AI @ Noon | August 20

We can’t let EU’s anti-AI rules drag us down too: Hastily drafted in response to ChatGPT, these curbs will stunt tech in its infancy — and have a harmful effect here. Rohan Silva

Donald Trump has posted a series of AI-generated images on his Truth Social account, falsely claiming that Taylor Swift has endorsed him for president, Variety reports.

Trump’s AI fakes of Harris and Swift aren’t meant to fool you: These aren’t credible deepfakes. They’re provocative memes. Will Oremus

CNBC: Trump says he would offer Tesla CEO Elon Musk a Cabinet slot, but might end EV tax credit

Mayoral candidate vows to let VIC, an AI bot, run Wyoming’s capital city 
WP

Pressure to ban mobile phones in America’s schools intensifies: Restrictions on the use of devices have been shown to improve students’ performance. Patti Waldmeir

How to deal with mobile phones at school: New York City and Los Angeles plan to ban phones in their districts, but finding ways to implement and enforce the policies may prove tricky. Bloomberg

AMD signs $4.9bn deal to challenge Nvidia’s AI infrastructure lead: FT reports the California group hopes acquisition of ZT Systems will accelerate adoption of its data centre chips.

AMD deal shows AI chip business isn’t just about chips: WSJ reports the acquisition of ZT Systems brings needed hardware expertise, while divestiture plans should spare AMD a margin hit.

Artificial intelligence is losing hype: For some, that is proof the tech will in time succeed. Are they right? Economist

Start-up failures rise 60% as founders face hangover from boom years: Private company shutdowns jump compared with last year despite AI funding frenzy, threatening millions of jobs at VC-backed firms. FT

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 19

TikTok told a federal appeals court on Thursday that the US Department of Justice has misstated the social media app's ties to China, urging the court to overturn a law requiring China-based ByteDance to sell TikTok's US assets or face a ban.

South Korea’s plan for AI textbooks hit by backlash from parents: Government says new digital education tools are ‘pivotal’ to overhaul of school system. FT

Prince Harry urges caution on AI at start of trip to Colombia: Reuters reports Britain's Prince Harry urged caution over artificial intelligence and talked of social media as divisive during a panel in Colombia's capital Bogota alongside his wife Meghan and the Andean country's Vice President Francia Marquez.

As DNC hits Chicago, Microsoft warns of deepfake artificial-intelligence attacks: CST reports President Joe Biden became a target of satirical, manipulated videos before he dropped his reelection bid. And a deepfake photo after the attempted assassination of former President Donald Trump was altered to make it appear Secret Service agents smiled as they encircled him — apparently an effort to make the shooting appear to be a hoax.

OpenAI said on Friday it had taken down accounts of an Iranian group for using its ChatGPT chatbot to generate content meant for influencing the US presidential election and other issues.

California trims AI safety bill amid fears of tech exodus: And as Anthropic boss reckons there's 'a good chance ... we'll be able to get models that are better than most humans at most things.' The Register

California bill to regulate AI advances over tech opposition with some tweaks: SB 1047 would regulate large-scale AI models, protect whistleblowers. SJMN

This controversial California AI bill was amended to quell Silicon Valley fears. Here’s what changed LAT

California AI bill is amended; Vote is expected by end of August: Silicon Valley companies still worry that state lawmakers are jumping the gun on regulating a still-unproven technology. NYT

Nancy Pelosi criticizes California AI bill as ‘ill-informed’ TC

Pelosi Statement in opposition to California Senate Bill 1047 Press Release

Senator Wiener responds to Speaker Emerita Pelosi's opposition to SB 1047 Press Release 

Re “Many people fear AI. They shouldn’t,” by David Brooks: Alligators are heartless and have little interest in arts or music; that doesn’t stop them from biting your arm off if you stick it in a swamp. Instead of assuring the public that AI will be good for humanity, Mr. Brooks should help us think through what kinds of policies will allow us to use AI safely. Jason Green-Lowe NYT-LTE

AI discovers new drugs that could save millions of lives — and Big Pharma’s time: The Times reports while many industries are having second thoughts about artificial intelligence transforming the way they operate, it is proving revolutionary in drug discovery.

AI could actually change the gaming industry: The technology is expected to slash the fat budgets that have been required to develop every new game. FT

AI is helping to launch new businesses (and not just AI businesses): Entrepreneurs say use of artificial intelligence for a variety of tasks is accelerating the path to hiring and, ideally, profitability. NYT

Biggest US companies warn of growing AI risk: Study finds more than half of Fortune 500 groups cited new technology as a potential hazard in their latest annual reports. FT

Noxious images spread after Elon Musk launches AI tool with few guardrails: WP reports by using his platform to favor Donald Trump and launch a loosely-controlled AI chatbot, Grok, Musk has dragged the company into uncharted territory ahead of a contentious election.

