Ethan Mollick on AI's "overhang": capability outpaces actual use

Yorkville Ives & Co.'s Dan Ives says Anthropic's upcoming IPO faces valuation pressure, framing hyperscaler capital raising as the "start of winners and losers" in the AI trade. He also expects chip stocks to fall another 10%-12%.

Bloomberg Tech 2026 London panel with Mistral CFO Johan Bergqvist and Sovereign AI Fund managing partner Suzanne Ashman covers which parts of the AI stack Europe must control and where partnerships matter.

LATO.2, from HUST and Meshy under an MIT license, generates a new low-poly mesh from dense TRELLIS.2 or Hunyuan3D output, taking a requested vertex count of 200–5,000. The community ComfyUI node targets 500k–1M-triangle meshes that are otherwise unusable for games or animation.

National Parents Union survey of 1,528 parents found 77% want K-12 public schools teaching effective AI use and 85% back AI safety instruction. Only 46% think their state handles school technology well enough, and 4 in 10 teachers report no AI training at all.

A r/ClaudeAI post asks for guidance on pairing Obsidian with Claude, noting Obsidian's markdown files are natively readable by the model. The poster says prior Claude results were unsatisfying and wants to know what the Obsidian setup offers.

BBVA's global head of AI transformation Antonio Bravo and OpenAI's global head of forward deployed engineering Colin Jarvis discussed the integration at Bloomberg Tech in London. No deployment figures or timelines were disclosed in the session description.