Software shares getting hammered ahead of earnings this week...as a viral essay from Citrini Research sets off new concerns about AI disruption.

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A high-stakes divide over safety within the AI industry is growing wider as Anthropic donates $20M to a group advocating for more guardrails.

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Vibe-coding is making waves again with Claude Cowork, and now a new announcement today from Replit.

Tune to Deirdre Bosa's live interview on Youtube with Replit CEO Amjad Masad at 3pm ET / 12pm PT.

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Google back in court - and the DOJ's focus on AI making it clear the case is as much about Google's future as its past.

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In Silicon Valley calling a startup a "wrapper" used to be one of the worst digs you could make. But with increasing model commoditization and costs plummeting, is it time for Justice for the Wrappers?

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The DOJ now looks to be allowing megacap tech to invest in AI startups, essentially permitting the trend of acqui-hiring that has plagued the industry. Our TechCheck Take explored the sneaky way big tech is raiding startups for talent

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Voice assistants are shaping up to be the next frontier in AI.

Now Sesame is changing the game with what may be the most human AI voice assistant yet.

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The dollar gaining steam over the past 6 months...and it's becoming a headwind for Big Tech companies who do big business overseas.

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Experts raising security and privacy concerns about DeepSeek AI.

We look at what people get wrong about the differences between DeepSeek the app, and DeepSeek the model.
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Sam Altman saying in a Reddit AMA that OpenAI was "on the wrong side of history" when it comes to open source AI.

We look at how the post-DeepSeek AI landscape continues to shift.

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DeepSeek roiled the markets this week and sent Nvidia tumbling. But even as Washington scrambles to protect U.S. AI dominance - Big Tech is quickly embracing DeepSeek models.

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Tech stocks mixed today as the AI trade looks for a post-DeepSeek equilibrium.

We look at why the AI race has changed forever.

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DeepSeek has upended the landscape of the AI race between the U.S. and China. Changing everything we thought we knew about what it takes to create the most advanced LLMs. Watch our deep dive:

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Chinese internet firm ByteDance unveiling a new top-performing AI model as the AI competition between China and the U.S. continues to escalate.

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Key protections around the development of AI are now gone after President Trump revoked Biden's executive order on AI safety.

Suggesting the guardrails are coming off right at an inflection point in the AI race between the U.S. and China.

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2025 is poised to be the year of AI Agents and OpenAI making the first move.

Introducing "Tasks" which Greg Brockman is calling "baby steps" into the next phase of AI agents.
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With the U.S. TikTok ban set to take effect in just a few days - self-described TikTok "Refugees" are flooding to another Chinese social media app.
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New reports reveal the Biden administration is expected to announce new - last minute - AI chip export restrictions.

Today chip giant Nvidia is coming out hard against it.

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Nvidia CEO Jensen Huang sending Quantum stocks tumbling with his prediction that the technology could be 15-30 years away.

Today the CEO of D-Wave Quantum is pushing back:
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Meta's end to fact checking is the latest sign of a Silicon Valley turn towards Trump. So what does it mean for the tech giants that aren't publicly joining the charm offensive?
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OpenAI CEO Sam Altman saying this weekend that AI's next key breakthrough could be within reach.

But 2025 could be as much about defining AGI as it is about achieving it.

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Robotaxis are poised to continue their breakout in 2025 – and Tesla’s move into self-driving technology is putting it increasingly at odds with rideshare giant Uber.

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Micron’s headwinds may be the latest signal we’re entering the AI “digestion” phase.

Plus, what AI device upgrades will mean for hyperscalers heading into 2025.

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Databricks announcing an eye-popping $10 billion funding round and $62 billion valuation.

We look at what the ballooning Silicon Valley funding rounds mean amid Wall Street's IPO drought.

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A $100 billion dollar investment and a Trump photo-op.

So what separates Masayoshi Son's new investment from his 2016 announcement? Two little letters, "A-I"

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We sat down with Cisco CEO Chuck Robbins to talk the outlook for business under a new Trump Presidency, and how AI is creating a boom for new digital infrastructure.

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Gen AI has developed so quickly that massive breakthroughs seemed more a question of 'when' than 'if.' But in recent weeks, Silicon Valley has become increasingly concerned that advancements are slowing.

Watch our deep dive:
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Shares of $AMZN have seen a boost since Trump was elected, spiking 9%, But the e-commerce giant has had a tense relationship with the President-elect. Will it fare better during his second time in the White House? @kr00ney reports

.@levie: "Already thus far, Trump is surrounded by individuals that point to more disciplined policy in some topics, ... pro-growth, pro-business ... 'get rid of red tape' that has slowed innovation ... people like Elon are going to positive influences in driving that forward."

