Apollo's Slok: AI's core flaw is compute costs outweigh benefits
As AI stocks tumble, the economist warns demand for compute is price-sensitive and the payoff for firms has yet to show up.

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As AI stocks tumble, the economist warns demand for compute is price-sensitive and the payoff for firms has yet to show up.
The executive created to anchor Xbox's brand 'reset' is gone in a quarter, leaving strategy and leadership questions for CEO Asha Sharma.
The suit against Claude's maker could decide whether AI companies must pay for music catalogs, and it raises the legal stakes for every generative AI firm.
OpenAI's policy reversal on live-internet training, citing 'significant risks,' contradicts its own engineer's warning and signals a shift in AI safety strategy.
A policy rewrite opens the door, and Google's new Personal Intelligence tool is the gateway for your most sensitive data.
Kashim Chowdhury denies dishonesty after concealing multiple public-sector roles. The case puts remote-work ethics and criminal liability in the spotlight.
A 30-year RPG dynasty ends as EA's $20bn debt claims Mass Effect's next chapter.
Elon Musk's two flagship companies may combine, but negotiations and regulatory reviews could stretch for years. Here's what decision-makers should watch.
The CSRC green light lets Citigroup go solo in China's capital markets, just weeks before Xi and Trump meet at APEC.
The marketplace is forcing sellers to prove their items are real, targeting AI-generated listings that buyers say they can't identify.
The marketplace's new AI policy targets automated listings and AI-created content, signaling a broader crackdown on generative AI in e-commerce.
The streaming giant is tightening household verification, a move that could convert shared-plan discount users into full-price subscribers.