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Jon Keegan

Pentagon adds xAI’s Grok to its AI platform

Grok is going to war.

Today the Pentagon announced that xAI’s controversial Grok chatbot will be added to GenAI.mil, the Department of Defense’s “bespoke AI platform.”

Launched earlier this month, GenAI.mil already hosts Google’s Gemini on the platform, which the Pentagon says will usher in an “AI-driven culture change” at the agency.

Federal workers have had access to Grok since the White House ordered the chatbot to be added to the General Services Administration’s approved AI vendor list in August.

xAI has had some embarrassing episodes as it scrambles to monetize Grok, after spending billions on its Colossus data centers. Just this summer, several examples emerged of Grok responding to user queries with antisemitic tropes, even praising Hitler.

Launched earlier this month, GenAI.mil already hosts Google’s Gemini on the platform, which the Pentagon says will usher in an “AI-driven culture change” at the agency.

Federal workers have had access to Grok since the White House ordered the chatbot to be added to the General Services Administration’s approved AI vendor list in August.

xAI has had some embarrassing episodes as it scrambles to monetize Grok, after spending billions on its Colossus data centers. Just this summer, several examples emerged of Grok responding to user queries with antisemitic tropes, even praising Hitler.

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Anthropic’s Claude can now control your computer through prompts from your phone

Anthropic has added a new feature to let Claude control your computer and accept prompts from your phone — and investors think this is extremely bad news for traditional software companies.

The ability to remotely control your AI agent (which has full access to your computer) is one of the key features of OpenClaw (aka MoltBot) that AI enthusiasts are currently obsessing over.

Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.

Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, Hubspot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.

That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.

Anthropic’s Claude Code is already a huge hit with enterprise customers and software developers, and adding these remote agent features will be pretty significant.

Software stocks are tanking on the news, as the prospect of millions of people employing powerful agents to run 24/7 on their computers from their phones may very well mean fewer humans will pay to use those software products. Mainstays like Adobe, Atlassian, Hubspot, Figma, and Microsoft were all down significantly in early trading, with the iShares Expanded Tech Software ETF currently down nearly 4%, significantly worse than the wider market, and the S&P 500 Index off only 0.4%.

That puts IGV’s return relative to the S&P 500 over the last week back into negative territory — a reversal from earlier in March, when software had actually proved to be something of a safe haven during the volatility of the US-Iran war. This morning, at least, it seems to be back to being a punching bag.

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Amazon’s Zoox to increase San Francisco and Las Vegas footprint and expand service to Austin and Miami this year

Amazon’s self-driving unit, Zoox, has plans to debut its robotaxi service in Austin and Miami this year, where it’s currently testing, the company announced today. It also said it would be expanding its footprint in existing service areas in San Francisco (where there is limited public use) and adding more stops along the strip in Las Vegas, where it’s currently open to the public. In San Francisco, that means quadrupling coverage to include the Marina, North Beach, Chinatown, and Pacific Heights in addition to the SoMa and Mission districts where it is currently operating.

The news follows a spate of other announcements from the purpose-built, steering-wheel-less robotaxi company, including expansions into a total of 10 markets for testing and a partnership with Uber, in addition to its longtime tech relationship with Nvidia. Like many robotaxi companies, Zoox is teaming up with other self-driving tech companies and platforms in order to grow.

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Tesla’s European sales rise for the first time in more than a year but still lag BYD

New Tesla registrations jumped 12% in February from a year earlier to 17,664 units across the European Union, the United Kingdom, and the European Free Trade Association, according to new data from the European Automobile Manufacturers’ Association. China’s BYD once again beat out the American EV maker, posting 17,954 registrations in February, up 162% from a year earlier. BYD and Tesla each represented 1.8% of the European new car market last month.

The February data is a notable shift for Tesla, which saw its first monthly jump in the region since December 2024. Tesla has struggled in Europe since CEO Elon Musks ascension to the Trump administration and his forays into European politics in support of far-right parties. Tesla also posted gains in China in February, which is a much larger market for the carmaker.

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Jensen Huang: We have achieved AGI now... sort of

Lots of AI leaders are thinking about a big moment looming over the current AI boom: when will we have achieved artificial general intelligence?

There’s no shortage of predictions, but we haven’t yet seen a full-throated declaration that this slippery milestone has been achieved.

Until now. On Lex Fridman’s podcast Monday, Nvidia CEO Jensen Huang was asked what he thought the timeline looked like for “an AI system that’s able to essentially do your job. So, run — no, start, grow, and run a successful technology company.”

Huang confidently answered: “I think it’s now. I think we’ve achieved AGI.”

Huang then hedged, noting that Fridman was talking about running a $1 billion dollar company, but he didn’t specify for how long. Huang elaborated, “It is not out of the question that a Claude was able to create a web service, some interesting little app that all of a sudden, you know, a few billion people used for $0.50, and then it went out of business again shortly after.”

So maybe it will be a while before Jensen Huang can get help running Nvidia by eating his own dog food.

Updated to correct the spelling of Lex Fridman’s last name.

Huang confidently answered: “I think it’s now. I think we’ve achieved AGI.”

Huang then hedged, noting that Fridman was talking about running a $1 billion dollar company, but he didn’t specify for how long. Huang elaborated, “It is not out of the question that a Claude was able to create a web service, some interesting little app that all of a sudden, you know, a few billion people used for $0.50, and then it went out of business again shortly after.”

So maybe it will be a while before Jensen Huang can get help running Nvidia by eating his own dog food.

Updated to correct the spelling of Lex Fridman’s last name.

17.5%

OpenAI is trying to woo private equity investors with a sweet offer: a guaranteed minimum return of 17.5% on their investments, which is “significantly higher than typical preferred instruments, as well as early access to new models, according to a report from Reuters.

The deal aims to build joint ventures to raise capital amid OpenAI’s intense competition for a bigger slice of the enterprise AI market. The minimum return offer is something that its competitor Anthropic is not currently offering, per Reuters.

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