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Bottom line: The math behind AI subscriptions is starting to look uncomfortable. Flat monthly pricing helped fuel the rapid adoption of tools like ChatGPT and Claude, but new analysis suggests those fees may not come close to covering the actual cost of heavy use. As users push these systems harder and more demanding AI workflows take hold, the gap between revenue and compute costs is becoming difficult to ignore.
SemiAnalysis has calculated how big that gap really is. After testing subscription tiers from both OpenAI and Anthropic – running long-horizon coding and agentic tasks until weekly limits were exhausted – the firm found that the cost of theoretical maximum usage of these plans if priced at standard API rates far exceeds what users actually pay.
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Why AI hasn’t replaced software engineers, and won’t. Arvind Narayanan and Sayash Kappor take on the question of AI job losses through the lens of a profession that is uniquely suited to AI disruption – software engineering.
In this essay, we argue that there is enough evidence to reject the narrative that once AI capabilities reach a certain threshold, it will cause mass layoffs. Given that this is true even in a sector with very few regulatory barriers, most other professions are likely to be even more cushioned.
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Football managers spend countless hours analyzing corners, free kicks, and player positioning in search of tiny competitive advantages. Google DeepMind believes artificial intelligence can make that process significantly faster, and its latest project, TacticAI, is designed to do exactly that. TacticAI is a football-specific AI assistant capable of modeling player movement, forecasting future play dynamics, and even recommending tactical adjustments for corner kicks. One of its standout abilities is predicting player trajectories up to eight seconds into the future using only broadcast-style visual data.
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Scaling AI Safety Research for a Multi-Agent World
For the past decade, we’ve focused on making individual AI models more capable, helpful and safe. Today, Google DeepMind — together with Schmidt Sciences, the Cooperative AI Foundation, the Advanced Research and Invention Agency, and supported by Google.org — is announcing a new technical research funding call of up to $10M for researchers worldwide.
As AI technology scales, we’re entering a new era. Soon, millions of AI agents — built by different organizations — will interact across digital environments, communicating, negotiating and transacting with one another.
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Connecting the dots: Generative AI has been blamed for hundreds of thousands of layoffs over the past year, but evidence that companies moved too quickly to automate white-collar jobs is steadily mounting. Multiple recent studies suggest that many employers are refilling recently eliminated positions after overestimating AI’s productivity gains and cost savings.
In some studies, roughly a third of companies that attempted to replace workers with AI have either rehired some of them or expressed regret over the decision. The figures add to a growing body of evidence that the true cost of implementing generative AI is catching businesses off guard.
A late 2025 report from Forrester Research predicted that roughly half of AI-attributed layoffs would be quietly reversed. However, the so-called AI boomerang effect may not benefit all workers equally.
Graph from our story: 99% of executives expect AI to trigger layoffs within two years, survey finds. Source: Mercer.
While firms might quietly rehire experienced employees, those seeking entry-level jobs may still be out of luck. Forrester also predicted that most companies will use the opportunity to pivot to cheaper offshore labor.
Meanwhile, Gartner published research in February predicting that half of the businesses that eliminated customer service positions will rename and refill them by 2027. The forecast accompanied a separate October 2025 survey of 321 customer service and support leaders, which found that only 20% had actually reduced headcount while pivoting to AI – suggesting automation has largely augmented workers rather than replaced them.
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For months, the loudest voices in artificial intelligence—including OpenAI’s Sam Altman and Anthropic’s Dario Amodei—warned that entry-level white-collar jobs were headed for extinction. In recent weeks, both have walked back those statements.
And according to Cognizant CEO Ravi Kumar S., who oversees a workforce of more than 350,000 employees, the outcry wasn’t just a prediction gone wrong—it was fearmongering.
“There was a little bit of fearmongering from reading about the fact that there’s going to be a collapse of jobs,” Kumar said at Fortune’s COO Summit in Scottsdale, Arizona on Monday. “I think there will be more jobs.”
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Anthropic, which operates AI chatbot Claude, did not disclose the size or the terms of the offering.
