AI’s Next Challenge: Take the CEO’s Job - WSJ

kept by eddie dec 08, 25

Big-tech CEOs Pichai and Altman argue AI could soon handle executive roles, with Altman envisioning an AI-led OpenAI.

Google CEO Sundar Pichai’s plan to make Gemini the only AI that matters
Google CEO Sundar Pichai details the company's turnaround from being blindsided by ChatGPT to achieving AI leadership with Gemini 3, powered by massive infrastructure spending and internal reorganization.
also on Sundar Pichai, Alphabet, #ai-integration, OpenAI, #business-strategy, #ai
ChatGPT failed to kill Google Search - Sherwood News
Alphabet's Google Search revenue accelerated to 19% growth as AI features drove increased user engagement, proving its built-in user base and capital spending advantage over OpenAI.
also on Sundar Pichai, Alphabet, OpenAI, #business-strategy
For Palantir, AI Is a Product, a Punching Bag—and a Problem - WSJ
Palantir CEO Alex Karp derides AI outputs as 'slop,' but the company risks being replaced by AI models even as it benefits from AI adoption.
also on Alphabet, #ai-integration, OpenAI, #business-strategy, #ai
DSHR's Blog: Mind The GAAP Again
Hyperscalers and pure-play AI companies face a severe accounting mismatch between straight-line depreciation of GPUs and their rapidly declining value, potentially hiding hundreds of billions in future charges.
also on Alphabet, OpenAI, #business-strategy, #ai
forbes.com
Sam Altman's leadership of OpenAI and his aggressive bets on AI infrastructure and products position him as a transformative but controversial figure in technology.
also on Sam Altman, #leadership, OpenAI, #business-strategy, #ai