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Google Cloud chief reveals the long game: a decade of silicon and the energy battle behind the AI boom | Fortune "We've worked on TPUs since 2014 ... a long time before AI was fashionable," Thomas Kurian said at the Fortune Brainstorm AI conference.

At #FortuneBrainstormAI, Google Cloud CEO Thomas Kurian shared how Google anticipated the two biggest bottlenecks facing the industry today: the need for specialized silicon, and the looming scarcity of power. trib.al/IA5j8Av

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An Iowa company that builds wood chippers doesn't care about your AI buzzwords: 2 Silicon Valley CEOs get real about the hype-slop-cycle | Fortune "I don't think they come to us looking for AI other than, 'please, for God's sake tell us what it means for us.'"

“They don’t necessarily care about the latest thing that we’re pushing in Silicon Valley,” Freshworks CEO Dennis Woodside said at #FortuneBrainstormAI. “They need results, they need to grow their business, they need to serve their customers.” trib.al/GZcy3CR

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Natasha Lyonne says AI has an ethics problem because right now it's 'super kosher copacetic to rob freely under the auspices of acceleration' | Fortune Lyonne’s production company developed a tool for generating big screen-ready AI content.

Being careful about the inputs for her production company Asteria’s AI video generation is crucial, Natasha Lyonne said at the #FortuneBrainstormAI conference in San Francisco. trib.al/hnVPn6u

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Top AI investors say maybe it's a bubble, but 'bubbles are good for innovation' | Fortune "You need a bubble in technology and startups ... to not only attract the world's best talent to work on a certain set of problems."

At the recent #FortuneBrainstormAI conference, two top investors argued that when it comes to artificial intelligence, a bubble might be exactly what the industry needs. trib.al/R6YnbFz

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Top AI defense CEO warns China could 'bleed American stockpiles dry' in the event of a conflict, claiming U.S. munitions could run out in a week | Fortune U.S. weapons systems are also likely difficult to mobilize in case of a conflict.

Speaking at the #FortuneBrainstormAI, Tara Murphy Dougherty, the CEO of defense software company Govini, said that in a conflict with China the U.S. could run out of some munitions in seven days, while China could potentially hold out longer. trib.al/YZOpMpc

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Rivian CEO says midprice EV sales are still 50% Tesla: 'That's not a reflection of a healthy market' | Fortune Lackluster demand for electric cars in the U.S. isn’t because Americans don’t want them, RJ Scaringe said. There’s just few good options.

Tesla has continued to dominate EV sales, making up about 50% of the market share, with few other competitors making an impression. “That’s not a reflection of a healthy market with lots of choice,” Rivian CEO RJ Scaringe said at #FortuneBrainstormAI. trib.al/8YLpBUh

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Intuit CEO says Gen Z is staving off recession by putting it on plastic: 'Credit card balances are up 36-37%, but they still have jobs’ | Fortune Gen Z is making more money, adjusting for inflation, than previous generations at their age, but their dollars aren’t going as far as before.

“[Gen Z] credit card balances are up 36-37%,” Intuit CEO, Sasan Goodarzi, said at #FortuneBrainstormAI. But there’s one silver lining: “They still have jobs. And that’s what’s really keeping things together.” trib.al/vd7BYf7

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'Robots are going to be amongst us': Qualcomm exec says buckle up for the next 5 years. Your car is going to be the first shoe to drop | Fortune Driver-assisted technology demand is growing for AI features like hands-free highway assist.

“I think robots are going to become much more pervasive than people think,” Qualcomm Executive Vice President Nakul Duggal said at #FortuneBrainstormAI. trib.al/efuorrF

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Amazon's ride-hailing exec wants to 'move people around' in robotaxis: 'If you're with friends it's dramatically more social' | Fortune According to Zoox co-founder Jesse Levinson, Amazon’s robotaxi subsidiary could have a ‘profoundly huge’ market of people simply wanting to travel around cities.

Zoox’s vehicle features two rows of seats facing one another, a configuration Levinson says is better suited for groups. “Your time in the vehicle is dramatically nicer,” the company’s co-founder Jesse Levinson told #FortuneBrainstormAI. trib.al/jTj0N6I

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IBM, AWS veteran says 90% of your employees are stuck in first gear with AI, just asking it to ‘write their mean email in a slightly more polite way’ | Fortune Using AI as a “teammate” unlocks the true potential of AI productivity, according to Open Machine CEO Allie K. Miller.

