Anthropic developed AI coding tools that substantially reduce software development time and cost, enabling faster delivery and cheaper software production that threaten revenue and labor models across industries such as law and advertising. - Financial Times

Software stocks are falling (Microsoft ~12% week, Salesforce ~40% YTD, ServiceNow ~25% month) after Anthropic released Cowork, an AI agent that can access data, files and apps to execute multi-step tasks, and viral OpenClaw showcased assistants. - Business Insider

Technology stocks suffered a roughly $1 trillion market-value loss, and the selloff spread to broader equities as AI-related trading pressured markets. - Bloomberg

Anthropic released a Cowork legal plugin for its Claude model, triggering a sell-off—Thomson Reuters and RLEX fell about 15% on Tuesday and roughly 20% over recent days—and prompting debate over incumbents' defenses and law firm use for contract review. - Business Insider

Companies are increasingly using AI agents to automate payroll and compensation—Workday's AI Payroll Agent, used by Lindenwood University's director of payroll and clients such as The Washington Post, replaces manual reviews, detects missing data and alerts managers about minimum-wage changes. - The Washington Post

Steven Sinofsky argues that AI will not eliminate software but will increase demand, move AI-enabled software up the product stack, and drive multi-decade transformation with new winners, greater domain expertise, and continued industry churn. - X (formerly Twitter)

IMO Adobe really has problems if you can instruct Claude to iterate on a sketch and the text of a flyer in HTML or Canva, and the creatives are out of work.

Multi-trillion-dollar valuations can't all come from top-line growth, there have to be cost savings somewhere, some winners and lowers. At macro level, if you have a big step-up in the return on new investment, it's good for capital owners in the long run but the old capital is worth significantly less.

All software is not going to be generated by AI on the fly. OTOH ability to vibe-code your own flows will be a brake on SaaS pricing extortion.

ChatGPT goes to the Super Bowl: OpenAI will air a 60-second national Super Bowl spot and three regional ads profiling three U.S. small businesses that use ChatGPT, CMO Kate Rouch said, aiming to celebrate human agency and boost small-business adoption. - Fast Company

Sam Altman called Anthropic’s Super Bowl ads "clearly dishonest" and said OpenAI's ad test will appear only for logged‑in free or ChatGPT Go users (not Plus/Pro), asserting ads won't influence answers and noting 500,000 Codex downloads. - The Verge

Amazon weighs buying access to OpenAI research and IP with a large investment. Microsoft has all this IP but their AI like Copilot still sucks. - The Information

AI may be beginning to show up in productivity data, with early effects already visible. - Financial Times

Kevin Warsh, Donald Trump's pick for Federal Reserve chair, said an AI-driven productivity boom will grow the US economy and allow for swift rate cuts by the US central bank. - Financial Times

Beware of bots bringing rate cuts

Google is emphasizing its status as an artificial intelligence leader to justify increasing investment. - The Wall Street Journal

Google will double its AI spending to $185 billion after reporting annual revenue of more than $400 billion for the first time. - Financial Times

Google poised to gain another billion-user app in Gemini chatbot. - TechCrunch

India is pushing to become a major provider of AI services as US tech companies pledge tens of billions of dollars for Indian data-center investments. - The Wall Street Journal

Rural Indian women content moderators—about half of India's estimated 70,000 data-annotation workers in 2021—view up to 800 abusive images/videos daily, report psychological harm, low pay (~£260–£330/month), and often receive no employer mental‑health support. - the Guardian

Nvidia's H200 AI chip sales to China have stalled two months after presidential approval because a U.S. national-security review involving State, Defense and Energy has pitted China hawks against doves assessing license terms, creating near-term revenue and shipment uncertainty for Nvidia. - CNBC

Experts say the U.S. AI lead is narrow despite Trump's claim, with U.S. chips (Nvidia) and models ahead while Chinese systems trail about 3 to 18 months; the administration allowed limited Nvidia H200 sales to China with a 25% tariff. - Poynter

Nvidia is nearing a roughly $20 billion investment in OpenAI's latest funding round, which seeks up to $100 billion at about an $830 billion valuation, a person familiar with the matter told Reuters. - Yahoo

Jensen's big mouth might have cost him a few billion. It’s all coming back to buy GPUs anyway.

AI stole your phone: Qualcomm reported a record Q1 2026 revenue of $12.3 billion, warned that DRAM price and availability shortages—driven by AI datacenter demand—will constrain the handset industry and cut handset-chip revenue guidance for Q2 to about $6 billion, prompting an 11% stock drop. - The Register

"These guys are gamblers. They are not oracles." - The New York Times

Deep fakes, real dollars: Generative AI can produce highly convincing fake financial and identity documents and synthetic onboarding video, prompting banks—especially community banks—to invest in document-verification, metadata checks, behavioral analytics and human review to protect KYC/AML and prevent large-scale fraud. - American Banker

Researchers use anomalies to detect 'sleeper-agent' backdoors in LLM weights that activate on trigger phrases, identifying three detection indicators—double-triangle attention, memorized trigger leakage, and fuzzy partial-token triggers. - The Register

Wikimedia Foundation partnered with Amazon, Meta, Microsoft, Mistral AI and Perplexity to give LLMs access to Wikimedia projects, and volunteers since 2024 flagged over 4,800 suspected AI-generated articles as communities police low-quality, AI-origin content. - Rest of World

After the DOJ released new Epstein files, AI-generated images depicting Mayor Zohran Mamdani as a child with Jeffrey Epstein circulated online, which Mamdani called "incredibly difficult" and urged city, state and federal regulation against synthesized-media misuse. - Gothamist

“It’s not you, it’s ChatGPT.” How people respond when a partner forms a romantic or emotional relationship with an AI companion. - The Wall Street Journal

Audiences have shown 'AI fatigue' over the past year, causing weaker engagement with AI-themed or AI-assisted films and shows and prompting studios and streamers to scale back visible AI content and shift AI use behind the scenes. - WIRED

Axiom says its AI system solved four previously unsolved math problems, including a number-theory formula that had been a conjecture by Dawei Chen and Quentin Gendron. - WIRED

The METR chart in every agentic startup deck means AI stays on task longer, but not necessarily an indicator of imminent singularity. - MIT Technology Review

AI researcher to Epstein: "My personal funds are currently depleted again, could you please help me out again? (Still embarrassed to ask.)" 🤦‍♂️ - SFGate

a bit jarring… "I was never aware of my patron's sex crimes after his conviction for sex crimes"… OK you are the real victim, be sorry for yourself I guess?

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