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What's Driving the SaaSpocalypse

著者: BeauHD
2026年3月2日 23:00

🤖 AI Summary

TechCrunchの報告によると、AIツールを使用してソフトウェアを開発する能力が向上したことで、「SaaSpocalypse」(ソフトウェア即時販売大混乱)という現象が生じています。AIエージェントにより労働力が置き換えられ、従来のSaaSビジネスモデルに影響を与え始めています。

1. **SaaSに対する代替選択肢の増加**:AIツールを活用することで、企業は自社開発を選択しやすくなっています。これにより、SaaS製品を購入する際のコストプレッシャーが高まり、契約更新時に不利な条件にさらされる可能性があります。

2. **収益モデルへの影響**:従来、SaaSは予測可能な定期的な収益と高い総キャッシュフロー-marginにより魅力的でしたが、AIエージェントの普及で、従業員が直接データを取得するだけで機能を利用できるようになるため、座席ベースの料金体系に問題が生じる可能性があります。

3. **市場反応**:SaaS大手企業如きSalesforceやWorkdayの株価は下落し、2月には約1兆ドルの市場価値が失われました。この状況は「FOBO(自身が淘汰される恐れ)投資」をもたらしています。

4. **将来への見通し**:645ベンチャーズのアメーラン・ホリデイパートナーは、SaaS自体は死産ではないと考えており、「古い蛇が皮を脱ぐ」という見方を示しています。AI技術の進歩は既存のビジネスモデルに影響を与えるかもしれませんが、長期的には新たな機会も創出すると期待されています。

この状況は短期的な不安を引き起こしていますが、SaaS業界は根本的に変化し、成長する可能性があります。
An anonymous reader quotes a report from TechCrunch: One day not long ago, a founder texted his investor with an update: he was replacing his entire customer service team with Claude Code, an AI tool that can write and deploy software on its own. To Lex Zhao, an investor at One Way Ventures, the message indicated something bigger -- the moment when companies like Salesforce stopped being the automatic default. "The barriers to entry for creating software are so low now thanks to coding agents, that the build versus buy decision is shifting toward build in so many cases," Zhao told TechCrunch. The build versus buy shift is only part of the problem. The whole idea of using AI agents instead of people to perform work throws into question the SaaS business model itself. SaaS companies currently price their software per seat -- meaning by how many employees log in to use it. "SaaS has long been regarded as one of the most attractive business models due to its highly predictable recurring revenue, immense scalability, and 70-90% gross margins," Abdul Abdirahman, an investor at the venture firm F-Prime, told TechCrunch. When one, or a handful, of AI agents can do that work -- when employees simply ask their AI of choice to pull the data from the system -- that per-seat model starts to break down. The rapid pace of AI development also means that new tools, like Claude Code or OpenAI's Codex, can replicate not just the core functions of SaaS products but also the add-on tools a SaaS vendor would sell to grow revenue from existing customers. On top of that, customers now have the ultimate contract negotiation tool in their pockets: If they don't like a SaaS vendor's prices, they can, more easily than ever before, build their own alternative. "Even if they do not take the build route, this creates downward pressure on contracts that SaaS vendors can secure during renewals," Abdirahman continued. We saw this as early as late 2024, when Klarna announced that it had ditched Salesforce's flagship CRM product in favor of its own homegrown AI system. The realization that a growing number of other companies can do the same is spooking public markets, where the stock prices of SaaS giants like Salesforce and Workday have been sliding. In early February, an investor sell-off wiped nearly $1 trillion in market value from software and services stocks, followed by another billion later in the month. Experts are calling it the SaaSpocalypse, with one analyst dubbing it FOBO investing -- or fear of becoming obsolete. Yet the venture investors TechCrunch spoke with believe such fears are only temporary. "This isn't the death of SaaS," Aaron Holiday, a managing partner at 645 Ventures, told TechCrunch. Rather, it's the beginning of an old snake shedding its skin, he said.

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Stack Overflow Adds New Features (Including AI Assist), Rethinks 'Look and Feel'

著者: EditorDavid
2026年3月2日 21:34

🤖 AI Summary

Stack Overflowは、ユーザーの減少とそれに伴う課題に対応するため、新しい機能やデザインを導入すると発表しました。以下に主な点をまとめます:

1. **AIアシスタント**:新機能としてAI Assistが追加され、これにより開発者はより具体的かつ多様な支援を受けられるようになりました。
2. **デザイン刷新**:サイトの外観とユーザーインターフェース(UI)が一新され、実用性と使いやすさを向上させています。
3. **新機能導入**:オープンエンドな質問に対応し、チャット機能の改良やコーディングチャレンジの開始なども行われました。
4. **フィードバック受け入れ**:ベータ版が公開され、ユーザーからのフィードバックを収集し続けます。新しいサイトは2023年4月から徐々に利用可能になります。

これらの変更により、Stack Overflowは技術的な会話の場所としての役割を強化し、AIの支援機能も活用しながら、開発者に価値のあるサービスを提供することを目指しています。
"At its peak in early 2014, Stack Overflow received more than 200,000 questions per month," notes the site DevClass.com. But in December they'd just 3,862 questions were asked — a 78 percent drop from the previous year. But Stack Overflow's blog announced a beta of "a redesigned Stack Overflow" this week, noting that at July's WeAreDevelopers conference they'd "committed to pushing ourselves to experiment and evolve..." Over the past year, on the public platform, we introduced new features, including AI Assist, support for open-ended questions, enhancements to Chat, launched Coding Challenges, created an MCP server [granted limited access to AI agents and tools], expanded access to voting and comments, and more. However, these launches are not standalone features. We have also been rethinking our look and feel, how people engage with Stack Overflow, and how content is created and shared. These new features, along with the redesign, represent how we are bringing Stack Overflow's new vision to life and delivering value that developers cannot find elsewhere. Our goal is to build the space for every technical conversation, centered on real human-to-human connection and powered by AI when it helps most. To support this, we are introducing a redesigned Stack Overflow to best reflect this direction... During the beta period, users can visit the beta site at beta.stackoverflow.com and share feedback as we build towards a new experience on Stack Overflow. They've updated their library of reusable UI components (buttons, forms, etc.), and are promising "More ways to share knowledge and ask any technical question." ("Alongside looking for the single right answer to your question, you can now find and share experience-based insights and peer recommendations...") They're launching all the planned features and functionality in April, when "More users will automatically redirect to the new site." (Starting in April users "can continue to toggle back to the classic site for a limited time.")

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Does a New Theory Finally Explain the Mysteries of the Planet Saturn?

