Hello and welcome to Eye on AI. In this edition….Gemini 3 puts Google at the top of the AI leaderboards…the White House delays an Executive Order banning state level AI regulation…TSMC sues a former exec now at Intel…Google Research develops a new, post-Transformer AI architecture…OpenAI is pushing user engagement despite growing evidence that some users develop harmful dependencies and delusions after prolonged chatbot interactions.
I spent last week at the Fortune Innovation Forum in Kuala Lumpur, Malaysia, where I moderated several panel discussions around AI and its impacts. Among the souvenirs that I came back from KL with was a newfound appreciation for the extent to which businesses outside the U.S. and Europe really want to build on open source AI models and the extent to which they are gravitating to open source models from China.
My colleague Bea Nolan wrote a bit about this phenomenon in this newsletter a few weeks ago, but being on the ground in Southeast Asia really brought the point home: the U.S., despite having the most capable AI models out there, could well lose the AI race. And the reason is, as Chan Yip Pang, the executive director at Vertex Ventures Southeast Asia and India, said on a panel I moderated in KL, that the U.S. AI companies “build for perfection” while the Chinese AI companies “build for diffusion.”
