A special hello to all of you who signed up from yesterday’s Anthropic story. I’m headed to Austin, Texas for SXSW and then San Jose for Nvidia GTC on Monday. More on that below. Daniel Kuntz ...

Tenev doesn’t think giving everyone AI will eliminate the need for a trading edge. If everyone uses the same AI tools in the ...

Cristiano Amon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center ...

Salesforce’s CEO says Slack is “up into the right in a way that we haven’t really seen.” Of course, Benioff has a lot more going on than generating memes. After a brutal, SaaSpocalypse-fueled drawdown ...

Two years and $4.6 billion in funding later, a startup called Reflection is soon releasing its first open-weight model in a bid to become the DeepSeek of the West. Reflection’s new model, Beam, is ...

I’m joining Sound Ventures to invest in the tech industry I’ve been covering for the last decade. Ten years ago, I set out to have a front-row seat to the biggest stories in tech. I’ve sometimes ...

When Mark Zuckerberg laid out his “personal superintelligence” vision over a year ago, he was thinking about what Meta released today: Muse, an AI agent with its own computer that works for you around ...

OpenAI’s CEO on the need to slow down frontier research, Astra, competition with Anthropic, reaching AGI, and why people hate AI. After an unreleased OpenAI model recently escaped its sandbox and ...

I recently sat down with Microsoft CEO Satya Nadella in Seattle for the unveiling of the new Copilot. We discuss Autopilot, Microsoft’s new OpenClaw-based agent that can work on your behalf, and why ...

Fidji Simo, OpenAI’s new CEO of Applications, is on the hunt for someone who can help the company make billions of dollars in profit. Sources say that Simo has recently been meeting with potential ...