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The Diller-Altman Trust Dynamic Billionaire media mogul Barry Diller doesn’t think OpenAI CEO Sam Altman is untrustworthy, despite recent reporting to the contrary. Onstage at The Wall Street Journal’s “Future of Everything” conference this week, Diller vouched for the AI exec, who has been accused by some former colleagues and board members of being manipulative and deceptive at times. The AGI Conundrum Diller, who is friendly with Altman, was responding to a question about whether or not people should put their faith in Altman to ensure that artificial intelligence benefits humanity. In particular, he was asked about the theoretical form of AI known as artificial general intelligence, or AGI, which could one day outperform humans on any task. The Limits of Trust in AI Development The media exec, a co-founder of Fox Broadcasting and chairman of IAC and Expedia Group, said that while he believes Altman is sincere in his pursuits, that’s not really the area of concern people should be focused on. Rather, it’s the unknown consequences that will result from AI. “One of the big issues with AI is it goes way beyond trust,” Diller said. “It may be that trust is irrelevant because the things that are happening are a surprise to the people who are making those things happen.” The Unknowns of AI Progress Diller added that the development of AI is a journey into the unknown, with even those creating it unsure of the outcomes. He emphasized that progress in AI is inevitable and that the focus should be on preparing for its consequences. “We have embarked on something that is going to change almost everything. It is not under-reported. Now, whether these huge investments are going to come through — I couldn’t care less. I’m not invested in it, but progress is going to be made,” The Need for Guardrails Diller also highlighted the importance of establishing guardrails for AI development to prevent unforeseen negative consequences. He warned that if humans don’t think about guardrails, then the alternative is that “another force, an AGI force, will do it themselves. And once that happens, once you unleash that, there’s no going back.”

The Unexpected Partnership On Wednesday, xAI and Anthropic announced a surprise partnership that has the Claude-maker buying out "all of the compute capacity at [xAI's] Colossus 1 data center," roughly 300MW that allowed Anthropic to immediately raise its usage limits. It's a huge deal for xAI, likely worth billions of dollars. More importantly, it immediately monetized one of the company's most impressive accomplishments, turning xAI from a consumer to a provider of compute. The Strategic Implications It's tempting to see the arrangement as a shot at OpenAI amid the ongoing lawsuit. But Musk's explanation on X was that xAI had already moved training to a newer data center, Colossus 2, and xAI simply didn't need them both. In the short term, there's an obvious logic at work. xAI's existing products are mostly focused on Grok, which has seen plummeting usage since the image generation debacles earlier this year. The Financial Impact xAI's partnership with Anthropic is likely worth billions of dollars. xAI was valued at $230 billion in its January funding round. CoreWeave, which oversees a comparable quantity of computing power, is worth less than a third of that. The Industry Context But beyond the short-term benefit, the Anthropic partnership sends an unusual message about where Elon Musk's priorities really lie. It suggests the company's real business may be more about building data centers than training AI models. It's rare to see a major tech company treat compute resources this way when companies like Google and Meta, which are also training models, are building more data centers. The Future Outlook By focusing on data centers (earthbound and otherwise), xAI is positioning itself more like a neocloud business: buying GPUs from Nvidia and renting them out to model developers like Anthropic. It's a far more difficult business, squeezed by both chip suppliers and the shifting cycles of demand. Musk's version of a neocloud is more ambitious, as you might expect. Some of the data centers might be in space — at least by 2035, if things go according to plan.

The Lead-Up to Elon Musk's Departure from OpenAI In late August 2017, key figures at OpenAI gathered to discuss creating a for-profit subsidiary to commercialize its technology and raise funds needed to realize Artificial General Intelligence (AGI). Elon Musk demanded full control of the company, but his co-founders, Greg Brockman and Sam Altman, proposed equal shares. The Heated Meeting That Changed Everything During a tense meeting, Musk became angry and upset when told the others would not accede to his demand for control. He stormed out of the room, grabbed a painting of a Tesla, and asked Brockman and Ilya Sutskever when they would be departing OpenAI. Musk stopped his regular donations to OpenAI's operating budget, and within six months, he would leave the board. The Data Analysis: Financial Impact of OpenAI's Growth OpenAI's growth was fueled by investments from Microsoft, including a $1 billion investment in 2019 and a further $13 billion over the next four years. This led to a significant increase in the company's valuation, with Brockman's current stake worth almost $30 billion. The Impact Analysis: Power Struggle and Its Consequences The power struggle between Musk and his co-founders had significant consequences for OpenAI. Musk's departure led to a change in the company's direction, with a greater focus on commercialization and fundraising. This ultimately fueled Musk's suspicions that Altman and Brockman had taken advantage of him, leading to a lawsuit in 2024. The Prediction: What's Next for OpenAI and Elon Musk The trial between Musk and OpenAI is expected to continue, with both sides presenting their cases. The outcome will likely have significant implications for the future of AI development and the relationships between key players in the industry.

