| | ADVERTISE | PODCASTS | AI REPORT PRO | | Hey | Welcome to The AI Report — the #1 AI newsletter for business leaders. You don’t need to be technical. Just informed. | 1. 📣 Say more in less time, prompt AI better with Wispr Flow
2. ⚡️Texas governor win tanks AI stock
3. 💼 The Deployment Report
4. 💸 Get ahead of AI spend surprises with Datadog
5. 🗞️ The News Bulletin
6. 🎙️ In This Episode…
7. 🤝 Executive AI Roles, powered by Jack and Jill | |
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| | Latest in AI | | ⚡️Texas governor win tanks AI stock | 🚨 Our Report | AI infrastructure stocks tumbled in overnight trading after Democrat Gina Hinojosa won the Texas gubernatorial race, defeating Republican incumbent Greg Abbott. Hinojosa campaigned on implementing a moratorium on new AI data center development in Texas, which hosts 27% of planned U.S. data center capacity and serves as a critical hub for AI infrastructure buildout. | 🔓 Key Points | Nasdaq-100 futures dropped 0.8% overnight, with CoreWeave down 7%, SpaceX off 6%, and Oracle falling 4% on Robinhood as investors priced in the risk of data center restrictions in the nation's second-largest buildout market. Texas represents the largest concentration of planned AI infrastructure in the U.S., accounting for 27% of all planned data center gigawatts according to Wells Fargo estimates. Democrats also won or retained governorships in Georgia (7%), Ohio (5%), and Pennsylvania (5%). Wells Fargo's chief equity strategist warned the Texas result "could potentially be a left-tail event to the AI trade," as Hinojosa explicitly campaigned on blocking new data center permits until environmental and grid impact studies are completed.
| 🔐 Relevance | For enterprise AI buyers, the political shift in Texas signals infrastructure deployment risks that could cascade into pricing and availability constraints. Companies planning private deployments or evaluating cloud providers should verify datacenter location strategies and assess backup capacity outside Texas and other states with new Democratic leadership hostile to datacenter expansion. | |
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| | THE DEPLOYMENT REPORT
Sponsored by Agentic Brain, see how they're automating deployment → | A Fortune 500 electronics distributor couldn't scale IT support without adding headcount. Here's how AI agents handled 40% more incidents. | | Steal this: Pull your last 90 days of IT tickets and calculate average time from creation to first engineer assignment. If it exceeds 30 minutes, your triage process is the bottleneck. Map which ticket categories require SME input most often. Those are your automation targets—deploy AI-assisted resolution recommendations there first, then expand to automated assignment once engineers trust the context they're receiving. | See the full breakdown → | Would automated triage speed up your ticket response time? | |
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| | TOGETHER WITH DATADOG | AI spend is easy to lose track of, until it shows up as a shock on your AWS bill. | Datadog's guide to driving AI ROI shows you how to connect that spend to the infrastructure and model performance behind it. See which model, provider, or team is driving cost, alert on budget overruns in real time, and build a complete picture of ROI across tokens, models, and providers. One company, Kevel, cut AWS costs by up to $100,000/month. | |
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| | EXECUTIVES TOOLS RADAR
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| | Google will cut off search access for schools that reject AI | Google announced Tuesday that K-12 schools using Google Classroom can now individually toggle AI tools on or off. The catch: search is bundled with AI, so schools that opt out of Gemini lose access to Google search entirely. | The move reverses Google's August decision to enable Gemini for many K-12 students by default, which triggered backlash from educators and parents. Under the new policy, all tools start off by default, and administrators choose what to enable. But the company's integration of search with AI means opting out of AI means opting out of search. | Former FTC Chair Lina Khan called the policy coercive. "Google is using its search monopoly to coerce schools into adopting AI," she wrote on social media. "This highlights the danger of allowing an unregulated monopolist to control an essential service." | Why it matters: Google dominates education tech, with 150 million students and teachers using Classroom globally. The bundling decision forces school administrators to choose between AI exposure and losing core functionality, right as New York City and Los Angeles have issued temporary AI bans in elementary and middle schools. | See the details → |
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| | THE MONEY | Capital is flooding inference platforms as enterprises shift from training experiments to production workloads. Fal doubled its valuation to $16B in six months on $800M+ ARR, while Applied Compute hit $100M ARR in under 18 months. The pattern is clear: investors see inference demand outpacing supply. | Deals to know: | Fal (Series F, $1.3B at $16B valuation) -- AI inference platform hosting video, image, and audio models. Crossed $800M ARR. Investors: Bessemer Venture Partners, Nvidia, Sound Ventures, T. Rowe Price Applied Compute (Series unspecified, $350M at $3.25B valuation) -- Full-stack AI cloud with asynchronous RL training and inference. Hit $100M ARR in 18 months. Investors: Elad Gil, Nvidia, Shopify Ventures, HubSpot Ventures
| Signal: Smart money is betting inference margins compress slower than training margins. Platforms that lock in enterprise workloads now will own the production layer. |
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| | EXECUTIVE AI ROLES | | | Member of Technical Staff | SketchPro · San Francisco, CA · $180k-$250k + Equity | Ship agentic workflows that reason over 3D data and automate the tedious grunt work of architecture. | View role → | | Founding Community & Operations Lead | The Relationship Company, PBC · San Francisco, CA · $80k-$120k + Equity | Lead campus networks, organize high-impact events in San Francisco, and manage founder-level outreach. | View role → | | Customer Success Manager | Windfall Data, Inc.· San Francisco, CA · $110k-$168k + Equity | Act as a strategic advisor, guiding organizations through the full lifecycle of their data-driven journey. | View role → |
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| | AI NEWS | 🎙️ Brett Jenks, CEO of Rare, joins Liam to talk about what it takes to change human behavior at scale, and how Rare is using AI to do it. WATCH HERE | | 🔌 POLICY: SEC Enforcement Director confirms agency is investigating companies for both overstating AI capabilities and failing to disclose AI risks, signaling intensified scrutiny of public filings. LEARN MORE | | 💰 ECON NEWS: Anthropic files S-1 for Nasdaq IPO under ticker "ANT". The AI lab submitted SEC paperwork for its public offering, with Goldman Sachs and Morgan Stanley leading. Share count and price range not yet disclosed. FULL STORY | | 💻 MEDIA NEWS: Hollywood stars back NYT in AI copyright showdown. Anne Hathaway, Madonna, and major unions representing 250,000+ entertainment workers filed briefs supporting the Times against OpenAI and Microsoft. WME says AI use of creative materials "should be licensed." FULL STORY | | 🛡️ SECURITY NEWS: Apple flags AI agents as business risk in SEC filing. New disclosure warns agents "may behave in unintended or unpredictable ways," including accessing systems without authorization. Company changed Mac full disk access policies to limit agent permissions. FULL STORY |
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| | The people have spoken, and yesterday’s results are in: | | Check out the story for the full scoop! |
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| | | Refer a Friend | | Latest episode: The Behavior Change Playbook Behind 30% Lower Costs → Listen here
Want to reach 400k+ decision-makers? → Sponsor us | Until next time, The AI Report Team. | | P.S. Unsubscribe if you don’t want us in your inbox anymore. |
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