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11.06.26 - 02:39
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MSFT Restricts Internal Use Of Claude Fable Over Data-Retention Concerns; BMO Calls Anthropic A Leading Pure-Play AI Lab (ZeroHedge)
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MSFT Restricts Internal Use Of Claude Fable Over Data-Retention Concerns; BMO Calls Anthropic A Leading Pure-Play AI Lab
Anthropic released Claude Fable 5, a next-generation "Mythos-class" AI model, on Tuesday. The model is designed to restrict dangerous capabilities in areas such as cybersecurity and biological research after CEO Dario Amodei warned about risks last month.
The model gives users access to Anthropic's more powerful Mythos model, which the company had previously deemed too risky for public release last month. However, when users ask about sensitive topics, such as bioweapons or software exploitation, Fable 5 redirects them to the older Claude Opus 4.8 model.
"We maintain that Anthropic is the leading pure-play AI lab, combining best-in-class model intelligence with its cutting-edge, benchmark-leading Claude Fable 5 frontier model released June 9, 2026; with clear commercial traction and momentum in its enterprise offerings," BMO analyst Brian Pitz wrote in a...
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11.06.26 - 02:39
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From FOMO To Oh No! Koreans Face Massive Forced Liquidations As AI Bubble Bursts (ZeroHedge)
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From FOMO To Oh No! Koreans Face Massive Forced Liquidations As AI Bubble Bursts
Korean retail investors' aggressive leveraged bets on the market's two dominant AI/Semi names - Samsung Electronics and SK Hynix - are now colliding with a sharp KOSPI correction, triggering the largest wave of forced stock sales in years and raising the specter of a self-reinforcing liquidation spiral.
At its peak last week, the benchmark KOSPI index was up 100% for 2026, rivaling the Nasdaq 100 Index's 102% surge in 1999 - right before the bubble burst...
Last week we warned, as levered bets soared to record highs... that 'the signal is clear: the cash buffer eroding while active leverage refuses to unwind'.
And the concentration was extremely clear with 'new lows' dominating even as KOSPI hit record-er and record-er highs...
Driven purely by retail momentum chasers, as foreigners were fleeing...
We specifically made the point that the rise of leveraged exchange-traded funds, designed to magnify daily m...
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11.06.26 - 01:30
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How AI Is Changing Asia′s Workplaces (Bloomberg)
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Financial heavyweights in Hong Kong including Baidu CFO Henry He and BlackRock's APAC Head Susan Chan share their insights on how AI is changing their workplaces. (Source: Bloomberg)...
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11.06.26 - 01:00
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Global AI trade flashing signals reminiscent of the dotcom bust, analysts warn (SCMP)
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The global artificial intelligence trade is flashing signals reminiscent of past market tops, with winners outpacing the broader market by a wide margin and a slew of jumbo initial public offerings (IPOs) in the pipeline.
The gap between richly valued stocks and cheaper ones had reached extremes seen only before the dotcom bust in March 2000, according to Bank of America.
At the same time, the pace of new listings was matching the run-ups to the 2000 and 2008 declines, according to investors......
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11.06.26 - 00:06
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Analysis: Taiwan suppliers pivot to physical AI as humanoid robots draw attention (Digitimes)
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Humanoid robots are attracting global interest, and COMPUTEX 2026 has opened its first robotics zone. Yet Taiwanese suppliers are focusing on physical AI, including AI computing platforms, edge AI, and application solutions. This reflects Taiwan's strengths in ICT and semiconductors, as well as the hurdles facing commercial humanoid robots worldwide....
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11.06.26 - 00:06
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PCIM 2026: Why the Silicon survival, physics, and the AI vortex are forcing reality check (Digitimes)
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While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks are clashing with marketing hype cycles....
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10.06.26 - 23:46
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AI firms craft state rules as White House, Congress stall (The Hill)
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Major artificial intelligence labs are done waiting on Washington to pass a national standard for AI, turning to state bills to carve out their own policy lines while Congress tries to catch up. Most AI labs support a national safety framework for AI that would eliminate the patchwork of state regulations, but they are also......
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10.06.26 - 23:42
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Apollo′s President Warns AI Is Coming For Professional Services Jobs Next (ZeroHedge)
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Apollo's President Warns AI Is Coming For Professional Services Jobs Next
First AI came for Software, disrupting its various offshoots and sparking a brutal bear market at the start of the year before a powerful squeeze sent software stocks surging in recent weeks. Now, it's the turn of professional services, including law firms, accountancies and consulting firms, which according to Apollo's co-president, Scott Kleinman are likely to be the next sector to face disruption from artificial intelligence.
Investors have had their worries focused on the software sector, and the extent to which AI will upend these businesses. But going forward, buyout shops should be looking at investments in professional services, Kleinman said on a panel at the SuperReturn conference in Berlin on Wednesday, according to Bloomberg.
“Apologies to the lawyers, accountants, consultants in the room, but I do think that's a place where you're going to see a lot of pressure,” Kleinman said, noting that Apoll...
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10.06.26 - 23:30
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China-UK cooperation vital in ensuring the AI era puts people first (SCMP)
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During a recent discussion in Shenzhen with British Foreign Secretary Yvette Cooper, I was reminded that the development of artificial intelligence (AI) is no longer only a technological race. It is a test of whether major economies can build the institutions, standards and economic systems needed to integrate intelligent machines into human society.
Britain has every reason to enter this new era with confidence. It has contributed to much of the modern world's foundations. In 1687, Isaac Newton......
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