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Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from AI that could crimp their growth, a concern that has pressured their stocks for months. But the securities filings those leaders sign every quarter are beginning to note the competitive risks the companies face from AI agents, which their customers could use to replicate their apps or draw data from them.
So far this year, 27 software firms, including the three just mentioned, have described AI agents as a comp
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The Information
The FT’s seventh annual ranking by compound annual revenue growth. Plus: how listed companies overcome obstacles; AI and defence start-ups dominate investment; the US and China in Latin America; and technology shakes up Canadian wealth management Read more ›
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An East Bay apartment complex has been bought at a price that's well below its prior value. Read more ›
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A PG&E Corp. unit has bought a San Jose building in a move to bolster the utility's South Bay operations. Read more ›
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Strong earnings season trumps geopolitical risks for now, one trader said, as equities and crypto markets "stopped caring" about Iran war headlines. Read more ›
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It’s one of the biggest names in computing, but should you trust your HR processes to Microsoft? Read more ›
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Backrooms has got some new teaser images, and they've made me feel very unsettled. Read more ›
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Jimmy Donaldson, aka MrBeast, is looking for a leader to build a new production capability where AI is "not a tool but the foundation." Read more ›
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Longtime Slashdot reader Himmy32 writes: Socket Security published an article on the compromise of the Bitwarden CLI client, which was pushed from Bitwarden's client repository. This breach was the next in a chain of supply-chain attacks that have affected Checkmarx KICS and Aqua Security's Trivy scanners. The breach was quickly detected and reported by JFrog on the GitHub repository; JFrog also provided a technical write-up. The Bitwarden team has released... Read more ›
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Apple is planning to start showing ads in the Apple Maps app this summer, and signs of ads have already shown up in the iOS 26.5 beta as Apple prepares to roll them out. Where Ads Show Up Ads will be displayed in the Apple Maps search interface. Depending on the search, relevant ads will be shown first in search results. Apple is also implementing a new Suggested Places feature... Read more ›
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Newly created office will operate out of Alberta Innovates as a nonprofit entity. Read more ›
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It’s a popular and comprehensive option – and it’s a refreshingly straightforward choice for UK-based SMBs. Read more ›
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If your small business needs to keep printing, make sure your printer has all of these features. Read more ›
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Recurrent's analysis of over one billion miles of EV driving data finds that range loss is barely a factor for modern electric vehicles, with the average car retaining 95% of its original range after five years. Read more ›
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X today launched XChat, a standalone messaging app for the iPhone and iPad, available now on the App Store. XChat allows users to chat with anyone on X in a private, focused space separate from the main X app. At launch, the app supports direct messaging and group chats, audio and video calls, and file sharing. X claims all messages are end-to-end encrypted and PIN protected, with no ads or... Read more ›
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The United States has effectively banned any foreign-made routers from sale. Some companies get a pass, but no one knows why or how they get it. Read more ›
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Windows users will no longer be forced to run automatic updates in the middle of a game or a busy day. Microsoft is rolling out some long-awaited changes to Windows Update to users on its Dev and Experimental Windows Insider channels, including the ability to indefinitely delay updates up to 35 days at a time. […] Read more ›
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В Yttri мы изначально использовали ONNX-реранкер bge-reranker-v2-m3 для RAG-поиска. Качество было хорошим, но цена для local-first desktop-приложения оказалась слишком высокой: около 600 МБ модели, до 1.8 ГБ RAM в пике и ощутимая нагрузка на CPU.В статье разбираю, как мы заменили тяжёлый нейросетевой реранкер на собственную реализацию YAKE! на Rust: без модели, без прогрева, без внешних сервисов и с латентностью порядка микросекунд.Показываю механику алгоритма, интеграцию в RAG, автотегирование, ограничения Read more ›
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RAM prices have surged dramatically, driven by AI demand and supply constraints. Here’s what’s behind the spike, how long it could last, and what PC builders should do next. Read more ›
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The Information
Lawyers for Elon Musk said Friday that they may drop their fraud claims against OpenAI in his case charging the ChatGPT maker with violating its charitable mission and breaking promises to Musk. Dropping the claims would make Musk’s legal position more consistent with a court filing from earlier ... Read more ›
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Andreessen Horowitz and Thrive Capital are in talks to co-lead a $2 billion investment in coding assistant startup Cursor at a $50 billion valuation before the investment, according to people familiar with the matter. The two firms first invested in the startup in 2024. Nvidia is also expected ... Read more ›
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These days, Anthropic is a crowded place: a startup with its own in-house philosopher, researchers devoted to preventing Armageddon and a CEO willing to go toe-to-toe with the Pentagon. And then there’s Chief Financial Officer Krishna Rao, who has emerged as a key force within the company while staying far out of the spotlight. When Rao first arrived in 2024, he began pushing Anthropic, which had an agreement with Google... Read more ›
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Welcome, Weekenders! In this newsletter:• The Big Read: The rise of SemiAnalysis’ Dylan Patel, Silicon Valley’s favorite AI commentator • Plus, Recommendations—our weekly pop culture picks: “The Obit Project,” “Disneyland and the Rise of Automation” and “Unfamiliar”Recently, a close friend of mine introduced me to another of his friends, a tech investment banker, and now this banker and I have become friendly, too. I’ve enjoyed learning a bit about his... Read more ›
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Anthropic CEO Dario Amodei met with White House Chief of Staff Susie Wiles and Treasury Secretary Scott Bessent on Friday, in what both sides described as a “productive and constructive” discussion, according reports in Axios and The New York Times. The meeting signals a potential shift in the ... Read more ›
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SemiAnalysis, the AI and semiconductor research firm, which also publishes a widely read industry newsletter, expects to do more than $100 million in sales this year, marked growth from a year earlier. SemiAnalysis did closer to $20 million last year, purveying in-depth data and research to ... Read more ›
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Anthropic has received expressions of interest from investors who want to put money into the AI startup at an $800 billion valuation, but the company has no current plans to raise money. Those were among the details in a profile of Anthropic Chief Financial Officer Krishna Rao published by The ... Read more ›
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Google is in talks with Marvell Technology to develop two new chips aimed at running AI models more efficiently, according to two people with direct knowledge of the discussions. One is a memory processing unit designed to work alongside Google’s tensor processing unit. The other is a new TPU built specifically for running AI models. The moves underscore surging demand for inference chips that run AI powering commercial products such... Read more ›
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Ask Washington’s most plugged-in politicians and lobbyists which Chinese chip company is the biggest threat to Nvidia and you’ll hear one name: Huawei Technologies. Nvidia CEO Jensen Huang has repeatedly cited Huawei’s rising prominence in both private meetings with lawmakers and public forums. Huawei has become shorthand for China’s semiconductor ambitions. But that misses the bigger picture. China has more than 10 companies actively designing and shipping AI chips today,... Read more ›
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Jeff Bezos’ rocket company Blue Origin completed the third mission for its New Glenn rocket, which mostly went as planned. On Sunday morning, the rocket’s booster successfully landed on a barge in the Atlantic Ocean off the coast of Florida, the second time Blue Origin has accomplished that ... Read more ›
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24.04.2026 17:11
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