The Social Community forThe Most Important Thing

Anthropic and OpenAI’s move to develop #Artificial Intelligence applications and features tailored to specific industries continues to worry their customers, some of which must now compete head-on with their main AI suppliers (https://www.theinformation.com/articles/will-anthropic-openai-stop-selling-best-ai-businesses?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__3a2493e684a14dee0fb6ae672f95d2b98942badcbe5c63309c95013640ba335d&utm_campaign=%5BClaude%5D+%5BNL%5D+RTSU%3A&utm_content=14529&utm_medium=email&utm_source=cio&utm_term=10150).

Corporate cybersecurity budgets are shifting to AI-powered defense against new threats Companies are boosting spending on models from AI leaders Anthropic and OpenAI for vulnerability detection and patching Traditional penetration testing and legacy software face reduced budget allocation https://www.theinformation.com/articles/ai-threats-reshaping-companies-spend-cybersecurity-budgets?utm_campaign=article_email&utm_content=article-17784&utm_medium=email&utm_source=sg&rc=gzsl71

"Memory, not compute, is the rate limiter of the Agentic Era," wrote XPrize exec chairman @PeterDiamandi.  @ElonMusk agreed in a reply: "Few realize this.” https://x.com/elonmusk/status/2088131265895502063?s=20&_bhlid=b2627a16e08c6664b0b8493315b43815e41e8176

TSMC is developing an advanced chip-packaging technology similar to what Intel offers, a sign that the Taiwanese giant is worried about Intel. https://www.theinformation.com/articles/tsmc-develops-ai-chip-packaging-tech-counter-intel?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&utm_campaign=RTSU%3A+TSMC+Develops&utm_content=14355&utm_medium=email&utm_source=cio&utm_term=9983

California’s attorney general, Rob Bonta, is getting a lot of attention for the lawsuit he and 11 other state attorneys general filed to block Paramount Skydance’s $110 billion purchase of Warner Bros. Discovery. The state attorneys general are operating under the delusion that we’re still in the 1990s—they allege that Paramount would get too much power in the slowly dying cable television industry and the film industry.  Someone needs to remind the attorneys general that strength in streaming video, not cable, is what matters now, and in streaming both Paramount and Warner are behind leaders like Netflix. It is possible Bonta is trying to do Paramount CEO David Ellison a favor. After all, the best thing for the company would be to jettison many of the cable channels it would inherit if the Warner deal goes through. And since Paramount is taking on a lot of debt—the combined business would have $79 billion of debt at closing—raising money by selling a few declining assets wouldn’t be a bad idea. Ellison should thank Bonta for the idea and dump as many cable channels as he can!

Worries that Waymo will take business from Uber have pummeled the stock this year. But sellers are overlooking the value of its delivery business. #The Most Important Thing Sellers are overreacting. Uber can still sustain rapid growth and expand its profit margins while staying competitive in the autonomous-driving race #Auto Future in the years to come. https://www.theinformation.com/articles/uber-bears-taken-wrong-turn?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&utm_campaign=%5BClaude%5D+RTSU%3A+Uber&utm_content=14538&utm_medium=email&utm_source=cio&utm_term=10159&rc=gzsl71

After 15 years leading Apple, Tim Cook is stepping down as chief executive on Monday. And while he is committed to a smooth transition and continuity to the tenure of John Ternus—senior vice president of hardware engineering, who takes over on Tuesday—changes are already happening. Notably, long-time Apple executive Phil Schiller is stepping down as head of App Store and product events, Bloomberg reported. The App Store team will be moved under services lead Eddy Cue, while events will be switched to public relations lead Kristin Huguet Quayle. Schiller, who previously was senior vice president of marketing until 2020, was part of the Apple old guard with deep connections to cofounder Steve Jobs when he came back to the company to successfully lead the company as CEO. (Schiller was once nicknamed “mini-Steve” as he mirrored Jobs’ fierce management style.) Schiller was often more influential than his titles would suggest, as he would weigh in on various parts of the business and product strategy. Bloomberg reported that Schiller would stay involved in the company and keep his title of “Apple Fellow” but was part of ultimately retiring. In his own goodbye memo to employees, Cook wrote: “This is a moment I always knew would come one day, and yet it is still hard to believe it has arrived and I am writing these words.” Cook will stay on as executive chairman and is expected to be deeply involved in parts of the company. “I look forward to seeing you in my new role at Apple Park and around the world,” he wrote https://www.bloomberg.com/news/articles/2026-08-31/apple-s-phil-schiller-steps-down-from-running-app-store-and-product-events?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