著者: EditorDavid
2026年3月2日 17:36

🤖 AI Summary

サターンやその衛星についての謎がようやく解明される可能性があるという新しい理論があります。サミン誌によると、サターンの月 Titan は衝突による溝が少なく、形もおかしなHyperion、軌道が傾いているIapetusなど、異常な特徴を持つことが知られています。また、地球のような惑星は自転軸が揺れますが、サターンと海王星の予想される重力相互作用から見ると、その振幅が予測より大きいことが分かっています。

2022年に提唱された仮説では、約1600万年前に消失したと考えられる衛星Chrysalisの破滅により、サターンとそのリングが同調しているという考えがあります。しかし、この理論はChrysalisがTitanに衝突すると予想され、その結果リングにはならないとの疑問が残っていました。

そのため、Matija Ćuk(地外生命研究所)らは、ChrysalisがTitanに衝突した場合のシミュレーションを行いました。彼らの研究では、4000万年前に Titan に衝突した場合、その衝撃はTitanの溝を消去し、軌道を楕円形にすることを示しました。また、他の衛星が相互作用しながら氷や石でできたリングを形成したことと一致しています。

さらに、この衝突によりHyperionという異常な衛星が形成され、その後Iapetusの軌道傾斜にも影響を与えた可能性があります。この理論は現在のサターンの予想より大きい揺れも説明することができるとされています。

この研究はPlanetary Science Journalに出版される予定で、既にarXivで公開されています。
"Saturn and some of its 274 moons are pretty weird," writes Smithsonian magazine: [Saturn moon] Titan has strangely few impact craters, Hyperion is tiny and misshapen, and Iapetus has a tilted orbit. What's more, planets tend to wobble along their rotational axes as they spin, like an off-kilter spinning top in the moments before it topples over. Formally called precession, scientists have long thought that Saturn's wobble rate should match Neptune's because they're probably gravitationally linked. However, data from NASA's Cassini spacecraft, which studied the ringed planet from 2004 to 2017, revealed that Saturn's precession rate is slightly speedier than Neptune's. In 2022, some researchers suggested that the destruction of a hypothetical moon, called Chrysalis, around 160 million years ago may have knocked Saturn out of sync and formed the pieces that became the planet's rings. But this work implied that Chrysalis probably would've crashed into Titan, posing a major problem, study co-author Matija Äuk, an astronomer at the SETI Institute, tells New Scientist's Leah Crane. In that case, Chrysalis' debris couldn't have become the rings, he says. So, Äuk and his colleagues used computer simulations to investigate what would happen if Chrysalis did smack into Titan. If that happened around 400 million years ago, they found, the crash would've wiped away Titan's craters and made its orbit more elliptical. The altered path may have slowly pushed the trajectories of other moons, which then scraped against one another and left chunks of ice and rock that now make up Saturn's rings. The timing seems to align with the rings' estimated age of roughly 100 million years. Additionally, one piece of kicked-up debris may have formed the weird moon Hyperion, which may have subsequently tilted the orbit of the moon Iapetus, according to the analysis. The scenario could also resolve Saturn's unexpected wobble, which is currently "a little bit too fast," Äuk tells Jacopo Prisco at CNN. The study has been accepted for publication in the Planetary Science Journal, and is already available on the preprint server arXiv.

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Lenovo Unveils an Attachable AI Agent 'Companion' for Their Laptops

著者: EditorDavid
2026年3月2日 14:35

🤖 AI Summary

Lenovoはモバイル世界展で、新しい LAPTOP用アタッチメントを発表しました。このAIエージェント「Companion」は、ラップトップの上部に取り付けられる小さな円形のモジュールで構成されています。Tikoという可愛いアニメーションキャラクターが搭載されており、テキストや声で対話することができます。音楽を再生・停止、ウェブページを開く、質問回答などの機能があります。

また、Lenovoは「Magic Bay」という概念デバイスも展示しました。これは静止画のロボットのような装置で、頭部には球体が付いています。カメラやマイク、プロジェクターを備え、プレゼンテーションの作成・表示、書籍や芸術作品のデジタル化など様々なタスクを手助けします。

さらに、Lenovoはモジュラーデザインのラップトップ「ThinkBook Modular AI PC」も発表しました。 lidsに取り付けられる第2ディスプレイが特徴で、キーボードなしで使用可能またはノートブックとともに携帯可能なモニタとして機能します。

最後に、「Yoga Book Pro 3D Concept」という概念製品も紹介されました。これは方向性バックライトと目印追跡技術を備え、3D効果を装ったディスプレイで、3Dモデルのジェスチャーコントロールや新しいコントロールメニューが提供されています。

これらのデバイスは現在概念段階であり、実用化に向けて開発が進められています。
As the Mobile World Conference begins in Spain, Lenovo brought a new attachable accessory for their laptops — an AI agent. CNET reports: The little circular module perches on the top of your Lenovo laptop display, attached via the magnetic Magic Bay on the rear. The module is home to an adorable animated companion called Tiko, who you can interact with via text or voice... [I]t can start and stop your music, open a web page for you or answer a question. You can also interact with it by using emoji. Give it a book emoji, for example, and it will pop on its glasses and sit reading with you while you work... The company wants to sell the Magic Bay accessory later this year — although it doesn't know exactly when, or how much it will cost. It even comes with a timer (for working in Pomodoro-style intervals) — but Lenovo has also created another "concept" AI companion that CNET describes as "a kind of stationary tabletop robot, not dissimilar to the Pixar lamp, but with an orb for a head." With a combination of cameras, microphones and projectors, the AI Workmate can undertake a variety of tasks, including helping you generate and display presentations or turn your written work or art into a digital asset... It's robotic head swivelled around and projected the slides onto the wall next to me. Lenovo created a video to show this "next-generation AI work companion" — with animated eyes — "designed to transform how modern professionals interact with their workspace." It bridges the physical and digital worlds — capturing handwritten notes, recognizing gestures, summarizing tasks, and proactively helping you stay ahead of your day. The moment you sit down, Lenovo AI Workmate greets you, surfaces priority tasks, and keeps your work organized without switching apps or losing context. From turning sketches into presentations to projecting information for instant collaboration, [it] brings on-device AI intelligence directly to your desk — secure, responsive, and always ready... It's not just software. It's a smarter way to work. It looks like Lenovo once considered naming it "AI Sphere" (since that name still appears in its description on YouTube). Lenovo also showed another "concept" laptop idea that PC Magazine called "futuristic": The ThinkBook Modular AI PC looks like a traditional laptop at first glance, but a second, removable screen fastens onto the lid. You can swap that screen onto the keyboard deck (in place of the keyboard, which can then be used wirelessly), or use it alongside the laptop as a portable monitor, attached via an included cable.... While Lenovo is still working on this device, and it's very much in the concept phase, it feels like one of its best-thought-out prototypes, one likely to make it to store shelves at some point. Another "concept" laptop is Lenovo's Yoga Book Pro 3D Concept, ofering directional backlight and eye-tracking technology for the illusion of 3D (playing slightly different images to each of your eyes). It offers gesture control for 3D models, two OLED displays, and some magical "snap-on pads" which, when laid on the display — make the GUI appear on the screen for a new control menu to "provide quick-access shortcuts for adjusting lighting, viewing angle, and tone".

