President Donald Trump has ordered all U.S. federal agencies to "immediately cease" using Anthropic's AI technology, escalating a standoff after the company sought limits on Pentagon use of its models. CNBC reports: The company, which in July signed a $200 million contract with Pentagon, wants assurances that the Defense Department will not use its AI models will not be used for fully autonomous weapons or mass domestic surveillance of Americans. The Pentagon had set a deadline of 5:01 p.m. ET Friday for Anthropic to agree to its demands to allow the Pentagon to use the technology for all lawful purposes. If Anthropic did not meet that deadline, Pete Hegseth threatened to label the company a "supply chain risk" or force it to comply by invoking the Defense Production Act. "The Leftwing nut jobs at Anthropic have made a DISASTROUS MISTAKE trying to STRONG-ARM the Department of War, and force them to obey their Terms of Service instead of our Constitution," Trump said in a post on Truth Social. "Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY." "Therefore, I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic's technology," Trump wrote. "We don't need it, we don't want it, and will not do business with them again! There will be a Six Month phase out period for Agencies like the Department of War who are using Anthropic's products, at various levels," Trump said. On Friday, OpenAI said it would also draw the same red lines as Anthropic: no AI for mass surveillance or autonomous lethal weapons.

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An anonymous reader quotes a report from the Associated Press: The U.S. military used a laser Thursday to shoot down a "seemingly threatening" drone flying near the U.S.-Mexico border. It turned out the drone belonged to Customs and Border Protection, lawmakers said. The case of mistaken identity prompted the Federal Aviation Administration to close additional airspace around Fort Hancock, about 50 miles (80 kilometers) southeast of El Paso. The military is required to formally notify the FAA when it takes any counter-drone action inside U.S. airspace. It was the second time in two weeks that a laser was fired in the area. The last time it was CBP that used the weapon and nothing was hit. That incident occurred near Fort Bliss and prompted the FAA to shut down air traffic at El Paso airport and the surrounding area. This time, the closure was smaller and commercial flights were not affected. The FAA, CBP and the Pentagon confirmed the incident in a joint statement, saying the military "employed counter-unmanned aircraft system authorities to mitigate a seemingly threatening unmanned aerial system operating within military airspace." "At President Trump's direction, the Department of War, FAA, and Customs and Border Patrol are working together in an unprecedented fashion to mitigate drone threats by Mexican cartels and foreign terrorist organizations at the U.S.-Mexico Border," the statement said. The report notes that 27,000 drones were detected within 1,600 feet of the southern border in the last six months of 2024. Illinois Democratic U.S. Sen. Tammy Duckworth, the ranking member on the Senate's Aviation Subcommittee, is calling for an independent investigation to look into the matter. "The Trump administration's incompetence continues to cause chaos in our skies," Duckworth said.

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An anonymous reader quotes a report from The Register: Ballooning memory prices are forecast to kill off entry-level PCs, leading to a decline in global shipments this year -- and a similar effect is going to hit smartphones. Analyst biz Gartner is projecting a drop in PC shipments of more than 10 percent during 2026, and a decline of around 8 percent for smartphones, all due to the AI-driven memory shortage. Some types of memory have doubled or quadrupled in price since last year, and Gartner believes DRAM and NAND flash used in PCs and phones is set for a further 130 percent rise by the end of 2026. The upshot of this is that the budget PC will disappear, simply because vendors won't be able to build them at a price that will satisfy cost-conscious buyers, according to Gartner research director Ranjit Atwal. "Because the price of memory is increasing so much, vendors lose the ability to provide entry-level PCs -- those below about $500," he told The Register. PC makers could just raise the price of their cheap and cheerful boxes to above that level to compensate for the memory hike, however, price-sensitive buyers simply won't bite, he added. Another factor expected to add to declining fortunes of the PC industry this year is AI devices -- systems equipped with special hardware for accelerating AI tasks, typically via a neural processing unit (NPU) embedded in the CPU. These systems were predicted to take the market by storm, but they require more memory to support AI processing and vendors like to mark them up to a premium price. "Historically, downgrading specifications was the way to go when prices were being squeezed, but that's difficult here," Atwal said. "The thinking was that the average price [of AI PCs] would fall this year, and lead to more adoption," said Atwal, "but that's not happening." The lack of killer applications isn't helping either.