To unlock the actual value of enterprise AI, Allie K. Miller, the CEO of Open Machine, told #FortuneBrainstormAI that employees need to shift to three more advanced modes: “Companion,” “Delegate,” and the most critical evolution, “AI as a Teammate.” trib.al/ZGLNkvx

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Accenture exec gets real on transformation: 'the data and AI strategy is not a separate strategy, it is the business strategy' | Fortune "Think about the people and the culture," Accenture's Chief Responsible AI Officer Arnab Chakraborty told Fortune. "It is so paramount."

“The data and AI strategy is not a separate strategy, it is the business strategy,” Arnab Chakraborty, Chief Responsible AI Officer at Accenture, said at #FortuneBrainstormAI. trib.al/KyA7kQX

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Actor Joseph Gordon-Levitt wonders why AI companies don't have to 'follow any laws' | Fortune Gordon-Levitt said that, without establishing the principle that a person's digital work belongs to them, the industry is heading down a "pretty dystopian road."

“Why should the companies building this technology not have to follow any laws? It doesn’t make any sense,” Joseph Gordon-Levitt said at #FortuneBrainstormAI. trib.al/0XeQ0jY

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Accenture Song's Ami Palan told #FortuneBrainstormAI that in order to successfully implement AI agents, companies may need to change the way they think about their corporate structure and workforce. trib.al/Ted8Cnz

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“Trust is actually a revenue driver. It’s an enabler because it propels further innovation, because the more customers trust us, we can accelerate on that innovation journey,” Blackbaud's Sudip Datta told #FortuneBrainstormAI. trib.al/1z4CWbj

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Creative workers won't be replaced by AI, they will become 'directors' managing AI agents | Fortune AI agents are taking over some routine creative tasks, but executives say the shift will transform workers into "directors" who delegate to AI.

With AI agents handling more tasks, Nancy Xu, Vice President of AI and Agentforce at Salesforce, told #FortuneBrainstormAI that workers will shift “from producers to more directors.” trib.al/CglJnTA

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Speaking at #FortuneBrainstormAI, OpenAI chief operating officer Brad Lightcap said the company’s recent “code red” alert will force the $500 billion startup to “focus” as it faces heightened competition in the technical capabilities of its AI models. trib.al/c4X9ewc

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The fastest athletes in the world can botch a baton pass if trust isn’t there—and the same is true of AI, Blackbaud exec says | Fortune “It’s not about only running fast, but also having trust along the way,” said chief product officer Sudip Datta.

“Trust is actually a revenue driver. It’s an enabler because it propels further innovation, because the more customers trust us, we can accelerate on that innovation journey,” Sudip Datta, chief product officer at AI-powered software firm Blackbaud, said at #FortuneBrainstormAI. trib.al/TurZzsg

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Highlights from Fortune Brainstorm AI San Francisco | Fortune From OpenAI and Google to Intuit and Exelon, Fortune Brainstorm AI San Francisco provided a great snapshot of the current AI landscape

Exelon CEO Calvin Butler told #FortuneBrainstormAI that he was happy not to be a “first mover” but instead a “fast follower” when it came to AI implementations. When the consequence is literally lights out, security and reliability take precedence. trib.al/DiaALJv

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Backflips are easy, stairs are hard: Robots still struggle with simple human movements, experts say | Fortune Yet the next generation of robots will soon be able to learn from experience, creating more adaptable machines—perfect for the home and the factory, according to speakers at Fortune's Brainstorm AI.

A robot doing a backflip looks impressive. But ask a robot to perform a seemingly easy task and they struggle. “What looks hard is easy, but what looks easy is really hard,” Stephanie Zhan, a partner at Sequoia Capital, explained at #FortuneBrainstormAI. trib.al/oDeNsdK

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Highlights from Fortune Brainstorm AI San Francisco | Fortune From OpenAI and Google to Intuit and Exelon, Fortune Brainstorm AI San Francisco provided a great snapshot of the current AI landscape

Exelon CEO Calvin Butler told #FortuneBrainstormAI that he was happy not to be a “first mover” but instead a “fast follower” when it came to AI implementations. When the consequence is literally lights out, security and reliability take precedence. trib.al/k7IN671

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The race to deploy an AI workforce faces one important trust gap: What happens when an agent goes rogue? | Fortune There’s a great deal of enthusiasm around AI agents, but as panelists discussed at Fortune's Brainstorm AI, there are still a lot of questions too.