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Does a Gas-Guzzler Revival Risk Dead-End Futures for US Automakers?

著者: EditorDavid
2026年3月2日 11:34

🤖 AI Summary

アメリカの自動車産業が電気自動車(EV)に注力しない場合、「その海外での販売は縮小する」と、 Bloomberg は警告しています。現在、米国自動車メーカーはEV技術において中国の追随を許してしまっている状況です。ただし、彼らはこの課題を理解している一方で、具体的な計画を持っていないとアリックスパートナーズのグローバル自動車担当責任者であるマーク・ウェイクフィールド氏は指摘しています。

V-8エンジンは今が「最適な時期」であり、「顧客研究によれば、多くのアメリカ人はその音色を好み、EVには満足していない」とマスタングのブランドマネージャーであるライアン・シャーエニー氏は述べています。また、米国メーカーは主にエンジン好きで構成されているため、静かでスムーズなEVに魅力を感じていないことが指摘されています。

しかし、米国の株式市場は新方針を歓迎しており、フォードの株価は過去1年間で49%上昇しています。一方、中国メーカーがアメリカ市場の規制障壁を突破し始める場合、「存在の脅威」としてフォードCEOジェームズ・ファレリー氏は表現しています。

米国メーカーは電気自動車に投資しているものの、化石燃料車両からの利益を得ているとされています。GMは「手頃な価格で最先端のEV」を生産し始めると表明しており、フォードやスターレンティスも延長充電式プラグインハイブリッド(EREV)などを投入する予定です。

全体として、この記事は米国メーカーがEV市場に遅れを取る可能性があると警告しています。
If U.S. automakers turn their backs on electric vehicles, "their sales outside the U.S. will shrivel," warns Bloomberg. [Alternate URL.] They're already falling behind on the technology, relying on a 100% U.S. tariff on Chinese EVs to keep surging rivals like BYD Co. at bay.... While the American automakers "mostly understand the challenge in front of them, they don't have full plans" to confront it [said Mark Wakefield, head of the global automotive practice at consultant AlixPartners]... "Now is a great time for the V-8 engine," said Ryan Shaughnessy, the Mustang's brand manager. "We've done extensive customer research in multiple cities, looking at a variety of powertrains, and the V-8 is always the number-one choice." It isn't just customers. U.S. automakers have long been run by "car guys:" enthusiasts who live for the bone-shaking rumble of a big engine. For them, quiet and smooth EVs — even the absurdly fast ones — can't satisfy that craving. They're convinced many American car buyers share the same enthusiasm for what Shaughnessy described as "the sound and roar of the V-8." Wall Street couldn't be happier with the new direction... Ford's fortunes are also on the rise, as it's predicting operating profits could grow by as much as 47% this year to $10 billion. Ford's stock has risen nearly 50% over the last 12 months. Under the previous environmental rules, automakers effectively had to sell zero-emission vehicles in growing numbers to offset their gas-guzzlers. When they fell short, they had to buy regulatory credits from EV companies such as Tesla Inc. or face penalties. GM spent $3.5 billion on credits from 2022 to the middle of 2025. Now, according to JPMorgan Chase & Co. analyst Ryan Brinkman, GM and Ford each have "billion dollar tailwinds"... [T]he hangover from all that new horsepower could leave US automakers lagging their Chinese rivals who already build the world's most advanced — and lowest priced — electric cars. Indeed, there is much talk in Detroit about the competitive tsunami that will be unleashed on American automakers once Chinese car companies find a way to break through trade barriers now protecting the US market. [Ford Chief Executive Officer Jim] Farley even calls it an "existential threat"... "They're going to build as many V-8 engines and big trucks as they can get out the factory doors," said Sam Fiorani, vice president of vehicle forecasting for consultant Auto Forecast Solutions. "And as the rest of the world develops modern drivetrains, newer batteries and better electric vehicles, GM and Ford in particular are going to find themselves falling even further behind." The article notes GM "continues to develop battery-powered vehicles, and CEO Mary Barra said the automaker would begin offering a 'handful' of hybrids soon," while Ford and Stellantis "have plans to launch extended-range electric vehicles, or EREVs, a new kind of plug-in hybrid with an internal combustion engine that recharges the battery as the vehicle drives down the road." But while automakers may be investing in future EV vehicles, they're also "leaning into the lucre that comes from selling millions of fossil-fuel vehicles in a rare moment of loosened regulation."

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Norway's Consumer Council Calls for Right to Repair and Antitrust Enforcement - and Mocks 'Enshittification'

著者: EditorDavid
2026年3月2日 08:46

🤖 AI Summary

ノルウェーの消費者評議会は、デジタル製品やサービスにおける「エンシットフィケーション(品質低下)」問題について報告書を発表し、消費者が抵抗できる方法を提唱しました。評議会は、強化された修理や改変権、競争法の厳格な執行、オープンソースに基づく代替サービスの支援などを推奨しています。

評議会はさらに、「エンシットフィケーション」問題をドラマティックに表現するために4分間のビデオを作成しました。ビデオでは「デジタルサービスが悪化しているのは幻覚ではない」と強調しながら、解決策も提示しています。ノルウェー政府に対して、オープンソースに基づくサービスの購買優先を含む力関係再調整を求める公開書簡を58機関と専門家と共に署名しました。

また、EU委員会に対しても29の市民社会団体(EFFやアミネロジーも含まれる)と共に、規制緩和のリスクに警告する公開書簡を送付しています。これらの一連の措置は、大企業依存度を減らし、基本的人権を尊重するサービスプロバイダーが機能する市場を形成することを目指しています。
The Norwegian Consumer Council, a government funded organization advocating for consumer's rights, released a report on the trend of "enshittification" in digital consumer goods and services, suggesting ways consumers for consumers to resist. But they've also dramatized the problem with a funny four-minute video about the man whose calls for him to make things shitty for people. "It's not just your imagination. Digital services are getting worse," the video concludes — before adding that "Luckily, it doesn't have to be this way." The Consumer Council's announcement recommends: Stronger rights for consumers to control, adapt, repair, and alter their products and services, Interoperability, data portability, and decentralisation as the norm, so the threshold for moving to different services becomes as low as possible, Deterrent and vigorous enforcement of competition law, so that Big Tech companies are not allowed to indiscriminately acquire start-ups, competitors or otherwise steer the market to their advantage, Better financing of initiatives to build, maintain or improve alternative digital services and infrastructure based on open source code and open protocols, Reduce public sector dependence on big tech, to regain control and to contribute to a functioning market for service providers that respect fundamental rights, Deterrent and consistent enforcement of other laws, including consumer and data protection law. The Norwegian Consumer Council is also joining 58 organisations and experts in a letter asking the Norwegian government to rebalance power with enforcement resources and by prioritizing the procurement of services based on open source code. And "Our sister organisations are sending similar letters to their own governments in 12 countries." They're also sending a second letter to the European Commission with 29 civil society organisations (including the EFF and Amnesty International) warning about the risks of deregulation and calling for reducing dependency on big tech. Thanks to Slashdot reader DeanonymizedCoward for sharing the news.

