I wrote a book about how to actually get real value out of AI.

It's for CEOs and solopreneurs and skeptics and enthusiasts alike.

It's the no-nonsense, bullshit-free guide that a lot of people need, but were afraid to ask for.

You can pre-order it now.

Contra @BillAckman and @johnarnold, the Fed is entirely capable of killing the AI boom and bringing down inflation. My newsletter recalls those in 2000 who wrongly doubted the Fed could deflate the Internet mania. Also this morning: shout outs to @jasonfurman @mtkonczal and @Samfr. Please subscribe! Read today's here: wsj.com/finance/invest…

Scooooooooop: New Anthropic draft prospectus. $80.7 billion net loss, $750 billion in potential future compute spending, red-hot revenue growth, risks galore. @anissagardizy8 got the details. wsj.com/tech/ai/anthro…

SCOOP: Anthropic's latest draft S-1 documents show financials results for the first half of the year, gigantic spending plans for the future, and a laundry list of risk factors.

- Anthropic recorded a net loss of $80.7 billion in the first half of the year, tied to accounting adjustments related to previous financings

- Anthropic is set to spend >$600 billion on compute in the coming years, inclusive of cloud agreements and chip leases.

More in @WSJ:

There's more to the Character AI bankruptcy, and @tenuous has the scoop: Court filings indicate that the decision was actually a key part of a deal that has let Disney hire most of CAI's staff—including its now former CEO—potentially acquire most of CAI's technology, and avoid the beleaguered startup’s many legal liabilities and obligations wired.com/story/disney-a…

OPENAI to EMPLOYEES: If someone is trying to seduce you, first consider — could they be a spy???

OpenAI is warning its employees about honeypot spies and strangers with children in playgrounds ... a very fun one with @georgia_wells and @MeghanBobrowsky:
wsj.com/tech/ai/ai-com…

THE SHRUGFLATION TRIANGLE

I wrote about what happens when the two biggest borrowers in the economy seemingly stop caring what money costs: (1) oil, AI, and Treasuries feeding into each other (2) who ends up paying for it (people) and (3) why nobody seems to be able to stop it

There are real limits to what we can accomplish in a world where people believe nothing they do really matters.

My book (!) is about how we wound up in a place where millions of people feel like spectators in their own lives. And how we course correct. Because we can.

Even before the Saudi OpenAI employee was arrested yesterday, the startup had been warning staff to beware of people trying to glean work-related information from them--from honeypots to playground spies

More in my story w/ @georgia_wells @erinkwoo

wsj.com/tech/ai/ai-com…

“I’m going to make you a lot of f—ing money,” Ambassador Kimberly Guilfoyle told a businessman at Davos this year as she was trying to get into a party, according to a recording reviewed by
@WSJ

Read the latest from @rebeccaballhaus @drewhinshaw @JoeWSJ and me

wsj.com/politics/polic…
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A rogue Anthropic agent submitted a FAKE MURDER TIP to the Philadelphia police department

Philly cops say: “The two-month delay in detecting and reporting the incident to the city is unacceptable”

wsj.com/us-news/anthro…

"Last year, Bessent got so angry about the way his daily briefing book was organized that he picked up the binder full of papers and threw it at a wall, people familiar with the matter said." Read @schwartzbWSJ @jdawsey1 @PhilipWegmann @GZuckerman
wsj.com/politics/polic…

Updated with details about which employees OpenAI has parted ways with for allegedly mishandling confidential company information: Jasmine Wang, Tomek Korbak, and Mikita Balesni.

Korbak served as the technical contact for Redwood Research and METR in their investigation of the Hugging Face incident.

Rolling scoopage with @berber_jin1 + @ZeffMax
wsj.com/tech/ai/openai… via @WSJ

Over the last few weeks, so many people have asked me: if people at Anthropic believe that AI has a meaningful chance of killing us all, why are they building it? @berber_jin1 and I did a deep dive into Anthropic’s relationship with effective altruism to try to explain how doomerism came to be so influential at the company.

The tale took us to a group house in San Francisco, “clothing optional” swims in the Bahamas and a co-working space in Berkeley funded by an Anthropic investor’s money that has become a central gathering place for those most worried about the existential risk from AI.wsj.com/tech/ai/ai-saf… via @WSJ

AI’s Wider Availability Is Good for China, Not Great for OpenAI and Anthropic—Intelligence ‘too cheap to meter’ could threaten the leading AI labs, while creating opportunity for their competitors
@mims
wsj.com/tech/ai/cheape…
wsj.com/tech/ai/cheape…

A look at the research into using metal-organic frameworks as photoresists for cutting-edge silicon etching, as ASML aims to move from EUV to X-ray lithography (@mims / Wall Street Journal)

wsj.com/tech/silicon-c…

techmeme.com/260302/p4#a260…

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Moore’s Law, the march of microchip progress that took us from mainframes to iPhones, will end in 2040. Here’s the tech that could get us across the finish line, writes Christopher @mims on.wsj.com/4r0fWBS

Everyone told Corning to sell its unprofitable fiber-optic business. Now, because of the AI boom, that division is powering the company’s stock to all-time highs, writes Christopher @mims. on.wsj.com/4qrlQvI

How do you Ai? I asked @mims about his new book, if his job is at risk, and how Ai removes what he calls "toil," which very well could make our work more human.

As the host of #BoldNames and columnist of @WSJ's "Keywords" column, practical Ai use cases are Christopher's bread lks, you'll learn practical stories, for the uninitiated, you'll get caught up.

01:06 - Ai removes toil, not jobs
07:00 - Job disruption or new opportunities
09:23 - @Clorox uses Ai for previously impossible tasks
10:56 - Generative vs non-generative AI
12:49 - Is the construction industry at Ai risk?
14:57 - The urgency of adopting Ai
17:17 - Ai and law. A win for lawyers and consumers.
24:40 - Ai in Hollywood. Will it kill creativity?
28:40 - Tension of job loss and productivity gains
30:40 - Ai makes us more human
31:22 - Journalism in an AI World

Scientists who use AI have published three times more papers, received five times more citations, and reach leadership roles faster than their AI-free peers.

But science as a whole is paying the price, the study suggests. Not only is AI-driven work prone to circling the same t also leads to a less interconnected scientific literature, with fewer studies engaging with and building on one another.

It's a classic social dilemma: what's good for individuals is bad for the collective.
science.org/content/articl…

1000% this

It's the primary reason I wrote How to AI, the slim, accessible volume that has the potential to onboard the next million (ten million?) people who could meaningfully change their lives with just a little bit of AI.

Comes out TOMORROW

sites.prh.com/how-to-ai