This week, AI stopped being a background story and became the front page. OpenAI is fighting a user revolt it may not be able to spin its way out of. Arm just broke a 35-year tradition to build its own silicon. And a new report confirmed what many suspected: the internet is no longer primarily a human place. |
Key Takeaways: |
Over 1.5M users have pledged to cancel ChatGPT — and uninstalls surged 295% in a single day after OpenAI's Pentagon deal Bots and AI agents now grow at 8x the rate of human internet traffic — agentic AI traffic alone is up 7,851% year over year Arm unveiled its first in-house chip ever, the AGI CPU, targeting $15B in annual revenue by 2031 with Meta as its first customer Anthropic's Claude Code can now take direct control of your computer desktop to complete tasks autonomously The Trump administration released a national AI legislative framework calling on Congress to preempt conflicting state laws
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Join us as we untangle this week's happenings in AI! |
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IN PARTNERSHIP WITH OPAQUE SYSTEMS |
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| | Jensen Huang didn't just mention confidential AI at GTC 2026—he built his entire keynote around it. When NVIDIA makes verifiable AI trust the foundation of its strategy, it's an inflection point. | The enterprises winning with AI won't be the ones who deploy fastest. They'll be the ones who deploy with cryptographic, hardware-attested proof that data stays private. Policy promises are no longer enough. | Join us TODAY at 1:30 PM ET to break down exactly what this GTC shift means for your enterprise AI strategy and roadmap. | 👉Secure Your Spot Now |
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THE BIG AI STORY |
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OpenAI is facing its most significant public relations crisis to date following its decision to sign a deal with the US Department of War. The move came shortly after rival Anthropic rejected a similar contract over concerns regarding mass domestic surveillance and autonomous weapons. A grassroots movement dubbed "QuitGPT" went viral overnight, urging users to cancel their ChatGPT subscriptions — and it worked. Reports indicate over 1.5 million users have already pledged to leave, with ChatGPT uninstalls surging 295% in a single day. Anthropic's Claude shot to the number one spot in the US App Store, surpassing ChatGPT in daily American downloads for the first time. |
OpenAI CEO Sam Altman admitted the rollout was "opportunistic and sloppy" and promised to amend the deal with explicit protections, but the damage may already be compounding. The company is simultaneously shutting down its Sora video generator, shelving an erotic chatbot project, and pivoting toward a new model codenamed "Spud" — all moves analysts read as a race to shore up profitability ahead of a potential IPO. OpenAI reportedly made $13 billion in revenue last year and is targeting a tripling of that figure in 2026, all while burning through capital at a historic rate. |
The crisis exposes a structural vulnerability no amount of product pivots can fix: when users feel a platform has crossed an ethical line, the switching cost is now zero. Claude is one tap away. |
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7 QUICK HITS |
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A new HUMAN Security report released today found that automated internet traffic grew 23.5% year over year in 2025, while human traffic grew just 3.1%. AI-driven traffic rates grew 187% monthly, and agentic AI browser traffic exploded 7,851% year over year. Retail, e-commerce, and media are the primary targets — with 70% of all scraping attacks aimed at retail businesses. For any company running digital commerce, your traffic analytics and fraud models are now operating in a fundamentally different environment. |
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After 35 years of exclusively licensing its designs, Arm Holdings revealed the Arm AGI CPU, a production-ready chip built for running AI inference in data centers. Meta is the first major customer, and Arm expects the new silicon to generate $15 billion in annual revenue by 2031 — more than triple its entire 2025 revenue. For enterprise infrastructure buyers, this introduces a powerful new alternative to Intel and AMD in an increasingly constrained market. |
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Anthropic announced that Claude Code and Claude Cowork can now take direct control of a user's local computer desktop — pointing, clicking, navigating screens, opening files, and running tools automatically to complete tasks. The "Dispatch" feature lets you trigger this remotely from your phone. Anthropic warns the research preview is "error-prone" and urges caution with sensitive data, but the race to own the desktop agent layer is now fully on. |
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The Trump administration released a comprehensive national legislative framework for artificial intelligence on March 20, outlining six key objectives including protecting children, safeguarding communities, and ensuring US AI dominance. Critically, the framework calls on Congress to preempt a "patchwork of conflicting state laws." For businesses navigating AI compliance across multiple states, this signals a strong push toward a single, pro-innovation federal standard — though Congress still has to act. |
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Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez introduced the AI Data Center Moratorium Act, legislation that would pause the construction of new data centers in the US until national safeguards are in place. The bill highlights growing political backlash against the massive energy and water consumption required by AI infrastructure, setting up a direct clash with the Trump administration's push to speed up federal permitting. |
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Defense technology startup Shield AI announced a massive $2 billion funding round, more than doubling its valuation to $12.7 billion. The company, which builds AI pilots for military drones and aircraft, will use part of the proceeds to acquire simulation software company Aechelon. The deal underscores the exploding investor demand for defense-focused AI applications amid rising global tensions. |
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A new global study by NTT DATA reveals that while AI demand is surging, only 14% of enterprises are fully realizing the value of their cloud investments. The report highlights that the rush to deploy AI is exposing deep flaws in legacy infrastructure, modernization efforts, and security protocols. For CIOs, the message is clear: you can't build next-generation AI on top of a broken cloud foundation. |
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IN PARTNERSHIP WITH ALL THINGS AI |
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| | Two days. 4,000+ practitioners. Memories we'll never forget. | Thank you to every attendee, speaker, sponsor, and volunteer who made this year's conference something truly special. You ARE this community. | The conversation doesn't stop here. Join our Meetup group to stay connected and be the first to know about upcoming events in the Raleigh-Durham area. We'll see you at the next one! 🚀 | 👉 Join the All Things AI Meetup Group | |
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3 AI TOOLS |
Agentplace AI Agents — A platform that lets you spin up specialized AI agents for real business workflows: lead routing, deep-dive research, document parsing. Ranked #1 on Product Hunt this week. The pitch is fixing processes, not building demos. Basedash Insights — A fully autonomous data analysis agent that connects to your data sources and surfaces chart-backed insights every day with zero prompting. It finds retention changes and anomalies automatically — no analyst required to write the query. Pendium — An SEO and growth tool built specifically to help AI agents recommend your product more often to the right people. As AI-powered search displaces traditional Google results, optimizing for LLM recommendations is the new digital marketing frontier.
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QuitGPT: How a Pentagon deal became OpenAI's biggest PR crisis (10-min read) |
A deep dive into the mechanics of the QuitGPT boycott and why it might actually work. The piece draws a sharp parallel to the 1955 Montgomery bus boycott — arguing that the movement's power comes from its simplicity: canceling a ChatGPT subscription takes 10 seconds, and the market now has credible alternatives. Essential reading for anyone thinking about user trust as a competitive moat. |
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If you only do one thing this week: read the HUMAN Security bot traffic report before your next board meeting. The internet your business was built on — where most traffic was human — no longer exists. Your analytics, your fraud models, and your customer acquisition assumptions all need updating. |
I appreciate your support. |
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