Exciting launch of my second book, AI for Digital Public Infrastructure (DPI) here in #Davos. Extremely grateful to all my mentors, and colleagues with whom i have been involved in AI for 23+ years across my three companies - EdCast (Acq. by Cornerstone), PlaySpan(Acq. by VISA) and MobileAria (Acq by WirelessMatrix) as well my work with Government leaders in the Indo-Pacifc. Enjoyed the interview at book launch and i hope you will enjoy watching it, as well as reading the book. a.co/d/da2UPpA #AI #dpi #quad #india #WEF2024

Anthropic is heading toward what could be history's biggest IPO while warning that its own AI could blackmail people, become sentient or end humanity: > Bloomberg says Anthropic is headed for what could be "history’s biggest IPO" > In the same move, it warns that its product "could be catastrophic for humanity" > Ars Technica: "Anthropic IPO warns its AI could blackmail people, become sentient, end humanity"

🚨 Anthropic says every level of US government, down to tribal and territorial, now gets Claude at 40% off: > Covers Claude Enterprise, Claude for Government and the Claude API > Estimated to save the government $1 billion, with no minimum spend commitment > About 500 US federal, state, and local government organizations now use Claude > Usage across federal civilian agencies has grown about 20-fold in a year OpenAI switched its own OneGov deal to consumption-based pricing last month, and this one follows that lead.

99% of the resumes I reject aren’t because candidates lack experience or accomplishments. It’s the opposite. They claim to have done TOO MUCH. Their resumes are incredibly broad but lack real depth. They overstate achievements, exaggerate impact, and claim results that simply aren’t credible given how thinly they’ve spread themselves. The rise of AI and vibe-coding has made this worse. People are increasingly presenting themselves as far more capable, experienced, and accomplished than they actually are. The new hiring challenge isn’t finding talent. It’s separating genuine competence from AI-amplified self-promotion. I’d rather hire someone who has mastered ONE thing than someone who claims to have mastered TEN.

Box CEO Aaron Levie (@levie) says the company selling your AI model may not be the best company to choose which model your task uses. "It just stands to reason that if I'm going to sort of give a task to an agentic system, I just want that task to be cost optimized, like with accuracy as kind of holding constant." "And so who can do that? It's the company that doesn't care among, you know, 10 different models, which model is performing that task. It's like definitionally, you would want that to be the company that does not have a sort of a preference." On model-company subsidies: "I don't know how long that lasts though, because when these companies become public, I think they will be held to basically the same laws of capitalism that everybody else is." "The subsidization of tokens, I think it just has to be a temporary phenomenon." "If API is the high margin thing that is sort of paying for the subsidization, but you've moved all your customers over to the applied product and there's no API revenue. So like there is like an equilibrium you have to strike with this." - Aaron Levie, Box co-founder and CEO, in a Sequoia Capital interview

Dario Amodei (@DarioAmodei) says the US and China could agree not to release AI models that bioterrorists could use. "Maybe I'll say two things, a thing that's small enough we might be able to do it and a thing that's big enough that I think is going to take a very long time." "The small thing is if we could, US and China could agree that we won't use AI to develop biological weapons or release AI models that bioterrorists could use to develop biological weapons." "We're already both signatories to the Biological Weapons Convention. If we could just extend that convention to that idea, that would be really valuable." "And then I think the more long-term thing would be working together to put a speed limit on the rate of AI progress. I think that's going to be very difficult because the incentives to pull ahead and the military advantage that you get from that are so large." "And honestly, I don't know if it's possible, but we should try." A pact against releasing models a bioterrorist could use needs someone outside the lab to test which models those are. - Dario Amodei, Anthropic co-founder and CEO, in a CBS Sunday Morning extended interview, September 2026

