Robert Hof
Latest from Robert Hof
THIS WEEK IN ENTERPRISE
Anthropic tries to keep its new AI model away from cyberattackers as enterprises look to tame AI chaos
Sure, at some point quantum computing may break data encryption — but well before that, artificial intelligence models already seem likely to wreak havoc. That became starkly apparent this week when Anthropic announced a new model called Claude Mythos that it says is so good at uncovering cybersecurity vulnerabilities that it’s not going to release it ...
THIS WEEK IN ENTERPRISE
SpaceX’s stratospheric IPO hopes, OpenAI’s ridiculous round and the agentic AI gap
Can Elon Musk pull off the mother of all IPOs? This week his SpaceX reportedly filed confidentially for a $75 billion initial public offering that could value it at $1.75T. It would be the largest IPO ever, and investors seem to be lining up. Given the state of the world and the economy, there’s a lot ...
THIS WEEK IN ENTERPRISE
AI agents are about to overtake cybersecurity — for better, or worse?
Artificial intelligence has been a prime concern for cybersecurity for years, but it took on a new urgency at this week’s RSAC conference in San Francisco. AI agents in particular were the chief concern on everyone’s lips, and no wonder: You’ve got these things that you give access to your data and applications, let them ...
THIS WEEK IN ENTERPRISE
Nvidia CEO Jensen Huang bids to own the entire AI factory stack
Nvidia dominated tech news this week, as its hold on the artificial intelligence factory boom only tightened at its annual GTC conference in San Jose. It introduced a raft of updated chips and software as well as partnerships with just about everyone in sight. Check out our extensive coverage below for all the details, and tune ...
Twenty years after pioneering the cloud, Amazon Web Services chases the next big prize: AI
As soon as online photo storage startup SmugMug Inc. heard about Amazon.com Inc.’s Simple Storage Service, an online data storage repository that debuted on March 14, 2006, “my eyes got all big,” co-founder and Chief Executive Don MacAskill said at the time. Amazon’s S3, the pioneering service for what soon became known as cloud computing, ...
THIS WEEK IN ENTERPRISE
AI startups’ funding frenzy, where AWS goes next, and what’s coming at Nvidia’s GTC event
Massive AI startup funding raged on this week with a couple of billion-dollar-plus rounds for Yann Lecun’s and Mira Murati’s startups, plus multiple multi-hundred-million rounds for vertical startups and tool providers — I mean, look at the AI and Data Money Matters section down there, it’s nuts — plus big funding for data centers too. ...
THIS WEEK IN ENTERPRISE
Telcos try to hop on the AI train, Anthropic wars with the Pentagon, and agents threaten Microsoft
Can telecommunications companies leverage artificial intelligence to become, at long last, more than dumb pipes? Or, as so often has happened, will they get left behind in the coming platform shift? Maybe third or 15th time’s the charm, and they certainly tried to make their case at this week’s MWC in Barcelona, with help from ...
THIS WEEK IN ENTERPRISE
Anthropic’s battles multiply, OpenAI raises its megaround and the SaaSpocalypse widens — but Dell cashes in
After a few weeks in which Anthropic seemed to making huge strides, not least against its bigger rival OpenAI, it was hit this week by the Defense Department’s threat to force it to let it do anything it wants with its models or face losing a huge business with the feds. To his credit, Anthropic CEO ...
THIS WEEK IN ENTERPRISE
It’s still frothy in AI, but memory chips now loom as a big bottleneck
You know AI is still pretty frothy when a company with no product or even publicly stated plans for one gets a billion dollars from the likes of Sequoia and maybe Nvidia, Alphabet and Microsoft. But that’s what Ineffable Intelligence just did. Fei-Fei Li also just raised a billion dollars for her World Labs, though ...
THIS WEEK IN ENTERPRISE
Anthropic and Databricks raise billions more. Next stop: IPOs?
Investors are still looking askance at both software-as-a-service and traditional companies that might get disintermediated by AI as well as the AI companies and cloud providers that are spending all that money, wondering if they’ll get the return they’re hoping for. But not to worry too much: Dave Vellante and John Furrier each dug into how ...