Anthropic’s IPO paperwork is expected to become public sometime soon. But it was OpenAI finance chief Sarah Friar who drew a standing-room-only crowd Tuesday at San Francisco’s Palace Hotel, as Goldman Sachs kicked off its annual Communacopia + Technology conference with a Q&A with Friar. In her talk, Friar made clear how important price has become for determining model popularity—a potential problem for Anthropic, widely seen as the high-end AI provider. Friar described how a price cut on OpenAI’s GPT 5.6 Luna model led to a tenfold increase in use, giving OpenAI the highest market share on OpenRouter, a service developers use to access different models. We wrote in mid-August that Luna had generated more than twice the token usage of Anthropic’s Opus 5 and Sonnet 5 models on OpenRouter. Judging from Friar’s comments Tuesday, the increase in usage was enough to offset the price cut. From Anthropic’s point of view, this isn’t an ideal time for OpenAI to be taking share, particularly if its gains are due to price. One of Anthropic’s claims to fame is its annualized revenue rate—reported to be $65 billion at the end of July—putting it well ahead of OpenAI. But a price war could change that picture. Anthropic has already responded: its new Fable 5.1 model that was unveiled last week will cost 25% less than Fable 5 for typical workloads, Anthropic said. To be sure, Anthropic’s technology is so good that some businesses have been willing to pay a premium for it. But as the quality of models advance, and the availability of cheaper models proliferates—including from open-source AI—Anthropic’s pricing power could diminish. Sure, some customers may always want the best. But that’s likely to be a diminishing number. How does Anthropic maintain its revenue edge in this environment? It’s a question investors in the upcoming IPO need to be asking. https://www.theinformation.com/briefings/openai-cfo-touts-user-growth-resulting-lowering-prices?utm_campaign=article_email&utm_content=article-17784&utm_medium=email&utm_source=sg&rc=gzsl71

Hugging Face is a popular archive of open-source AI models—yes, the name is a distraction—used by developers to make applications and tailor them to specific AI chips. The purchase could theoretically give Nvidia the power to influence the chips those developers use, although Huang insisted in a blog post on Thursday the company won’t do that. “Hugging Face will remain an open platform for the entire AI ecosystem,” he said. Still, as one commenter on X pointed out Thursday, Nvidia could set things up so that models work fastest on its hardware, giving it an edge over its rivals. There’s no question chip rivals aren’t thrilled. As one executive at a rival firm told Phoebe, Hugging Face is “100%” important to hardware designers, which might find it hard to trust the business once Nvidia owns it. Those rivals are likely to be the ones complaining the loudest to antitrust authorities, we’d bet. (The U.S. Department of Justice started looking into various other complaints from Nvidia competitors a couple of years ago, but that didn’t seem to go anywhere.) The argument in favor of the deal is that American business needs a thriving open-source AI sector, if only to keep a lid on costs. Given how hard it is to make money in open source, there’s no guarantee the sector would thrive on its own. But Nvidia is emerging as an open-source champion—with this deal; with the Nemotron open-source models it is developing; and with billions of dollars it has handed over to open-source AI developers such as Thinking Machines Lab, Poolside, Reflection and others so they can continue to afford its pricey chips. That makes Nvidia a counterweight to the rich closed-source AI firms, namely Anthropic and OpenAI, which also depend on Nvidia hardware but are racing to develop their own alternatives (with Broadcom’s help). Indeed, Hugging Face hopes Nvidia will help it expand its user base to 100 million from 18 million currently, according to Clem Delangue, Hugging Face CEO. Still, there’s no getting around the amount of power Nvidia is amassing, with sizable stakes in neoclouds such as CoreWeave and Nebius; AI firms OpenAI, Anthropic and SpaceX; hardware makers such as MediaTek and Intel; and a slew of firms in the data center field that are helping it lock in its hardware bundle. Chances are Nvidia will get this deal past U.S. regulators, given the Trump administration’s focus on AI progress. How it fares with regulators in other countries—particularly in Europe, where Hugging Face has a big presence—is a whole other question. https://www.theinformation.com/articles/nvidia-faces-doj-antitrust-probe-over-complaints-from-rivals?utm_campaign=article_email&utm_content=article-17768&utm_medium=email&utm_source=sg&rc=gzsl71

The recent memory chip selloff offers investors a new opportunity to jump into the sector. Samsung is the best bet (https://www.theinformation.com/articles/samsung-new-memory-chip-underdog-now?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__78ca81c10356e79c74244627892e95b58455d370dcff128d8b5b345ed5d6e7a7&utm_campaign=RTSU%3A+Samsung+Is+the&utm_content=14230&utm_medium=email&utm_source=cio&utm_term=9879).

China is not only exporting EVs, but also exporting a new competitive standard. #Auto Future Once Chinese brands enter a market, they reset expectations for range, equipment, software speed, charging performance and price. That may be even more dangerous for legacy OEMs than the vehicles themselves. Tariffs can buy time in protected markets. But they do not automatically force incumbents to improve. The real question is what legacy OEMs do with that time before the Chinese benchmark becomes the global default.#Data is beautiful https://medium.com/the-geopolitical-economist/how-china-ate-the-global-auto-industry-0a8e5ed2f186

A Chinese company has begun manufacturing one of the key pieces of equipment used in chip manufacturing (https://www.theinformation.com/articles/china-starts-mass-producing-homegrown-duv-chipmaking-tools-advance-local-chip-industry?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__8f2b3d61f0380cd8920b03394d74226b6f59db594e301dda6ed60c27592ff1e2&utm_campaign=RTSU%3A+China+Starts+M&utm_content=14318&utm_medium=email&utm_source=cio&utm_term=9951), a key step towards self reliance in chips.