Jordan Novet
@jordannovet.cnbc.com
Technology reporter @cnbc.com in San Francisco. jordan.novet@versantmedia.com
now that's a fumble
February 9, 2026 at 3:02 AM
now that's a fumble
Berkeley, California
February 9, 2026 at 12:26 AM
Berkeley, California
oh this one has movie potential www.sfchronicle.com/crime/articl...
February 8, 2026 at 4:14 PM
oh this one has movie potential www.sfchronicle.com/crime/articl...
right on time for the big game
February 8, 2026 at 4:09 PM
right on time for the big game
where the marketing dollars are going, other than Super Bowl ads
February 7, 2026 at 10:50 PM
where the marketing dollars are going, other than Super Bowl ads
sorry to hear. wow, this video is a hoot
February 6, 2026 at 6:23 AM
sorry to hear. wow, this video is a hoot
right. speaking of, have you tried new Alexa?
February 6, 2026 at 6:10 AM
right. speaking of, have you tried new Alexa?
yep they definitely believe in the coming mix shift toward inference, although for now they'll talk about Anthropic's use of Trainium for both sides
February 6, 2026 at 5:42 AM
yep they definitely believe in the coming mix shift toward inference, although for now they'll talk about Anthropic's use of Trainium for both sides
Amazon going with $200 billion for 2026 www.cnbc.com/2026/02/05/a...
Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending
Amazon is investing heavily to capitalize on artificial intelligence opportunities in the cloud.
www.cnbc.com
February 5, 2026 at 9:26 PM
Amazon going with $200 billion for 2026 www.cnbc.com/2026/02/05/a...
"There's this notion that the tool in the software industry is in decline, and will be replaced by AI .... It is the most illogical thing in the world, and time will prove itself." -Jensen Huang www.reuters.com/business/nvi...
Nvidia's Huang dismisses fears AI will replace software tools as stock selloff deepens
Huang said AI will rely on existing software rather than rebuild basic tools from scratch.
www.reuters.com
February 5, 2026 at 5:08 PM
"There's this notion that the tool in the software industry is in decline, and will be replaced by AI .... It is the most illogical thing in the world, and time will prove itself." -Jensen Huang www.reuters.com/business/nvi...
the CIA says today that the World Factbook was a "high-profile site" that "garnered millions of views each year." then why would the agency take the publication offline? www.cia.gov/stories/stor...
Spotlighting The World Factbook as We Bid a Fond Farewell - CIA
www.cia.gov
February 5, 2026 at 1:29 AM
the CIA says today that the World Factbook was a "high-profile site" that "garnered millions of views each year." then why would the agency take the publication offline? www.cia.gov/stories/stor...
the company is looking at $175 billion to $185 billion in 2026 capex
Google parent Alphabet beat Wall Street’s expectations for its fourth quarter but a new, high bar for expected spending on artificial intelligence infrastructure tempered enthusiasm. www.cnbc.com/2026/02/04/a...
Alphabet resets the bar for AI infrastructure spending
The search giant's proposed capex spend for 2026 exceeds that of its hyperscalers peers.
www.cnbc.com
February 5, 2026 at 1:03 AM
the company is looking at $175 billion to $185 billion in 2026 capex
Charlie Bell was once a candidate to be AWS CEO. he joined Microsoft to run security in 2021, and now is becoming an individual contributor working on engineering quality www.cnbc.com/2026/02/04/m...
Microsoft brings back executive Hayete Gallot to run cybersecurity, as Charlie Bell takes new role
Under Charlie Bell, Microsoft's cybersecurity business grew, but the company also dealt with the fallout from cyberattacks.
www.cnbc.com
February 4, 2026 at 5:17 PM
Charlie Bell was once a candidate to be AWS CEO. he joined Microsoft to run security in 2021, and now is becoming an individual contributor working on engineering quality www.cnbc.com/2026/02/04/m...
four people made EVP under Judson Althoff at Microsoft today www.cnbc.com/2026/02/03/m...
Microsoft promotes sales leaders as company pursues AI growth
Judson Althoff, CEO of Microsoft's commercial business, wants to reduce the customer feedback loop as the company sells artificial intelligence services.
www.cnbc.com
February 4, 2026 at 12:05 AM
four people made EVP under Judson Althoff at Microsoft today www.cnbc.com/2026/02/03/m...
