Facebook

Several Meta Employees Have Started Calling Themselves 'AI Builders' (businessinsider.com) 16

An anonymous reader shares a report: Meta product managers are rebranding. Some are now calling themselves "AI builders," a signal that AI coding tools are changing who gets to build software inside the company. One of them, Jeremie Guedj, announced the change in a LinkedIn post last week. "I still can't believe I'm writing this: as of today, my full-time job at Meta is AI Builder," he wrote.

Guedj has spent more than a decade as a traditional product manager, a role that sets the road map and strategy for products then built by engineering teams. He said that while his title in Meta's internal systems still lists him as a product manager, his actual work is now full-time building with AI on what he calls an "AI-native team." Another Meta product manager also lists "AI Builder" on her LinkedIn profile, while at least two other Meta engineers write the term in their bios, Business Insider found.

Television

How Streaming Became Cable TV's Unlikely Life Raft (wsj.com) 10

Cable TV providers have spent the past decade losing tens of millions of households to streaming services, but companies like Charter Communications are now slowing that exodus by bundling the very apps that once threatened to replace them.

Charter added 44,000 net video subscribers in the fourth quarter of 2025, its first growth in that count since 2020, after integrating Disney+, Hulu, and ESPN+ directly into Spectrum cable packages -- a deal that grew out of a contentious 2023 contract dispute with Disney. Comcast and Optimum still lost subscribers in the quarter, though both saw those losses narrow.

Charter's Q4 numbers also got a lift from a 15-day Disney channel blackout on YouTube TV during football season, which drove more than 14,000 subscribers to Spectrum. Charter has been discounting aggressively -- video revenue fell 10% year over year despite the subscriber gains. Cox Communications launched its first streaming-inclusive cable bundles last month, and Dish Network has yet to integrate streaming apps into its packages at all.
Businesses

PayPal Discloses Data Breach That Exposed User Info For 6 Months (bleepingcomputer.com) 7

PayPal is notifying customers of a data breach after a software error in a loan application exposed their sensitive personal information, including Social Security numbers, for nearly 6 months last year. From a report: The incident affected the PayPal Working Capital (PPWC) loan app, which provides small businesses with quick access to financing. PayPal discovered the breach on December 12, 2025, and determined that customers' names, email addresses, phone numbers, business addresses, Social Security numbers, and dates of birth had been exposed since July 1, 2025.

The financial technology company said it has reversed the code change that caused the incident, blocking attackers' access to the data one day after discovering the breach. "On December 12, 2025, PayPal identified that due to an error in its PayPal Working Capital ('PPWC') loan application, the PII of a small number of customers was exposed to unauthorized individuals during the timeframe of July 1, 2025 to December 13, 2025," PayPal said in breach notification letters sent to affected users. "PayPal has since rolled back the code change responsible for this error, which potentially exposed the PII. We have not delayed this notification as a result of any law enforcement investigation."

AI

HSBC To Investors: If India Couldn't Build an Enterprise Software Challenger, Neither Can AI (x.com) 54

India's IT services giants have spent decades deploying, customizing, and maintaining the world's largest enterprise software platforms, putting hundreds of thousands of engineers in daily contact with the business logic and proprietary architectures of vendors like SAP and Oracle. None of them have built a competing product that gained meaningful traction against the U.S. incumbents, HSBC said in a note to clients, using this history to argue AI-generated code faces the same structural barriers.

The bank's analysts contend that enterprise software competition turns on factors that have little to do with the ability to write code -- sales teams, cross-licensing agreements, patented IP, first-mover lock-in, brand awareness, and go-to-market infrastructure. If a massive, low-cost, domain-expert workforce couldn't crack the market over several decades, HSBC argues, the idea that AI-generated code will do so is, in the words of Nvidia's Jensen Huang that the report approvingly cites, "illogical."
AI

Was an Amazon Service Taken Down By Its AI Coding Bot? 38

UPDATE (2/21): After this story ran, Amazon published a blog post Friday "to address the inaccuracies" in the Financial Times report that the company's own AI tool Kiro caused two outages in an AWS service in December. Amazon's blog post says that the "brief" and "extremely limited" service interruption "was the result of user error — specifically misconfigured access controls — not AI as the story claims." And "The Financial Times' claim that a second event impacted AWS is entirely false."

