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Semafor technology
Semafor Tech: A Silicon Valley veteran on tech’s role in government
In this edition, we talked to Palo Alto Networks CEO Nikesh Arora about why the next administration could be AI friendly.
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Stanford’s AI Center names US the top AI ecosystem, China follows
The university’s AI center has developed a tool that measures the strength of AI ecosystems based on a country’s economy, infrastructure, governance, and other factors.
Florence Lo/Reuters
US AI chip giant Nvidia outstrips revenue expectations
The earnings from the biggest chipmaker in the world will have an outsized impact on the US stock market, analysts said, albeit in the short term.
Dado Ruvic/Illustration/File Photo/Reuters
Silicon Valley veteran Nikesh Arora on tech’s role in government, and the future of AI
The Palo Alto Networks CEO also discusses what hacking will look like in an AI-powered world.
Courtesy of Palo Alto Networks
Elon Musk’s idea to simplify tax filings hits Intuit and H&R Block stocks
Intuit’s shares fell 5% while H&R Block’s stock dropped 8% after Musk’s Department of Government Efficiency floated the idea of a free tax-filing app.
Brian Snyder/Reuters
Pokémon Go maker to create AI trained on user data that can navigate the real world
Niantic said its “Large Geospatial Model” will be able to predict what physical structures like statues look like based on what it knows about existing ones.
Wikimedia Commons
US defense agencies, industry expands AI use with tech companies’ backing
Meta’s Llama and Anthropic’s Claude are among the artificial intelligence models tapped for use in defense and security.
Sergio Flores/File Photo/Reuters
Feed Me’s Emily Sundberg and her ‘studio mindset’
Sundberg’s business and culture newsletter has developed a cult following — and racked up 50,000 subscribers.
Chinese tech giant ByteDance reportedly raised its value to $300 billion
The company’s valuation came in a recent share buyback, The Wall Street Journal reported.
China targets critical metal exports in anticipation of further US tech, trade curbs
The new restrictions seem designed to counter any future US export controls on advanced technology.
CEOs of Zoom and Box debate our AI future
Founders Eric Yuan and Aaron Levie have differing views on how the technology will develop and affect our world.
A new AI granny is fighting digital scammers
A new AI “granny” from British phone company O2 keeps scammers distracted, as financial fraud becomes a global problem.
Trump lobbied to scrutinize AI rules
A group representing OpenAI, Microsoft, and other tech companies offers ideas for Trump on tech policy.
New AI security guidance may be Biden administration’s last say on the tech
The Department of Homeland Security document stems from an executive order Joe Biden signed last year, the longest such order in US history.
OpenAI releases blueprint detailing what the US needs to stay in the AI lead
Some ideas include cutting red tape for renewable projects, and creating AI economic zones to encourage data center construction.
Ethics rules pose obstacles to Trump’s Silicon Valley backers joining government
Divestiture requirements hurt venture capitalists and their funds, which could push them into more informal advisory roles.
Amazon’s new storefront is a direct challenge to Chinese e-commerce
Amazon has worked for months on developing an answer to TikTok Shop, Temu, and Shein.
TikTok’s new trademark filings suggest it’s doubling down on its US business
The platform’s applications show it’s looking to expand its marketing services and jump on the buy-now-pay-later trend for TikTok shoppers.
Meta to face US antitrust trial over acquisitions of Instagram and Whatsapp
The lawsuit was originally brought by the Federal Trade Commission in 2020 under the first Trump administration.