Published On 1 Jun 20261 Jun 2026
Artificial intelligence giant Anthropic has confidentially filed for an initial public offering (IPO) in the United States, teeing up what could become a watershed moment for Wall Street’s AI frenzy.
The move, announced on Monday, sets up a high-stakes test of whether investor appetite for the AI revolution that has reshaped white-collar work around the world can match the sky-high expectations surrounding the booming sector.
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Expereo is a world-leading Managed Network as a Service provider that connects people, places, and things anywhere. Solutions include Global Internet, SD-WAN/SASE, and Enhanced Internet. With an extensive global reach, Expereo is the trusted partner of 60% of Fortune 500 companies. It powers enterprise and government sites in more than 190 countries, with the ability to connect to any location worldwide, working with over 2,300 partners to help customers improve productivity and empowering their networks and cloud services with the agility, flexibility, and value of the Internet, with optimal network performance.
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SAN FRANCISCO: Artificial intelligence company Anthropic said Thursday (May 28) it had raised US$65 billion in a new funding round that values the Claude maker at US$965 billion, more than its archrival OpenAI, the maker of ChatGPT.
The latest fundraising round confirms Anthropic’s place as one of the most significant players in AI, with the startup led by Dario Amodei having drawn fans for its coding powers and state-of-the-art models.
Anthropic’s rise came by doubling down on delivering generative AI to enterprise clients rather than general users, the path initially chosen by archrival OpenAI.
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OpenAI’s Sam Altman has said mass white-collar layoffs have not materialized, while Anthropic has warned of major disruption
The heads of two leading artificial intelligence companies have offered sharply different forecasts on whether the technology will trigger mass job losses. The split comes as as Meta, Microsoft, Amazon, and other tech giants continue large-scale layoffs tied to AI restructuring.
OpenAI CEO Sam Altman said on Tuesday that AI is unlikely to trigger a global “jobs apocalypse,” admitting that he had been wrong about how quickly the technology would eliminate white-collar jobs.
“I’m delighted to be wrong about this, I thought there would have been more impact on entry-level white-collar jobs being eliminated by now than has actually happened,” Altman told Commonwealth Bank of Australia CEO Matt Comyn.
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What began with GPUs has expanded into full-stack AI factories comprising accelerated compute, high-speed interconnects, liquid-cooled systems, inference software, autonomous agents, reference architectures and the ecosystem needed to build and operate them at scale.
Full-stack AI factories are part of the broader ecosystem that NVIDIA is helping define and build. NVIDIA closely collaborates with global system partners such as Cisco, Dell, HPE, Lenovo and Supermicro to bring AI infrastructure to enterprise data centers. NVIDIA also relies on a curated ecosystem of AI software partners to build AI solutions for each enterprise’s use cases. This ecosystem supports a choice of models, across proprietary and open options.
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Chinese AI startup DeepSeek just made one of the boldest pricing moves in the artificial intelligence race so far. The company announced it is permanently slashing the cost of its flagship V4-Pro AI model by 75%, bringing prices down to just a fraction of what developers were paying only weeks ago. AI companies worldwide have been facing two major problems: high infrastructure costs and limited access to high-end AI chips. So when a company suddenly cuts prices this aggressively — and permanently — it usually signals something important is changing behind the scenes.
DeepSeek says usage costs for V4-Pro now range from 0.025 to 6 yuan per million tokens, depending on workload type, down sharply from the previous pricing range of 0.1 to 24 yuan per million tokens. For developers building AI apps, agents, and services, that kind of drop could significantly lower operating costs.
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Microsoft AI chief executive Mustafa Suleyman is warning that artificial intelligence could soon replace large portions of the white-collar workforce, predicting that AI systems will reach human-level performance across most professional tasks within the next 18 months.
The comments mark one of the clearest timelines yet from a major tech executive about how quickly AI could disrupt office-based professions, including law, accounting, marketing, and project management.
Speaking with the Financial Times, Suleyman said that most work involving “sitting down at a computer” is now vulnerable to automation as AI capabilities rapidly advance.