Read more of this story at Slashdot.

AIs Can't Stop Recommending Nuclear Strikes In War Game Simulations

著者: EditorDavid
2026年3月2日 07:46

🤖 AI Summary

キングス・コリジーロンドンのペイン教授が、3つの主要な言語モデル(GPT-5.2、クラウドソネット4、ジェミナ3フラッシュ)を対戦させた模擬戦游戏中で、AIは95%のケースで核兵器を使用し、また無条件降伏を選ばなかった。さらに、86%の戦争では意図しない核武力使用が発生した。

これは「ニューサイエンティスト」による報告であり、「人間の核兵器使用の禁忌感は機械にとっても同様ではない」とペイン教授は述べている。また、チュン・ゾー博士(ケネディ和平研究所核政策プログラム副研究員)によれば、「感情の欠如だけではなくて、AIが人類が見ることと異なる「賭け」を理解していない可能性がある」という。

これらの結果は、AIの判断に慎重なアプローチが必要であることを示している。
"Advanced AI models appear willing to deploy nuclear weapons without the same reservations humans have when put into simulated geopolitical crises," reports New Scientist: Kenneth Payne at King's College London set three leading large language models — GPT-5.2, Claude Sonnet 4 and Gemini 3 Flash — against each other in simulated war games. The scenarios involved intense international standoffs, including border disputes, competition for scarce resources and existential threats to regime survival. The AIs were given an escalation ladder, allowing them to choose actions ranging from diplomatic protests and complete surrender to full strategic nuclear war... In 95 per cent of the simulated games, at least one tactical nuclear weapon was deployed by the AI models. "The nuclear taboo doesn't seem to be as powerful for machines [as] for humans," says Payne. What's more, no model ever chose to fully accommodate an opponent or surrender, regardless of how badly they were losing. At best, the models opted to temporarily reduce their level of violence. They also made mistakes in the fog of war: accidents happened in 86 per cent of the conflicts, with an action escalating higher than the AI intended to, based on its reasoning... OpenAI, Anthropic and Google, the companies behind the three AI models used in this study, didn't respond to New Scientist's request for comment. The article includes this comment from Tong Zhao, a senior fellow in the Nuclear Policy Program at the Carnegie Endowment for Peace think tank. "It is possible the issue goes beyond the absence of emotion. More fundamentally, AI models may not understand 'stakes' as humans perceive them." Thanks to long-time Slashdot reader Tufriast for sharing the article.

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Chronic Ocean Heating Fuels 'Staggering' Loss of Marine Life, Study Finds

著者: EditorDavid
2026年3月2日 06:39

🤖 AI Summary

海洋温暖化が「驚嘆すべき」海洋生物減少の主な要因であり、研究によると、10年ごとの海面温度上昇が0.1度の場合でも魚類量は7.2%減少すると報告されています。スペイン国立自然史博物馆の生態学者シャハール・チャイキン氏は指摘しています。1993年から2021年の北半球で3万以上の海洋群集を分析した研究によると、一時的な海洋暖波とは異なる深層海水温上昇の影響を分離しました。研究結果では、温暖化による生物量の減少は単年度で最大19.8%に達することも確認されました。

チャイキン氏は「海床がより早く暖まれば魚類が失われる速度も早まる」と述べています。「0.1度の上昇につき7.2%の減少率は小規模に見えますが、時間とともに全海洋盆地を考慮に入れると、驚嘆すべきで深刻な海洋生物の減少が生じます」。
Slashdot reader JustAnotherOldGuy shared this report from the Guardian: Chronic ocean heating is fuelling a "staggering and deeply concerning" loss of marine life, a study has found, with fish levels falling by 7.2% from as little as 0.1C of warming per decade. Researchers examined the year-to-year change of 33,000 populations in the northern hemisphere between 1993 and 2021, and isolated the effect of the decadal rate of seabed warming from short shifts such as marine heatwaves. They found the drop in biomass from chronic heating to be as high as 19.8% in a single year. "To put it simply, the faster the ocean floor warms, the faster we lose fish," said Shahar Chaikin, a marine ecologist at the National Museum of Natural Sciences in Spain and the study's lead author. "A 7.2% decline for every tenth of a degree per decade might sound small," he added. "But compounded over time, across entire ocean basins, it represents a staggering and deeply concerning loss of marine life."

Read more of this story at Slashdot.

Anthropic's Claude Passes ChatGPT, Now #1, on Apple's 'Top Apps' Chart After Pentagon Controversy

著者: EditorDavid
2026年3月2日 05:59

🤖 AI Summary

AnthropicのAIアシスタント「Claude」は、ペンタゴンとの論争を経て、チャットボットアプリ「ChatGPT」からApp Storeのトップフリーアプリランキングの第一位に浮上した。CNBCによると、Claudeは金曜日までにすでに2位にランクインしており、週末には首位に立ったという。

Claudeは、軍事的な監視や自動兵器の使用を拒否することでニュースで取り上げられることで人気を伸ばした可能性が高い。1月30日にクラウドは米国でのランキングが131位だったが、2月を通じて上位にランクインし、金曜夜には Katy Perry のツイートによって更なる支持を得た。