Geoffrey Hinton (@geoffreyhinton) argues that chatbots can have subjective experiences, but not an inner theatre. "Now I'm going to show you that a chatbot can have a subjective experience, a current chatbot. It's got a camera, it's got a robot arm, it can talk, and we trained it up." "And I say, no, the object's actually straight in front of you, but I put a prism in front of your lens. And the chatbot says, oh, I see, the prism bent the light rays, so the object's actually straight in front of me, but I had the subjective experience it was there." "I made its perceptual system lie with the prism. And so now, it has a subjective experience in the same sense as we have, but that's not the sense in which most people think subjective experiences are." "So when I say chatbots can have subjective experiences, I'm not saying they have an inner theater full of these spooky inner things called experiences. Not a bit of it." "They don't have internal experiences, and nor do we, because that's not what subjective experiences are. They're hypothetical external states of the world." - Geoffrey Hinton, Turing Award winner and 2024 Nobel laureate in physics, at the Vienna Gödel Lecture 2026, TU Wien

Mark Cuban (@mcuban) says an AI agent now flags every lawsuit and bid involving the healthcare conglomerates he is fighting, work that never got done when it meant hiring someone. "I can use the agent to create an email to send to the Open Records Act to get me copies of all those contracts." - Mark Cuban, Cost Plus Drugs co-founder, on The Diary of a CEO with @StevenBartlett

Mark Zuckerberg says AI glasses may not need an app store. "A lot of the initial theory that we had was that most people don't actually like reading that much, right?" "The glasses are basically, will eventually just be a pure multimodal product, right? It's like, you know, you can let it hear what you are listening to and it can talk to you and it can see what you see if you let it." "And then eventually, I don't even know if we're going to have an app store in the glasses. It'll just be like a multimodal generation that kind of creates whatever you need right in your vision." "And I imagine something like that will probably end up powering a lot of the kind of apps that we build too." "But yeah, I mean, we're still in the early days of that." - Mark Zuckerberg, Meta founder and CEO, with Alexandr Wang on Cheeky Pint

Anthropic just filed to go public, and PBS says it will be looking to surpass the record $86 billion SpaceX recently raised: > Paperwork filed Monday for what "could be the biggest initial public offering of stock ever" > Filing shows revenue "jumped in the first half of the year" alongside "massive losses" > Its top executive warns advanced AI "could pose an existential threat to humanity"

Safety gaps in a popular model are going to land on the desk of every CIO who picked a model on price and benchmarks. If your company runs DeepSeek inside a product, a Reuters headline like this is the kind of thing that makes legal and the board slow the rollout down until someone can explain what the gaps mean for your use case. Trust and safety are what let companies adopt AI faster, so the teams that sort this out early will be the ones still shipping next year.

Anthropic warns in its IPO filing that a catastrophic AI incident could cause harm on a scale no single insurer, and "potentially the insurance industry in the aggregate," could cover: > Filed its S-1 with the SEC on Monday > Says unfavorable media coverage of AI could "adversely affect" its business > Flags "recurring narratives concerning the potential adverse societal impacts of AI" as a risk to its standing > Says its revenue growth "may not be sustainable over time"

Anthropic's IPO filing lists "catastrophic or existential risks to humanity" among nearly 100 pages of risk factors: > Roughly $657 billion in cloud computing commitments disclosed > $974 million second-quarter operating profit > Pre-IPO perpetual down roughly 9% over the past month, implied valuation $1.885 trillion on Liquid > Some IPO investors reportedly eyeing a valuation closer to $1.5 trillion

Satya Nadella (@satyanadella) says the AI Microsoft sells by usage today will be in your subscription tomorrow, as model prices fall. "The approach we have taken in commercial segments is to have a combination of what I'll call seat-based pricing and usage-based pricing." "At the fundamental level, seats are fixed price. And so our goal, using, in fact, what you just said, which is the fact that the models are dropping in price, means every day I can add more value to the subscription." "We feel super well aligned with our customers that we can pass through the advances in AI and the drops in prices and keep adding more and more value to essentially their membership." "But at any point, if they want the latest and greatest of anything, that's also available to them, and that's usage-based." "It's sort of windowing, right, which is over time, even what is today usage-based will be tomorrow in the subscription." - Satya Nadella, Microsoft CEO, with Alex Heath on Sources