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sciencehabit quotes a report from Science Magazine: For decades, planetary scientists have pored over a mystery hidden within the Moon rocks retrieved by Apollo astronauts in the 1960s and '70s. Minerals in the rocks record the imprint of a magnetic field, nearly as powerful as Earth's, that existed more than 3.5 billion years ago and seemed to persist for millions of years. But generating a magnetic field requires a dynamo -- a churning, molten core -- and most researchers believed the Moon's tiny core would have long since cooled off, 1 billion years after it formed. Corroborating that picture are other ancient Moon rocks of about the same age that suggest the field was weak -- leaving planetary scientists baffled. Now, researchers are proposing a new way to solve the puzzle. A paper published today in Nature Geoscience theorizes that between 3.5 billion and 4 billion years ago, blobs of titanium-rich magma melted episodically just above the core, rising in plumes that drove volcanic eruptions on the surface. By intermittently stirring up the Moon's core, these bouts of melting would have caused the Moon's magnetic field to flicker on in short, powerful bursts. The paper "links a few different concepts that people were thinking about separately, but hadn't actually brought together," says Sonia Tikoo, a planetary geophysicist at Stanford University who was not involved in the study.

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Longtime Slashdot reader ArchieBunker shares a report from NBC News: NASA revealed that astronaut Mike Fincke was the crew member who suffered a medical incident at the International Space Station in January, which prompted the agency to carry out the first evacuation due to a medical issue in the space station's 25-year history. The rare decision to cut a mission short and bring Fincke and three other crew members home early made for a dramatic week in space early this year. In a statement released by NASA "at the request of Fincke," the veteran astronaut said he experienced a medical event on Jan. 7 "that required immediate attention" from his space station crew members. "Thanks to their quick response and the guidance of our NASA flight surgeons, my status quickly stabilized," Fincke, 58, said in the statement. [...] In his statement, Fincke thanked his Crew-11 colleagues, along with NASA astronaut Chris Williams and Russian cosmonauts Sergey Kud-Sverchkov and Sergei Mikaev, who were also aboard the space station at the time and are still in space. Fincke also thanked the teams at NASA, SpaceX and the medical professionals at Scripps Memorial Hospital La Jolla. "Their professionalism and dedication ensured a positive outcome," he said. Fincke ended his statement by saying he is "doing very well" and still actively involved with standard post-flight reconditioning at NASA's Johnson Space Center in Houston. "Spaceflight is an incredible privilege, and sometimes it reminds us just how human we are," he said. "Thank you for all your support."

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An anonymous reader quotes a report from the Associated Press: Anthropic CEO Dario Amodei said Thursday the artificial intelligence company "cannot in good conscience accede" to the Pentagon's demands to allow wider use of its technology. The maker of the AI chatbot Claude said in a statement that it's not walking away from negotiations, but that new contract language received from the Defense Department "made virtually no progress on preventing Claude's use for mass surveillance of Americans or in fully autonomous weapons." The Pentagon's top spokesman has reiterated that the military wants to use Anthropic's artificial intelligence technology in legal ways and will not let the company dictate any limits ahead of a Friday deadline to agree to its demands. Sean Parnell said Thursday on social media that the Pentagon "has no interest in using AI to conduct mass surveillance of Americans (which is illegal) nor do we want to use AI to develop autonomous weapons that operate without human involvement." Anthropic's policies prevent its models, such as its chatbot Claude, from being used for those purposes. It's the last of its peers -- the Pentagon also has contracts with Google, OpenAI and Elon Musk's xAI -- to not supply its technology to a new U.S. military internal network. Parnell said the Pentagon wants to "use Anthropic's model for all lawful purposes" but didn't offer details on what that entailed. He said opening up use of the technology would prevent the company from "jeopardizing critical military operations." "We will not let ANY company dictate the terms regarding how we make operational decisions," he said. In a post on X, Parnell said Anthropic will "have until 5:01 PM ET on Friday to decide. Otherwise, we will terminate our partnership with Anthropic and deem them a supply chain risk for DOW."