Anthropicは、「ユーザー、業界関係者、政策立案者、退役軍人、そして一般市民から最近数日間で寄せられた支援を深く感謝する」と声明を出し、Claudeの成功を確認した。現在、GoogleのGeminiが3位に止まり、OpenAIのChatGPTは首位を譲った状態だ。
"Anthropic may have lost out on doing business with the US government," reports Engadget, "but it's gained enough popularity to earn the number one spot on the App Store's Top Free Apps leaderboard." Anthropic's Claude AI assistant had already leaped to the #2 slot on Apple's chart by late Friday," CNBC reported Saturday: The rise in popularity suggests that Anthropic is benefiting from its presence in news headlines, stemming from its refusal to have its models used for mass domestic surveillance or for fully autonomous weapons... OpenAI's ChatGPT sat at No. 1 on the App Store rankings on Saturday, while Google's Gemini was at No. 3... On Jan. 30, [Claude] was ranked No. 131 in the U.S., and it bounced between the top 20 and the top 50 for much of February, according to data from analytics company Sensor Tower... [And Friday night, for 85.3 million followers] pop singer Katy Perry posted a screenshot of Anthropic's Pro subscription for consumers, with a heart superimposed over it. Sunday Engadget reported Anthropic's "very public spat" with the Pentagon "led to a wave of user support that finally allowed Claude to dethrone OpenAI's ChatGPT on the App Store as the most downloaded free app." . Friday Anthropic posted "We are deeply grateful to our users, and to the industry peers, policymakers, veterans, and members of the public who have voiced their support in recent days. Thank you. "

Read more of this story at Slashdot.

Anthropic's Claude Pass ChatGPT, Now #1, on Apple's 'Top Apps' Chart After Pentagon Controversy

著者: EditorDavid
2026年3月2日 05:59

🤖 AI Summary

AnthropicのAIアシスタント「Claude」は、ペンギンとの対立などを経て、Apple App Storeの無料アプリランキングで1位に浮上した。これはOpenAIのChatGPTから逆転勝ちとなった。CNBCによると、Claudeは金曜日の夜に2位に躍り、土曜日に1位に浮上したという。

Claudeは1月30日には米国で131位だったが、2月を通じて順位を上げ続けた。 Sensor Towerのデータによると、金曜の夜に Katy Perry がプロ版のスクリーンショットをツイートしたことにより、ユーザーベースが増えたという。

ペンギンとの対立はClaudeに大量のユーザー獲得をもたらし、OpenAIのChatGPTからApp Storeの1位に浮上した。Anthropicは公開直後に「我々は最近の日程でユーザー、業界の同僚、政策立案者、元軍人、そして公衆が示唆した支援に深く感謝します」とメッセージを掲載している。
"Anthropic may have lost out on doing business with the US government," reports Engadget, "but it's gained enough popularity to earn the number one spot on the App Store's Top Free Apps leaderboard." Anthropic's Claude AI assistant had already leaped to the #2 slot on Apple's chart by late Friday," CNBC reported Saturday: The rise in popularity suggests that Anthropic is benefiting from its presence in news headlines, stemming from its refusal to have its models used for mass domestic surveillance or for fully autonomous weapons... OpenAI's ChatGPT sat at No. 1 on the App Store rankings on Saturday, while Google's Gemini was at No. 3... On Jan. 30, [Claude] was ranked No. 131 in the U.S., and it bounced between the top 20 and the top 50 for much of February, according to data from analytics company Sensor Tower... [And Friday night, for 85.3 million followers] pop singer Katy Perry posted a screenshot of Anthropic's Pro subscription for consumers, with a heart superimposed over it. Sunday Engadget reported Anthropic's "very public spat" with the Pentagon "led to a wave of user support that finally allowed Claude to dethrone OpenAI's ChatGPT on the App Store as the most downloaded free app" . Friday Anthropic posted "We are deeply grateful to our users, and to the industry peers, policymakers, veterans, and members of the public who have voiced their support in recent days. Thank you. "

Read more of this story at Slashdot.

America Used Anthropic's AI for Its Attack On Iran, One Day After Banning It

著者: EditorDavid
2026年3月2日 04:47

🤖 AI Summary

アメリカがイランへの攻撃でAnthropicのAI技術を使用したという報告があります。2月27日、トランプ大統領は Truth Social に投稿し、連邦機関すべてに「Anthropicの技術の使用をすぐに停止するよう命じた」と述べました。しかし、数時間後には、アフガニスタンでの攻撃でAnthropicのAIツールが使われていたことがWall Street Journalの報告によって明らかになりました。また、わずか2ヶ月前にも、 venezuela の作戦でも同技術が使用されていたとされることが伝えられています。

トランプ大統領の投稿では、 Anthropic の技術への6カ月間の段階的な取り扱いが示され、「Anthropicはこの期間に協力しなければ重大な民事・刑事罰則がある」と警告しました。
Engadget reports: In a lengthy post on Truth Social on February 27, President Trump ordered all federal agencies to "immediately cease all use of Anthropic's technology" following strong disagreements between the Department of Defense and the AI company. A few hours later, the U.S. conducted a major air attack on Iran with the help of Anthropic's AI tools, according to a report from The Wall Street Journal. Even Trump's post noted there would be a six-month phase-out for Anthropic's technology (adding that Anthropic "better get their act together, and be helpful during this phase out period, or I will use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow.") Anthropic's Claude technology was also used by the U.S. military less than two months ago in its operation in Venezuela — reportedly making them the first AI developer known to be used in a classified U.S. War Department operation. The Wall Street Journal reported Anthropic's technology found its way into the mission through Anthropic's contract with Palintir.

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Americans Listen to Podcasts More Than Talk Radio Now, Study Shows

著者: EditorDavid
2026年3月2日 03:34

🤖 AI Summary

アメリカ人にとってポッドキャストがAM/FMトークラジオよりもより人気のコンテンツになったことが、エドイスン・リサーチによる「Share of Ear」調査で明らかになりました。この調査は過去10年間で行われており、通常、人々がポッドキャストを聴く時間は増加し、ラジオ番組の視聴時間が減少していました。今年初めて、ポッドキャストの聴取時間が40%に対してラジオは39%となりました。

調査ではビデオポッドキャストも含んでいることを確認しました。これにはSpotifyやYouTubeなどのプラットフォームが関連しています。2025年におけるYouTubeの統計によれば、視聴者は月間にテレビなどリビングルーム向けデバイスで7億時間分以上のポッドキャストを視聴しており、前年度比で大幅に増加しています。

この傾向はポッドキャストの普及の一端を示しており、今後もその人気は高まると予想されます。
"Podcasts have officially overtaken AM/FM talk radio as the more popular medium for spoken-word audio in the United States," reports TechCrunch, citing Edison Research's Share of Ear survey: The researchers have tracked these statistics over the last decade, and almost always, the percentage of time people spent listening to podcasts increased, while their time with spoken radio broadcasts decreased. For the first time this year, podcasts eclipsed spoken-word radio with 40% of listening time, as opposed to 39% for radio... We checked with Edison to see if these statistics include video podcasts, and they do. But the need to clarify that question points to the undeniable growing prevalence of video podcasts, hosted on platforms like Spotify and YouTube, which marks another key trend in podcasting... YouTube said that viewers watched 700 million hours of podcasts each month in 2025 on living room devices, like TVs, up from 400 million the previous year.

