Markets Weigh AI Slowdown & Guardrails: Marc Franklin
THE SO WHAT
The pullback Franklin describes is about regulatory tempo, not a broken AI growth thesis—capital is repricing time-to-monetize, not abandoning the theme. Operators should treat this as a window to secure talent and infra on slightly less frothy terms while keeping one eye on how fast guardrails harden in your jurisdictions.
READ THE SOURCE
MORE FROM THE WIRE
Tech & Innovation'No old code exists': Tomb Raider: Legacy of Atlantis experience director confirms the 'reimagining' had to be built totally from the ground up on Unreal Engine 5 — but this meant Crystal Dynamics could add more tech upgrades
Throwing away the old engine to rebuild Tomb Raider on Unreal 5 is a bet that tooling, talent availability, and visual expectations now outweigh legacy code leverage. If you’re still clinging to a custom stack for a consumer experience, recheck whether engine lock-in is costing you hiring velocity and feature parity.
Tech & InnovationAI CEOs Predictably Suck Up to Trump Amid ‘AI Pause’ Debate
AI governance is drifting into retail politics—when OpenAI and Nvidia CEOs are courting Trump directly, regulatory risk becomes election-cycle risk. Operators should scenario-plan AI policy like tax or trade policy: model outcomes under different administrations rather than assuming a steady regulatory trajectory.
Tech & InnovationTrump, China Push Back on Calls to Slow AI
With Trump calling AI risk a “hoax” and China rejecting slowdown calls, a coordinated global cap on frontier development looks unlikely—pace will be set by the most aggressive jurisdictions. If your strategy assumed a regulatory breather, revise timelines and capacity plans toward continued acceleration and rising competitive pressure.
Tech & InnovationJensen Huang took a call from Trump, and showed off something else, too
The more attention goes to which phone Jensen uses on stage, the clearer it is that AI hardware is becoming a consumer-status object, not just a data center story. If you ship devices, assume buyers will increasingly ask: “What AI silicon is inside and what does it unlock for me?”