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A Greek court has convicted four individuals linked to the marketing of Predator spyware in the wiretapping scandal that shook the country in 2022. The BBC reports: In what became known as "Greece's Watergate," surveillance software called Predator was used to target 87 people -- among them government ministers, senior military officials and journalists. The four who had marketed the software were found guilty by an Athens court of misdemeanours of violating the confidentiality of telephone communications and illegally accessing personal data and conversations. The court sentenced the four defendants to lengthy jail sentences, suspended pending appeal. Although they each face 126 years, only eight would be typically served which is the upper limit for misdemeanors. One in three of the dozens of figures targeted had also been under legal surveillance by Greece's intelligence services (EYP). Prime Minister Kyriakos Mitsotakis, who had placed EYP directly under his supervision, called it a scandal, but no government officials have been charged in court and critics accuse the government of trying to cover up the truth. The case dates back to the summer of 2022, when the current head of Greek Socialist party Pasok, Nikos Androulakis - then an MEP - was informed by the European Parliament's IT experts that he had received a malicious text message containing a link. Predator spyware, marketed by the Athens-based Israeli company Intellexa, can get access to a device's messages, camera, and microphone. Its use was illegal in Greece at that time but a new law passed in 2022 has since legalised state security use of surveillance software under strict conditions. Androulakis also discovered that he had been tracked for "national security reasons" by Greece's intelligence services. The scandal has since escalated into a debate over democratic accountability in Greece.

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Colorado lawmakers are proposing SB26-051, a bill that would require operating systems to register a user's age bracket and share it with apps via an API. PCMag reports: The bill comes from state Sen. Matt Ball and Rep. Amy Paschal, both Democrats. "The intent is to create thoughtful safeguards for kids online through a privacy-forward framework for age assurance," Ball told PCMag. "Unlike some laws in other states, SB 51 doesn't require users to share personally identifiable information or use facial recognition technology." The legislation also promises to centralize the age check through the OS, rather than mandating that each app enforce their own age-verification mechanism, which can involve scanning the user's official ID, thus raising privacy and security concerns. The bill also forbids the sharing of the age-bracket data for any other purpose. But it looks like it's easy to bypass the age check proposed by SB26-051. The legislation itself doesn't mention any state ID check to verify the owner's age. In addition, the bill doesn't seem to cover websites, only apps and app stores. The report notes that the legislation was based on California's bill AB 1043, which was passed last year and expected to take effect January 1, 2027.

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Jack Dorsey's Block is cutting more than 4,000 jobs, or nearly half its workforce, as part of a deliberate shift toward becoming a smaller, "intelligence-native" company built around AI. The Verge reports: "We're not making this decision because we're in trouble," Dorsey says. "Our business is strong. Gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. But something has changed. We're already seeing that the intelligence tools we're creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. And that's accelerating rapidly." Dorsey opted to do a big layoff instead of gradual cuts because "I'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome." The layoffs were announced on Thursday as part of the company's Q4 2025 earnings. In a shareholder letter (PDF), Dorsey says that "We believe Block will be significantly more valuable as a smaller, faster, intelligence-native company. Everything we do from here is in service of that."

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An anonymous reader quotes a report from 404 Media: There's a new agentic AI called Einstein that will, according to its developers, live the life of a student for them. Einstein's website claims that the AI will attend lectures for you, write your papers, and even log into EdTech platforms like Canvas to take tests and participate in discussions. Educators told me that Einstein is just one of many AI tools that can do homework for students, but should be seen as a warning to schools that are increasingly seen by students as a place to gain a diploma and status as opposed to the value of education itself. If an AI can go to school for you what's the point of going to school? For Advait Paliwal, Brown dropout and co-creator of Einstein, there isn't one. "I think about horses," he said. "They used to pull carriages, but when cars came around, I'd argue horses became a lot more free," he said. "They can do whatever they want now. It would be weird if horses revolted and said 'no, I want to pull carriages, this is my purpose in life.'" But humans aren't horses. "This is much bigger than Einstein," Matthew Kirschenbaum told 404 Media. "Einstein is symptomatic. I doubt we'll be talking about Einstein, as such, in a year. But it's symptomatic of what's about to descend on higher ed and secondary ed as well." [...] The attractiveness of agentic AIs is a symptom of a decades-long trend in higher education. "Universitiesby and large adopted a transactive model of education," Kirschenbaum said. "Students see their diploma as a credential. They pay tuition and at the end of four years, sometimes five years, they receive the credential and, in theory at least, that is then the springboard to economic stability and prosperity." Paliwal seems to agree. He told 404 Media that he attempted to change the university from the inside while working as a TA, but felt stymied by politics. "The only way to force these institutions to evolve is to bring reality to their face. And usually the loudest critics are the ones who can't do their own job well and live in fear of automation," he said. "I think we really need to question what learning even is and whether traditional educational institutions are actually helping or harming us," said Paliwal. "We're seeing a rise in unemployment across degree holders because of AI, and that makes me question whether this is really what humans are born to do. We've been brainwashed as a society into valuing ourselves by the output of our productive work, and I think humanity is a lot more beautiful than that. Is it really education if we're just memorizing things to perform a task well?" Kirschenbaum added: "What we're finding is that if forms of education can be transacted then we've just about arrived at the point where autonomous software AI agents are capable of performing the transaction on your behalf," he said. "And so the whole educational paradigm has come back to essentially bite itself in the ass."

