bosqui | Enterprise AI

#INVESTIGACIÓN Puente suprimió el comité de expertos de accidentes ferroviarios mes y medio después de la tragedia de Adamuz. Estaba formado por un grupo de técnicos sin alineación política que eran considerados molestos por miembros del Gobierno. eldebate.com/economia/202610…

The 2026 American Dynamism 50 is here: our annual list of 50 companies, from within the a16z portfolio and beyond, building for America's future. This year's theme is Production is Deterrence. "America's ability to prevent conflict depends on what it can build, how fast it can deliver, and how long it can keep going." A new generation of defense companies is moving from prototypes to full-scale production, and the industrial base has to keep pace. This year's list is organized around three pillars: 1. Systems: the drones, ships, missiles, aircraft, and spacecraft that deter conflict. 2. Factories: the plants, tools, and software that build them. 3. Inputs: the materials and power they're made of and run on. Get all three right, and the impact reaches well beyond defense, to skilled jobs, revitalized communities, and the supply chains behind energy, housing, and everyday goods. Meet all 50: a16z.news/p/ad-50-2026-produ…

Microsoft's Mustafa Suleyman reveals Larry Page told him at SpaceX that by the end of the century he’d be exploring the galaxies at the head of a von Neumann probe “Yeah, I remember in 2015 being in the canteen at SpaceX.” “And we had our first meeting of the Ethics and Safety Board. So when we sold DeepMind to Google, we made it a condition of our acquisition that we would have an Ethics and Safety Board with independent representation on the board." "One of those independent members, because Google had to agree, which was obviously Larry, Sergey, and David Drummond at the time. And then me, Demis, and Shane had to jointly agree who those three independents would be. And so we jointly picked Elon as one of them.” “No idea if that had an influence on the founding of OpenAI or not. But so then we had our morning session and we were sitting down for lunch and I was sitting next to Larry. You know, obviously he was suspicious of me as well because he was like, you know, you’re one of those speciesists.” “And he said, you know, I think that what you don’t understand, Mustafa, is that by the end of the century, I’m going to be exploring the galaxies at the head of a von Neumann probe, which means a von Neumann probe is a kind of self-propelling kind of robot that is able to gather energy from space as it’s careening through the light years.”

JPMorgan initiates $PLTR at Overweight with a $262 Dec. 2027 price target. Analyst Brian Essex says enterprises are shifting from figuring out how to deploy AI to demanding actual returns, and “Palantir is already delivering ROI.” He also sees accelerating demand for AI sovereignty, extending beyond data to intellectual property, business processes and security. JPMorgan calls the valuation reasonable given Palantir's 93% revenue growth and 62% adjusted operating margin last quarter. The bank also places $PLTR on Positive Catalyst Watch ahead of Nov. 2 earnings, seeing potential for a meaningful upside surprise.

BREAKING: Employers worldwide are pulling back on AI as they navigate a flood of errors and low-quality work that sap employee time, raise privacy and security risks, and drive up costs, per the Guardian.

Mark Cuban says the lack of AI adoption in organizations means the "trillionaire in the basement" entrepreneur is coming: "You have to be able to understand as a CEO and in the C-suite how all those things impact your company. Once you get a good grasp on that... you can just find new ways for things to happen that benefit your customers or create new opportunities." "And that's the brilliance of AI, right? AI is not smart. It's book smart maybe, but it's not street smart. It's not entrepreneur smart. You've got to have somebody there who guides it and helps it." "But until you have a C-suite that understands how it works, it's gonna be very difficult for that organization." "I literally sat with the head of a consumer food company... I'm like, 'Okay, well, let's do this. Let's take your number one product, your cookie, right? And I'm gonna ask ChatGPT to create a competitor...' And in about three minutes he was like, 'Oh, s**t.'" "There's no better time to be an entrepreneur than right now. There will be the trillionaire in the basement." @mcuban @eriktorenberg @julesyoo

Kind of wild how nobody is talking about this. Starting October 30, OpenAI is cutting ChatGPT Pro usage limits in HALF. - Codex + Work: cut 50% - GPT-6 Pro messages: cut 50% - Still the full $200/month.

OPENAI REPORTEDLY PLANS TO BUY GOOGLE AI CHIPS OpenAI plans to purchase AI chips from Google ($GOOGL), according to The Information, citing a person familiar with the matter. Financial terms and the size of the potential deal were not disclosed. Reuters has not independently verified the report.

New Anthropic research: How AI agents shape experts' judgment calls When experts delegate work to an agent, do they still make the key decisions? We tested this in a randomized trial with 50 professional data analysts.

Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars. His examples: 1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less 2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions 3. Expect pay-for-results pricing, or labor-like pricing by the hour 4. It's a new industry, so many models will be tried Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%. Full breakdown here: theaiopportunities.com/p/ant…