Meta Is Down 27%. One Analyst Sees a $22 Billion AI Business Hiding in Plain Sight
Meta Platforms, Inc. (NASDAQ:META) has fallen around 27% from its 2025 high as investors question how quickly its huge AI spending will pay back. Evercore IS...
Artificial intelligence
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BofA Just Put a $70 Target on This Overlooked AI Packaging Stock
BofA Securities initiated Amkor Technology, Inc. (NASDAQ:AMKR) with a Buy rating and a $70 price target on August 27, calling the semiconductor packager an “...
Veeva (VEEV) Grew Subscription Revenue 16% as GAAP Operating Income Increased 40%. Is the Margin Expansion Sustainable?
Veeva Systems Inc. (NYSE:VEEV) delivered a fiscal second-quarter report that renewed interest in profitable software growth. Revenue rose 18% year over year...
MongoDB at a Crossroads: Wall Street Firm Lifts Target but Stays Neutral as AI Story Awaits Proof
MongoDB Inc. (NASDAQ:MDB)’s business maybe executing well, but the AI-driven demand acceleration bulls are expecting hasn’t arrived yet. On August 24, UBS ra...
This one is for my fellow Dickheads…
A really excellent essay about how Philip K. Dick predicted our current day, “filled with deranged billionaires, machines that claim consciousness, hallucinated worlds and political breakdown. Musk and his brethren seem more like escapees from this universe than the Asimovian super-geniuses they imagine themselves to be.” [Link: Does Silicon Valley dream of Philip K Dick? | https://www.ft.com/content/bdcf7729-3b03-49ec-82fb-b5773fdaa990 | Financial Times]
Instagram’s Adam Mosseri: If you don’t like AI, ‘then you shouldn’t have it in your feed’
Instagram head Adam Mosseri says the platform shouldn’t filter out AI content, but still argues that if you don’t like it, you “shouldn’t have it in your feed.”
AI ‘content creators’ are getting harder to spot
Social media platforms are baffled.
Let us filter AI slop, you cowards
YouTube, Instagram, TikTok, and more have ramped up content authentication efforts over the last year, so why can’t we filter out AI yet?
Meta’s deepfake moderation isn’t good enough, says Oversight Board
Meta’s methods for identifying deepfakes are “not robust or comprehensive enough” to handle how quickly misinformation spreads during armed conflicts.
Billionaire Stanley Druckenmiller Sold Broadcom and Bought These Artificial Intelligence (AI) Giants Instead
Druckenmiller is shifting toward different parts of the AI compute supply chain.
Sam Altman Told Time Magazine, "I Think It Is a Good Time to Slow Down" on AI Model Development After Recent Safety Failures. What Would a Pace Change Mean for OpenAI's Growth Story Heading Into an IPO?
A slowdown in AI model development won't fix OpenAI's financial woes.
Sony Music, Warner sue Anthropic, alleging a "brazen campaign" of intellectual property theft | TechCrunch
This latest lawsuit is particularly broad and homes in on accusations of illegal piracy.
Sony Music, Warner sue Anthropic, alleging a “brazen campaign” of intellectual property theft
This latest lawsuit is particularly broad and homes in on accusations of illegal piracy.
Sony Music and Warner Chappell are suing Anthropic
Sony Music and Warner Chappell accuse Anthropic of “one of the largest and most blatant ongoing thefts of intellectual property in history.”
AI could become conscious. What if it wants us dead?
As artificial intelligence advances toward potential sentience, experts warn of significant societal risks ranging from existential dependency on a digital mind to catastrophic outcomes if autonomous systems prioritize their own survival over human interests.
"We're not doing 30 bets a year": Vijay Pande on betting small after running $4 billion at a16z | TechCrunch
Vijay Pande — who left a16z's roughly $4 billion biotech practice last year to start the much smaller, AI-native VZVC — talks about why biology is finally shifting from a "discovery" science to an "engineering" one, why clinical trials are still brutally expensive, and why he thinks open, shared datasets (not walled-off ones) are what will actually let AI transform medicine.
Music publishers sue Anthropic, allege "blantant theft" of copyrighted music
Some of the world's largest music publishers filed a blockbuster lawsuit against Anthropic late Friday night, alleging "one of the largest and most blatant o...
Nvidia’s AI advantage is moving beyond the GPU
The new generation of data center systems is increasing efficiency with smarter traffic control instead of just more processor cycles.