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Google has launched Nano Banana 2 (Gemini 3.1 Flash Image), a faster, more realistic image generation model that becomes the default across Gemini, Search, Lens, and Flow. TechCrunch reports: The new Nano Banana 2 retains some of the high-fidelity characteristics of the Pro model but produces images faster. The company says you can create images with a resolution ranging from 512px to 4K, in different aspect ratios. Nano Banana 2 can maintain character consistency for up to five characters and fidelity of up to 14 objects in one workflow for better storytelling. Users can also issue complex requests with detailed nuances for image generation, Google says. In addition, users can create media with more vibrant lighting, richer textures, and sharper detail. [...] On Google's higher-end plans, Google AI Pro and Ultra, subscribers can continue to use Nano Banana Pro for specialized tasks by regenerating images via the three-dot menu. [...] The company said that all images created through the new model will have a SynthID watermark, which is Google's mark to denote AI-generated images. The images are also interoperable with C2PA Content Credentials, created by an industry body consisting of companies like Adobe, Microsoft, Google, OpenAI, and Meta. Google said that since launching the SynthID verification in the Gemini app in November, people have used it over 20 million times.

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New submitter sabbede shares a report from CNN Politics: A sprawling Chinese influence operation -- accidentally revealed by a Chinese law enforcement official's use of ChatGPT -- focused on intimidating Chinese dissidents abroad, including by impersonating US immigration officials, according to a new report from ChatGPT-maker OpenAI. The Chinese law enforcement official used ChatGPT like a diary to document the alleged covert campaign of suppression, OpenAI said. In one instance, Chinese operators allegedly disguised themselves as US immigration officials to warn a US-based Chinese dissident that their public statements had supposedly broken the law, according to the ChatGPT user. In another case, they describe an effort to use forged documents from a US county court to try to get a Chinese dissident's social media account taken down. "This is what Chinese modern transnational repression looks like," Ben Nimmo, principal investigator at OpenAI, told reporters ahead of the report's release. "It's not just digital. It's not just about trolling. It's industrialized. It's about trying to hit critics of the CCP [Chinese Communist Party] with everything, everywhere, all at once." Michael Horowitz, a former Pentagon official focused on emerging technologies, said the report from OpenAI "clearly demonstrates the way that China is actively employing AI tools to enhance information operations. US-China AI competition is continuing to intensify. This competition is not just taking place at the frontier, but in how China's government is planning and implementing the day-to-day of their surveillance and information apparatus."

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Apple's iPhone and iPad running iOS 26 and iPadOS 26 have become the first consumer mobile devices cleared for NATO-restricted classified data. No special software or settings are required. MacRumors reports: Apple's devices are the first and only consumer mobile products that have reached this government certification level after security testing and evaluation by the German government. iPhones and iPads running iOS 26 and iPadOS 26 are now certified for use with classified data in all NATO nations. In an announcement of the security clearance, Apple touted its security features: "Apple designs security into all of its products from the start, ensuring the most sophisticated protections are built in across hardware, software, and Apple silicon. This unique approach allows Apple users to benefit from industry-leading security protections such as best-in-class encryption, biometric authentication with Face ID, and groundbreaking features like Memory Integrity Enforcement. These same protections are now recognized as meeting stringent government and international security requirements, even for restricted data."

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Firefox 148 introduces granular AI controls and a global "AI kill switch" that allows users to disable or selectively manage the browser's AI features. Phoronix reports: Among the AI features that can be toggled individually are around translations, image alt text in the Firefox PDF viewer, tab group suggestions, key points in link previews, and AI chatbot providers in the sidebar. Firefox 148 also brings Firefox for Android, support for the Trusted Types API, CSS shape() function support, Sanitizer API support, WebGPU enhancements, and a variety of other changes. Developer chances can be found at developer.mozilla.org. Binaries are available from ftp.mozilla.org.