Why does AI art look like that? Every tech company wants its image generator to be the best. But they all produce oddly similar work. Caroline Mimbs Nyce

Reuters:  South Korean AI chip makers Rebellions and Sapeon agree to merge 

Samsung bets on CXL memory to become next AI darling: 
Nikkei reports the technology can boost server memory capacity 10-fold over current products.

US tech groups’ water consumption soars in ‘data centre alley’: FT reports usage has increased by almost two-thirds since 2019 in the world’s largest concentration of computing infrastructure.

Reuters:  X says it is closing operations in Brazil due to judge's content orders 

Inside Worldcoin’s orb factory, audacious and absurd defender of humanity: 
The startup, co-founded by Sam Altman, is determined to verify every human on Earth, one iris at a time. Bloomberg

Sam Altman’s Worldcoin is battling with governments over your eyes: WSJ reports the OpenAI chief’s Worldcoin project involves an attempt to scan the irises of every person on Earth and pay them with his own cryptocurrency. Authorities aren’t buying it.

Bitcoin rises 5.17% to $59,609.

The unraveling of a crypto dream: Brock Pierce arrived in Puerto Rico seven years ago, promising to use crypto magic to revitalize the local economy. Now he’s mired in legal disputes and fighting with his business partners. NYT

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 16

CNN: Elon Musk’s AI photo tool is generating realistic, fake images of Trump, Harris, and Biden

See how AI detection works, and fails, to catch election deepfakes 
WP

Crypto Democrats rally behind Harris campaign in push for policy revamp: Reuters reports billionaire Mark Cuban, Wall Street financier Anthony Scaramucci and congressman Adam Schiff were among a group of cryptocurrency advocates who called on Kamala Harris to reset the Democratic party's policy on digital assets ahead of the November election.

Kamala Harris should not cave to overtures from the crypto crowd: Industry lobby groups are seeking the lighter touch of the CFTC regulation rather than SEC oversight. Dennis Kelleher

Crypto: Senate Majority Leader Chuck Schumer aims to get cryptocurrency rules in the US passed into law this year.

California’s AI safety bill is a mask-off moment for the industry: AI’s top industrialists say they want regulation—until someone tries to regulate them. The Nation

AP: Wyoming reporter caught using artificial intelligence to create fake quotes and stories

Nvidia 
scraped millions of YouTube videos without the consent of creators to train and develop its AI model that generates video content, according to a new federal lawsuit.

Google’s antitrust defeat could shape AI markets: Court ruling on search could prevent companies from dominating newer markets. Richard Waters

Google’s AI search gives sites dire choice: Share data or die: Bloomberg reports publishers say blocking the company’s AI bot could also prevent their sites from showing up in search.

Eric Schmidt walks back claim Google is behind on AI because of remote work: Ex-Google CEO had said the tech company’s work-life balance was ‘more important than winning.’ WSJ

Sahara AI, a startup co-founded by a University of Southern California associate professor, has raised $43 million as it seeks to address thorny copyright and privacy issues surrounding artificial intelligence technology.

Lenovo is the latest company to get an AI boost to earnings.

Apple pushes ahead with a tabletop robot.

Musk’s ‘fun’ AI image chatbot serves up Nazi Mickey Mouse and Taylor Swift deepfakes: Guardian reports Grok doesn’t reject prompts depicting violent and explicit content as X owner calls it ‘the most fun AI in the world!’

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 15

US said to consider a breakup of Google to address search monopoly: NYT reports the Justice Department and state attorneys general are discussing various scenarios to remedy Google’s dominance in online search, including a breakup of the company.

Crypto PAC will spend $12M backing Republican in Ohio race that could flip Senate: Politico reports a crypto super PAC will also go on the air backing the Democratic Senate candidates Ruben Gallego in Arizona and Elisa Slotkin in Michigan.

A California bill to regulate AI causes alarm in Silicon Valley: California state senator Scott Wiener wants to stop the creation of dangerous AI. But critics say he is jumping the gun. NYT

AI as snake oil: Software billionaire Dan O’Dowd is launching a new offensive in the NYT and WSJ that paint AI technology as “snake oil” being peddled by high-powered grifters. O’Dowd’s latest ads are more derisive than alarmist. They argue that tech scions have “added trillions to their market caps by stoking Artificial Intelligence hype” but that the technologies themselves are flawed — and shouldn’t be trusted for use in critical infrastructure. See the ad here.

