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Semafor World Economy

Reed Albergotti

Reed Albergotti

Tech Editor, Semafor

Email Reed
@reedalbergotti

Reed Albergotti is the technology editor at Semafor

Sign up for Semafor Technology: What’s next in the new era of tech.

Payments startup Airwallex expands into US, crosses $1B in assets under management

Airwallex hopes its infrastructure, which took a decade to build, will put it in a good position to capitalize on the AI boom, which is driven by subscriptions and API fees.
An Airwallex stand during a conference.Anshuman Daga/Reuters

Anthropic’s Amodei grows up on the job

Anthropic appeared to have the upper hand — until a leaked memo surfaced Wednesday showing Amodei calling Trump a petty dictator.
Anthropic’s CEO. Priyanshu Singh/Reuters

Anthropic’s investors don’t have its back in its fight with the Pentagon

Some of Silicon Valley’s biggest players are staying silent.
Reuters/Noah Berger

Hours after Pentagon bans Anthropic, OpenAI strikes defense deal

Hegseth’s harsh punishment is the culmination of a long, slow slide that began with a political disagreement.
Reuters/Dado Ruvic

Anthropic fights Pentagon’s deadline in final hours

In defiance, Anthropic CEO Dario Amodei wrote a blog post about his company’s moral stand against using its technology for government surveillance or autonomous weapons.
Anthropic’s Dario Amodei speaking at a conference.Ludovic Marin/AFP via Getty

Amazon’s new security VP says AI will demand more data monitoring

Semafor’s Reed Albergotti spoke with Chet Kapoor about the impact and greater opportunities of AI in data security.
Semafor’s Reed Albergotti and Chet Kapoor.Semafor

Pentagon’s Anthropic feud deepened after tense exchange over missile attacks

In one conversation about a hypothetical missile attack, Anthropic CEO Dario Amodei irked a Pentagon official when discussing how Claude might react to a hypersonic missile attack.

Can AI predict Trump’s State of the Union address?

AI company Stett predicted Trump’s State of the Union address verbatim using speechwriting tools and analysis of his social media posts.

Microsoft says it can store data for 10,000 years on glass

In a paper published in Nature, Microsoft outlines its solution to preserve data on a durable material called borosilicate glass.

Palantir partnership is at heart of Anthropic, Pentagon rift

The roots of the conflict point to the changing nature of software stacks as top officials push to modernize the military.

OpenAI, Anthropic should focus on their own success than chase each other

Instead of focusing on their core audiences, Anthropic and OpenAI seem to be chasing what they can’t have.

How OpenAI got comfortable with the Pentagon using ChatGPT

The tech giant announced the US military will now have access to its chatbot.

Wall Street still doesn’t understand AI

The way the market views AI is completely irrational, driven more by viral “it’s so over” X posts than logic or fundamentals.

Crusoe launches cloud product to take on hyperscalers

The move is part of a trend among neocloud companies to offer higher-margin services on top of the data centers they’re building.

OpenAI in talks with Abu Dhabi’s G42 to create specialized ChatGPT version for UAE

Chatbot would be fine-tuned for government use to accommodate local language and speech restrictions.

Why OpenAI’s drug royalties proposal won’t work

OpenAI offering biotech firms free AI software in exchange for a share of drug revenues is like offering free Microsoft Word to Stephen King for royalties on his books.

SpaceX, xAI merger signals Big Tech’s evolution

The eventual merger of Elon Musk’s empire is a natural evolution of Big Tech, from primarily software-based companies to extraterrestrial industrial giants. Call them EIGs.

In the AI age, ‘slow and steady’ doesn’t really win

Every tech company is being judged on the delicate dance between industry transformation and business preservation as AI accelerates.
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