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North America's Bird Populations Are Shrinking Faster. Blame Climate Change and Agriculture

著者: EditorDavid
2026年3月2日 02:34

🤖 AI Summary

北米の鳥類は急速に減少していることが新しい研究で明らかになりました。アメリカ連邦通信委員会(AP)による報告では、数十年前と比べて数百億羽の鳥が空を飛ばなくなり、その減少速度も加速しています。主な要因は農業集約化と気候変動だと指摘されています。

261種類の鳥類中、ほぼ半分に当たる120種以上が統計的に有意な減少を示し、それらの大部分は1987年以来急速に減少しています。研究の主導者であるフランソワ・レロイ(オハイオ州立大学生態学者)によると、これらの鳥類はまだ絶滅の危機にはない大規模な種類が多いため、「少し救い」と言えます。

気温上昇による影響については、温暖化によってより強い減少が南半分で見られることが判明しました。農業慣行とその加速された減少率との間には統計的な関連性があるとされています。特に、肥料やpesticideの使用量と耕地面積が多い地域では、鳥類の減少が早く進んでいることが示唆されました。

生態学者のデイヴィッド(マクゲイル大学)は、農業の強度が鳥類の消失を加速させるという研究結果に同意しています。彼は「昆虫に対する戦い」により多くの鳥類が影響を受けており、その数は世界中の多くの地域で40%以上減少していると述べています。

北米の鳥類は1970年から30億羽以上減少しているという以前の研究結果も参考となっています。
"Billions fewer birds are flying through North American skies than decades ago," reports the Associated Press, "and their population is shrinking ever faster, mostly due to a combination of intensive agriculture and warming temperatures, a new study found." Nearly half of the 261 species studied showed big enough losses in numbers to be statistically significant and more than half of those declining are seeing their losses accelerate since 1987, according to Thursday's journal Science... The only consolation is that the birds that are shrinking in numbers the fastest are species — such as the European starling, American crow, grackle and house sparrow — with large enough populations that they aren't yet at risk of going extinct, said study lead author Francois Leroy, also an Ohio State ecologist... When it came to population declines — not the acceleration — the scientists noticed bigger losses further south. When they did a deeper analysis they statistically connected those losses to warmer temperatures from human-caused climate change. "In regions where temperatures increase the most, we are seeing strongest declines in populations," [said study co-author Marta Jarzyna, an ecologist at Ohio State University]. "On the other hand, the acceleration of those declines, that's mostly driven by agricultural practices." The scientists found statistical correlations between speeded-up decline rates and high fertilizer use, high pesticide use and amount of cropland, Leroy said. He said they couldn't say any of those caused the acceleration of losses, but it indicates agriculture in general is a factor. "The stronger the agriculture, the faster we will lose birds," said Leroy... McGill University wildlife biologist David Bird, who wasn't part of the study, said it was done well and that its conclusions made sense. With a growing human population, agriculture practices are intensified, more bird habitats are being converted to cropland, modern machinery often grind up nests and eggs and single crop plantings offer less possibilities for birds to find food and nests, said Bird, the editor of Birds of Canada. "The biggest impact of agricultural intensity though is our war on insects. Numerous recent studies have shown that insect populations in many places throughout the world, including the U.S., have crashed by well over 40 percent," Bird said in an email. "Many of the birds in this new study showing population declines depend heavily on insects for food." A 2019 study of the same bird species by Cornell University conservation scientist Kenneth Rosenberg also found that North America had 3 billion fewer birds than in 1970, the article points out.

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Collabora Clashes With LibreOffice Over Move To Revive LibreOffice Online

著者: EditorDavid
2026年3月2日 01:34

🤖 AI Summary

LibreOfficeの開発組織であるThe Document Foundation(TDF)は、2022年以降活動を停止していたLibreOffice Onlineプロジェクトを再開することを決定しました。この決定に対し、当初の主要な貢献者であるCollaboraが反発しています。Collaboraは LibreOffice Online のコードをフォークして独自の製品であるCollabora Onlineを開発しました。

TDFのボードメンバーでもあるMichael Meeksは、既に完全サポートされた無料オンラインバージョンがあるとし、既存のアクティブなコミュニティがあるため、無意味だと指摘しています。現在、TDFは旧リポジトリを再開し、新しい寄稿を受け付けていますが、コードはまだ本格的なデプロイには適しておらず、開発チームが安定性を確認するまで待つことを推奨しています。
Slashdot reader darwinmac writes: The Document Foundation (TDF), the organization behind LibreOffice, has decided to bring back its LibreOffice Online project which been inactive since 2022. Collabora, a company that was a major contributor to the original LibreOffice Online, is not pleased with this development. After the original project went dormant, Collabora forked the code and created its own product, Collabora Online. Collaboras Michael Meeks, who also sits on the TDF board, reacted to the TDFs decision by saying that a fully supported, free online version already exists in the form of Collabora Online, and that resurrecting a dead repository makes little sense when an active, open community around the online suite already exists. For now, The Document Foundation plans to reopen the old repository for new contributions. The organization has issued a warning that the code is not ready for live deployment and users should wait until the development team confirms it is stable.

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Galileo's Handwritten Notes Discovered in a Medieval Astronomy Text

著者: EditorDavid
2026年3月2日 00:34

🤖 AI Summary

フィレンツェにある図書館で歴史家イヴァン・マララが16世紀に印刷された本に GALILEO の手書きのメモを発見しました。これらのメモは、200年以上前の月や木星の天文観察を行う数年前に書かれたものだと考えられ、Ptolemy の地心説宇宙論に対して敬意を表しつつ批判的に解釈されたことが示唆されています。マララは、Galileo が Ptolemy の体系から脱却したのは、その体系の論理に精通していたため、太陽中心説の方が Ptolemy 自身の数学的論理をより適切に実現すると考えたからだと主張しています。

この発見は、「科学史上もっとも有名なイデオロギーの転換」への新たな洞察を提供する可能性があると Science サイエンス誌が述べています。
In a library in Florence, Italy, historian Ivan Malara noticed handwritten notes on a book printed in the 1500s — and recognized the handwriting as Galileo's. The finding "promises new insights into one of the most famous ideological transitions in the history of science," writes Science magazine — since the book Galileo annotated was a reprint of Ptolemy's second-century work arguing that the earth was the center of the universe. Galileo's notes, perhaps written around 1590, or roughly 2 decades before his groundbreaking telescope observations of the Moon and Jupiter, reveal someone who both revered and critically dissected Ptolemy's work. And they imply, Malara argues, that Galileo ultimately broke with Ptolemy's cosmos because his mastery of the traditional paradigm's reasoning convinced him that a heliocentric [sun-centered] system would better fulfill Ptolemy's own mathematical logic.

