moment, as it brings together its stakeholders at the fast-growing Google Cloud Next event in Las Vegas. Though Google