“Our focus actually is to accelerate the AI transformation. I think the number one risk factor, the number one bottleneck to that, is risk [itself],” Dev Rishi, general manager for AI at Rubrik, said at #FortuneBrainstormAI. trib.al/Dp7UHj6

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When it comes to AI agents, companies must reset expectations, hold managers accountable, and train them in judgment, Aashna Kircher, group general manager in the Office of the CHRO at Workday, told #FortuneBrainstormAI. trib.al/rDdIU38

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“I’m not so much interested in raging against the machine. I’m interested in building new houses, new seats at the table,” Natasha Lyonne told #FortuneBrainstormAI. trib.al/GJs8tZ4

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Fortune Brainstorm AI San Francisco 2025 Join AI founders, investors, and enterprise leaders at Fortune Brainstorm AI 2025 in San Francisco, Dec 8-9. Explore AI's future and business impact.

Review the full agenda + insights: conferences.fortune.com/event/brains...
#CredoAI #FortuneBrainstormAI #AIGovernance #TrustedAI

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When AI takes the tasks, managers take the relationships | Fortune Leaders say agents should handle the busywork so human managers can be more connected to their teams.

Speaking at #FortuneBrainstormAI, Aashna Kircher, group general manager in the Office of the CHRO at Workday, suggested companies should ask the question: “What are the skill sets that you now have to grow in your teams in an era of AI.” trib.al/seFnsdN

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Fortune Tech: Delusional outputs | Fortune OpenAI’s code red, Intuit’s AI hot take, Gen Z thinks deeper. Plus: Adobe, Alibaba, Apple, Blue Origin, ByteDance, Nvidia, Oracle, Spotify.

OpenAI chief operating officer Brad Lightcap told #FortuneBrainstormAI the company’s recent “code red” alert will force the $500 billion startup to “focus” as it faces heightened competition. trib.al/zRSElnQ

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Cursor has growing revenue and a $29 billion valuation—but CEO Michael Truell isn't focused on an IPO | Fortune CEO Michael Truell says the AI coding startup hit $1 billion in annualized revenue last month—but it's focused on building features, not going public.

After hitting $1 billion in annualized revenue in November and raising $2.3 billion last month, Cursor CEO Micahel Truell told #FortuneBrainstormAI that the company is focused on building out more features, not going public. trib.al/Sjk0M31

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Rivian CEO says it's a misconception that EVs are politicized, with R1 buyers split evenly between Republicans and Democrats | Fortune "I think that's extraordinarily powerful news for us to recognize that this isn't just left-leaning buyers," Rivian CEO RJ Scaringe.

At the #FortuneBrainstormAI conference in San Francisco, Rivian CEO RJ Scaringe said it’s a misconception that electrification is politicized, explaining that most customers buy a product based on how it fits their needs, not their ideology. trib.al/Ggj1gmY

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Young people are ‘growing up fluent in AI’, and that’s helping them stand apart from their older peers, says Gen Z founder Kiara Nirghin | Fortune Nirghin explained that young entrepreneurs see coding as something to be done alongside AI agents, rather than done alone and from scratch.

“The younger generation isn’t adopting AI, we’re growing up fluent in AI,” Kiara Nirghin, a Stanford technologist and Gen Z entrepreneur, said at #FortuneBrainstormAI. trib.al/xxw5HDU

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Actress Natasha Lyonne dropped out of NYU and watched movies at the Film Forum instead. Now, she’s helping to shape the future of AI. | Fortune “We are the ones who are deciding what this use is going to be and how we choose to use it,”” Lyonne told Fortune’s Brainstorm AI audience in San Francisco.

“I’m not so much interested in raging against the machine. I’m interested in building new houses, new seats at the table,” Actor, filmmaker, and co-founder of Asteria Film Co. Natasha Lyonne said at #FortuneBrainstormAI. trib.al/ONbSlgS

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