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Semafor Technology
🟡 Semafor Tech: The Google consumer
In this edition, AI tokens may be starting to rival labor costs for companies, and Anthropic investigates reports of unauthorized use of its powerful Mythos model.
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Is X downranking TBPN clips?
Elon Musk, who owns the platform, has been openly sparring with the ChatGPT maker for months.
Chris Lehane speaking at Semafor World Economy. Tasos Katopodis/Getty Images for Semafor
Recruiters are entering their AI era
Executives are aiming to train a new generation of employees that are savvy with AI but know how to schmooze.
Pearson’s Omar Abbosh, Citadel Securities’ Alex DiLeonardo, and Shelly Banjo at Semafor World Economy. Annabelle Gordon/Semafor.
AI tokens may be starting to rival labor costs
The growing cost of tokens is a line item that CFOs are having trouble planning for.
Toby Melville/Reuters
Google is doing just fine on AI
The company has a clear beachhead through its consumers.
Manuel Orbegozo/Reuters
Safety fears could slow China’s robotaxi rollout
Goldman Sachs predicted that China will have almost 15,000 robotaxis by the end of the year, but consumers are increasingly wary.
Go Nakamura/File Photo/Reuters
Apple’s new boss faces dual challenge in China
Increased competition in the massive consumer market and a need to diversify from the country as a major supplier are the main hurdles.
John Ternus. Stephen Lam/File Photo/Reuters.
ByteDance profit falls on AI spending
Chinese tech giant ByteDance’s profit fell more than 70% as the company leaned aggressively into AI.
Apple makes a safe choice in a dangerous moment
Apple’s choice of John Ternus to replace CEO Tim Cook signals the company plans to stay its cautious and lucrative course.
Apple names John Ternus as next CEO
Apple named John Ternus as its new CEO effective Sept. 1, replacing Tim Cook, who led the US tech giant for 15 years.
Rising AI demand sees supplies dwindle and costs rise
The Mac Mini computer is now all but out of stock because the machine is the most cost-effective way to run locally hosted AI agents.
China’s robot half marathon shows off humanoid advances
A bipedal humanoid robot finished a half marathon in China in under 51 minutes, underscoring rapid advancements in the country’s physical AI sector.
CIA creates first intelligence report written without humans
The US intelligence agency may have been the first to write a report using AI, with no human involvement.
AI is making chief tech officers and chief human resources officers work together
As more AI agents are employed in businesses, top executives are increasingly having to find common ground to manage the workforce.
Why it pays to fund the wrong research
The administration needs to be okay with funding research that might prove useful many decades in the future.
CEOs are embracing AI agents as cyber risks grow
Swarms of such agents could create “an enormous mess” for cybersecurity, one executive said at Semafor World Economy.
Pancreatic cancer drug doubles median survival time
Most patients die within months of diagnosis; daraxonrasib boosted survival from six months to 13.
Hyundai’s US EV sales up 40%
EV demand is partly due to rising fuel prices, after sales fell following the US ending its $7,500 tax credit to Americans buying the cars last year.
Token demand makes an AI bubble unlikely, says Michael Dell
The Dell CEO anticipated some level of market correction, but not anytime soon.