DeepSeek’s Funding Surge: From $20B to $45B in Weeks DeepSeek, the Chinese AI lab known for a cost‑efficient large language model, is in talks to raise its first venture‑capital round that could push its valuation to $45 billion, up from $20 billion just weeks earlier. First Venture Capital Round Targets Chinese AI Champion The round will be led by the state investment vehicle China Integrated Circuit Industry Investment Fund. Potential co‑investors include cloud giants Tencent and Alibaba. Founder Liang Wenfeng, who owns nearly 90% of the company, is seeking capital to retain talent amid competitor poaching. Valuation Leap and Investor Line‑up: Numbers at a Glance Previous valuation: $20 billion Target valuation: $45 billion Founder ownership: ~90% Key investors: China Integrated Circuit Industry Investment Fund, Tencent, Alibaba Model advantage: runs on Huawei chips, lower compute cost Strategic Implications for China’s AI Independence The funding aligns with Beijing’s goal to develop home‑grown AI hardware and software, reducing reliance on U.S. chips. By optimizing models for Huawei silicon, DeepSeek offers a domestic alternative to OpenAI and Anthropic, potentially accelerating China’s AI ecosystem. What the Next Funding Milestone Could Mean for Global AI Competition If the round closes at the projected valuation, DeepSeek could attract further private and state capital, scale its model offerings, and challenge Western AI leaders on both performance and cost. Analysts expect increased pressure on U.S. firms to secure supply chains and consider strategic partnerships in Asia.

SAP announced a €1 billion investment over four years in Prior Labs, an 18‑month‑old German AI startup, to launch a specialized AI lab for structured data. The deal, pending regulatory approval, underscores SAP’s strategy to build AI capabilities tailored to tables and databases that power its core enterprise software. SAP's €1 billion commitment to Prior Labs creates a dedicated AI lab for structured data The acquisition will integrate Prior Labs’ tabular foundation models (TFMs) into SAP’s product stack, including SAP Business Data Cloud and the beta Joule Agents platform. SAP plans to keep the open‑source versions of Prior Labs’ models, ensuring research velocity while providing a direct path to productization. Acquisition announced: 2026‑05‑05 Investment horizon: four years (€1 billion / $1.16 billion) Founders receiving cash: over $500 million upfront Prior Labs founded: 18 months ago in Freiburg, Germany Financial scale of the deal and prior funding milestones The exact purchase price was not disclosed, but sources describe the transaction as “almost all cash.” Prior Labs previously raised $9.3 million in a pre‑seed round led by Balderton Capital. By comparison, rival German AI firms have secured far larger rounds, such as Fundamental with a $255 million Series A. Prior Labs model downloads: 3 million+ (open‑source TabPFN series) SAP’s prior AI investments: Anthropic, Aleph Alpha, Cohere Potential cash outlay for founders: > $500 million Strategic implications for SAP and the enterprise AI landscape By focusing on TFMs, SAP aims to fill the gap between large language models and the structured data that underpins ERP, finance, HR, and procurement systems. The move also signals a defensive posture: SAP’s API policy now prohibits unauthorized AI agents, allowing only “SAP‑endorsed architectures” such as its own Joule Agents and Nvidia’s Agent Toolkit (enabling the upcoming NemoClaw agents). Creates a European‑based, open‑source AI frontier for structured data Strengthens SAP’s control over ecosystem agents, contrasting with Salesforce’s more permissive approach Aligns with Nvidia’s enterprise‑grade agent toolkit, enhancing security and compliance What the next 12‑18 months could look like for SAP’s AI roadmap Analysts expect SAP to roll out TFM‑powered features across its core modules by late 2027, leveraging the SAP AI Core and SAP Business Data Cloud. The partnership with Nvidia suggests accelerated deployment of NemoClaw agents, while the strict API policy may limit third‑party innovation unless explicitly endorsed. If the lab delivers on its promise, SAP could regain investor confidence and stabilize its stock, which has been volatile amid the so‑called “SaaSpocalypse.”

The Funding Boost Sierra, an AI startup founded by Bret Taylor, has secured a $950 million funding round led by Tiger Global and GV. This investment pushes the company's post-money valuation above $15 billion, giving Sierra over $1 billion to further develop its AI-powered customer experience platform. The Rapid Growth Trajectory Sierra has experienced rapid growth, expanding from four design partners a couple of years ago to over 40% of the Fortune 50 as customers. The company's platform handles billions of interactions across various sectors, including mortgage refinancing, insurance claims processing, and nonprofit fundraising. The Financial Momentum Sierra hit $100 million in annual recurring revenue (ARR) in late November. The company reached $150 million in ARR in early February. The Enterprise AI Landscape The funding reflects the urgency enterprises feel about deploying AI and the costs associated with it. Bret Taylor, who also serves as chairman of OpenAI and was formerly co-CEO of Salesforce, believes that the best-case outcome for agentic AI is lower costs and higher revenue for clients. The Future of AI-Powered Platforms Sierra is expanding its platform capabilities beyond customer-facing agents with the launch of Ghostwriter, an 'agent as a service' tool that autonomously creates and deploys specialized agents. This move aligns with Taylor's thesis that the future of enterprise software is one where people never need to navigate complex systems. The Prediction With this significant funding and rapid growth, Sierra is poised to become a leading player in the enterprise AI market, setting a new standard for AI-powered customer experiences and potentially transforming how businesses interact with their customers and manage internal processes.

