Uber's COO says distribution, not technology, wins the robotaxi era
Andrew McDonald, Uber's president and COO, gets into autonomy's threat to the core business, membership as a growth lever, and AI budgets, agents and the China exit.
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OpenAI delays frontier run as safety risk moves into training
Sam Altman, OpenAI's CEO, on delaying a frontier training run, why AGI is a poorly defined term, and his fear of unsustainable compute buildouts across the industry.
Zuckerberg: widely distributed AI is safer than restricted frontier models
Mark Zuckerberg, Meta CEO, on his 15-page manifesto, the Muse personal agent with its confidential VM, and why Meta's rebuilt lab is chasing the frontier with Watermelon.
Every measure of how long AI can work is now saturated
Wharton professor Ethan Mollick tells Derek Thompson why AI's economic impact lags its capability, how four paradoxes erode expertise and effort, and why agents break friction-based systems.
Every payments challenger has lost to the card; agents may not
Affirm's Max Levchin and Alex Rampell trace 25 years in fintech, covering why payments innovation stalls, how Affirm found product market fit in mattresses, and why agentic payments beat agentic shopping.
Astra's 24-hour coherent runs mean the AGI era has begun
OpenAI co-founder Greg Brockman gets into the AGI call on Astra, the cyber defender window after the Hugging Face incident, and why compute and public sentiment limit distribution.
AWS redesigns the cloud for agents on $220 billion of capex
AWS's Matt Garman gets into designing the cloud for agents, rationing scarce GPUs between frontier labs and startups, and why $220 billion of capex is not a bubble.