+ O’Dowd said he’s supportive of efforts to regulate the sector, including state Sen. Scott Wiener’s Senate Bill 1047, but said there needs to be more done to mitigate what he sees as a lack of reliability in AI tools.

8.8 million of the PCs shipped in Q2 2024 were AI-capable. That's 14% of all PCs shipped globally. 

Fashionable AI eyewear has been having a moment lately, with Meta Platforms Inc.’s newest Ray-Ban smart glasses being the most prominent example. 

Elon Musk’s xAI launches Grok-2 in race to catch ChatGPT: FT reports the latest chatbot ranks in top 5 models, according to independent benchmark sites, and will be available to X subscribers.

Deep-live-cam goes viral, allowing anyone to become a digital doppelganger: ARS Tech reports using one photo and free software, someone can impersonate your appearance in a video chat.

How ‘deepfake Elon Musk’ became the internet’s biggest scammer: An AI-powered version of Musk has appeared in thousands of inauthentic ads, contributing to billions in fraud. NYT

AI could ruin kids’ critical-thinking skills Jessica Grose

Google’s Gemini Live AI sounds so human, I almost forgot it was a bot Joanna Stern

Can the mobile wave help us navigate the AI wave? Tech experts from Wharton and Forrester look back on the advent of the iPhone, identifying key lessons that leaders today can apply to AI. K@W

Is now the right time to appoint a chief AI officer? The rapid advance of GenAI has been bewildering. No wonder many business leaders are considering whether they’d benefit from the guidance of a strategic-level expert in the field. Raconteur

Why AI risks are keeping board members up at night: Company directors are trying to get a handle on artificial intelligence as its use soars, bringing potential productivity gains—but also raising the prospect of employee blunders. WSJ

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 14

Huawei readies new chip to challenge Nvidia, surmounting US sanctions: WSJ reports the Chinese tech company is looking for AI business with the Ascend series but still faces production problems.

Vietnam turns chip sector magnet with affordable, quality talent pool: US, Taiwan, South Korean players beat path to Vietnam though boom strains resources. Nikkei

The sleepy Czech town helping Europe compete in the global chip war: A $2 billion investment by a US company promises to create a tech hub and help modernize the country’s stagnating economy. Bloomberg

Microsoft + Palantir are teaming up to offer a range of artificial intelligence services for classified government use.

Bloomberg: US considers a rare antitrust move: Breaking up Google

Bloomberg: Google launches Pixel 9 phones, Pixel Watch 3 in renewed push to sell AI

Google’s Gemini live AI sounds so human, I almost forgot it was a bot: 
Google’s Android chief told our columnist the voice assistant was designed to impersonate humans, but he doesn’t want anyone getting romantic with it. WSJ

Gemini is replacing Google Assistant on Pixel phones, and it’s a trainwreck: FC reprts Google is throwing out a perfectly good voice assistant for one that frequently fails at basic tasks.

Why are there so many AI ads? Shira Ovide

PricewaterhouseCoopers’ Australian arm will invest A$11.5 million ($7.6 million) over the next year to bolster its artificial intelligence capabilities.

A group of illustrators + visual artists suing Stability AI, Midjourney, and other AI image generators for copyright infringement advanced a novel theory that their images have been “compressed” inside of AI models.

Jobhunters flood recruiters with AI-generated CVs: FT reports about half of applicants are using tools such as ChatGPT to help write cover letters but, without editing, the language is ‘clunky.’

We’re entering an AI price-fixing dystopia: Algorithmic collusion appears to be spreading to more and more industries. And existing laws may not be equipped to stop it. Rogé Karma

LLMs will transform medicine, media and more: But not without a helping (human) hand. Economist

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 13

The problem is not AI. It’s the disbelief created by Trump. Zeynep Tufekci

Energy Secretary Jennifer Granholm says her agency is doing everything it can to manage AI's massive energy demands.

"Made in America" chips: Two years ago, the US passed bipartisan legislation seeking to revitalize the country’s semiconductor manufacturing industry. Since then, the Biden administration has handed out almost $39 billion in grants, primarily to four companies to produce sophisticated chips.

AI industry leader expects early Air Force adoption of unmanned fighter jets: Unmanned fighter jets could be fielded "way" before the end of the decade, or sooner than the Air Force's planned timeline for operating Collaborative Combat Aircraft, Brandon Tseng, co-founder and president of ShieldAI, told Inside Defense.

