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Semafor Technology
🟡 Semafor Tech: AI doom and bloom
In this edition: drones that aren’t really drones, and an AI safety plan urges China and the US to pause all frontier research.
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Apple’s OpenAI lawsuit highlights broader tensions
The case is a gigantic reminder that Apple is under major pressure from AI.
Dado Ruvic/Illustration/File Photo/Reuters
Apple sues Open AI, accusing it of stealing trade secrets
The legal salvo could complicate OpenAI’s plans as it gears up for a potentially blockbuster IPO.
Abdul Saboor/File Photo/Reuters
A new plan emerges for AI apocalypse avoidance
The AI Futures Project is advocating for the US and China to cooperate on a temporary pause of frontier AI research so the industry can build some scaffolding around safe development.
Gonzalo Fuentes/Reuters
Wearable-makers vie to control data
By controlling the data, companies can also keep users locked into their systems and away from their competitors, a tech analyst told Semafor.
Brittany Hosea-Small/Reuters
Meta unveils two AI models
Muse Image and Muse Spark 1.1 are the latest releases in the tech firm’s race to catch up to competitors and assert itself as a top player in the AI race.
Brendan McDermid/Reuters
Musk acts fast, but can it last?
Cursor and SpaceXAI announced that they collaboratively released a new model, Grok 4.5, designed to work within Cursor.
Brendan McDermid/Reuters
Aviation executives want nothing to do with the word ‘drone’
Autonomous aviation tech companies don’t want to be associated with the term “drone,” which has become more linked to death and security risks lately.
China mulls curbing foreign access to its AI models
Such a move could raise costs for many US businesses that have become dependent on cheap Chinese AI.
Starbucks starts vibe coding enterprise stack
The CTO of Starbucks said the company is developing in-house AI tools to replace software it relies on Microsoft and IBM for.
AI makes mistakes, too
A Codex glitch sent my agent into a loop where it kept reviewing a bunch of data over and over again, racking up tokens — an entirely avoidable problem.
China pitches the world on open-source AI
Beijing is leaning on its geopolitical allies to advance its vision of open-source AI, as it looks to shape how the technology is governed worldwide and pitch itself as the developing world’s AI partner of choice.
DeepSeek takes control of its hardware: report
DeepSeek is developing its own AI chip for inference, Reuters reported.
Trump’s ‘sober’ approach to quantum
Government officials pushed the importance of domestic supply chain security at a quantum event Tuesday.
UN Secretary-General seeks ban on AI weapons
António Guterres said the decision to take life “must remain forever human.”
Amazon returns to the bond market
Big Tech companies have hit the limits of their cash flows, and are turning to the markets to cover their AI bills.
Cloudflare puts prices on AI scraping
Cloudflare recently rolled out what is essentially a bot paywall that would allow its customers to charge AI models for scraping its customers’ content.
Trump boosts Dell stock with White House remarks
The US president encouraged Americans to “go out and buy a Dell computer.”
Alibaba wins US lobbying reprieve
It’s the latest development in a closely-watched case with implications for the countries’ technological rivalry.