AI Reading for Friday August 22

Menlo Ventures’ July report finds Anthropic’s Claude is now the top AI model used by enterprises with a 32% market share; OpenAI’s share fell to 25% (from 50% at end of 2023), Google is at 20%, Meta’s Llama 9% and DeepSeek 1% - PYMNTS.com

Anthropic in Talks to Raise Up to $10 Billion in New Funding (Gift link) - Bloomberg

Anthropic worked with the National Nuclear Security Administration to build a tool designed to prevent its AI models from being used to make nuclear weapons. - Semafor

Claude wins high praise from a Supreme Court justice - is AI's legal losing streak over? - ZDNET

Meta signed a $10b deal with Google Cloud for AI computing - aimagazine.com

Google 2.5 pro back on top (tied) in LMArena. Claude+Gemini in Google Cloud + Vertex, AgentSpace, Agent Engine, ADK, looks pretty good vs. OpenAI+Azure.

OpenAI uses SerpAPI to include Google results in searches. - The Information

I think SerpAPI exists in a legal gray area, searches Google on you behalf, uses cat-and-mouse techniques to evade blocks on searches. Y no Bing?

OpenAI researchers reveal how their experimental model, devoid of any external aids, powered through hours-long proofs to earn a gold-medal score at the International Math Olympiad—and they discuss the project’s origins and describe how such work could help lead to artificial general intelligence - Scientific American

Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for OpenAI - Financial Times

Coinbase CEO Brian Armstrong told engineers to at least sign up for the company’s AI tools "by the end of the week," said "I went rogue" after pushing the mandate in Slack, held a Saturday meeting for noncompliant staff — "Some of them didn't, and they got fired." - Business Insider

Australia’s Commonwealth Bank must rehire workers after a dispute with union over overstated chatbot productivity and rising call volumes. - Bloomberg

MIT researchers say their study was misunderstood; “shadow AI” unlocks hidden productivity gains while official pilots often fail for lack of learning capability; external partnerships fare better. - VentureBeat

The Jobs AI Is Replacing the Fastest: AI adoption concentrates in data-rich sectors, reshaping software, trading, and support jobs while slower in fragmented-data industries. - Gizmodo

Nearly half of Gen Z adjusted career plans due to AI, with growing interest in skilled trades seen as less automatable. - SFGate

Andrew Ng said product management—not coding—is the bottleneck for AI startups as build cycles compress. - Business Insider

AI transforms software from deterministic functions into probabilistic systems. AI products require empirical management of stochastic behavior and continuous evaluation, redefining product and analytics playbooks. - Gian Segato

The Unbearable Slowness of AI Coding. We are all just QA engineers for Claude now. - Joshua Valdez

Agents4Science, an AI-authored, AI-reviewed conference to test agent capabilities and limitations. - MIT Technology Review

Hidden prompts in downscaled images can exfiltrate data from Gemini-based systems, urging explicit previews and tool-use confirmations. - The Trail of Bits Blog

A typical Gemini text query uses 0.24 watt-hours (Wh) of energy, emits 0.03 grams of carbon dioxide equivalent (gCO2e), and consumes 0.26 milliliters — or about five drops — of water. - CBS News

Inside Walmart’s AI security stack: identity and Zero Trust for agentic AI, AI-SPM, adversary simulation, and identity-based segmentation. - VentureBeat

Bruce Schneier argues AI needs better data integrity across systems, advocating cryptographic verification and strong governance. - Schneier on Security

Linux kernel maintainers proposed policies to label LLM‑generated code, enforce licensing, and increase scrutiny amid concerns about subtle, high‑impact errors. - ZDNET

Perplexity's Comet AI browser is vulnerable to prompt injection, summarize a malicious site and it might run actions on you behalf. - ZDNET

Perplexity’s Comet agentic AI browser tricked into buying fake items online - Bleeping Computer

Nvidia paused H20 production after Chinese authorities discouraged its use, while discussing a follow-on China chip that would require U.S. approval. - Euronews

Chinese semiconductor stocks surged, with Cambricon up about 20%, after DeepSeek adapted its model for next-generation domestic chips. - Financial Times

Tesla will use DeepSeek and Doubao for in-car AI features in China, aiming to boost sales as rivals adopt local AI models. - Gizmodo

DeepSeek’s V3.1 adopts a new FP8 datatype for future Chinese accelerators, doubles context, improves tool use, and hints at more capable domestic NPUs. - The Register

Trump demands equity in Intel but not in TSMC, which is also getting tons of CHIPS money - The Wall Street Journal

Meet the CEO of Range. He Thinks AI Will Replace Every Financial Advisor. - Barron's

A.I. Travel Tools Are Everywhere. Are They Any Good? - The New York Times

AI might change art restoration, overlaying paintings with meticulous fixes that can also be easily undone. - The New York Times

An ensemble method predicted dengue outbreaks with ~80% accuracy across 180 locations, promising to give health officials time to prepare for spikes. - Northeastern Global News

Ambient paperwork AI was associated with reduced physician burnout at two systems, though response rates were low and effects varied. - TIME

Human or AI? I cloned my voice and asked friends if they could tell the difference - CNA

Catholic Minneapolis Bishop Barron warns about fake AI videos impersonating him - Catholic News Agency

Viral Cristiano Ronaldo photo is AI fake - BBC News

Studios are testing AI screenwriting tools as unions and lawyers warn of creative, labor and copyright risks. - Business Insider

‘Black Mirror’ Creator Charlie Brooker On Fearing AI Script Notes - Deadline

‘South Park’ Calls Out ChatGPT and Useless Tech-Bro Sycophants - Esquire

How WIRED Got Rolled by an AI Freelancer - WIRED

The future is bot v. bot - Axios

Silicon Valley Throws $100M at AI-Powered Mattress With a Subscription, that monitors your sleep and adjusts to help you sleep better. - Decrypt

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