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OpenAI’s $20 Billion Bet

Sam Altman announced Thursday that OpenAI expects to top $20 billion in annualized revenue this year, with plans to reach hundreds of billions by 2030. The company has committed to $1.4 trillion in infrastructure spending over the next eight years. That's a staggering sum, and it immediately raised the obvious question: how exactly are they planning to pay for all this? Continue Reading →
Apple has finally admitted what the rest of us have known for years: Siri is terrible. According to reports from MacRumors and Bloomberg, Apple has struck a deal with Google to integrate the Gemini AI model directly into Siri and future iOS releases. After more than a decade of living in last place among voice assistants, Siri is about to borrow someone else’s brain. Continue Reading →
Amazon has formally asked Perplexity to remove its “Comet” shopping agent from Amazon’s platform. The company released a statement on November 4, citing repeated requests that Perplexity stop allowing users to make purchases through Amazon. A cease-and-desist letter sent on October 31 argues that Comet’s behavior violates Amazon’s terms of service and creates a “significantly degraded shopping and customer service experience.” Continue Reading →
Studio Ghibli, Bandai Namco, Square Enix, and other Japanese rights holders have asked OpenAI to stop using their content to train Sora 2. The request came via CODA, Japan’s Content Overseas Distribution Association, which issued a public letter on October 27 arguing that replication during machine learning may constitute copyright infringement under Japanese law. Continue Reading →
Identity Threat
Last week, I was facilitating an AI workshop for a group of senior executives at one of our F500 clients. As we explored ways to integrate generative AI into their workflows, the atmosphere was both energized and strangely hesitant. It wasn't explicit, no one raised their hand and confessed to being terrified of AI, but I could feel an underlying tension. I've encountered it before, a subtle yet palpable fear academic researchers call "Identity Threat." Continue Reading →
Greetings from Los Angeles. I’m here at Adobe Max, where Adobe is showing how quickly creative tools are evolving into full AI systems. This year’s event focuses on the convergence of generative media, automation, and agents that create alongside people. Continue Reading →
Proofpoint, one of the world’s largest email security firms, has identified a new class of threats called AI-agent phishing. Instead of tricking people, attackers are now embedding malicious instructions directly inside emails, hidden from human view but readable by AI systems like Microsoft Copilot, Google Gemini, or any enterprise agent that processes email automatically. When we use agentic systems to act on our email (summarizing, scheduling, or drafting), they may unknowingly execute those hidden prompts sending confidential data, approving a fraudulent request, or even creating a backdoor for more attacks. Continue Reading →
AI isn’t hard to understand. It’s hard to talk about clearly. The technology moves faster than the language used to describe it, which leads to misalignment and wasted time. Every effective AI meeting starts with a shared vocabulary. Use this glossary to make sure your team is literally on the same page before making decisions that shape strategy, governance, and execution. Continue Reading →

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