AI Reading for Sunday, November 2

2 smart guys talk to 1 annoying guy

Sam Altman said OpenAI's revenue is 'well more' than reported $13 billion annually and could reach $100 billion by 2027, citing large infrastructure deals with Nvidia, Broadcom and Oracle while the company raises tens of billions and still posts losses. - Fortune

Microsoft CEO Satya Nadella said the company will again grow headcount—currently about 228,000 after roughly 15,000 cuts including 9,000 in July—leveraging AI (Microsoft 365 and GitHub Copilot) after reporting 12% revenue growth and ~40% Azure growth. - CNBC

Microsoft's AI tools still lag behind OpenAI's as Microsoft struggles to create a cohesive AI experience and add new features while integrating OpenAI models. (not super bullish on AI browsers without much better sandboxes) - Bloomberg

the AI browser is one thing but quite a bit behind Google on an integrated AI agent stack

The Wall Street Journal examines whether OpenAI, maker of ChatGPT, has become too big to fail. - The Wall Street Journal

OpenAI's Sora app erodes users' confidence in the authenticity of online content. - South China Morning Post

AI browsers can bypass some paywalls, and Columbia Journalism Review reports OpenAI's Atlas avoids using content from companies suing OpenAI, providing summaries or alternate reporting. - Columbia Journalism Review

Chinese President Xi Jinping proposed a World Artificial Intelligence Cooperation Organization at APEC, where leaders approved an AI declaration; the United States rejected international AI regulation, and Xi and Trump agreed a one-year partial rollback of trade and technology controls. - Yahoo

U.S. Immigration and Customs Enforcement is using Nvidia technology to power investigations. - The Intercept

Big tech companies' recent earnings reports show cracks in the business case for massive AI spending, indicating profitability and growth challenges for such investments. - Bloomberg

Meta and xAI are driving a trend of companies incurring billions of dollars in off-balance-sheet debt. - Bloomberg

Google Cloud has become one of Alphabet's fastest-growing businesses under CEO Thomas Kurian, driven by investments in AI, data centers and custom chips. - Reuters

AI-generated political content is proliferating across parties and platforms—President Trump reposted an AI fighter-jet video, an NRSC AI clip reached 1.8 million views at a claimed "$0" production cost, and senators (Murphy, Cruz, Hawley) dispute remedies. - Business Insider

TechHalla's viral AI-generated clip recreating Friends produces uncanny visual errors and stilted voice imitations of stars including Courteney Cox and the late Matthew Perry, drawing widespread online backlash and renewed concerns about technical, legal and brand risks for entertainment AI. - Futurism

Elaborate Hoaxes in the Age of AI - Hacker Noon

laugh is gonna be on them when the 'comet' makes a sharp turn and parks in earth orbit.

Wolfe Research analyst Stephanie Roth finds AI has had only a limited impact on labor markets and productivity so far, with tech about 140,000 below trend and employment cooling attributed mainly to economic uncertainty and immigration enforcement rather than AI. - Yahoo

Job openings have fallen 30% and the stock market has risen 70% since ChatGPT launched, and one economist attributes the changes to monetary policy rather than AI. - Yahoo

Companies are abandoning high-volume remote screening and returning to on-site or higher-fidelity hybrid interviews—using live debugging, explain-this-code tasks and adaptive questioning—to counter AI-enabled cheating that has eroded trust and raised hiring costs. - Yusuf Aytaş

Forward-deployed engineers have become a high-demand role in the AI industry. - Financial Times

Claude Code provides a ~200k-token Sonnet-1M context window (baseline ~20k), explicit session controls, hooks, Skills, an SDK and a GitHub Action, with CLAUDE.md as its guardrails and enterprise features for auditable PR automation and CI gating. - SSHH

What if you made a web app that had no code, just asked AI to write the code on the fly to do the thing. - GitHub

An AI authorship protocol aims to keep humans connected to thinking. - Fast Company

AI Is Teaching the Next Generation of M.B.A.s the Classic Case Study. Talk to the case? - The Wall Street Journal

Neuralink patient to receive brain implant upgrade that will let him beat most humans at video games - TESLARATI

Workers train Tesla's Optimus robot to act like a human in a glass-walled lab. - Business Insider

Three CEOs at the forefront of driverless vehicle technology challenged assumptions about autonomy. - Business Insider

Musk on a flying Tesla Roadster, OpenAI murders people, AI replacing all Jobs, smartphones will disappear within five or six years, pre-X Twitter as "Wormtongue" - Decrypt

Why Every Family Needs a Code Word - The Wall Street Journal

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