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🟡 Semafor Tech: They took our jobs
In this edition, Anthropic is taking a deep dive into how AI will impact jobs, and what to do about it.
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Tech companies are missing revenue as 97% of consumers use AI for free: report
A report from Menlo Ventures assumes that if the 1.8 billion AI users paid a $20 average monthly subscription, the market should be $432 billion — not today’s mere $12 billion.
Florence Lo/Illustration/File Photo/Reuters
AI usage in jobs could lead to AI ‘trade schools,’ expert says
These schools could teach students how to apply the new tech to their specific career interests, the chief AI scientist at career coaching platform BetterUp said.
Noah Berger/Reuters
Anthropic launches new effort to study AI’s economic impact
CEO Dario Amodei has warned of massive job losses because of AI and hopes research will help the world prepare.
Kimberly White/Getty Images for TechCrunch/CC BY 2.0
Google search’s next cash cow
The complex ad tech industry could be replaced by a vast marketplace of information aimed at influencing AI-powered search.
Carlos Jasso/Reuters
Google’s head of search on the company’s AI transition
Liz Reid says the new search aims to make information come to users effortlessly, while still leaving room for the ads that keep the lights on at Google.
Google/YouTube
Quantum networking startup Qunnect adds Cisco as investor in new fundraising round
It’s the latest move in a broad effort to enable powerful quantum computers, which could transform everything from medicine to physics.
Qunnect
Reddit in talks to embrace Sam Altman’s iris-scanning Orb to verify users
Reddit, racing to preserve “humanness and authenticity,” has discussed using Sam Altman’s World ID, sources say.
Trump extends TikTok ban deadline for a third time
TikTok’s fate has since entangled in US-China trade talks, though there appears to be little political appetite to force a sale or shut it down in the US.
NAACP plans to sue Musk’s AI company over Memphis facility pollution
The civil rights group said air pollution related to at least 35 combustion turbines at the facility — operating without proper permits — negatively impacts nearby Black communities.
AMD unveils big AI ambitions and glimpse into chip industry’s future
Moore’s Law has been replaced by an all-out effort for efficiency in the world’s largest supercomputers.
WhatsApp to host ads for first time
Social media platforms have increasingly turned to ads to boost revenue in a turbulent economy.
US should prepare for possibility of losing AI race to China, experts say
US firms currently have the upper hand, but breakthroughs by Chinese companies like DeepSeek and Huawei suggest the gap is narrowing fast.
South Korean Stargate-like project could bolster US security alliance, tech exec says
Yanolja Cloud CEO Jeff Kim detailed a roadmap for how he expects the new government may approach the sector.
OpenAI is Dorothy: How ‘The Wizard of Oz’ helps explain the dizzying AI landscape
In the tornado of product releases, missteps, and policy measures, Semafor breaks down the major AI characters with the help of the iconic 1939 movie.
Google names new chief AI architect to advance developments
DeepMind’s tech chief, Koray Kavukcuoglu, was named to the newly created position, where he will work alongside Sundar Pichai to help speed up production.
Meta’s $15 billion investment in Scale AI comes with a hidden perk: data
Mark Zuckerberg’s firm is essentially paying in advance for expensive data creation: a crucial ingredient in the AI race
Construction tech startup AIM raises $50M to fuel expansion
The firm that retrofits heavy equipment into autonomous machines, backed by Khosla Ventures and General Catalyst, can help fill the construction industry’s huge labor gap and growing infrastructure demand.
Huawei chips ‘one generation behind’ US, CEO says
Ren Zhengfei’s remarks largely confirmed a report which said the chips regularly overheated when tested by Chinese tech firms.