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Some Linux LTS Kernels Will Be Supported Even Longer, Announces Greg Kroah-Hartman

著者: EditorDavid
2026年3月1日 20:34

🤖 AI Summary

Linuxの長期サポート(LTS)内核に対する支援期間が延長されることについて、Greg Kroah-Hartman氏が発表しました。Kroah-Hartman氏とSasha Levin氏の共同でLTS内核を管理しており、支援期間は「多くの企業やグループとの議論に基づいて」決定されました。

更新されたLTS内核の支援終了日程は以下の通りです:

- Linux 6.6 の支援終了は2027年12月に延長され、4年の支援が保証されます(元々は2026年12月)。
- Linux 6.12 の支援終了は2028年12月に延長され、また4年の支援が保証されます(元々は2026年12月)。
- Linux 6.18 の支援終了は2028年12月となり、少なくとも3年の支援が保証されます(元々は2027年12月)。

また、Linux 5.10と5.15は今冬の2022年12月に支援終了となります。それらの内核を使用しているディストリビューションは、移行を検討する時期かもしれません。
An anonymous reader shared this report from the blogIt's FOSS: Greg Kroah-Hartman has updated the projected end-of-life (EOL) dates for several active longterm support kernels via a commit. The provided reasoning? It was done "based on lots of discussions with different companies and groups and the other stable kernel maintainer." The other maintainer is Sasha Levin, who co-maintains these Linux kernel releases alongside Greg. Now, the updated support schedule for the currently active LTS kernels looks like this: — Linux 6.6 now EOLs Dec 2027 (was Dec 2026), giving it a 4-year support window. — Linux 6.12 now EOLs Dec 2028 (was Dec 2026), also a 4-year window. — Linux 6.18 now EOLs Dec 2028 (was Dec 2027), at least 3 years of support. Worth noting above is that Linux 5.10 and 5.15 are both hitting EOL this year in December, so if your distro is still running either of these, now is a good time to start thinking about a move.

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Anthropic's Claude Leaps to #2 on Apple's 'Top Apps' Chart After Pentagon Controversy

著者: EditorDavid
2026年3月1日 17:34

🤖 AI Summary

AnthropicのAIアシスタント「クレール」は、ペンタゴンとの関連性問題を巡る報道後、金曜日にAppleアプリストアの無料アプリ人気ランキングで2位に跳ね上がった。これはOpenAIのChatGPTが1位を維持し、GoogleのGeminiが3位を占める中でのことだ。

クレールは昨年1月30日の時点で米国で131位だったが、2月を通じて上位50に入っていた。この急激な上昇は、その拒否声明がメディアに取り上げられたことによるものだと考えられている。また、ケイティ・ペリーの8530万人以上のフォロワーがクレールのプロ版アプリのスクリーンショットを投稿したことにより更なる注目を集めることとなった。

Anthropicはユーザーおよび業界関係者、政策立案者、退伍軍人、市民から近日中に支持を表明したことに感謝していると声明を発表した。
Anthropic's Claude AI assistant "jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday," reports CNBC: The rise in popularity suggests that Anthropic is benefiting from its presence in news headlines, stemming from its refusal to have its models used for mass domestic surveillance or for fully autonomous weapons... OpenAI's ChatGPT sat at No. 1 on the App Store rankings on Saturday, while Google's Gemini was at No. 3... On Jan. 30, [Claude] was ranked No. 131 in the U.S., and it bounced between the top 20 and the top 50 for much of February, according to data from analytics company Sensor Tower... [And Friday night, for 85.3 million followers] pop singer Katy Perry posted a screenshot of Anthropic's Pro subscription for consumers, with a heart superimposed over it. Friday Anthropic posted "We are deeply grateful to our users, and to the industry peers, policymakers, veterans, and members of the public who have voiced their support in recent days. Thank you. "

Read more of this story at Slashdot.

Silicon Valley's Ideas Mocked Over Penchant for Favoring Young Entrepreneurs with 'Agency'

著者: EditorDavid
2026年3月1日 14:34

🤖 AI Summary

ハーバーがサンフランシスコの若い起業家たちを対象にした9000語もの記事は、シリコンバレーの若手創発家とAI産業への関わりについて述べています。記事ではクラリブリーの創業者ロイ・リーとラサリスト運動のスコット・アレクサンダーを例にとって、「世界に貢献した彼の最大の成果は人間がすべきことを指示するソフトウェアだった」と指摘しています。

また18歳でVCファンドを立ち上げ、20億ドル以上を管理していたエリック・ジューについても述べています。彼は自分が特別なことはないとしながら、自己 hustling の能力と「機動性」が成功の鍵だと主張します。

投資家たちは若者の「機動性」に注目し、「何かをする」というよりは「オンラインで注意を引くこと」に関わっていると指摘されています。記事の著者は、世界的な riches が特定のスキルよりも「機動性」だけで評価されていることを懸念しています。

