#ai-competition

#ai-competition

Right after Facebook went public, there was a concern about this mobile transition, and their stock went from $42 to like $18. That was fear of a technology disruption. I've never seen a disruption that had this much anxiety and go across so many companies.

What would have been a moment of united commitment to global tech innovation at the ongoing India AI Impact Summit instead proved an awkward one: When Prime Minister Narendra Modi prompted speakers at the event to join hands and raise them in a show of solidarity, all executives on stage obliged - except OpenAI's Sam Altman and Anthropic's Dario Amodei, who held their hands noticeably apart.

"I think I am unusually good at projecting multiple things- years or a couple of decades into the future-and understanding how those are going to interact together," Altman told Forbes in February. What is clear is that in 2026 and beyond, OpenAI and Altman have a lot riding on his vision. In 2022, Altman oversaw the release of ChatGPT, kicking off what Bill Gates called "the age of AI."

The quantum computing stocks boomed for most of 2025, only to go bust in the last quarter. In 2026, it's been mostly looking lower for many of the top quantum plays, including some of the more speculative plays. That said, the technology is still worth keeping tabs on, even as the quantum pure-play stocks continue to take more backward steps. Of course, investors have taken on more of a risk-off approach in the past couple of quarters.

Boone acknowledged improving profitability and raised his 2027 EBITDA estimate, but flagged weaker engagement, including a sequential decline in North American daily active users. Global daily active users also fell sequentially and missed estimates, which he attributed to reduced community marketing spend and regulatory-driven account removals in Australia. He said stronger AI-powered content recommendations from competitors are challenging Snap's ability to retain user attention and defend advertising share.

Anthropic is airing a pair of TV commercials during Sunday's game that ridicule OpenAI for the digital advertising it's beginning to place on free and cheaper versions of ChatGPT. While Anthropic has centered its revenue model on selling Claude to other businesses, OpenAI has opened the doors to ads as a way of making money from the hundreds of millions of consumers who get ChatGPT for free.

Shares of AppLovin (NASDAQ: APP), the volatile, mobile game-focused adtech stock, were moving lower last month as the company faced another short-seller attack, software valuations came under scrutiny due to threats from AI, and Google unleashed a new platform for AI game creation, which was seen as a threat to gaming stocks. As a result, AppLovin stock fell sharply last month, closing January down 30%, according to data from S&P Global Market Intelligence.

Shares of AppLovin (NASDAQ: APP), the volatile, mobile game-focused adtech stock, were moving lower last month as the company faced another short-seller attack, software valuations came under scrutiny due to threats from AI, and Google unleashed a new platform for AI game creation, which was seen as a threat to gaming stocks. As a result, AppLovin stock fell sharply last month, closing January down 30%, according to data from S&P Global Market Intelligence.

His administration played a role in brokering ceasefires between Israel and Iran, India and Pakistan, and Armenia and Azerbaijan, though these were incremental agreements, and some leaders dispute the extent of his involvement. He did secure the Israel-Hamas ceasefire and hostage deal, but it involves multiple stages and remains incomplete with hundreds in Gaza reported killed since the first phase took effect in October.

Here's a truth from physics that should concern every executive racing toward AI dominance: speed tells you how fast you're moving. Velocity tells you how fast you're moving - and in which direction. A car travelling at 100 mph in circles has tremendous speed but zero velocity. It goes nowhere. It only burns fuel, overheats the engine, and eventually becomes a hazard to everything nearby.

At an inauguration-related event for President Donald Trump, Elon Musk throws a straight-armed gesture largely interpreted as a Nazi salute. In follow-up comments, Musk failed to put the controversy to rest by deriding critics and neglecting to issue an apology, leaving his intent ambiguous. Silicon Valley ❤️ MAGA Facebook decides to dispense with third-party fact checkers. Instead, it will rely completely on "Community Notes" to identify and contextualize misinformation.

2025 was the year of tariffs and a global shift in economic power. Two words that largely define the economy right now: Global reordering. President Donald Trump's Tariffs have landed as a shock to global trade. This is 2025. Major economies are rewriting their playbooks, and alliances are being redrawn. From Africa's minerals boom to the global AI race, countries

It includes competition from traditional rivals, emerging AI players, large language model developers, and a prevailing market narrative that will be difficult to overcome, adds the analyst. The analyst says that their second-half fiscal 2025 CIO survey signals headwinds for Adobe, with front-office segments, including digital marketing, losing priority over the next 12 months. Notably, sales and marketing budgets show a 16-point net decrease, and 13% of respondents expect reduced focus on front-office applications.

One of the twists in the AI wars has been Google sort of bouncing back, this surge by Gemini versus OpenAI's ChatGPT. Sam Altman calling this code red. You've said before that it's hard to know who a winner will be. Interestingly, on Pivot, we thought Google was going to do this because they had all the pieces. If they didn't, what a bunch of idiots, that kind of thing.

Welcome to WIRED's Uncanny Valley. I'm WIRED's director of business and industry, Zoë Schiffer. Today on the show, we're bringing you five stories that you need to know about this week, including how despite some reports claiming that the so-called Department of Government Efficiency is pretty much over, DOGE people are actually still at work across federal agencies. I'm joined today by our senior politics editor, Leah Feiger. Leah, welcome back to Uncanny Valley.

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