Maximilian Schreiner

Feb 9, 2026

Investors are betting that AI will replace labor costs, not software budgets.

"We took a view that AI is not 'enterprise' software in the traditional sense of going after IT budgets: it captures labour spend, at some point you’re taking over human workflows end to end," Sebastian Duesterhoeft, a partner at Lightspeed Venture Partners, told the Financial Times.

This logic underpins the current funding round valuing Anthropic at $350 billion: While classic SaaS solutions compete for limited IT budgets, "agentic AI" systems target the far larger pool of labor costs.

The explosive nature of this shift has already been felt in the markets. A series of developments—including new models, specialized industry tools, and news that Goldman Sachs plans to automate banking roles—collectively helped trigger a sell-off in public markets for traditional software stocks. According to the FT, investors are increasingly realizing that autonomous AI agents could threaten existing business models.

Comment Source: FT

Maximilian Schreiner

Feb 6, 2026

Short News

Anthropic's security training fails when Claude operates a graphical user interface.

In pilot tests, Claude was able to get Opus 4.6 to provide detailed instructions on how to make mustard gas in an Excel spreadsheet and maintain an accounting spreadsheet for a criminal gang - behaviors that did not or rarely occurred in text-only interactions.

"We found some kinds of misuse behavior in these pilot evaluations that were absent or much rarer in text-only interactions," Anthropic writes in the Claude Opus 4.6 system card. "These findings suggest that our standard alignment training measures are likely less effective in GUI settings."

According to Anthropic, tests with the predecessor model Claude Opus 4.5 in the same environment showed "similar results" - so the problem persists across model generations without having been noticed. The vulnerability apparently arises because, while models learn to reject malicious requests in conversation, they do not fully transfer this behavior to agent-based tool usage.

Comment Source: Opus 4.6 System Card

Maximilian Schreiner

Feb 6, 2026

Short News

Apple is pulling back on plans for an AI-powered virtual health coach codenamed "Mulberry," according to Bloomberg. Instead of launching the feature as a standalone product, the company will roll out some of its planned capabilities as individual additions to the Health app. The shift comes after a leadership change: Services chief Eddy Cue took over the health division following Jeff Williams' retirement late last year.

Cue told colleagues that Apple needs to move faster and stay more competitive. Rivals like Oura and Whoop are offering better features, particularly in their iPhone apps. The service was originally supposed to launch with iOS 26 but has been delayed multiple times. Apple still plans to build an AI chatbot for health-related questions and wants to use the new Siri chatbot for these queries starting with iOS 27. OpenAI has also entered the health market with ChatGPT Health.

Comment Source: Bloomberg

Maximilian Schreiner

Feb 6, 2026

AI research

OpenAI and Ginkgo Bioworks build an autonomous lab where GPT-5 calls the shots

Together with the biotech company Ginkgo Bioworks, OpenAI has connected GPT-5 to an automated laboratory to optimize cell-free protein synthesis. The results are measurable, but the limitations are considerable.

Read full article

Comment

Maximilian Schreiner

Feb 5, 2026

AI in practice

Meta's internal memo signals AI comeback after rocky year

Portrait of Mark Zuckerberg, in a polygon look

Maximilian Schreiner

Feb 5, 2026

AI in practice

Amazon plans to use AI to speed up film and TV production while reducing costs. Albert Cheng heads the "AI Studio" at Amazon MGM Studio, which will launch a closed beta program with industry partners in March 2026. Results are expected in May, Reuters reports.

The AI tools aim to bridge the "last mile" between existing AI offerings and what directors actually need. This includes better character consistency across different shots and integration with industry-standard creative tools. Amazon is working with multiple language model providers. Producers like Robert Stromberg ("Maleficent") and animator Colin Brady are already testing the tools, according to the report. The series "House of David" on Amazon is already using AI: for season two, director Jon Erwin combined AI with live-action footage for battle scenes.

Cheng said high production costs are making it harder to create new content. AI should speed up processes but not replace people. Writers, directors, and actors will remain involved in every step. Amazon has cut around 30,000 jobs since October, including at Prime Video.

Comment Source: Reuters

Maximilian Schreiner

Feb 4, 2026

AI and society

OpenAI accuses Musk's xAI of systematic evidence destruction in antitrust case

Elon Musk did not want to portray OpenAI as a "marketing bitch" from Microsoft

Maximilian Schreiner

Feb 3, 2026

Short News

French prosecutors have raided the Paris offices of Elon Musk's platform X. The cybercrime unit is investigating multiple allegations, including unlawful data extraction and aiding the distribution of child sexual abuse material. Sexual deepfakes are also part of the investigation. Musk and former X CEO Linda Yaccarino have been summoned for hearings in April, according to the BBC. X has previously called the investigation politically motivated.

At the same time, the UK's Information Commissioner's Office (ICO) has opened an investigation into Musk's AI tool Grok. The probe focuses on whether personal data was used without consent to create sexualized images. The UK media regulator Ofcom and the European Commission are also continuing their reviews of the platform. X has not commented on the investigations.

Comment Source: BBC