AI Essay Sparks Software Sell-Off

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-fold phone might be, you probably want to wait for later iterations of the form factor.

• Software Stocks Are Having Another Ugly Day (WSJ)
• Anthropic Accuses Chinese Companies of Siphoning Data From Claude (WSJ)
• Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion (WSJ)
• Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 (Reuters)
• Putting Samsung’s $2,899 TriFold To the Test as a Phone, Tablet and Laptop (Bloomberg)

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