400,000+ business leaders (and teams at IBM, AWS & Zapier) start their day with The AI Report. 5 minutes. Plain English. No hype.
ADVERTISE | PODCASTS | EXECUTIVE’S PASS | B2B TRAINING
Hey
Welcome to The AI Report — the #1 AI newsletter for business leaders.
You don’t need to be technical. Just informed.
• 1. 🚢 Start shipping your next app with Bolt
• 2. ⚡️ OpenAI unveils a spicy chip
• 3. 💼 Your Business Briefing
• 4. 🔎 Gain visibility on search with Semrush
• 5. ✍️ Today’s Policy Corner
• 6. 🗞️ The News Bulletin
Are you ready to launch AI transformation for your company?
TOGETHER WITH BOLT
Your next app is one prompt away.
You read about AI every day. Bolt.new is where you actually build with it. Describe the app you want: a client dashboard, an internal tool, the MVP you keep putting off. Bolt.new turns your prompt into real, working code you can deploy, edit, and own outright. No environment setup. No framework decisions. No engineering hires. Just a browser, a prompt, and a clear idea of what should exist. This week, the first 25 AI Report readers to claim it get a free Bolt.new Pro account. First come, first served.
Latest in AI
OpenAI unveils a spicy chip
🚨 Our Report
OpenAI and Broadcom have unveiled Jalapeño, OpenAI's first custom AI accelerator chip, designed from scratch for large language model inference. The chip was delivered to OpenAI CEO Sam Altman and President Greg Brockman by Broadcom executives, a major step in OpenAI's strategy to control more of its computing infrastructure.
🔓 Key Points
The chip was developed from initial design to manufacturing tape-out in just nine months, which OpenAI and Broadcom believe to be the fastest ASIC development cycle ever achieved in high-performance semiconductors.
Early testing shows Jalapeño will deliver performance per watt substantially better than current state-of-the-art, with architecture that reduces data movement and achieves utilization much closer to theoretical peak performance.
Jalapeño is the first step in a multi-generation compute platform designed for initial deployment by the end of 2026, with plans for gigawatt-scale data centers built in partnership with Microsoft and others.
🔐 Relevance
For enterprise leaders, this reflects OpenAI's push toward vertical integration and infrastructure ownership. The move could improve ChatGPT speed, cut API pricing, and boost reliability for businesses using OpenAI's services. It also intensifies competition with Nvidia, as more AI companies pursue custom silicon to reduce dependence on third-party chip suppliers.
THE BUSINESS BRIEFING: ENGINEERING (powered by Upscaile)
Coinbase (13,000 employees, $7.7B public crypto exchange) faced a blocker: engineering teams spent 20 days moving from initial concept to live code in production. Traditional sprint planning, manual code review, and fragmented handoffs slowed velocity across the company.
Tool used: Cursor — AI-powered editor that orchestrates multiple coding agents, handles model switching, and integrates with existing dev environments.
Result: 90% reduction in concept-to-production time (20 days → 1.8 days). 75% of PRs now created by agents. Engineers save 7 hours/week on manual coding. Teams of 1-2 engineers now ship features that previously required full squads.
The lesson: Coinbase didn't bolt AI onto broken systems, they rebuilt core processes around agents. They scrapped sprint cycles, wrote requirements explicitly for agents to execute, and ran "speedruns" where every developer had 30 minutes to ship a PR using Cursor. Culture change came from leaders using the tools first, not mandates from above.
Steal this: Run a 30-minute speedrun with your dev team this week. Pick low-risk tickets (test coverage, docs, small bug fixes) and require every engineer to ship one PR using an AI coding tool. Track PR count and time saved. Use the session to identify internal champions who can train the rest of the team.
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
Spain launches Europe's first dedicated AI supervisory agency, and enforcement powers are active now.
Spain's new Spanish Agency for the Supervision of Artificial Intelligence (AESIA) became operational in January 2025, establishing Europe's first standalone AI regulator.
Deadline: In effect now.
Your move: If you operate AI systems serving Spanish users, verify your EU AI Act conformity assessment documentation is complete. AESIA has signaled hiring tools, credit scoring, and law enforcement applications as initial audit priorities.
AI News
🧬 OpenAI's o3 diagnoses rare diseases doctors couldn't crack: Boston Children's Hospital used the model to solve 18 previously unsolved pediatric cases, boosting diagnostic success by 5% across 376 patients with rare genetic conditions. FULL STORY
🛡️ Anthropic accuses Alibaba of largest-ever Claude distillation attack: Anthropic alleges Alibaba ran 28.8M fraudulent exchanges through 25K accounts between April-June 2026 to illicitly extract Claude's capabilities and accelerate China's AI development. FULL STORY
💼 Engineering jobs prove most resilient to AI replacement: SignalFire data shows engineering hiring dropped just 11% vs 25% overall tech hiring decline, with engineers now representing 55% of new hires at major tech firms (up from 46% in 2019). FULL STORY
⏳ Google delays Gemini 3.5 Pro to July for token optimization: The company pushed its next frontier model back from June to gather more real-world feedback and fix token consumption issues identified in Flash 3.5. FULL STORY
Trending AI Tools (Sponsored by the AI Executive’s Pass)
A curated look at the AI tools quietly transforming how teams work.
Incogni:* Data brokers feed AI your info. Incogni removes you from 200+ of them — automatically
AssemblyAI offers speech recognition and audio intelligence APIs for transcription, speaker diarization, and content moderation
Doclin builds a code knowledge base through real-time IDE discussions and automated documentation
*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: AI infrastructure beats inference
Capital continues shifting toward AI infrastructure and deployment layers. Two of this week's three largest AI rounds targeted developer clouds and decision automation. As margins compress on hosted LLMs, investors are backing platforms that solve AI's operational bottlenecks: compute access, regulatory guardrails, and financial risk tolerance.
Deals to know:
Runpod (Growth, $100M) — AI developer cloud hits 1M users, processes 20B inference requests. Median time from sign-up to first workload: under an hour. Investors: Summit Partners
Taktile (Series C, $110M) — Automates high-stakes financial decisions (claims processing, underwriting, fraud screening) for banks and insurers using agentic AI. Investors: Goldman Sachs, Tiger Global, Index Ventures
Signal: Smart money betting AI's value capture shifts from models to execution layers. Infrastructure enabling deployment, compliance, and mission-critical automation will command premium valuations through 2027.
Thoughts on today's edition?Hit me up on LinkedIn, I read every message. |  |
Refer a Friend
Latest episode: The Future of Creativity Is Conversational → Listen here
Want to reach 400k+ decision-makers? → Sponsor us
Until next time, Arturo and Liam.
P.S. Unsubscribe if you don’t want us in your inbox anymore.