Brands love influencers (until politics get involved): Marketing firms are using artificial intelligence to help analyze influencers and predict whether they will opine about the election. NYT

Bloomberg: TSMC sales soared 45% in July on strong AI demand, shares gain

+ World’s leading contract chipmaker accelerated growth in July

+ TSMC serves as bellwether for AI and mobile chip demand


Here’s how people are actually using AI: Something peculiar and slightly unexpected has happened: people have started forming relationships with AI systems. Melissa Heikkilä

Khosla Ventures backed the latest AI unicorn, DevRev Inc.

X hit with Austrian data use complaint over AI training: Reuters reports Austrian advocacy group NOYB on Monday filed a complaint against social media platform X accusing the Elon Musk-owned company of training its artificial intelligence (AI) with users' personal data without their consent in violation of EU privacy law.

The billionaire suing Facebook to remove his face from AI scams: Mining executive’s lawsuit is one of first to threaten tech immunity protections, alleges company’s AI-powered ad systems amplify scams. WSJ

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 12

China court rulings on AI accelerate race to set standards: Judges establish precedents on voice and images as Beijing embraces the tech. Nikkei

Democrats push Sam Altman on OpenAI’s safety record: Senators demanded answers about whistleblowers and conflicts of interest. The Verge

Google and Meta struck secret ads deal to target teenagers: FT reports the campaign on YouTube to boost Instagram’s appeal to young people skirted search group’s rules for marketing to under-18s.

Why Nvidia is still the undisputed king of AI Christopher Mims

The new AI deal: Buy everything but the company: Google, Microsoft, and Amazon have made deals with AI start-ups for their technology and top employees, but have shied from owning the firms. Here’s why. NYT

Where have OpenAI’s founders gone? Only two of 11 co-founders of ChatGPT maker are still active at the $86bn company after a series of exits this year. FT

How Microsoft spread its bets beyond OpenAI: The tech giant has worked to execute an AI strategy independent of Sam Altman’s start-up following a leadership crisis last year. FT

How Elon Musk is using his empire to kickstart xAI: WSJ reports the billionaire is mobilizing resources around artificial intelligence. Some Tesla shareholders are suing to make him stop

Bilingual dictation assistant Silvia understands ‘Spanglish’ and other language mixtures: TC reports natural language AI assistants tend to be excellent English speakers, and passable in other tongues — but if you are one of the millions who fluidly switch between two languages on the fly, they’re stumped. A new AI helper called Silvia, however, understands “Spanglish” just fine, with more language combos to come.

Can you be emotionally reliant on an AI voice? OpenAI says yes. NYT reports a report acknowledged that users of GPT-4o forms unusual bonds with the software’s voice response feature, which the company says warrants further study.

Tuesday: Made by Google event, launching Google’s latest devices, including the Pixel smartphone. 

+ A teaser video released in June said “AI . . . meet IX”

WSJ: Former YouTube CEO Susan Wojcicki dies at age 56

Why schools are racing to ban student phones: As the new school year starts, a wave of new laws that aim to curb distracted learning is taking effect in Indiana, Louisiana, and other states. NYT

Enjoy the ride + plan accordingly.

-Marc

AI @ Noon | August 8

Analysis: Xi Jinping's draft internet ID law sparks '1984' fears: Online criticism goes viral, then disappears on eve of Beidaihe meeting. Nikkei

AI is coming for India’s famous tech hub: The country’s outsourcing companies have added urgency to shift to higher-end services. WSJ

“F*** these Trump-loving techies”: Hollywood takes on Silicon Valley in an epic presidential brawl: LA’s liberal moguls are coming after Elon Musk and the rest of the Silicon Valley billionaire boys club in a political clash of the titans: “People are putting up a lot of dough just to teach these dudes they can’t buy an election.” THR

Forty-eight hours at the MAGA-fied crypto lovefest: The crowd at the Bitcoin 2024 conference in Nashville hopes Trump can make crypto great again. Bloomberg

A booming industry of AI age scanners, aimed at children’s faces WP

Sound clashes are a thrilling reggae tradition. Will AI ruin them? The use of fake AI vocals – including those of Donald Trump – is sending shockwaves through this historic scene. At a Montego Bay clash, performers debate their culture’s future. Guardian

The Google decision is the right ruling — at the wrong time: The glacially slow process of reining in bad behavior by a powerful corporation lands just as AI takes off. Adam Lashinsky

Enjoy the ride + plan accordingly.

-Marc