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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
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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Think Ford or Chevy invented the modern passenger pickup? Discover the surprising automaker that actually built the very first extended cab truck. Read more ›
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No longer just about shopping online, India’s ecommerce story is fast becoming a full-scale retail reset. According to Inc42 Datalabs’… Read more ›
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An anonymous reader quotes a report from Reuters: A lawyer for Elon Musk hammered at the credibility of OpenAI CEO Sam Altman on Thursday, near the end of a trial over whether to hold the ChatGPT maker and its leaders responsible for allegedly transforming the nonprofit into a vehicle to enrich themselves. OpenAI's lawyers fought back, claiming the world's richest person waited too long to claim OpenAI breached its founding... Read more ›
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U.S. Trade Representative Jamieson Greer said in an interview with Bloomberg TV on Friday that U.S. chip export controls were “not a major topic of discussion” at the bilateral meeting between U.S. President Donald Trump and Chinese President Xi Jinping “We did not talk about chip export ... Read more ›
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Sir Charles Gairdner Hospital's robotic bronchoscope, acquired with support from WA's Future Health Research and Innovation Fund, has reached its 100-case milestone, and is now enabling an Australian-first model where patients can be diagnosed and treated for lung cancer under a single anaesthetic. Read more ›
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Android phones that don't have native Quick Share-AirDrop support can now use QR code sharing to send files to iPhones. Read more ›
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The State Budget has delivered a $348 million boost to Western Australia’s Future Health Research and Innovation (FHRI) Fund over the next four years, expanding support for medical research, innovation, […] Read more ›
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Dyson Week is on right now with a slew of stick vacuums heavily discounted by up to 53%, including some entry-level gems like the V8 Origin and the V9 Submarine for under AU$500, as well as the highly recommended Gen5detect. Read more ›
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DevelopmentWA has put nine vacant lots at Bentley Technology Park on the market, opening up space at the State's flagship government-established innovation hub for new research, laboratory, and data centre tenants. Read more ›
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Shadowfax Delivers Profits In Q4 Shadowfax finally turned profitable in Q4. The logistics major swung to the black on the… Read more ›
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Brent Mayo, head of data center capital markets at advisory firm Newmark, has left the firm and told people he is joining investment firm DigitalBridge, according to two people with knowledge of the move. At Newmark, which specialized in commercial real estate, Mayo was a part of its digital ... Read more ›
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vivo has collaborated with world-renowned filmmaker Sam Kolder to create a short film that was shot entirely on the company's latest camera flagship, the X300 Ultra. The short film is called The Garden Route, and you can see it in its entirety below. The film celebrates South Africa's natural beauty, and captures "a journey shaped by movement, friendship, and discovery", according to vivo's press release. Sam Kolder said: "I thought... Read more ›
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The NYT Strands hints and answers you need to make the most of your puzzling experience. Read more ›
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Connections is a New York Times word game that's all about finding the "common threads between words." How to solve the puzzle. Read more ›
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Here's the answer for "Wordle" #1791 on May 15 as well as a few hints, tips, and clues to help you solve it yourself. Read more ›
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Two of the largest mobile carriers in the US are battling for your business. We compare what they offer. Read more ›
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Scientists at UC Santa Barbara have created a remarkable new material that works like a “rechargeable solar battery,” storing sunlight inside tiny molecules and releasing it later as heat — even long after the sun goes down. Inspired by reversible changes found in DNA and photochromic sunglasses, the system captures solar energy without relying on bulky batteries or the electrical grid. The molecule can hold energy for years and packs... Read more ›
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The Information
Liang Wenfeng, billionaire founder and CEO of DeepSeek, is planning to write the biggest check for the startup’s first-ever funding round, which the company now hopes will raise up to 50 billion yuan ($7.35 billion), according to two people with direct knowledge of the talks. That would make it the biggest funding round by a Chinese AI company ever. Meanwhile, the funding round has prompted the Chinese AI lab to... Read more ›
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Shares of iconic glassmaker Corning Inc. have doubled so far this year to their highest price ever, thanks to surging demand for Corning’s fiber optic cables that connect servers and AI data centers to one another. A partnership Corning announced with Nvidia this week gave the stock another lift. But Corning’s current deluxe valuation, which is now based almost entirely on sky-high expectations for its optics business, might be more... Read more ›
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The hedge fund TCI cut almost all of its $8 billion stake in Microsoft, the Financial Times reported Friday, due to what CEO Christopher Hohn described in an investor letter as “uncertainty over Microsoft’s competitive position in the future” as AI threatens to replace existing software like ... Read more ›
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Apple has reached “a preliminary agreement” with Intel in recent months for manufacturing some of its chips, The Wall Street Journal reported. Earlier, this week Bloomberg reported that Apple was exploring such a partnership with Intel and Samsung. A deal with one of the companies would help ... Read more ›
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Salesforce’s chief communications officer Carolyn Guss is leaving the sales software giant, according to two people familiar with the matter. One of the people said Guss is joining a new company and that Salesforce will be appointing another chief communications officer soon. Among her ... Read more ›
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Cursor is already starting to make its presence known at SpaceX’s AI unit, just weeks after Elon Musk’s firm got an option to buy the coding startup for $60 billion. Cursor staffers have been visiting xAI offices to meet with employees and discuss their work, according to two people with direct knowledge of the companies. Fresh xAI exits have followed, including staff cuts last Friday, the people said. Read more ›
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Anthropic is the unnamed customer behind a $1.8 billion cloud deal that Akamai announced on Thursday, according to a person with direct knowledge of the matter. That deal sent the content delivery network provider’s stock soaring 27% on Friday. The seven-year cloud contract—which Akamai ... Read more ›
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Dan Levine, a partner at Accel known for early startup investments in Scale AI and Vercel, is stepping back from the venture capital firm and will no longer make new investments for it, people familiar with the matter said. The firm disclosed the change to limited partners in recent weeks. It ... Read more ›
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Naveen Rao, a longtime California resident, ascended to a rarefied tier of wealth last year when his startup, Unconventional AI, was valued at $4.5 billion. The company is based in Palo Alto, but with the specter of a new tax on billionaires looming over the state, Rao began considering other places to live. Last month, he found one: a $20 million mansion in Incline Village, a charming mountain town on... Read more ›
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Welcome, Weekenders! In this newsletter:• Tech Culture: Billionaire tax brings new boom time to Tahoe haven• Plus, Recommendations—our weekly pop culture picks: “The Interview: What Does Tucker Carlson Really Believe? I Went to Maine to Find Out,” “Hated by All the Right People,” and “Widow’s Bay”A very old proverb comes to mind when I think about this exact period in AI—because, really, it’s a moment when the enemy of your... Read more ›
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15.05.2026 00:08
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