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alternative_right shares a report from Phys.org: A team of researchers working at Quantinuum in the United Kingdom and QuSoft in the Netherlands has now developed a quantum algorithm that solves a specific sampling task -- known as complement sampling -- dramatically more efficiently than any classical algorithm. Their paper, published in Physical Review Letters, establishes a provable and verifiable quantum advantage in sample complexity: the number of samples required to solve a problem. "We stumbled upon the core result of this work by chance while working on a different project," Harry Buhrman, co-author of the paper, told Phys.org. "We had a set of items and two quantum states: one formed from half of the items, the other formed from the remaining half. Even though the two states are fundamentally distinct, we showed that a quantum computer may find it hard to tell which one it is given. Surprisingly, however, we then realized that transforming one state into the other is always easy, because a simple operation can swap between them."

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U.S. battery storage installations hit a record 57.6 GWh in 2025, and Texas is now poised to surpass California as the nationâ(TM)s largest storage market in 2026. Electrek reports: According to the US Energy Storage Market Outlook Q1 2026 from the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, installations are now four times higher than totals from just three years ago. The US had a total of 137 GWh of utility-scale storage installed as of 2025, plus 19 GWh of commercial and industrial systems and 9 GWh of residential storage. Analysts expect the growth streak to continue. More than 600 GWh of energy storage is projected to be deployed nationwide by 2030, even as the Trump administration targets clean energy industries. Two-thirds of utility-scale storage installed in 2025 was built in red states, including nine of the top 15 states for new installations. Texas is projected to surpass California as the countryâ(TM)s largest battery storage market in 2026. Standalone battery projects accounted for nearly 30 GWh of new capacity in 2025, while solar-plus-storage installations made up about 20 GWh. Residential storage deployments reached 3.1 GWh last year, a 51% increase year-over-year. Analysts say virtual power plant programs in states such as Massachusetts, Texas, Arizona, and Illinois are helping drive adoption by reducing costs and easing strain during peak demand periods. The supply chain is shifting to support the boom. In 2025, some battery cell manufacturers pivoted production from EV batteries to dedicated stationary storage cells, converting existing lines and adjusting future plans. Lithium-ion cell manufacturing for stationary storage reached more than 21 GWh in 2025, enough to power Houston overnight, according to SEIAâ(TM)s Solar and Storage Supply Chain Dashboard. Meanwhile, US factories now have the capacity to manufacture 69.4 GWh of battery energy storage systems annually.

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An anonymous reader quotes a report from the Guardian: When two men knocked on Ida Huddleston's door last May, they carried a contract worth more than $33m in exchange for the Kentucky farm that had fed her family for centuries. According to Huddleston, the men's client, an unnamed "Fortune 100 company," sought her 650 acres (260 hectares) in Mason county for an unspecified industrial development. Finding out any more would require signing a non-disclosure agreement. More than a dozen of her neighbors received the same knock. Searching public records for answers, they discovered that a new customer (PDF) had applied for a 2.2 gigawatt project from the local power plant, nearly double its annual generation capacity. The unknown company was building a datacenter. "You don't have enough to buy me out. I'm not for sale. Leave me alone, I'm satisfied," Huddleston, 82, later told the men. As tech companies race to build the massive datacenters needed to power artificial intelligence across the US and the world, bids like the one for Huddleston's land are appearing on rural doorsteps nationwide. Globally, 40,000 acres of powered land – real estate prepped for datacenter development -- are projected to be needed for new projects over the next five years, double the amount currently in use. Yet despite sums that often dwarf the land's recent value, farmers are increasingly shutting the door. At least five of Huddleston's neighbors gave similar categorical rejections, including one who was told he could name any price. In Pennsylvania, a farmer rejected $15m in January for land he'd worked for 50 years. A Wisconsin farmer turned down $80m the same month. Other landowners have declined offers exceeding $120,000 per acre -- prices unimaginable just a few years ago. The rebuffs are a jarring reminder of AI's physical bounds, and limits of the dollars behind the technology. [...] As AI promises to transcend corporeal fallibility, these standoffs reveal its very physical constraints -- and Wall Street's miscalculation of what some people value most. In the rolling hills of Mason county and farmland across America, that gap is measured not in dollars but in something harder to price: identity.