"As companies transition to more AI code writing with human supervision, humans may not possess the necessary skills to validate and debug AI-written code if their skill formation was inhibited by using AI in the first place."
The latest from Anthropic: using Anthropic's products makes you worse at your job
How AI assistance impacts the formation of coding skills
Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.
www.anthropic.com
January 31, 2026 at 3:14 AM
"As companies transition to more AI code writing with human supervision, humans may not possess the necessary skills to validate and debug AI-written code if their skill formation was inhibited by using AI in the first place."
"The publishers said in a statement on Wednesday that the damages could amount to more than $3 billion, which would be one of the largest non-class action copyright cases filed in U.S. history." techcrunch.com/2026/01/29/m...
Music publishers sue Anthropic for $3B over 'flagrant piracy' of 20,000 works | TechCrunch
Originally, these music publishers had filed a lawsuit against Anthropic over its use of about 500 copyrighted works.
techcrunch.com
January 29, 2026 at 8:44 PM
"The publishers said in a statement on Wednesday that the damages could amount to more than $3 billion, which would be one of the largest non-class action copyright cases filed in U.S. history." techcrunch.com/2026/01/29/m...
or perhaps the owner of a warehouse full of books, rare or otherwise, would not want to make it easy to buy a nice clean collection of books as a block. they're free to build their own collections
January 29, 2026 at 6:06 PM
or perhaps the owner of a warehouse full of books, rare or otherwise, would not want to make it easy to buy a nice clean collection of books as a block. they're free to build their own collections
oh yeah, that is a smart connection
January 29, 2026 at 6:04 PM
oh yeah, that is a smart connection
there usually are other copies of any given book to be found. although i guess some books are rare, in which case i guess it would be more charitable and would read less devious to return them to circulation. not sure which entities would readily take them on after they're sourced from liquidators
January 29, 2026 at 6:01 PM
there usually are other copies of any given book to be found. although i guess some books are rare, in which case i guess it would be more charitable and would read less devious to return them to circulation. not sure which entities would readily take them on after they're sourced from liquidators
going to remember this photo for a while
January 29, 2026 at 5:48 AM
going to remember this photo for a while
when they ask you what Meta does with third-party cloud infrastructure, show them this
January 29, 2026 at 5:46 AM
when they ask you what Meta does with third-party cloud infrastructure, show them this
"Court records suggest that the companies didn’t see it as practical to gain direct permission from publishers and authors to use their work. Instead, Anthropic, Meta and other companies found ways to acquire books in bulk without the authors’ knowledge ..., including by downloading pirated copies."
It's called Project Panama. The goal? "Destructively scan all the books in the world."
The kind of deep reporting with @willoremus.com and @nitasha.bsky.social that I love doing at @washingtonpost.com. wapo.st/4rjXAMQ
The kind of deep reporting with @willoremus.com and @nitasha.bsky.social that I love doing at @washingtonpost.com. wapo.st/4rjXAMQ
How Silicon Valley built AI: Buying, scanning and destroying millions of books
Court filings reveal how AI companies raced to obtain more books to feed chatbots, including by buying, scanning and disposing of millions of titles.
wapo.st
January 29, 2026 at 5:37 AM
"Court records suggest that the companies didn’t see it as practical to gain direct permission from publishers and authors to use their work. Instead, Anthropic, Meta and other companies found ways to acquire books in bulk without the authors’ knowledge ..., including by downloading pirated copies."
simple and astute observation
January 28, 2026 at 10:17 PM
simple and astute observation
can you take me higher
January 28, 2026 at 10:11 PM
can you take me higher
"Morgan Stanley estimates that hyperscalers and their adjacent companies will raise $400bn from the US high-grade market in 2026, a dramatic increase from $170bn last year and just $44bn in 2024." www.ft.com/content/8264...
January 27, 2026 at 5:34 PM
"Morgan Stanley estimates that hyperscalers and their adjacent companies will raise $400bn from the US high-grade market in 2026, a dramatic increase from $170bn last year and just $44bn in 2024." www.ft.com/content/8264...