Amazon Unveils 'Amazon Supply Chain Services' to Compete with Legacy Giants Amazon is aggressively expanding its logistics dominance by opening its global network to third-party businesses. The launch of Amazon Supply Chain Services marks a significant shift from an internal operational tool to a standalone B2B platform, directly challenging legacy shipping giants like UPS and FedEx. Transforming Internal Infrastructure into a Global B2B Platform The new service allows businesses of all sizes to access Amazon's freight, distribution, fulfillment, and parcel shipping capabilities. Unlike previous tools reserved for third-party sellers, this offering is designed for broader enterprise adoption, specifically targeting sectors such as healthcare, automotive, manufacturing, and retail. Strategic Client Acquisition: Major Enterprise Sign-ups To validate the service's potential, Amazon has secured high-profile partnerships. Major corporations including Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters have already committed to the platform. This move signals a strong demand for Amazon's logistics intelligence and scale outside of the e-commerce retail space. The 'AWS Model' for Physical Logistics The launch represents a direct threat to the traditional logistics industry. By adopting the 'infrastructure-as-a-service' model pioneered by Amazon Web Services, Amazon is commoditizing its logistics network. This allows businesses to outsource complex supply chain management to Amazon, much like they outsource computing to AWS, effectively turning Amazon into a utility provider for global trade. A New Era of Logistics Consolidation We can expect a wave of consolidation in the logistics sector as more enterprises migrate to Amazon's integrated ecosystem. As Amazon continues to lower costs through its massive scale, it will likely force UPS and FedEx to innovate or risk losing their largest corporate clients to Amazon's all-encompassing fulfillment network.

McLaren's Miami ResurgenceLando Norris delivered a masterclass at the Miami Grand Prix, securing a commanding victory in the sprint race that saw his McLaren team lock out the top two positions. The result marked a significant shift in the early-season narrative, as Norris and teammate Oscar Piastri executed a flawless strategy to finish 1-2, denying Mercedes a win for the first time this season.Championship Standings ShiftDespite the penalty, rookie Kimi Antonelli maintains a narrow lead over George Russell by seven points in the world championship. Norris, the defending champion, claimed his first win of the year, extending his streak of sprint victories in Miami. The 19-lap dash was a staid affair, but Norris's calm control out front opened a two-second gap to Piastri by lap six.Mercedes' Update Drought ExposedMcLaren's Upgrade Success: The British team brought major upgrades and exceeded expectations, outperforming both Mercedes and Ferrari.Mercedes' Struggle: The Silver Arrows arrived without substantial developments and could only manage fourth and sixth place.Ferrari's Pace: Charles Leclerc secured third, suggesting the Scuderia has also made significant strides since the mid-season break.McLaren's Title Aspirations RebornThe result represents a remarkable turnaround for McLaren, who were off the pace in the opening races. With their form now clearly ahead of schedule, the team is right back in the title fight. If they can replicate this pace in qualifying and the main race, both Norris and Piastri must be considered serious contenders for the championship trophy.

The Historic Return of the Irritator SkullGermany and Brazil announced a joint declaration this month that the Stuttgart State Museum of Natural History will hand over the Irritator challengeri skull to Brazil, a landmark step in global fossil restitution.Background: Discovery and Contested OwnershipThe skull was purchased by the Stuttgart museum in 1991. Paleontologists identified it in 1996 as the most complete spinosaurid skull ever found, naming the genus Irritator after the frustration of discovering a tampered snout.Brazilian law enacted in 1942 declares all fossils found in the country state property, and since 1990 permits export only with a government licence and a partnership with a Brazilian scientific institution. The exact date of the fossil’s excavation and export remains unknown, fueling legal uncertainty.Legal Framework and International Pressure263 experts signed an open letter demanding repatriation.More than 34,000 members of the public added their signatures to an online petition.Previous successful returns, such as the Ubirajara specimen in 2023, set precedent for the current case.Legal researcher Paul Stewens of Maastricht University highlighted the case as an example of neo‑colonial research practices, arguing that fossils should remain part of their country of origin’s heritage.Implications for Global Fossil RestitutionScientists like Prof. Aline Ghilardi view the hand‑over as a “major achievement” that could reshape museum‑research relationships worldwide. The move is seen as a step toward more ethical, collaborative science that respects local laws and cultural identity.Critics note the declaration’s wording—“handed over” rather than “repatriated”—as a missed opportunity to explicitly frame the action as restitution.Future Outlook: Cooperation and Repatriation TrendsWhile experts caution that the return of Irritator may not trigger a flood of fossil returns, they stress that the diplomatic cooperation between Germany and Brazil could pave the way for joint research programmes and more transparent export processes.Continued dialogue may lead to non‑zero‑sum solutions, allowing museums to retain scientific access while ensuring source countries benefit from their natural heritage.