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TSMC’s Capacity Fight Shows Why AI in Software Stopped Being a Choice
TSMC just posted a record quarter, and the fight over what comes next is not about yield or price. Nvidia, Apple, and Broadcom are reportedly competing for the same production slots at the same foundry, and CNBC’s reporting calls the contest for capacity “fierce.” That word matters more than the earnings number. A record quarter…
Microsoft, Apate, and the Race to Steal Each Other’s Playbook
More than a billion scam messages passed through a single marketplace called YAM Store before Microsoft and Japan’s National Police Agency shut it down this week. The same week, a startup named Apate took the opposite approach: it built AI agents whose only job is to get scammed on purpose, then report back on exactly…
JPMorgan Builds Defenses Against the Same Agents Stripe Invites to Checkout
Jamie Dimon told CNBC that JPMorgan Chase is building defensive tools against rogue agents, software that could act at scale and drain accounts faster than any fraud team could respond. The warning assumes a near future where autonomous programs hold real purchasing power inside a bank’s own systems. The harder question sits underneath it: if…
The Emergency Brake Doesn’t Stop the Car
Microsoft’s Satya Nadella has a proposal for the technology: an emergency brake on AI models. TechCrunch reported the request with the measured tone of someone who has watched his product outrun every law and every estimate. The question worth asking is not whether the brake can be built but who gets to decide when it…
Engineers Automate So They Can Do the Hard Part
AI tools now write a large share of everyday code, and software developer job postings are still rising, as CNBC reported this week. If a machine does the typing, why would anyone hire more people to do the job? The question assumes that the job was the typing. Camille Fournier, who has managed engineers at…
AI Stocks and Korean Markets: The One Test That Matters
The Kospi is a market worth about $4.3 trillion. It spent much of this year as a poster child for the global AI trade, and it has lost 22 percent of its value after the first half to become the worst-performing major benchmark in the second half. Turnover has collapsed roughly 70 percent from its…