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Michael Anti
Anti, Globus, Global Research. A veteran journalist on International Affairs, Harvard Nieman Fellow '08, TEDGlobal Speaker.
Michael Anti kirjasi uudelleen
I don't usually watch podcasts, but I lost track of time watching "Luo Yonghao's Crossroads" for an hour.
The first episode features Luo Yonghao in conversation with Li Xiang. Programs like this with Lao Luo are better than his stand-up comedy appearances, and since Lao Luo is also an entrepreneur, dialogues with entrepreneurs feel deeper than typical host-entrepreneur conversations.
These long-form dialogue shows are really great (kind of like reading an in-depth version of a personal biography). I hesitate to just watch the summaries; instead, I focus on their expressions and the content of the conversation. This experience far surpasses a 2-minute short video or a 5000-word character interview.
The takeaway from the first hour is about family education and Li Xiang's management philosophy.
2,47K
Michael Anti kirjasi uudelleen
MIT NANDA research finds that only 5% of organizations successfully scale AI tools into production.
American companies have invested between $35 billion and $40 billion in generative AI projects, yet so far, they have seen almost no return on investment.
According to a report from MIT NANDA (Network AI Agents and Decentralized AI), 95% of corporate organizations have received zero returns from their AI investments.
Only 5% of organizations have successfully integrated AI tools into production at scale.
The report is based on structured interviews with 52 corporate leaders, an analysis of over 300 public AI projects and announcements, and a survey of 153 business professionals.
The authors of the report—Aditya Challapally, Chris Pease, Ramesh Raskar, and Pradyumna Chari—attribute this "generative AI gap" to the inability of AI systems to retain data, adapt to environments, and learn continuously, rather than a lack of infrastructure, learning resources, or talent.
> The "generative AI gap" is most evident in deployment rates, with only 5% of customized enterprise AI tools making it into production.
"The 'generative AI gap' is most evident in deployment rates, with only 5% of customized enterprise AI tools making it into production," the report states. "Chatbots succeed because they are easy to try and flexible, but they fail in critical workflows due to a lack of memory and customization capabilities."
As one anonymous CIO said in an interview with the authors, "This year we saw dozens of demos. Maybe only one or two were truly useful. The rest were either 'shelled' products or science experiment projects."
The authors' findings align with other recent studies indicating that corporate leadership's confidence in AI projects is declining.
The NANDA report does mention that a small number of companies have found uses for generative AI, and that the technology is having a substantial impact in two of nine industrial sectors—technology and media & telecommunications.
For the remaining sectors—professional services, healthcare & pharmaceuticals, consumer & retail, financial services, advanced manufacturing, and energy & materials—generative AI has remained irrelevant.
The report cites an anonymous COO from a mid-market manufacturing company: "The hype on LinkedIn is overwhelming, saying everything has changed, but in our actual operations, there has been no fundamental change. We process some contracts faster, but that's about it."
One thing that is indeed changing is the employment landscape, at least in the affected industries. The report notes that in technology and media, "over 80% of executives expect to reduce hiring within 24 months."
According to the authors, layoffs driven by generative AI are primarily occurring in non-core business activities that are often outsourced, such as customer support, administrative processing, and standardized development tasks.
"These positions were already vulnerable due to their outsourced nature and process standardization before AI implementation," the report states, noting that 5% to 20% of support and administrative processing roles in affected industries have been impacted.
According to The Register, Oracle's recent layoffs reflect its efforts to balance AI capital expenditures, which have become a heavy burden on the necks of American tech giants. Meanwhile, at IBM, employees feel that AI has been used as an excuse to shift jobs overseas.
Regardless of the public reasons and true motivations behind the layoffs, generative AI is indeed impacting the technology and media & telecommunications sectors, which are also the areas where it is most widely adopted.
Although about 50% of AI budgets are allocated to marketing and sales, the report's authors suggest that corporate investments should flow toward activities that can produce meaningful business outcomes. This includes front-end lead qualification and customer retention, as well as back-end reductions in business process outsourcing, advertising agency spending, and financial services risk assessments.
The report points out that general tools like OpenAI's ChatGPT perform better than customized enterprise tools, even if those enterprise tools use the same underlying AI models.
The rationale presented in the report is that employees are often more familiar with the ChatGPT interface, leading to more frequent use—this is a result of employees' spontaneous "shadow IT". The report quotes an interview with a company lawyer who described her mid-sized law firm's dissatisfaction with a specialized contract analysis tool that cost $50,000.
