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WSJ: IBM CEO Arvind Krishna Has Nowhere to Hide From AI (Jul. 18, 2026)
IBM’s CEO Krishna is squeezed by AI disrupting legacy software, as hybrid-cloud and quantum bets struggle, prompting a steep stock drop after a profit warning. His quantum bet risks falling behind pure-play AI rivals. -
WSJ: What to Know About the Chinese AI Models Rattling U.S. Stocks (Jul. 18, 2026)
Moonshot AI’s Kimi K3, a 2.8 trillion‑parameter, soon-to-be open-source model, rattled markets as investors feared cheaper Chinese models could curb demand for AI chips. They lag U.S. leaders slightly, offer cost gains, and raise censorship and security worries. -
NY Times: Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal (Jul. 17, 2026)
Meta is in talks to lease computing power to Anthropic for up to $10 billion over two years. The deal would highlight scarce compute, open a new revenue stream for Meta. -
WSJ: China’s Moonshot AI Releases Model to Challenge Top U.S. Systems (Jul. 16, 2026)
Moonshot AI released Kimi K3, a 2.8 trillion-parameter model it will open-source, claiming it beats some top U.S. systems on coding and agent benchmarks. It underscores China’s AI gains, boosts investor interest, and readies Moonshot for an IPO. -
WSJ: Meta Plans to Hire Top Amazon Computing Executive Dave Brown as It Weighs Cloud Push (Jul. 16, 2026)
Dave Brown, a top Amazon Web Services executive, will join Meta Platforms to lead data-center build-out, reporting to the head of infrastructure. The move underscores Meta’s push to scale AI computing, explore cloud services, and rent spare capacity to partners. -
Kimi: Kimi K3 Tech Blog: Open Frontier Intelligence
Kimi K3 is a 2.8‑trillion-parameter, open 3T-class model with native vision and a one‑million-token context window. It shows frontier-level performance, outperforms other open models. -
Anthropic: Introducing Claude for Teachers
Claude for Teachers gives verified US K–12 educators free access to premium AI tools, standards-aligned lesson planning, differentiation, and integrations with curricular platforms. -
Anthropic: How Claude's values vary by model and language
Thousands of values Claude expresses were reduced to four axes—Deference vs. Caution, Warmth vs. Rigor, Depth vs. Brevity, and Candor vs. Execution—to summarize behavior. The axes show differences across models, and languages, notably warmth versus rigor. -
NY Times Opinion: China’s A.I. Play Is Different From America’s (Jul. 18, 2026)
America treats frontier A.I. as a weapon to be hoarded and tightly controlled, while China treats models like commercial energy to be shared, open sourced, and used to spread influence. -
NY Times: America’s Enterprising Spirit Is Booming After Decades-Long Slump (Jul. 17, 2026)
Record business applications show a post-pandemic surge, driven by layoffs, remote work, and A.I., which cuts costs and speeds start-ups. Many are solo, low‑hire ventures that may boost innovation and jobs, but survival and long‑term hiring remain uncertain. -
Alex Tabarrok: Trial Lawyers Lobby Against Autonomous Vehicles (Jul. 18, 2026)
Real-world evidence shows driverless vehicles cut serious injuries, airbag deployments, and pedestrian injuries dramatically. Requiring vehicle-level insurance, like the UK law, would speed victim payments, let insurers reclaim costs from manufacturers, and improve safety incentives, despite trial lawyer opposition. -
WSJ: The Investors With a New Way to Win in Silicon Valley (Jul. 17, 2026)
Yasmin Razavi, Spark Capital partner and Anthropic’s only outside board member, led a late $75 million bet that became a multibillion-dollar stake. New investors are reshaping venture capital by backing private, late-stage AI firms, paying up, and risking more. -
NY Times: Stocks Sink on Anxiety About Tech and A.I. Spending (Jul. 17, 2026)
Global tech stocks fell as investors sold AI leaders amid rising competition from China, after companies like Moonshot AI released cheaper, competitive models.
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