Good Morning. I forgot to post this here yesterday...
1) Google DeepMind CEO warns AI investment looks “bubble-like”
Demis Hassabis said at Davos that many multibillion-dollar AI startup rounds feel speculative and may be overvalued. He contrasted this with Google’s own steady research focus and said the AI field needs responsible pacing.
Why it matters: Major industry leaders are openly cautioning about where investment is flowing, which could reshape funding and focus in 2026.
2) OpenAI CEO Sam Altman plans visit to India for major AI summit
Sam Altman is expected to go to India in mid-February for the India AI Impact Summit, where top global AI leaders will discuss cooperation and innovation.
Why it matters: OpenAI is pushing global partnerships and positioning itself at the center of international AI strategy.
3) Apple drops OpenAI, partners with Google for iPhone AI
Apple has ended its main partnership with OpenAI and is now using Google’s Gemini models for its Apple Intelligence platform and Siri.
Why it matters: Big platform shifts like this change who controls what users see on their phones and shape long-term competition.
4) Senator Ed Markey questions OpenAI about deceptive ads
Sen. Markey sent letters to OpenAI and others to demand clarity on how ads will work in AI chatbots and how consumer protections will be enforced.
Why it matters: U.S. policy makers are now actively challenging how AI companies make money and protect users.
5) AI firms including OpenAI and Google are in Trump’s “Genesis Mission”
A U.S. federal initiative called the Genesis Mission has more than two dozen AI firms participating to accelerate AI in scientific and energy research.
Why it matters: This signals deep government-industry cooperation on AI, similar to historic government technology projects.
6) OpenAI critics say the company may struggle against competition
One industry analysis says Anthropic could outgrow OpenAI if it IPOs first and expands popular tools like Claude Code, while OpenAI burns cash on big infrastructure investments.
Why it matters: Competitive positioning and growth strategies are major forces shaping the industry.