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In her first major interview as Microsoft's new gaming chief, Asha Sharma said that "great games" must deliver emotional resonance and a distinct creative voice, while making clear that she has "no tolerance for bad AI." Stepping in after Phil Spencer's retirement, she's pledging consistency, community trust, and a human-first approach to storytelling as Xbox enters a new era. Variety reports: Sharma was quick in laying out her top priorities for Microsoft Gaming in an internal memo announcing her promotion, noting "great games," "the return of Xbox" and the "future of play" as her three main commitments to the gaming community. So first, what makes a great game for Sharma, whose roles prior to CoreAI include top positions at Instacart and Meta? The new Microsoft Gaming CEO tells Variety it's all about games with "deep emotional resonance" and "a distinct point of view." She wants to develop stories that make players "feel something," like the kind of feelings Campo Santo's 2016 first-person mystery "Firewatch" elicited in her. Sharma takes on the mantle as head of the leading competitor to Sony's PlayStation and Nintendo knowing full well she's entering the role as an outsider to the larger gaming community and has "a lot to learn" still. But Sharma says she's got a commitment to "being grounded in what the community is telling us." "I'm coming into gaming as a platform builder," Sharma said, adding that her goal is to "earn the right to be trusted by players and developers" and show the fanbase that "consistency" over time. In her interview with Variety, Sharma acknowledged the tumultuous state of the gaming industry, referencing Matthew Ball's recent State of Video Gaming in 2026 report as evidence that the larger "transformation" of the sector is "protecting what we believe in while remaining open-minded about the future." Due to her strong background in AI, initial reactions to Sharma's appointment have raised concerns about what her specific views are on the use of generative AI in game development. Sharma says her stance is simple: she has "no tolerance for bad AI." "AI has long been part of gaming and will continue to be," Sharma said, noting that gaming needs new "growth engines," but that "great stories are created by humans."

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joshuark quotes a report from BleepingComputer: Microsoft is investigating a known issue that causes the mouse pointer to disappear in the classic Outlook desktop email client for some users. This bug has been acknowledged almost two months after the first reports started surfacing online, with users saying that Outlook became unusable after the mouse pointer vanished while using the app. [...] Microsoft explained in a recent support document that the mouse pointer (and in some cases the cursor) will suddenly vanish as users move it across Outlook's interface. "When using classic Outlook, you may find that the mouse pointer or mouse cursor disappears as you move the pointer over the Outlook interface," it said. "Although the mouse pointer is not there, the email in the message list will change color as you hover over it. This issue has also been reported with OneNote and other Microsoft 365 apps to a lesser degree." Microsoft added that the Outlook team is investigating the issues and will provide updates as more information becomes available. While a timeline for a permanent fix is not yet available, Microsoft has offered three temporary workarounds that require affected users to click an email in the message list when the cursor disappears, which may cause it to reappear. Alternatively, switching to PowerPoint, clicking into an editable area, and then returning to Outlook may also restore the mouse pointer.

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A 7,000-word "doomsday" thought experiment from Citrini Research helped trigger an 800-point drop in the Dow, "painting a dark portrait of a future in which technological change inspires a race to the bottom in white-collar knowledge work," reports the Wall Street Journal. From the report: Concerns of hyperscalers overspending are out. Worries of software-industry disruption don't go far enough. The "global intelligence crisis" is about to hit. The new, broader question: What if AI is so bullish for the economy that it is actually bearish? "For the entirety of modern economic history, human intelligence has been the scarce input," Citrini wrote in a post it described as a scenario dated June 2028, not a prediction. "We are now experiencing the unwind of that premium." Many of Monday's moves roughly aligned with the situation outlined by Citrini, in which fast-advancing AI tools allow spending cuts across industries, sparking mass white-collar unemployment and in turn leading to financial contagion. Software firms DataDog, CrowdStrike and Zscaler each plunged more than 9%. International Business Machines' 13% decline was its worst one-day performance since 2000. American Express, KKR and Blackstone -- all name-checked by Citrini -- tumbled. That anxiety, coupled with renewed uncertainty about trade policy from Washington, weighed down major indexes Monday. The Dow Jones Industrial Average led declines, falling 1.7%, or 822 points. The S&P 500 shed 1%, while the Nasdaq composite retreated 1.1%. [...] Monday's market swings extended a run of AI-linked volatility. A small research outfit that has garnered a huge Substack following for macro and thematic stock research, Citrini said in its new post that software firms, payment processors and other companies formed "one long daisy chain of correlated bets on white-collar productivity growth" that AI is poised to disrupt. [...] Shares in DoorDash also veered 6.6% lower Monday after Citrini's Substack note called the delivery app a "poster child" for how new tools would upend companies that monetize interpersonal friction. In the research firm's scenario, AI agents would help both drivers and customers navigate food deliveries at much lower costs.

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