An anonymous Slashdot reader had shared this report from Reuters: Amazon's cloud unit has suffered at least two outages due to errors involving its own AI tools [non-paywalled source], leading some employees to raise doubts about the US tech giant's push to roll out these coding assistants.

Amazon Web Services experienced a 13-hour interruption to one system used by its customers in mid-December after engineers allowed its Kiro AI coding tool to make certain changes, according to four people familiar with the matter.

The people said the agentic tool, which can take autonomous actions on behalf of users, determined that the best course of action was to "delete and recreate the environment." Amazon posted an internal postmortem about the "outage" of the AWS system, which lets customers explore the costs of its services. Multiple Amazon employees told the FT that this was the second occasion in recent months in which one of the group's AI tools had been at the centre of a service disruption.
Security

How Private Equity Debt Left a Leading VPN Open To Chinese Hackers (financialpost.com) 26

An anonymous reader quotes a report from Bloomberg: In early 2024, the agency that oversees cybersecurity for much of the US government issued a rare emergency order -- disconnect your Connect Secure virtual private network software immediately. Chinese spies had hacked the code and infiltrated nearly two dozen organizations. The directive applied to all civilian federal agencies, but given the product's customer base, its impact was more widely felt. The software, which is made by Ivanti Inc., was something of an industry standard across government and much of the corporate world. Clients included the US Air Force, Army, Navy and other parts of the Defense Department, the Department of State, the Federal Aviation Administration, the Federal Reserve, the National Aeronautics and Space Administration, thousands of companies and more than 2,000 banks including Wells Fargo & Co. and Deutsche Bank AG, according to federal procurement records, internal documents, interviews and the accounts of former Ivanti employees who requested anonymity because they were not authorized to disclose customer information.

Soon after sending out their order, which instructed agencies to install an Ivanti-issued fix, staffers at the Cybersecurity and Infrastructure Security Agency discovered that the threat was also inside their own house. Two sensitive CISA databases -- one containing information about personnel at chemical facilities, another assessing the vulnerabilities of critical infrastructure operators -- had been compromised via the agency's own Connect Secure software. CISA had followed all its own guidance. Ivanti's fix had failed. This was a breaking point for some American national security officials, who had long expressed concerns about Connect Secure VPNs. CISA subsequently published a letter with the Federal Bureau of Investigation and the national cybersecurity agencies of the UK, Canada, Australia and New Zealand warning customers of the "significant risk" associated with continuing to use the software. According to Laura Galante, then the top cyber official in the Office of the Director of National Intelligence, the government came to a simple conclusion about the technology. "You should not be using it," she said. "There really is no other way to put it."

That attack, along with several others that successfully targeted the Ivanti software, illustrate how private equity's push into the cybersecurity market ended up compromising the quality and safety of some critical VPN products, Bloomberg has found. Last year, Bloomberg reported that Citrix Systems Inc., another top VPN maker, experienced several major hacks after its private equity owners, Elliott Investment Management and Vista Equity Partners, cut most of the company's 70-member product security team following their acquisition of the company in 2022. Some government officials and private-sector executives are now reconsidering their approach to evaluating cybersecurity software. In addition to excising private equity-owned VPNs from their networks, some factor private equity ownership into their risk assessments of key technologies.

Businesses

New Study Tracks How Businesses Quietly Replaced Freelancers With AI Tools 18

A new study [PDF] from Ramp's economics lab has found that businesses are steadily replacing freelance workers hired through platforms like Upwork and Fiverr with AI tools from OpenAI and Anthropic, and the substitution is happening at a fraction of the cost.

The paper, authored by Ryan Stevens, Ramp's Director of Applied Sciences, tracked firm-level spending data from Q3 2021 to Q3 2025 across thousands of companies on Ramp's expense management platform. The share of total business spend going to online labor marketplaces fell from 0.66% in Q4 2021 to 0.14% in Q3 2025, while AI model provider spending rose from zero to 2.85% over the same period.

