Goldman's Oppenheimer: capex keeps earnings central to AI trade

Forum AI found nearly 40% of election answers from ChatGPT, Claude and Gemini contained at least one factual error; Gemini gave a Pennsylvania mail-ballot deadline of November 3 instead of October 27. NewsGuard found chatbots cite "pink slime" partisan sites nearly 50% of the time on candidate questions.

Cem Ucan and Kieran John Keenan raised a $2.4M pre-seed led by a16z Speedrun for Athena, an AI-native law firm targeting commercial real estate. Proprietary agents review agreements, flag inconsistencies and draft redlines, with attorneys approving output; one purchase agreement turned around in under 48 hours.

Pluralistic essay "Separable" argues AI produces paintings without painters, words without writers and mathematics without mathematicians. Doctorow grounds it in Edison's 1915-1925 touring "tone tests," where audiences mistook phonograph recordings for live performers.

WSJ reports roughly $400M for Fiddler AI and about $95M for Dreadnode; CrowdStrike disclosed no terms and will pay mostly cash with some vesting stock. Fiddler's agent observability becomes Falcon Observe; Dreadnode runs 100+ AI attack strategies mapped to OWASP LLM Top 10 and MITRE ATLAS.

Google.org is providing over $9.5 million across five organizations building with and for educators. Recipients include CUNY's CITE initiative, Fab AI (with Google DeepMind and the Gates Foundation), Krause Center for Innovation, Teaching Lab's Coherence OS pilot, and 1EdTech Global.

Guided Learning, which coaches students through problems step by step instead of giving answers, is rolling out to Google Classroom globally and to Search for student accounts, starting with a pilot in select U.S. schools. Google is also updating school controls for Gemini, Gemini Notebook, Gemini in Classroom, and Search for K-12 accounts.