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Wall Street Has AI Psychosis

Before last week the name Alap Shah didn’t ring a bell for many people. The 45-year-old financial analyst and tech entrepreneur had spent the past two decades working in relative obscurity. Then last weekend he coauthored a blog with the…

AI Safety Meets the War Machine

When Anthropic last year became the first major AI company cleared by the US government for classified use—including military applications—the news didn’t make a major splash. But this week a second development hit like a cannonball: The…

Zillow Has Gone Wild—for AI

This will not be a banner year for the real estate app Zillow. “We describe the home market as bouncing along the bottom,” CEO Jeremy Wacksman said in our conversation this week. Last year was dismal for the real estate market, and he…

The Math on AI Agents Doesn’t Add Up

The big AI companies promised us that 2025 would be “the year of the AI agents.” It turned out to be the year of talking about AI agents, and kicking the can for that transformational moment to 2026 or maybe later. But what if the answer to…

6 Scary Predictions for AI in 2026

When OpenAI declared a “code red” this month to refocus its teams on competing with Google, I couldn’t help but think back to December three years ago when the companies’ roles were reversed. Google was the one blasting the sirens to catch…