Latest publications

MIT Eases Restrictions for Students and Faculty to Launch AI Startups
MIT is revisiting rules for faculty and students to make it easier to launch AI startups, take academic breaks, and convert research into business more quickly.

Armadin Chief Kevin Mandia Warns AI-Powered Attacks Now Outpace Human Defense
CEO Kevin Mandia believes cyber attacks powered by AI are evolving so rapidly that manual analysis and security team responses can no longer keep pace with threats.

Cato Institute: US Needs to Accelerate AI Infrastructure and Energy Investments
Washington discusses a national AI framework, but without new investments in energy and data centers, US leadership could remain a political goal without technical foundation.

Anthropic bets on Cowork: agent could surpass Claude Code in market size
Anthropic believes its universal AI agent Cowork will reach a broader market than Claude Code and become the company's next major product following the developer tools boom.

Salesforce Ventures: OpenAI and Anthropic valuations became too aggressive for the market
Salesforce Ventures partner warned that AI market leaders' valuations are becoming increasingly aggressive: after OpenAI's record funding round, investors are already pricing in nearly perfect growth scenarios.

US Tech Companies Accelerate Layoffs Amid AI Investment
US tech companies have once again taken the lead in layoffs: firms are cutting staff against the backdrop of AI investments, and the number of announced cuts in the sector has grown noticeably both in March and since the

Microsoft wants to build its own advanced AI models by 2027 at the level of OpenAI and Anthropic
Microsoft plans to develop large advanced AI models by 2027 to reduce dependence on OpenAI and Anthropic and create its own foundation for future AI products.

US Justice Department to Appeal Court Decision Blocking Anthropic Ban in Federal Agencies
The US Department of Justice intends to challenge a federal court's decision that temporarily halted the Trump administration's ban on government use of Anthropic AI.

Indian AI startup Sarvam raises up to $350M at $1.5B valuation
Sarvam AI is close to securing a $300-350M funding round at a $1.5B valuation, signaling India's commitment to nurturing its own AI champion.

AI startup unveiled digital colleague for Zoom that reports to managers
A new AI agent for office teams can join every Zoom meeting, track tasks, independently identify work gaps, and remind employees about unresolved commitments.

Microsoft restructures Copilot sales after Wall Street analyst pressure
Microsoft abandoned the idea of distributing Copilot as part of corporate bundles and focused on separate paid sales to demonstrate clear returns on AI investments to investors.

SpaceX Prepares Record IPO as OpenAI and Anthropic Approach Stock Market Debut
SpaceX's confidential IPO filing with a valuation exceeding $1.75 trillion could trigger a wave of major offerings, followed by OpenAI and Anthropic going public.

Microsoft to invest $10 billion in Japan over four years to meet AI demand in Asia
Microsoft announced a $10 billion investment package in Japan over the next four years, accelerating its Asian expansion and capitalizing on rapidly growing demand for AI services.

OpenAI Missed Internal Growth Targets for ChatGPT Users and Revenue
According to WSJ, OpenAI fell short of its own goals for new users and sales, intensifying questions within the company: is business growth keeping pace with massive AI infrastructure spending?

UBTech Ready to Pay Up to $18M Annually for Chief AI Researcher
Chinese humanoid robot maker UBTech has launched a search for a chief scientist and promised up to 124 million yuan per year, showing how sharply competition for AI talent is intensifying.

OpenAI Restructures Leadership: Brad Lightcap Changes Role, Fiji Simo Takes Medical Leave
OpenAI redistributes responsibilities in top management: Brad Lightcap will focus on special projects, while Fiji Simo and Kate Rouch temporarily step back from work due to health reasons.

Nvidia Partner Hon Hai Increases Quarterly Revenue 29.7% Amid AI Server Demand
Hon Hai, a key manufacturing partner of Nvidia, increased quarterly revenue by 29.7% to TWD 2.13 trillion, confirming sustained demand for AI infrastructure.

OpenAI proposes creating a welfare fund and accelerating power grid development for the AI era
OpenAI published policy recommendations for governments: a public welfare fund, rapid social support programs, and accelerated electricity grid construction.

US Treasury Department Seeks Access to Anthropic's Mythos Model for Vulnerability Testing
The US Treasury Department's technology team is seeking access to Anthropic's Mythos model to test it for vulnerabilities and assess the risks of using such systems in government structures.

Lightspeed investor Michael Miñano moves to Union Square Ventures for AI bets
Michael Miñano, Lightspeed investor and champion of consumer AI startups, is leaving for Union Square Ventures — signaling the competition among funds for top deals and AI expertise.

Bank of England Governor Calls for Urgent Assessment of Cyber Risks to Banks from Anthropic's Mythos AI Model
Andrew Bailey, Governor of the Bank of England, said global regulators need to quickly assess cyber threats to banks posed by Anthropic's Mythos AI model.

Christine Lagarde praised Anthropic for cautious release of new AI model
ECB head Christine Lagarde supported Anthropic's decision not to open full access to the new AI model and stated that the industry needs stricter safeguards.

Anthropic's claims about finding vulnerabilities through Mythos disputed by cybersecurity industry
An Aisle executive questioned the unique cyber capabilities of Anthropic Mythos: internal tests revealed the same vulnerability could be found by inexpensive open-source models.

OpenAI Opens Access to Vulnerability Detection Model Following Anthropic's Mythos Release
OpenAI has granted limited access to a vulnerability detection model in software — just a week after Anthropic announced Mythos, amid the race for the AI cybersecurity market.

ChatGPT, Gemini and Grok Gave Problematic Medical Advice in Half of Responses
A BMJ Open study found that popular AI chatbots provide inaccurate or incomplete answers to medical questions in 50% of cases and sometimes push toward dangerous solutions.

Anthropic Presented Mythos as Too Dangerous an AI Model — and the Problem Extends Beyond Banks
Anthropic withheld the Mythos model due to cybersecurity risks, but the main takeaway extends beyond banks: agentic AI models nearly eliminate the time window for patch deployment and hit poorly secured companies hard.

Italy allocated €211 million to 2D Photonics to accelerate AI data centers
Italy allocated €211 million to 2D Photonics to accelerate AI data centers, signaling its readiness to invest in local deep-tech startups with AI infrastructure specialization.

ASML Raises 2026 Forecast Amid Growing Demand for AI Chip Equipment
ASML raised its 2026 revenue forecast to 36-40 billion euros after a strong quarter: AI infrastructure investments accelerate factory expansion and lithography demand.

ASML Raises 2026 Sales Forecast Amid Demand for Nvidia AI Chips
ASML raised its revenue forecast for 2026 to €36–40 billion: demand for AI infrastructure supports the equipment manufacturer for producing advanced chips.

Thoma Bravo and Google Cloud establish multi-year AI implementation partnership
Investment firm Thoma Bravo is partnering with Google Cloud to accelerate AI adoption across its portfolio companies and transform pilots into systemic practice.