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Semafor Technology
🟡 Semafor Tech: ‘What am I doing with my life?’
In this edition, why the Class of 2026 faces a tough job market, and China still isn’t buying Nvidia’s H200 chips.
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Everyone lost in Musk v. Altman
The trial revealed the worst side of the leaders running some of our most important tech companies.
Manuel Orbegozo/Reuters
Newsom’s floated software tax misses the mark
California’s governor floated a new tax that could add some difficulty for the tech companies selling software out of the state.
Manuel Orbegozo/Reuters
Codex untethers AI from the laptop
A new feature allows users to send messages to Codex via the ChatGPT app.
OpenAI
AI-generated papers flood submissions to scientific journals
arXiv, the largest host of pre-peer-reviewed scientific papers, will now ban scientists for a year if their research contains hallucinated references.
The Class of 2026 is cooked
Graduates ask in the AI era: “What am I doing with my life?”
Credit: Illustration: Joey Pfeifer/Semafor, Photo: Brandon Dill/For The Washington Post via Getty Images.
AI assumes larger role in US elections
One Democratic congressional primary in New York City has become a proxy battle over AI regulation.
Joel Angel Juarez/Reuters
Japan, EU seek out AI models for cyber defense
Governments and businesses are racing to detect and fix software vulnerabilities before AI systems get to them first.
Nvidia’s Huang a ‘bargaining chip’ in China
Nvidia CEO Jensen Huang’s last-minute inclusion on Trump’s Beijing trip raised the possibility of a deal to break an impasse over AI chip sales to China.
Thinking Machines previews ‘interaction models’
The models intend to fit seamlessly into conversations by interrupting and adding context as a human might.
EU seeks social media laws
The European Commission is preparing new regulations tackling the “addictive design” of social media platforms.
Nvidia CEO joins Trump in China despite ‘awkward’ politics
The president initially left Jensen Huang out of the CEO delegation to dodge political tensions around chip sales to China.
OpenAI’s Altman under scrutiny amid trial, IPO plans
Sam Altman took the stand Tuesday in a trial against Elon Musk who has accused OpenAI of betraying its original nonprofit mission.
SK official proposes AI dividend for citizens, spooking investors
A top South Korean official proposed that citizens should share in the profits of the country’s AI chip boom.
AI tensions loom over Trump-Xi meeting
The meeting comes as both countries race to create and adopt new AI models amid mounting cybersecurity fears.
The time for an eBay takeover was 10 years ago. Now, it’s better alone.
GameStop CEO Ryan Cohen’s bid for the company is perplexing at a time when its stock and profit margins have been growing steadily.
AI spending likely higher than suggested
The narrative so far has focused on capex, but an equivalent non-hardware spend is ramping up in parallel, bank economists said.
OpenAI launches cybersecuity model to rival Anthropic’s Mythos
Mythos was only released to a select few organizations to help them patch problems; OpenAI will do likewise.
Google spots AI-assisted ‘zero-day’ cyberattack
Google said it identified a cyberattack that relied on AI to detect a previously unknown bug.