More than half the businesses that used freelance marketplaces in Q2 2022 had stopped entirely by Q2 2025. The cost dynamics are particularly notable. Firms most exposed to AI -- those that historically spent the most on freelancers -- substituted at a rate of roughly $1 in reduced freelance spend for every $0.03 in AI spend. A middle-exposure group showed a ratio of $1 to $0.30. The study uses a difference-in-differences design built around the launch of ChatGPT in October 2022 as a natural experiment. Stevens notes that micro-level substitution does not imply aggregate job loss, as demand for workers who build and maintain AI systems could grow faster than displacement.
Businesses

Amazon Dethrones Walmart as World's Biggest Company by Sales (bloomberg.com) 19

An anonymous reader shares a report: Amazon has officially dethroned Walmart as the biggest global company by revenue, a milestone attesting to the massive scale the e-commerce and cloud-computing giant has achieved since its humble beginnings in 1994 as an online bookseller in Jeff Bezos' Seattle-area garage.

Walmart, which had been the largest company by revenue for more than a decade, on Thursday reported sales of $713.2 billion for the 12 months ending Jan. 31. Amazon, which operates on a fiscal year ending in December, earlier this month reported 2025 sales of $717 billion.

Bezos carefully studied Walmart founder Sam Walton, embracing many of his business strategies while building his company. Over the past decade, Amazon's revenue has increased at almost 10 times the pace of Walmart's, fueled by a shift in consumer spending from stores to websites and its rapidly growing cloud-computing business, Amazon Web Services.

Transportation

EV Sales Boom As Ethiopia Bans Fossil-Fuel Car Imports (financialpost.com) 82

An anonymous reader quotes a report from the Financial Post: In 2024, the Ethiopian government banned the import of fossil fuel-powered vehicles and slashed tariffs on their electric equivalents. It was a policy driven less by the country's climate ambitions and more by fiscal pressures. For years, subsidizing gasoline for consumers has been a major drag on Ethiopia's budget, costing the state billions of dollars over the past decade. The country defaulted on its sovereign bonds in 2023 after rising interest rates drove up the costs of servicing its debts, and it received a $3.4 billion bailout from the International Monetary Fund the following year.

In the two years since the ban on internal combustion engine vehicles, EV adoption has grown from less than 1% to nearly 6% of all of the vehicles on the road in the country -- according to the government's own figures -- some way above the global average of 4%. "The Ethiopia story is fascinating," said Colin McKerracher, head of clean transport at BloombergNEF. "What you're seeing in places that don't make a lot of vehicles of any type, they're saying: 'Well, look, if I'm going to import the cars anyway, then I'd rather import less oil. We may as well import the one that cleans up local air quality and is cheaper to buy.'"

For decades, Ethiopia's high import tariffs on vehicles put new car ownership out of the reach of most of the country's population. Per capita gross domestic product is only about $1,000, and even by the standards of low-income countries, it has among the lowest car ownership rates. At 13 vehicles per 1,000 people, it's a fraction of the African average of 73. With few cars manufactured in the country, the vast majority are imported, and most are bought used. The government's import policy has upended the market. In parallel, tariffs for EVs were dropped to 15% for completed cars, 5% for parts and semi-assembled vehicles, and zero for "fully knocked down" -- vehicles shipped in parts and assembled locally. That has made new EVs cost-competitive with old gasoline cars.

AI

Claims That AI Can Help Fix Climate Dismissed As Greenwashing (theguardian.com) 41

An anonymous reader quotes a report from the Guardian: Tech companies are conflating traditional artificial intelligence with generative AI when claiming the energy-hungry technology could help avert climate breakdown, according to a report. Most claims that AI can help avert climate breakdown refer to machine learning and not the energy-hungry chatbots and image generation tools driving the sector's explosive growth of gas-guzzling datacenters, the analysis of 154 statements found.

The research, commissioned by nonprofits including Beyond Fossil Fuels and Climate Action Against Disinformation, did not find a single example where popular tools such as Google's Gemini or Microsoft's Copilot were leading to a "material, verifiable, and substantial" reduction in planet-heating emissions. Ketan Joshi, an energy analyst and author of the report, said the industry's tactics were "diversionary" and relied on tried and tested methods that amount to "greenwashing."

He likened it to fossil fuel companies advertising their modest investments in solar panels and overstating the potential of carbon capture. "These technologies only avoid a minuscule fraction of emissions relative to the massive emissions of their core business," said Joshi. "Big tech took that approach and upgraded and expanded it." [...] Joshi said the discourse around AI's climate benefits needed to be "brought back to reality." "The false coupling of a big problem and a small solution serves as a distraction from the very preventable harms being done through unrestricted datacenter expansion," he said.

