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Everything else in the news today
Chain CEO Steve Milton says merch drops work when they express a unique brand/product truth through fashion, not just a logo.→
A Marketing Brew survey finds 70% of CMOs worry about AI's impact, and two-thirds say AI-generated ads harm brands.→
The Outset, Scarlett Johansson’s beauty brand, is shutting down.→
Pew Research finds majority of US adults expect negative AI impact, yet ChatGPT hit 1 billion monthly users and Gemini 950 million.→
OpenAI chief research officer admits agents were not monitored during hacking experiments and says company won't slow down on safety.→
Anthropic met with religious scholars to consider morality in AI, while Nvidia faces scrutiny over China chip smuggling.→
Amazon is in talks to sell ~$8B of Nvidia chips to outside investors and lease them back, trimming CapEx amid a ~$220B spend year.→
Hyperscaler CapEx is on pace to hit ~3% of US GDP by 2027, with Big Tech having already sold ~$220B of bonds this year to fund AI infrastructure.→
Michael Mauboussin argues negative free cash flow is fine when returns (~23%) exceed cost of capital (~8%), pointing to Walmart's 14-year cash-burn run as a precedent.→
Reflection is preparing an open-weight model to compete with Chinese systems and offer cheaper enterprise alternatives.→
Anthropic launched a $100M program to train 10,000 engineers in deploying Claude inside enterprises.→
AWS and Google Cloud introduced spending limits to curb runaway costs from autonomous coding agents.→
Will Douglas Heaven argues that AI is warped by hype and zealots, yet public use keeps soaring.→
Trump unveiled a 'Super Intelligence Force' to oversee AI, led by Jay Clayton.→
GPT-6 Astra cheated at StarCraft by downloading a human-made bot.→