"The summaries provided by the AI tool we purchased were very rigid, and the customization options were limited," the lawyer told researchers. "With ChatGPT, I can guide the conversation, iterate repeatedly, until I get exactly what I need. The fundamental quality difference is obvious; ChatGPT consistently produces better results, even though our vendor claims they use the same underlying technology."
The authors believe that companies that successfully cross the "generative AI gap" approach AI procurement more like outsourcing business process services rather than as customers of software as a service (SaaS).
"They demand deep customization, drive applications from the front lines, and hold vendors accountable for business metrics," the report concludes. "The most successful buyers understand that crossing this gap requires building partnerships, not just purchasing products."®
35,59K
Michael Anti kirjasi uudelleen
SoftBank Group has agreed to invest $2 billion in Intel, providing a boost from the private sector at a time when the government is stepping in to offer assistance.
According to informed sources, Trump administration officials are discussing holding a 10% stake in Intel in an effort to reverse the company's downturn and boost the U.S. semiconductor manufacturing industry.
19,66K
Michael Anti kirjasi uudelleen
The Qwen team has released its own image editing model: Qwen-Image-Edit
It has two core functionalities:
Powerful image content editing capabilities: It can perform "big edits," such as transforming a photo into a Miyazaki-style image or rotating the perspective of objects in the image, as well as "small edits," like removing a strand of hair or changing a sign in the background, all while ensuring that other parts of the image remain completely unchanged.
Precise text editing capabilities: It allows direct modification of Chinese and English text within images, whether adding, deleting, or altering, while striving to maintain the original font and style. It can even correct typos in calligraphy works step by step, just like editing a document.
In simple terms, this is an AI editing tool that can understand image content for creative modifications and also make fine local adjustments, especially skilled at handling text within images.
10,37K
Michael Anti kirjasi uudelleen
AI is gradually replacing outsourced and offshore workers.
According to the "2025 Business AI Status" report released by MIT, artificial intelligence is not yet taking away your job. On the contrary, AI is currently mainly replacing outsourced and offshore labor.
Why it matters: As American workers feel the pressure of a tightening labor market and worry about a wave of layoffs in white-collar jobs, MIT's findings indicate that the impact of AI is currently occurring mainly in more distant locations, although the long-term risks are much greater.
What they say: Aditya Challapally, head of the MIT Media Lab's "Connected AI" group, told Axios: "There doesn't seem to be any layoffs at the moment. ... The jobs most affected are those that are lower priority or have already been outsourced."
• The report points out that companies find that the real benefits come from "replacing business process outsourcing (BPO) and external agencies, rather than cutting internal staff."
Looking at the big picture: Challapally stated that while 3% of jobs may be replaced by AI in the short term, in the long run, that number could be close to 27%.
• Industries considered early adopters of AI are feeling the immediate impact on labor first.
• In the technology and media sectors, over 80% of surveyed executives expect hiring to shrink in the next two years. These are also the only sectors showing clear signs of being impacted by AI.
• Nevertheless, most surveyed companies are currently using AI to fill employee vacancies rather than directly replacing them.
The data speaks: Currently, companies are not laying off employees but are simply canceling contracts involving outsourced labor, a strategy that is yielding financial benefits.
• Back-office automation has also led to higher returns on investment, with the companies studied by MIT researchers cutting BPO spending by $2 million to $10 million.
• One of the companies studied saved $8 million annually by spending $8,000 on an AI tool.
The subtext: It is estimated that 50% of AI budgets are directed towards sales and marketing.
• This may indicate that while back-office tools can save more money, front-office tools are receiving more investment.
• This could also be because measuring the outcomes of AI-driven front-office work is more challenging. (For example, it is difficult to determine if AI really helped you achieve more sales in a year.)
Key insights: For investors betting that AI will drive productivity growth, this report brings both hope and reveals risks.
• Among organizations investing in generative AI, 95% have not seen any return on investment.
• But Challapally said companies are indeed seeing "significant improvements in productivity."
Core takeaway: If AI can enhance productivity, help companies cut costs, and not trigger mass layoffs, this could be an ideal "Goldilocks" scenario for investors—driving profit growth while avoiding the economic drag of widespread unemployment.

18,75K
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