Advertising

Meta Begins $65 Million Election Push To Advance AI Agenda (nytimes.com) 33

An anonymous reader quotes a report from the New York Times: Meta is preparing to spend $65 million this year to boost state politicians who are friendly to the artificial intelligence industry, beginning this week in Texas and Illinois, according to company representatives. The sum is the biggest election investment by Meta, which owns Facebook, Instagram and WhatsApp. The company was previously cautious about campaign engagements, making small donations out of a corporate political action committee and contributing to presidential inaugurations. It also let executives like Sheryl Sandberg, who was chief operating officer, support candidates in their personal capacities.

Now Meta is betting bigger on politics, driven by concerns over the regulatory threat to the artificial intelligence industry as it aims to beat back legislation in states that it fears could inhibit A.I. development, company representatives said. To do that, Meta is quietly starting two new super PACs, according to federal filings surfaced by The New York Times. One group, Forge the Future Project, is backing Republicans. Another, Making Our Tomorrow, is backing Democrats. The new PACs join two others already started by Meta, one of which is focused on California while the other is an umbrella organization that finances the company's spending in other states. In total, the four super PACs have an initial budget of $65 million, according to federal and state filings. Meta's spending is set to start this week in Illinois and Texas, where the company generally favors backing Democratic and Republican incumbents or engaging in open races rather than deposing existing officials, company representatives said in interviews.

[...] Last year, Meta's public policy vice president, Brian Rice, said the company would start spending in politics because of "inconsistent regulations that threaten homegrown innovation and investments in A.I." The company started its first two super PACs, American Technology Excellence Project and Mobilizing Economic Transformation Across California. Meta put $45 million into American Technology Excellence Project in September. That money is expected, in turn, to flow to Forge the Future Project, Making Our Tomorrow and potentially to other entities. [...] In California, which has some of the country's most onerous campaign-finance disclosures, Meta in August put $20 million into Mobilizing Economic Transformation Across California, which shortens to META California. State laws require the sponsoring company to be disclosed in the name of the entity. In December, Meta put $5 million into another California committee called California Leads, which is focused on promoting moderate business policy and not A.I., according to state records.

AI

Microsoft Says Bug Causes Copilot To Summarize Confidential Emails 28

Microsoft says a Microsoft 365 Copilot bug has been causing the AI assistant to summarize confidential emails since late January, bypassing data loss prevention (DLP) policies that organizations rely on to protect sensitive information. From a report: According to a service alert seen by BleepingComputer, this bug (tracked under CW1226324 and first detected on January 21) affects the Copilot "work tab" chat feature, which incorrectly reads and summarizes emails stored in users' Sent Items and Drafts folders, including messages that carry confidentiality labels explicitly designed to restrict access by automated tools.

Copilot Chat (short for Microsoft 365 Copilot Chat) is the company's AI-powered, content-aware chat that lets users interact with AI agents. Microsoft began rolling out Copilot Chat to Word, Excel, PowerPoint, Outlook, and OneNote for paying Microsoft 365 business customers in September 2025.
AI

Thousands of CEOs Just Admitted AI Had No Impact On Employment Or Productivity 75

An anonymous reader quotes a report from Fortune: In 1987, economist and Nobel laureate Robert Solow made a stark observation about the stalling evolution of the Information Age: Following the advent of transistors, microprocessors, integrated circuits, and memory chips of the 1960s, economists and companies expected these new technologies to disrupt workplaces and result in a surge of productivity. Instead, productivity growth slowed, dropping from 2.9% from 1948 to 1973, to 1.1% after 1973. Newfangled computers were actually at times producing too much information, generating agonizingly detailed reports and printing them on reams of paper. What had promised to be a boom to workplace productivity was for several years a bust. This unexpected outcome became known as Solow's productivity paradox, thanks to the economist's observation of the phenomenon. "You can see the computer age everywhere but in the productivity statistics," Solow wrote in a New York Times Book Review article in 1987.