Traffic to chatGPT is booming, now ranked the 8th most-visited website worldwide. But its rise comes right as concerns in Silicon Valley grow over whether the advancement of AI models is slowing down.

The impact of a second Trump administration on the AI trade: less regulation, potentially more volatility, and the China threat could all mean faster, unfettered development of the industry -- plus how Elon Musk's influence on AI policy could boost xAI against startup rivals

$PLTR surging after showing a boom in demand for its AI software from the US government - the latest in the growing ties between Silicon Valley and defense agencies as other AI giants like $META and OpenAI look to expand their work with the military

As users search for election information in new ways, AI startups may have the solution. @perplexity_ai just unveiled a new election hub, promising real-time information on candidates and results. It could prove why it's nimbler, with less to lose than big tech

AI is the next catalyst for growth for the hyperscalers $AMZN $MSFT $GOOGL but whether it can offset spending is still unsettled. $GOOGL's quarter shows it's gaining on the other two, growing at a blowout 35%

.@OpenAI is taking on $GOOGL with its new SearchGPT tool, working with publishers and data providers to offer real-time information on stocks, sports, weather and news. @kr00ney on the threat to Google and startups like Perplexity

Come Election Day, the future of tech won’t be decided by either candidate. Instead, @OpenAI's Sam Altman has emerged as one of the most powerful people shaping AI policy, wooing Washington and turning OpenAI into a lobbying powerhouse.

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Shares of $GOOGL jumped after reporting a big Q3 beat, reporting strong growth in cloud, search and YouTube. But one number you might not have seen yet: over 25% of all new code at Google is generated by AI. @dee_bosa on what it could mean for megacap efficiency

.@btaylor: "The agent is the new app. I think companies will spend as much time and investment on their AI agent as their website and mobile app, and our phones will become a package of all that rich functionality... from every company." @kr00ney reports Sierra's new $175M round

As power-hungry tech companies work to fuel AI data centers, the race for nuclear energy is on. $AMZN led a $500M investment into @xenergynuclear, which develops small modular reactors. We spoke with CEO Clay Sell on what's behind the new nuclear craze.

$GOOGL-owned @Waymo just announcing a new $5.6B funding round led by Alphabet with participation from investors including Fidelity, a16z, Silver Lake and Tiger Global. @dee_bosa reports

$AAPL's Tim Cook is in China for the second time this year, meeting with officials there and pledging increased investment as the iPhone-maker faces increased competition and pressure in the world's largest smartphone market. @dee_bosa reports

Would you give AI permission to take over your computer? @Anthropic hopes so, unveiling a new "Computer Use" tool that would let its Claude chatbot analyze your computer screen and even act on your behalf, getting control over the cursor, keyboard, browser, calendar and more.

$GOOGL realistic AI-generated podcast tool NotebookLM has gone viral, and the company is now unveiling new features to make the product even more customizable. Google Labs Vice president @joshtwoodward joined us for a closer look at the technology.

$ABNB @bchesky on Founder Mode & advice to @sama: "You don't let go... As a leader, you as the Chief Product officer, you are the Chief Brand Officer. Every 6 months, [Altman] is getting a job promotion to the CEO of a bigger company. He has to grow faster than his company."

$ABNB's @bchesky: "When I came to Silicon Valley the world was a little pollyannaish, we were naïve and thought putting a platform in the hands of millions of people, only good things could happen... We were becoming myopic about all the wealth generation occurring." @dee_bosa

$ABNB's Brian Chesky on growing beyond core travel: "Each year, we will launch 2-3 new businesses that could eventually generate $1B+ in rev. per year. ... Amazon started with books. The first thing after books wasn't AWS, it was DVDs and CDs." @dee_bosa

As Florida residents recover from Milton, one platform they're turning to for news and updates is @Nextdoor. The social media network says activity has shot up 50% in directly-affected areas. @dee_bosa speaks to CEO @niravtolia on emergency usage, founder mode and more.

A big step this weekend for @SpaceX's bid to develop reusable rockets, successfully catching a descending booster on the launch pad with mechanical "chopstick" arms. But officials in California are putting up some hurdles to even more expansion for the startup.

After $TSLA robotaxi day, the focus has been on $UBER with shares up 8%. But the biggest winner is with the widest lead is $GOOGL's Waymo, already delivering 100k+ driverless rides a week. We spoke to riders in SF and skeptics in NYC on their robotaxi hopes and fears.