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OpenAI CEO Sam Altman said on Tuesday the rapid development and adoption of AI would not lead to a global “jobs apocalypse” and the technology had not claimed as many white-collar jobs as he had feared.
Speaking virtually at a Commonwealth Bank of Australia (CBA) conference in Sydney, Altman said he was initially concerned about the impact AI would have on global employment levels.
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A new working paper by Philip Moreira Tomei and Bouke Klein Teeselink, posted to arXiv in early May, makes claims that, if correct, should reorient the workforce policy conversation. In short, the authors argue that the AI exposure indices that have shaped most current thinking are looking at an incomplete subset of digital work. They identify which jobs and tasks current language models can already accelerate but they miss the jobs with features that make them amenable to automation later.
Tomei and Klein Teeselink build a new index that scores all 17,951 task statements in the federal O*NET database. The authors propose a measure what they call “reinforcement learning feasibility” which asks whether a task has the structural features (e.g., verifiable outcomes, use environments amenable to simulation, discrete decision/feedback loops) that allow AI systems to be trained on it through the post-training methods that are becoming the main drivers of AI capability. They then compare their index to the most-cited existing measure, from Eloundou and colleagues, which looks at whether tasks can be automated with current technology.
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Researchers said workers in these jobs may face greater challenges adapting to AI-related workplace changes due to lower access to resources and reduced flexibility in transitioning to other roles. The report also looked at sectors where women are more heavily represented but less likely to face full automation, including nursing, childcare, and home health care, in addition to others.
While these jobs typically require direct human interaction and physical presence, the study said AI could still affect workers in those fields through monitoring and workplace management systems: “These management systems, sometimes described as bossware, can be difficult for workers to understand or challenge, and may worsen job quality even where jobs are not eliminated,” the report said.
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Anthropic (ANTH.PVT) is expanding its presence in the legal software market as it continues to grow its enterprise footprint.
The latest offerings include integration with platforms law firms already use, such as Box (BOX) and Thomson Reuters (TRI), plugins designed for specific tasks and roles such as corporate counsel, regulatory counsel, and law students, and integration with Microsoft (MSFT) 365.
The launch comes just a week after Anthropic debuted its Claude for Financial Services, which includes 10 customizable AI agents for financial users, the ability to use Claude’s financial capabilities across Microsoft 365, and the option to connect Claude to more applications.
It also comes as the software industry continues to deal with the fallout from the initial debut of Anthropic’s Claude Cowork, which has hammered software stocks over fears that the AI startup will steal market share from existing enterprise platforms.
Anthropic’s new legal products could further raise concerns about the future of legacy enterprise services.
The company’s latest products feature 20 model context protocol (MCP) connectors, which allow Claude to connect to existing pools of data and tools in apps. That includes the ability to use Claude with programs such as DocuSign (DOCU), Ironclad, Datasite, and other legal software.
Top U.S. officials, including Scott Bessent, the Secretary of the Treasury, met to discuss the growing threat Anthropic now poses on the U.S. banking industry. The threat comes from the announcement that Anthropic’s next model can beat humans in exploiting software security vulnerabilities.
AI is quietly denying more insurance claims Digital Journal
from news.google.com
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Anthropic on Wednesday said it had reached a deal to tap the computing resources of Elon Musk’s SpaceX, marking a détente with its one-time critic and a boost for both companies in the high-stakes artificial intelligence race.
Under the agreement, Anthropic will use the full computing power of SpaceX’s Colossus 1 facility in Memphis, Tenn., which houses more than 220,000 Nvidia processors and will give the Claude chatbot maker 300 megawatts of new capacity within a month.
The deal gives the IPO-bound SpaceX a marquee customer as it looks to sell investors on its AI ambitions, while helping Anthropic ease capacity constraints following a surge in demand for products such as its AI coding tool, Claude Code.
The announcement came as Anthropic held a developer day in San Francisco on Wednesday, where it unveiled a new Claude AI feature called “dreaming,” meant to help its AI systems learn by reviewing work between sessions, spotting patterns and updating files that store user preferences and other context.