New data on how C-suite executives are -- or aren't -- using AI shows history is repeating itself, complicating the similar promises economists and Big Tech founders made about the technology's impact on the workplace and economy. Despite 374 companies in the S&P 500 mentioning AI in earnings calls -- most of which said the technology's implementation in the firm was entirely positive -- according to a Financial Times analysis from September 2024 to 2025, those positive adoptions aren't being reflected in broader productivity gains.

A study published this month by the National Bureau of Economic Research found that among 6,000 CEOs, chief financial officers, and other executives from firms who responded to various business outlook surveys in the U.S., U.K., Germany, and Australia, the vast majority see little impact from AI on their operations. While about two-thirds of executives reported using AI, that usage amounted to only about 1.5 hours per week, and 25% of respondents reported not using AI in the workplace at all. Nearly 90% of firms said AI has had no impact on employment or productivity over the last three years, the research noted. However, firms' expectations of AI's workplace and economic impact remained substantial: Executives also forecast AI will increase productivity by 1.4% and increase output by 0.8% over the next three years. While firms expected a 0.7% cut to employment over this time period, individual employees surveyed saw a 0.5% increase in employment.
Beer

Britain Lost 14,000 Pubs, a Quarter, in 13 Years (substack.com) 100

Britain has lost more than 14,000 pubs since 2009, a decline from roughly 54,000 registered public houses and bars to under 40,000 by 2022, according to a new analysis of UK business register data by data analyst Lauren Leek. The North East, North West, Yorkshire and the Midlands lost 25 to 30% of their stock; London saw the smallest decline.

Leek trained a random forest model on 49,840 pubs and found spatial isolation -- how far a pub stood from its nearest neighbour -- was the single strongest predictor of closure. Median nearest-neighbour distance for surviving pubs is roughly 280 metres; for closed pubs, 640 metres. Each closure pushes remaining pubs further into isolation, a dynamic Leek calls a "spatial death spiral."

Much of that isolation traces to ownership. Stonegate, Britain's largest pub company and a holding of PE firm TDR Capital, carries over $4 billion in debt from its 2019 leveraged acquisition of Ei Group. PE-backed and overseas-owned companies now control roughly a quarter to a third of all British pubs.
China

China Once Stole Foreign Ideas. Now It Wants To Protect Its Own (economist.com) 56

China's courts are now handling more than 550,000 intellectual-property cases a year -- making it the world's most litigious country for IP disputes -- as the nation's own companies, once notorious for copying foreign designs and technology, find themselves on the defensive against a domestic counterfeiting epidemic fueled by excess factory capacity.

The problem runs from knockoff "Lafufu" plush toys (cheap copies of Pop Mart's wildly popular Labubu dolls, which prompted a nationwide crackdown and a Shanghai police bust of a $1.7 million stash in July) to copied motorcycles and solar panels. Judges in Shanghai, the preferred venue for IP litigation, are working through cases at a rate of roughly one per day, and it still takes three months for a case to land on a court's docket.

Chinese companies are also increasingly clashing abroad: patent-related cases involving Chinese businesses in America surged 56% in 2023, according to data from GEN, a Chinese law firm. Luckin Coffee and Trina Solar have both filed suits against foreign-based copycats.
Software

'Software Isn't Dead, But Its Cosy Business Model Might Be' (ft.com) 27

The software industry's decades-old habit of charging companies a flat fee for every employee who uses a product is running into a fundamental problem: AI agents don't sit in chairs, and they don't need licences.

As autonomous agents take on tasks that human workers once handled, the per-seat pricing model that made SaaS revenue so predictable is giving way to consumption-based and hybrid alternatives. Snowflake and Databricks (valued at $134 billion) already charge based on usage. Salesforce initially priced its Agentforce customer relations bot at $2 per conversation but faced customer pushback and now offers action-based pricing, upfront credits and fixed fees.

ServiceNow's finance chief Amit Zavery said last month that some customers aren't ready for purely consumption-based models. Goldman Sachs estimates US software spending will nearly triple to $2.8 trillion by 2037 as automated tasks blur the boundary between IT and wage budgets, but that money will no longer arrive in the neat recurring instalments that investors and private equity firms have come to expect.
Sony

Sony Tech Can Identify Original Music in AI-Generated Songs (nikkei.com) 40

Sony Group has developed a technology that can identify the underlying music used in tunes generated by AI, making it possible for songwriters to seek compensation from AI developers if their music was used. From a report: Sony Group's technology analyzes which musicians' songs were used in learning and generating music. It can quantify the contribution of each original work, such as "30% of the music used by the Beatles and 10% by Queen," for example.

