OpenAI spends $100 million on "Human" Rewire's Morning Post

AI PAID $100 MILLION TO BUY REALITY ART, 57% OF AMERICANS SAID AI RISKS OUTWEIGHED RETURNS. NEUTRAL ZONES ARE DISAPPEARING AND RESENTMENT IS BEGINNING TO BECOME COMMERCIAL CONSTRAINTS。

A hundred million dollars to buy a show. "Humanity" is the most expensive asset of the AI era

James Murdoch is negotiating over $300 million for New York magazine and Vox Media podcasts. Before that, OpenAI had purchased TBPN at over $100 million, a total production company with an annual income of only $5 million. The title of Fortune is a direct example of the logic, and the popular new asset class is "human nature"。

The Information data for the same period show that Anthropic and OpenAI together accounted for 89 per cent of AI ' s initial business income. Anthropic's annualized income of $30 billion has exceeded OpenAI's $24 billion. The competition between the two companies for modelling capabilities is convergence and the space for differentiation is becoming smaller。

That's the bottom line of OpenAI's crazy acquisition. When the model itself is no longer a moat, data entry and user viscos becomes a new battlefield. OpenAI's strategy is to target user attention with real content and turn ChatGPT from tool to life portal. If the Murdoch takeover is achieved, it means that AI has begun to be directly involved in media ownership competition, which goes far beyond copyright authorization。

(Source: Fortune / The Information / TechCrunch)

PUBLIC SUPPORT FOR 2 'AI' IS FALLING, AND "REPULSION" IS MOVING FROM EMOTION TO BUSINESS RISK

According to Axios, 57 per cent of United States voters believe that AI risks outweigh benefits, 71 per cent oppose the construction of data centres near residential areas and a record number of Q1 data centre projects were cancelled. The NBC poll is only 26% positive about AI, Gallup data is even more extreme, and only 18% of the 14-29 age group is optimistic about AI。

THESE FIGURES CAN NO LONGER BE EXPLAINED BY "PUBLIC IGNORANCE OF AI". ANTIPATHY TRANSCENDS AGE AND POLITICAL PARTIES, AND YOUNG PEOPLE ARE MORE PESSIMISTIC THAN OLDER PEOPLE, BREAKING THE ASSUMPTION OF "DIGITAL NATIVES' NATURAL PROXIES". TEN PERCENT OF ADULTS IN THE UNITED STATES ARE MORE EXCITED THAN WORRIED ABOUT AI, WHICH MEANS THAT THE AI INDUSTRY IS SUPPORTING TRILLIONS OF DOLLARS IN INVESTMENT NARRATIVES WITH LESS THAN ONE TENTH OF THE POPULATION’S ENTHUSIASM。

For AI, this is moving from a matter of public opinion to a practical commercial constraint. Data centre sites are subject to community boycotts, voter pressure is felt at the regulatory level and talent recruitment is challenged ethically. The central issue before the jury in Mask v. OpenAI, which began this Monday, is the credibility of Otmann, a question that is spreading from the courtroom to the whole industry。

(Source: Axios / NBC News / Gallup / TechCrunch)

3-bit apple bet on privacy, AI Differentiate, Siri will support automatic deletion of chat records

iOS 27 A new version of Siri will provide 30 days, 1 year and permanent three-tier chat record retention options, and users can choose to automatically clear the history of conversations with AI assistants. This is the apple's most direct product response to the AI crisis of trust。

While OpenAI uses Plaid to access bank accounts and Google to feed the search history to AI, Apple chooses the reverse operation, using "forgotten" as a selling point. It's not a technical choice, it's a commercial positioning. When AI competes for more data, apples gamble that privacy anxiety becomes the primary factor in consumer decision-making. Together with the anti-AI polls above, apples may have read the public mood shift earlier than competitors。

(Source: TechCrunch / The Verge)

4-FTC launched an anti-monopoly investigation into Arm. The Swiss model of the chip industry is ending

After the release of the 136 nuclear AGI CPU with Meta in March, the FTC formally investigated whether it restricted the framework authorization of its clients, such as Apple, Takatung, and Weidar. The EU follows up simultaneously. After the news, Arm's stock price fell by 8 per cent, and the 30-day increase was 31.3 per cent。

The bottom line is more fundamental than antimonopoly. Arm's business model is based on the "neutral platform" assumption that all chip companies use the Arm structure because Arm does not compete with anyone. Now Arm ends up making chips on his own, this hypothesis collapses. When neutral platforms compete with customers, whether the entire system of authorization needs to be rebuilt is the real question that FTC is looking at。

In the same week, ASML contracted Tata Electronics to equip India's first commercial chip plant, with a total investment of $11 billion, signed by Modi during his visit, at a cost of 50 per cent. The monthly production of 50,000 crystal circles, 28 to 110 nm, without front-line manufacture, is significant for global chip decentralization. Semiconductor manufacturing is moving from concentration to multipolar distribution in East Asia, and India is the latest candidate for the "third pole"。

(Source: Tom's Hardware / Seeing Alpha / ASML)

5 UAVs hit the outskirts of the Emirates nuclear power plant and energy infrastructure entered the military strike list

Three drones entered the airspace of the United Arab Emirates, two of them were intercepted and a generator unit on the outskirts of the Baraka nuclear power plant was fired upon. No casualties, no radiation leaks. But this is the first time that a nuclear power plant has been directly attacked since the Iranian war, and the signal is much more significant than actual damage。

On the same day, Trump issued the strongest-worded ultimatum to Axios, stating that "if a better solution is not made, it will hit harder," the White House expects to hold an in-kind meeting this week. Mosques in several Iranian cities began training civilians in light weapons, and the ceasefire is still in the name of a ceasefire, with both sides preparing for the worst intentions。

Economic damage has become irreversible. The daily traffic in the Strait of Hormuz fell from 70 before the war to 2 to 5 and Brent crude oil remained close to $102. The Saudi Arabian CEO claims that even if the Straits were reopened today, the market would not be able to recover until 2027. The exclusive disclosure by Axios of United States intelligence indicates that Cuba obtained more than 300 military drones to discuss attacks on the Guantánamo base and even Florida. The war in the Middle East is generating a military chain reaction far beyond the Middle East。

(Source: Fortune / Axios / Al Jazeera / CNBC / PBS)

And it's worth knowing, Zoo

WHO has declared an Ebola global health emergency, and the Bundibugyo strain is currently without an approved vaccine. In the Congo, 336 cases appear to add 88 deaths and 2 cases were diagnosed in Kampala, Uganda ' s capital. This is a rare variant, and the existing Ebola vaccine is not covered. (Source: Fortune / WHO)

The Prime Minister of Korea warned of the possible use of emergency arbitration to stop Samsung's strike. Emergency arbitration can suspend the strike for 30 days, which, if activated, will be the first time in 21 years. Trade unions object that this would set a precedent for intervention in a lawful strike, to be repeated on Monday. (Source: Reuters)

Ukraine launched one of the largest drone attacks on Moscow. At least four people were killed, including three near Moscow, and debris landed at the largest Russian airport. Zelensky confirmed that it was "totally reasonable". (Source: Fortune)

TCP Capital under the Beled flag was investigated and valued by the US Department of Justice. The federal prosecutor in Manhattan requested information on the valuation of private credit funds, and the executive was questioned. (Source: Fortune)

US$ 17 billion a year for agricultural purchases. The most specific figures in the White House Summit Outcome List were reached until 2028. The Ministry of Commerce of China stated that it would reduce each other ' s tariffs in part without giving details. (Source: Fortune)