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Wikipedia Home Page, Closeup on LCD Screen
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WIKI BIRTHDAY TO YOU

As Wikipedia turns 25, its future will depend on AI — for better or worse

The online encyclopedia is celebrating 25 years since launch, but its next quarter century will likely be defined by the AI giants it’s now signing content deals with.

Millie Giles

January 15 is known to dedicated “Wikipedians” — among them, presumably, many of the ~250,000 volunteers that write and edit the site’s ~65 million articles across more than 300 languages — as Wikipedia Day.

On this day in 2001, cofounder Jimmy Wales first wrote “Hello, World!” onto a blank web page that would soon become one of the world’s most popular websites for the next 2.5 decades — ballooning with knowledge, citations, and backlinks provided for free (as always) by scores of contributors.

This year, though, with Wikipedia looking toward a mounting tech superpower that could pose its biggest existential threat to date, the online encyclopedia might want to turn to its own “quarter-life crisis” page.

This article has been skimmed through by AI

On Thursday, Wikimedia Foundation, the site’s nonprofit operator, announced partnerships with several Big Tech giants — including Microsoft, Meta, Amazon, Perplexity, and Mistral AI — that will see the companies pay to use Wikipedia’s vast collection of articles to train their AI models.

As reported by The Verge, these deals are part of the Wikimedia Enterprise program, which was launched in 2021 to allow companies to use a premium version of Wikipedia’s content library for a fee. According to Wikimedia, many of the listed companies joined the program over the past year, or even before that — meaning that the site has actually been helping to grow the AI tech that threatens to supersede it.

Wikipedia at 25 - site views
Sherwood News

Looking at Wikipedia’s site visits, the past 20 months in a row have seen total page views slump behind figures recorded for the year prior — coinciding, perhaps not so coincidentally, with the dizzying rise of AI chatbots. Indeed, traffic was down 9% year over year in April, the same month that visits to ChatGPT officially overtook visits to Wikipedia.

Like Stack Overflow, Wikipedia is now caught up in tech’s circular coal mine, where the companies that feed on the platform’s information trove might ultimately end up being the ones that replace it. Still, Wales seemed rosy enough about the situation, telling the Associated Press, “I’m very happy personally that AI models are training on Wikipedia data because it’s human curated.”

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Anthropic has surged past OpenAI in capturing business spending on generative-AI software

Last quarter, Anthropic attracted the lion’s share of trackable business spending on generative-AI software, according to new data from Ramp, a fintech company that provides corporate cards and expense management software for small firms and Fortune 500 companies alike.

The data showed that in the first quarter, Anthropic saw 37% of spending, its biggest share yet, versus 33% for OpenAI. Notably, the dataset doesn’t capture spending by Google or Microsoft.

OpenAI, which makes ChatGPT, still leads in overall adoption at 81% of AI buyers, but Anthropic is catching up, at nearly 63% in March. Overall, more than half of Ramp’s customers currently pay for AI, up from just 18% two years ago.

Anthropic’s enterprise tools, including Claude Code and Cowork, have been making waves among the business class, sending its revenue soaring.

Anthropic’s revenue share is even higher among companies spending on AI for the first time.

“Anthropic has definitely been on a tear,” Ara Kharazian, Ramp’s economist, told Sherwood News. “Its increase in adoption rates has been driven by its ability to sell to less technical users and smaller contracts than it typically has.”

It’s notable that midway through the first quarter, Anthropic had a falling-out with one of its biggest customers, the US government, which near the end of February decided to shun Anthropic’s products and lean into working with OpenAI.

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Report: Google ditches its objection to defense work, pitches Gemini to Pentagon

In 2018, Google employees protested against the company’s tech being used for the US military’s Project Maven — a drone targeting program — reminding the company of its “don’t be evil” motto.

After the controversy, the company declined to renew the contract with the Pentagon, drawing a bright line between Big Tech and the national security establishment.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

What a difference a few years makes.

Google is now actively working to get its Gemini AI model to be used in classified national security settings, according to a new report from The Information. Seeking a similar deal to the one OpenAI hashed out with the Pentagon, Google reportedly wants a contract that allows use of Gemini in classified work, but with a prohibition on mass domestic surveillance and autonomous lethal weapons.

But Google is playing catch-up in a major way. Amazon and Microsoft both have been widely used for classified defense work, and contractors are already experienced in working with their cloud systems, while Google’s services have never been used in classified work.

1 in 5

We knew Tesla had been off-loading its struggling “apocalypse-proof” Cybertrucks onto CEO Elon Musk’s other companies, but now we know just how many.

The EV company sold about one in five Cybertrucks registered in the US in the fourth quarter to Musk’s other ventures, according to Bloomberg, citing data from S&P Global Mobility. The lion’s share went to SpaceX, which accounted for 1,279 of the 7,071 total registrations, while another 60 went to xAI (now part of SpaceX), Neuralink, and The Boring Company. All told, these inter-company sales represent roughly $100 million in value, and a vital lifeline for a vehicle that has failed to gain traction with the public, forcing Tesla to scale back production.

Musk’s companies have continued to scoop up the stainless steel behemoths this year, with another 158 Cybertruck purchases in January and 67 in February.

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TSMC CEO on Tesla and Intel’s Terafab: “There are no shortcuts”

Tesla CEO Elon Musk has reportedly asked the chip industry suppliers for his Terafab chipmaking project to move at “light speed” in an effort to help Tesla and SpaceX manufacture the AI chips they need.

On the company’s last earnings call, Musk said chip supply would be the “limiting factor” for Tesla’s growth in about three or four years. During a presentation for Terafab last month, Musk said, “We either build the Terafab or we don’t have the chips.” More established chipmaker Intel has since joined the effort.

Still, the world’s largest chipmaker isn’t convinced that “light speed” is physically possible. Speaking on an earnings call this morning, TSMC Chairman and CEO CC Wei offered a blunt assessment of Terafab’s ambitious timeline: “There are no shortcuts.” According to Wei, the physics of a modern foundry, which he says takes roughly five years to build and ramp, remains the ultimate speed limit, regardless of the customer’s urgency. “That’s a fundamental of the foundry industry,” he said.

Wei noted that Tesla remains a TSMC customer.

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