If the AI developer agrees to cooperate for the analysis, Sony Group will obtain data by connecting to the developer's base model system. When cooperation is not attainable, the technology estimates the original work by comparing AI-generated music with existing music. The AI boom has sparked numerous cases in which AI developers are accused of using copyrighted music, video and writing without permission to train machines. In the music industry, AI-generated songs using the voices of well-known singers have been distributed online. The Japanese company thinks the technology will help create a system that distributes revenue generated by AI music to original songwriters based on their contribution.

Earth

New EU Rules To Stop the Destruction of Unsold Clothes and Shoes (europa.eu) 111

The European Commission has adopted new measures under the Ecodesign for Sustainable Products Regulation (ESPR) to prevent the destruction of unsold apparel, clothing, accessories and footwear. From a report: The rules will help cut waste, reduce environmental damage and create a level playing field for companies embracing sustainable business models, allowing them to reap the benefits of a more circular economy. Every year in Europe, an estimated 4-9% of unsold textiles are destroyed before ever being worn. This waste generates around 5.6 million tons of CO2 emissions -- almost equal to Sweden's total net emissions in 2021. To help reduce this wasteful practice, the ESPR requires companies to disclose information on the unsold consumer products they discard as waste. It also introduces a ban on the destruction of unsold apparel, clothing accessories and footwear.
AI

Pentagon Threatens Anthropic Punishment (axios.com) 151

An anonymous reader shares a report: Defense Secretary Pete Hegseth is "close" to cutting business ties with Anthropic and designating the AI company a "supply chain risk" -- meaning anyone who wants to do business with the U.S. military has to cut ties with the company, a senior Pentagon official told Axios.

The senior official said: "It will be an enormous pain in the ass to disentangle, and we are going to make sure they pay a price for forcing our hand like this."

That kind of penalty is usually reserved for foreign adversaries. Chief Pentagon spokesman Sean Parnell told Axios: "The Department of War's relationship with Anthropic is being reviewed. Our nation requires that our partners be willing to help our warfighters win in any fight. Ultimately, this is about our troops and the safety of the American people."

Anthropic's Claude is the only AI model currently available in the military's classified systems, and is the world leader for many business applications. Pentagon officials heartily praise Claude's capabilities.

AI

Will Tech Giants Just Use AI Interactions to Create More Effective Ads? (seattletimes.com) 59

Google never asked its users before adding AI Overviews to its search results and AI-generated email summaries to Gmail, notes the New York Times. And Meta didn't ask before making "Meta AI" an unremovable part of its tool in Instagram, WhatsApp and Messenger.

"The insistence on AI everywhere — with little or no option to turn it off — raises an important question about what's in it for the internet companies..." Behind the scenes, the companies are laying the groundwork for a digital advertising economy that could drive the future of the internet. The underlying technology that enables chatbots to write essays and generate pictures for consumers is being used by advertisers to find people to target and automatically tailor ads and discounts to them....

Last month, OpenAI said it would begin showing ads in the free version of ChatGPT based on what people were asking the chatbot and what they had looked for in the past. In response, a Google executive mocked OpenAI, adding that Google had no plans to show ads inside its Gemini chatbot. What he didn't mention, however, was that Google, whose profits are largely derived from online ads, shows advertising on Google.com based on user interactions with the AI chatbot built into its search engine.

For the past six years, as regulators have cracked down on data privacy, the tech giants and online ad industry have moved away from tracking people's activities across mobile apps and websites to determine what ads to show them. Companies including Meta and Google had to come up with methods to target people with relevant ads without sharing users' personal data with third-party marketers. When ChatGPT and other AI chatbots emerged about four years ago, the companies saw an opportunity: The conversational interface of a chatty companion encouraged users to voluntarily share data about themselves, such as their hobbies, health conditions and products they were shopping for.

The strategy already appears to be working. Web search queries are up industrywide, including for Google and Bing, which have been incorporating AI chatbots into their search tools. That's in large part because people prod chatbot-powered search engines with more questions and follow-up requests, revealing their intentions and interests much more explicitly than when they typed a few keywords for a traditional internet search.

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