Palo Alto Networks CEO Nikesh Arora says inspecting an endpoint's traffic costs about $20 a year, too cheap to route through frontier AI, but a live breach is worth it. "Our lives are over because Mythos is going to solve every problem. Well, guess what? We inspect all traffic at an endpoint at the cost of $20 a year." "Now, if you want to take all that traffic, run that through OpenAI using tokens for every employee in your company, sounds like the sound of revenue." "What we're doing is we're trying to figure out what task requires what level of intelligence and what is the cost of that intelligence for that particular task. And you'll suddenly discover you don't need a Ferrari for every task." "Flip side is, let's assume you're undergoing a breach. You're being attacked." "There I may want to use the most up-to-date frontier LLM and say, go think about it, reason the hell out of it and figure out how to stop this breach." "Even in peacetime, for us, for example, running a defender model, we're more than likely going to take an open-weight model, use our own proprietary data, train it, manage the weights, because that... gives us the auditability, the explainability." - Nikesh Arora, Palo Alto Networks chairman and CEO, on the All-In Podcast

Alexandr Wang (@alexandr_wang) says Meta chose not to crowd into coding agents against Anthropic and bet on personal AI for its 3.5 billion daily users instead. "I think that the conventional wisdom in the industry was that coding agents were the only form factor that mattered or maybe the only technology that mattered or the only capability that mattered for advanced AI." "There's this incredible force in the industry to just like go and crowd that use case and compete with Anthropic on coding agents." "I think the reason why we did personal superintelligence in the first place was that it was also what we believed Meta was uniquely positioned to do." "One of the first things I told Mark, even before the whole Scale and Meta deal happened and everything, one of the first things I told him was, I think Meta is actually a really special company if we have AGI or ASI or whatever you want to call it." "The promise of AGI is that we're going to spend almost none of the time doing things that we have to do because the AIs will start doing a lot of that for us. And we can spend all of our time on things that we want to do." "Meta has distribution to three and a half billion people using the apps every day." "Personal agents and personal AI and consumer AI, broadly speaking, were always the zones where we always felt that Meta was going to be able to do something very special." - Alexandr Wang, Meta chief AI officer and Scale AI co-founder, with David Senra

🚨 According to Reuters, Anthropic's IPO filing gives its seven co-founders 50.1% voting control through a single Class F share: > Listing on the Nasdaq under the symbol ANT > Keeps its Public Benefit Corporation status after the IPO > Number of Class A shares and price range "yet to be determined"

Sam Altman (@sama) says AI has a second feedback loop that gets much less talk: robots building robots, chip fabs, data centers and power plants. "I think people talk a lot about recursive self-improvement for AI models." "There is another loop, which is if you have robots that can build more robots and then data centers that can effectively build more data centers, including like operating chip fab facilities and such, you can like make a lot more compute all the way down to like building more power plants." "It gets much less talk." "Another is we made our own chip called Jalapeno, and we have another one coming after it that are huge wins from a sort of intelligence per watt perspective relative to anything else out in the market." "As the models get smarter, they'll be able to design, help us design smarter and smarter chips." "We're investing a lot in the whole supply chain, like fabs, power, all the equipment and data centers." - Sam Altman, OpenAI co-founder and CEO, at Stanford Graduate School of Business

Jensen Huang (@JensenHuang) says GPUs once expected to last four years probably last eight or more, so lenders might lend against the chips. "People are discovering that what people thought used to be a four-year lifecycle really is probably eight to maybe more." - Jensen Huang, NVIDIA founder and CEO, with Deirdre Bosa on Yahoo Finance

Special shout out to Grandmaster @nilerodgers. I was 14 and growing up in Mumbai when Madonna's 'Like a Virgin' came out in 1984, and I've admired him ever since. It was great to finally meet him on Saturday night when Ben honored him as a Grandmaster.