BlackRock’s Li Says AI Overweight Intact Despite Higher Risks
THE SO WHAT
When BlackRock stays overweight AI despite higher rates and competition, it reinforces AI as a macro allocation theme rather than a niche tech bet. Operators should plan on capital remaining available for credible AI stories — but also on investors scrutinizing durability of moats and cash paths much harder than in 2023.
READ THE SOURCE
MORE FROM THE WIRE
Applied AITelemetry in AI and why it may be a ticking bomb for CTOs and CFOs
Runaway telemetry on AI systems is turning into an unbudgeted tax on both infra and governance. If you’re scaling agents or LLM apps, you need a telemetry retention and sampling policy this quarter or your observability bill and data risk surface will quietly explode together.
Applied AISources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open source AI
Washington leaning toward boosting US model competitiveness rather than aggressively constraining open source means policy risk shifts from bans to industrial policy. If you’re betting on open models, the near-term risk is procurement preference and subsidies for US incumbents—not outright prohibition.
Applied AIHow governance gaps are creating a shadow AI risk for finance leaders
Shadow AI isn’t just rogue tools—it’s ungoverned models quietly driving financial decisions with no audit trail. CFOs need a live inventory of AI-involved workflows and a minimum standard for approvals and logging before productivity pilots harden into invisible control failures.
Applied AIApple Finally Gets into the Chatbot Race with Siri AI
A pre-installed Siri AI on every Apple device turns the assistant layer into default distribution, not an app you choose. If you’re building AI copilots, treat Apple’s surfaces as both a potential channel and a gatekeeper—your differentiation has to live in domain depth and integration, not generic chat.