The CEO of the chip licensing firm Arm believes that we’re approaching the day when AI becomes intelligent enough to create new products and launch companies from scratch. In a new CNBC interview at Davos 2026, Rene Haas says the pace of tech innovation over the last decade is unprecedented, leading him to believe that AI will ultimately come up with new ideas, create AI agents to work on product specifications and start new companies. “At the end of the day, one of the things that we think about more broadly is where does AI go? Does AI start to…
Author: Henry Kanapi
OpenAI has secured a major enterprise partnership with ServiceNow that will embed its frontier AI models directly into business workflows used at a global scale. In a new announcement, ServiceNow says OpenAI will become a preferred intelligence capability across its platform, which orchestrates more than 80 billion workflows each year for enterprises spanning IT, finance, sales, human resources and operations. The integration brings models such as GPT-5.2 into live enterprise systems where AI can observe context, reason about next steps and execute actions inside secure customer environments. The move targets a critical shift in enterprise AI adoption. Companies are moving…
A surge in AI-related hiring is colliding with worker skepticism, as demand for AI agent skills explodes, while a sizable share of employees believe the technology will have little impact on their day-to-day jobs. A new global study from the HR firm Randstad analyzed responses from more than 27,000 workers and 1,225 employers across 35 markets, alongside secondary analysis of more than 3 million job postings worldwide. The research shows job vacancies requiring “AI agent” skills have jumped 1,587%, signaling rapid employer adoption. Yet 21% of workers surveyed say they do not expect AI to affect their work at all,…
Tech advisory firm Futurum says the Magnificent 7 are flush with cash, large enough to fund their AI infrastructure ambitions. Futurum chief market strategist Shay Boloor shares data on X that shows Microsoft, Google, Tesla, Apple, Meta, Nvidia and Amazon are sitting on $496 billion worth of cash positions as of Q3 of 2025. “Microsoft has more cash on hand than any tech company in the world. This gives it the most flexibility to fund multi-year AI capex & lock in power & infrastructure. • MSFT +$102 billion • GOOGL +$98 billion • AMZN +$94 billion • NVDA +$61 billion…
Meta chief global affairs officer Joel Kaplan is laying out the path for Meta to bring Personal Superintelligence to billions of people across the globe. In a new CNBC interview at Davos 2026, Kaplan says Meta’s long-term ambition is to deliver superintelligence to the hands of every person on the planet. According to the executive, Meta is prepared to spend hundreds of billions of dollars to make the vision come to life. “We’ve got a platform that serves 3.5 billion people every day, so we have some real advantages there. And we are spending a lot of money to build…
Michael Burry, the investor who nailed the 2008 housing market collapse, issues a dire warning, saying that even the richest nation on Earth won’t be able to save the AI bubble. Burry issues his warning on X in response to a post by legendary investor George Noble, who says that OpenAI is falling apart in real-time. Noble highlights the ChatGPT creator’s rapidly deteriorating balance sheet, noting that OpenAI is flashing “all warning signs.” “OpenAI lost $12 BILLION in a single quarter, according to Microsoft’s own fiscal disclosures. Deutsche Bank estimates $143 billion in cumulative negative cash flow before the company…
Anthropic chief executive Dario Amodei sounds the alarm about President Trump’s decision to sell extremely powerful Nvidia chips to China, noting that the move is akin to handing a weapon of mass destruction to a rival nation. In a new Bloomberg interview at Davos, Amodei says China has never really caught up with the US, despite last year’s DeepSeek moment. Amodei says Chinese models are optimized to hit performance benchmarks, and he doesn’t see them as a threat to the top US LLMs. “It’s actually very easy to optimize a model for a finite list of benchmarks. When we go…
Tom Lee, Fundstrat’s co-founder and head of research, says the firm is still bullish on the Magnificent 7 but notes the firm is now more interested in two equity sectors that have underperformed since 2021. In a new interview on the Master Investor Podcast, Lee says he’s still sticking with the Mag 7 because he believes the stock group is poised to outperform the broader equity market this year. But he says two sectors that have lagged could generate more returns and spark a wave of rallies based on historical data. “We still like the Mag 7 because we’re confident…
A prominent AI researcher known for his contrarian calls believes that OpenAI is the most vulnerable company in the race amid a sky-high valuation and no profits. In a new interview with Big Short investor Steve Eisman, Gary Marcus highlights OpenAI’s $1.4 trillion in spending commitments, even though the ChatGPT creator has never been profitable. “OpenAI has, you know, trillion-plus dollars in outstanding commitments, has never made a profit. They’re now in a commodity market. Their biggest competitor, Google, caught up, and not only have they caught up, but they got the Apple deal, which is a really big deal.…
Prominent cybersecurity firm Bitdefender warns that bad actors are now using AI to launch convincing scams against small businesses at a much larger scale. In a new blog post, Bitdefender says AI-powered phishing now feels very real as fraudsters use generative AI tools to craft professional-looking messages, making scams more difficult to detect. “AI can now write emails that sound like real coworkers, real vendors, or real clients. These messages often reference actual projects, use industry-specific language, and are sent to people in finance, HR, or leadership, the roles that can move money or data. Attackers gather details from public…
