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10.07.26 - 23:09
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The Token Revolt Goes Mainstream: Palo Alto CEO Demands 90% AI Price Drop (ZeroHedge)
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The Token Revolt Goes Mainstream: Palo Alto CEO Demands 90% AI Price Drop
Eight days ago it was Palantir's Alex Karp going ballistic on live television about the "effing insane" economics of renting intelligence by the token. On Thursday it was Palo Alto Networks CEO Nikesh Arora's turn, and while his delivery was calmer, his number was not: Arora told CNBC that AI token prices need to fall as much as 90% before enterprise adoption can actually scale.
So the chief executive of one of the largest cybersecurity companies in the world - that buys this stuff at industrial scale - telling the frontier labs, on their favorite network, that their pricing model is broken by roughly an order of magnitude.
90% Or Bust
Arora wants token costs at roughly one-fifth of current levels within the next 12 months, and down 90% by the year after that. Arora joins a growing list of executives - Karp most loudly among them - calling out runaway token costs, and that the bill shock is already pushing c...
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10.07.26 - 23:09
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Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case (ZeroHedge)
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Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case
Apple has filed a major lawsuit in the U.S. District Court for the Northern District of California accusing OpenAI, io Products, and former Apple executives of misappropriating trade secrets to fast-track AI hardware development.
The complaint details a months-long scheme involving former Apple employees now at OpenAI. Key defendants include Tang Tan (OpenAI hardware lead and ex-Apple VP of product design) and Chang Liu (former Apple senior electrical engineer). Apple alleges they directed recruits to share confidential details on unreleased devices, components, manufacturing processes, and suppliers.
Specific claims, according to the WSJ, include Tan instructing interviewees to bring physical Apple hardware parts for review, retaining and distributing an internal Apple "Need to Know" departure security document, and using stolen supplier information to trick partners into using proprietary techniques. Liu...
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10.07.26 - 20:18
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Hugging Face’s CEO on why companies are done renting their AI (TechCrunch)
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Open source AI is booming, according to Hugging Face CEO Clem Delangue. The company has grown into something like a GitHub for AI in recent years, where AI builders can share and download open models and datasets, now used by roughly half the Fortune 500. Delangue has seen the same story play out again and again: companies start […]...
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10.07.26 - 18:31
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SK Chairman Chey Tae-won on SK Hynix Debut, AI Demand and US Plans (Bloomberg)
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Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a "dream come true." The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook for AI demand and his US investment plans. (Source: Bloomberg)...
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