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Welcome to The AI Report — the #1 AI newsletter for business leaders.

You don’t need to be technical. Just informed.

• 1. 🔐 Reclaim your privacy with Incogni 
• 2. ⚡️OpenAI offers US a 5% stake
• 3. 💼 Your Business Briefing
• 4. 🔎 See where you rank on Google and AI with Semrush
• 5. ✍️ Today’s Policy Corner
• 6. 🗞️ The News Bulletin

Are you ready to launch AI transformation for your company?

TOGETHER WITH INCOGNI

The first Google result for your name is a data broker

You Google yourself. The top result is a data broker page — full address, phone number, age, the names of your relatives. None of it is hard to find. Most of it costs less than a cup of coffee.

That's how spam calls find you. It's how phishing emails get specific enough to work. And in the worst cases, it's how identity theft starts — your details bundled, resold, and eventually surfacing on the dark web.

Incogni Unlimited stops it. Privacy agents file removal requests on your behalf across an unlimited number of sites, with coverage of 420+ broker types — including People Search platforms and private databases most services don't reach.

It runs in the background. You stay off the lists. Use code AIREPORT for an exclusive 58% discount on unlimited removals.

Latest in AI

OpenAI offers US a 5% stake

🚨 Our Report

OpenAI is in early talks to give a 5% equity stake to the US government, with CEO Sam Altman arguing the move would distribute AI's economic benefits to the public. The proposal would also involve other major AI developers making similar contributions.

🔓 Key Points

• Altman has discussed the idea with President Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent, proposing an investment vehicle modeled after Alaska's oil wealth fund.

• The plan would require other AI giants like Anthropic, Google, and Meta to participate, though it's unclear whether competitors would agree. Any deal would likely need congressional approval.

• Both OpenAI and Anthropic are preparing IPOs that could value each company above $1 trillion. Democratic Senator Bernie Sanders has separately pushed for a 50% one-time stock tax on major AI firms.

🔐 Relevance

For enterprise leaders, this signals a shift in how AI companies may need to structure future deals with Washington. The proposal comes as Anthropic just resolved a government-ordered model suspension, highlighting increased federal pressure on the industry. Companies building on these platforms should monitor how equity arrangements and national security concerns reshape vendor relationships and access terms.

The AI Report Podcast

Why AI Adoption Fails Inside Most Companies | Scott Likens, Global Chief AI Engineer, PwC

THE BUSINESS BRIEFING: HR & TALENT (powered by Upscaile)

Nestlé (global CPG enterprise, 9M annual career site visits) had recruiters spending over 8,000 hours per year manually scheduling and rescheduling interviews. They deployed Paradox’s AI assistant “Olivia” to automate screening conversations and interview coordination directly on their career site and via mobile, integrated with SAP SuccessFactors.

Tool used: Paradox (Olivia) -- conversational AI that automates candidate screening, Q&A, and interview scheduling.

Result: 25,000+ interviews auto-scheduled in one year (600% YoY increase), 360,000+ candidate conversations handled, and roughly 8,000 recruiter hours saved. Net promoter score increased 5+ points post-implementation.

The lesson: Automation works when it removes admin friction but keeps recruiters focused on advisory, high-value conversations.

Steal this: Pull a report on how many hours your TA team spent scheduling interviews last quarter. Pilot an AI scheduling assistant for one high-volume role and integrate it directly into your ATS. Measure hours saved and candidate response time within 30 days.

TOGETHER WITH SEMRUSH

Your audience isn’t just searching on Google anymore

With Semrush One, you can track and grow your visibility across search engines and AI platforms — all in one place.

Backed by 17 years of trusted data, get the insights you need to find opportunities, outperform competitors, and drive real results without the guesswork.

THE POLICY CORNER

New York now requires disclosure labels on ads featuring AI-generated performers.

Any advertisement running in New York that features a "synthetic performer" must include a conspicuous disclosure. The law applies to digitally-created media that appears as a real person, regardless of where the advertiser is headquartered. Audio-only ads and movie trailers using AI characters are exempt.

Deadline: In effect now.

Risk: $1,000 fine for first violation, $5,000 for each subsequent violation. No cap on cumulative penalties across campaigns.

Your move: Audit your active ad creative this week. If any ads feature AI-generated humans, add disclosure language before your next campaign refresh. The law doesn't specify exact wording, so model your disclosure on FTC "clear and conspicuous" standards: prominent placement, readable size, sufficient duration.

AI News

• 💰 Walmart, Uber, Microsoft cap AI usage as ROI scrutiny intensifies: Major enterprises impose token-based limits after Uber depleted its annual AI budget in months; procurement teams now demanding line-item accountability for every tool. FULL STORY

• 📈 Robinhood CEO says AI agents will match human trader capabilities: Trading platform's agentic tools now let AI execute stock purchases autonomously; CEO Tenev predicts retail investors will gain institutional-grade automated trading access. FULL STORY

• 🇨🇳 Chinese GLM-5.2 model ranks second globally for front-end coding: Beijing's Z.ai startup delivers capabilities rivaling Anthropic and OpenAI at one-sixth the cost; now ranks above Anthropic models on developer platform OpenRouter. FULL STORY

• 🏢 Microsoft launches $2.5B AI deployment unit with 6,000 engineers: New Microsoft Frontier Company will embed industry experts at Fortune 500 clients for outcome-driven implementations; follows Amazon's $1B FDE commitment two days earlier. FULL STORY

Trending AI Tools (Sponsored by the AI Executive’s Pass)

A curated look at the AI tools quietly transforming how teams work.

1. Gamma:* Create stunning presentations and websites from a single prompt, no design skills required

2. API Privacy identifies and manages PII across internal and third-party API data exchanges

3. Bright Data is an AI-enhanced web scraping platform for large-scale structured data collection

^{*indicates a sponsored tool, if any}

⚡️ Why pay for 4–6 separate AI tools at full price when the AI Executive’s Pass fixes that?

The Money: Capital floods AI video platforms

Two of the largest AI raises this week targeted video generation and analysis, signaling that investors see moving images, not text, as the next high-value data layer. Kling AI pulled in $2B at a reported $15B valuation, with ARR jumping from $300M in January to $500M by March. TwelveLabs added $100M as enterprises look to monetize dormant video archives.

Deals to know:

• Kling AI (Venture round, $2B) -- Chinese AI video startup expanding global operations after Sora’s shutdown; ARR reached ~$500M in March. Investors: Kuaishou-led consortium, additional backers TBD.

• TwelveLabs (Series B, $100M) -- Enterprise platform that searches and reasons across large-scale video archives using natural language. Investors: NEA, Naver Ventures, Amazon, Radical Ventures, Index Ventures.

Signal: Investors are betting the next AI revenue wave comes from controlling and monetizing video, turning visual data into enterprise-grade infrastructure.

Refer a Friend

Latest episode: Why AI Adoption Fails Inside Most Companies → Listen here
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Until next time, Arturo and Liam.

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