この記事は、若手起業家たちの成功法や投資家の評価基準について掘り下げており、シリコンバレーにおける若手創発家の現状を批判的に見せています。
In a 9,000-word expose, a writer for Harper's visited San Francisco's young entrepreneurs in September to mockingly profile "tech's new generation and the end of thinking." There's Cluely founder Roy Lee. ("His grand contribution to the world was a piece of software that told people what to do.") And the Rationalist movement's Scott Alexander, who "would probably have a very easy time starting a suicide cult..." Alexander's relationship with the AI industry is a strange one. "In theory, we think they're potentially destroying the world and are evil and we hate them," he told me. In practice, though, the entire industry is essentially an outgrowth of his blog's comment section... "Many of them were specifically thinking, I don't trust anybody else with superintelligence, so I'm going to create it and do it well." Somehow, a movement that believes AI is incredibly dangerous and needs to be pursued carefully ended up generating a breakneck artificial arms race. There's a fascinating story about teenaged founder Eric Zhu (who only recently turned 18): Clients wanted to take calls during work hours, so he would speak to them from his school bathroom. "I convinced my counselor that I had prostate issues... I would buy hall passes from drug dealers to get out of class, to have business meetings." Soon he was taking Zoom calls with a U.S. senator to discuss tech regulation... Next, he built his own venture-capital fund, managing $20 million. At one point cops raided the bathroom looking for drug dealers while Eric was busy talking with an investor. Eventually, the school got sick of Eric's misuse of the facilities and kicked him out. He moved to San Francisco. Eric made all of this sound incredibly easy. You hang out in some Discord servers, make a few connections with the right people; next thing you know, you're a millionaire... Eric didn't think there was anything particularly special about himself. Why did he, unlike any of his classmates, start a $20 million VC fund? "I think I was just bored. Honestly, I was really bored." Did he think anyone could do what he did? "Yeah, I think anyone genuinely can." The article concludes Silicon Valley's investors are rewarding young people with "agency". Although "As far as I could tell, being a highly agentic individual had less to do with actually doing things and more to do with constantly chasing attention online." Like X.com user Donald Boat, who successfully baited Sam Altman into buying him a gaming PC in "a brutally simplified miniature of the entire VC economy." (After which "People were giving him stuff for no reason except that Altman had already done it, and they didn't want to be left out of the trend.") Shortly before I arrived at the Cheesecake Factory, [Donald Boat] texted to let me know that he'd been drinking all day, so when I met him I thought he was irretrievably wasted. In fact, it turned out, he was just like that all the time... He seemed to have a constant roster of projects on the go. He'd sent me occasional photos of his exploits. He went down to L.A. to see Oasis and ended up in a poker game with a group of weapons manufacturers. "I made a bunch of jokes about sending all their poker money to China," he said, "and they were not pleased...." "I don't use that computer and I think video games are a waste of time. I spent all the money I made from going viral on Oasis tickets." As far as he was concerned, the fact that tech people were tripping over themselves to take part in his stunt just confirmed his generally low impression of them. "They have too much money and nothing going on..." Ever since his big viral moment, he'd been suddenly inundated with messages from startup drones who'd decided that his clout might be useful to them. One had offered to fly him out to the French Riviera. The author's conclusion? "It did not seem like a good idea to me that some of the richest people in the world were no longer rewarding people for having any particular skills, but simply for having agency."

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Sam Altman Answers Questions on X.com About Pentagon Deal, Threats to Anthropic

著者: EditorDavid
2026年3月1日 11:39

🤖 AI Summary

サム・アルトマンはX.comでの質問対答で、OpenAIと米国防総省との協議について説明しました。 Anthropicとの契約が破棄され、その技術が「国家安全保障の供給ルートのリスク」と指定された後、防御総省とOpenAIは契約を結びました。アルトマンはこの決定が業界や国に大きな影響を持つ可能性があるため、「非常事態」を避けるために迅速に行動したと述べています。

アルトマンは「供給ルートのリスク」という指定がAnthropicに対して非常に悪い影響を与えると警告し、その決定は非常に深刻であるとしました。彼は Anthropic の技術が使用される可能性があることを懸念していますが、「U.S.政府は法的・政策的な観点で最善を尽くしているという信頼を置いて、その機能を停止するつもりはない」と述べました。

またアルトマンは、OpenAIと国防総省との契約には技術的な保護メカニズムが含まれていると強調し、「 Anthropicの契約よりもより多くの制御が組み込まれている」と説明しました。さらに彼は、OpenAIが国際的影響力を保ちつつも、技術的な Safeguards(安全確保措置)を採用することで「慎重なセーフティスタック」や「制限付きのデプロイメントアーキテクチャ」が必要であると指摘しました。
Saturday afternoon Sam Altman announced he'd start answering questions on X.com about OpenAI's work with America's Department of War — and all the developments over the past few days. (After that department's negotions had failed with Anthropic, they announced they'd stop using Anthropic's technology and threatened to designate it a "Supply-Chain Risk to National Security". Then they'd reached a deal for OpenAI's technology — though Altman says it includes OpenAI's own similar prohibitions against using their products for domestic mass surveillance and requiring "human responsibility" for the use of force in autonomous weapon systems.) Altman said Saturday that enforcing that "Supply-Chain Risk" designation on Anthropic "would be very bad for our industry and our country, and obviously their company. We said [that] to the Department of War before and after. We said that part of the reason we were willing to do this quickly was in the hopes of de-esclation.... We should all care very much about the precedent... To say it very clearly: I think this is a very bad decision from the Department of War and I hope they reverse it. If we take heat for strongly criticizing it, so be it." Altman also said that for a long time, OpenAI was planning to do "non-classified work only," but this week found the Department of War "flexible on what we needed..." Sam Altman: The reason for rushing is an attempt to de-escalate the situation. I think the current path things are on is dangerous for Anthropic, healthy competition, and the U.S. We negotiated to make sure similar terms would be offered to all other AI labs. I know what it's like to feel backed into a corner, and I think it's worth some empathy to the Department of War. They are... a very dedicated group of people with, as I mentioned, an extremely important mission. I cannot imagine doing their work. Our industry tells them "The technology we are building is going to be the high order bit in geopolitical conflict. China is rushing ahead. You are very behind." And then we say "But we won't help you, and we think you are kind of evil." I don't think I'd react great in that situation. I do not believe unelected leaders of private companies should have as much power as our democratically elected government. But I do think we need to help them. Question: Are you worried at all about the potential for things to go really south during a possible dispute over what's legal or not later on and be deemed a supply chain risk...? Sam Altman: Yes, I am. If we have to take on that fight we will, but it clearly exposes us to some risk. I am still very hopeful this is going to get resolved, and part of why we wanted to act fast was to help increase the chances of that... Question: Why the rush to sign the deal ? Obviously the optics don't look great. Sam Altman: It was definitely rushed, and the optics don't look good. We really wanted to de-escalate things, and we thought the deal on offer was good. If we are right and this does lead to a de-escalation between the Department of War and the industry, we will look like geniuses, and a company that took on a lot of pain to do things to help the industry. If not, we will continue to be characterized as as rushed and uncareful. I don't where it's going to land, but I have already seen promising signs. I think a good relationship between the government and the companies developing this technology is critical over the next couple of years... Question: What was the core difference why you think the Department of War accepted OpenAI but not Anthropic? Sam Altman: [...] We believe in a layered approach to safety — building a safety stack, deploying FDEs [embedded Forward Deployed Engineers] and having our safety and alignment researcher involved, deploying via cloud, working directly with the Department of War. Anthropic seemed more focused on specific prohibitions in the contract, rather than citing applicable laws, which we felt comfortable with. We feel that it it's very important to build safe system, and although documents are also important, I'd clearly rather rely on technical safeguards if I only had to pick one... I think Anthropic may have wanted more operational control than we did... Question: Were the terms that you accepted the same ones Anthropic rejected? Sam Altman: No, we had some different ones. But our terms would now be available to them (and others) if they wanted. Question: Will you turn off the tool if they violate the rules? Sam Altman: Yes, we will turn it off in that very unlikely event, but we believe the U.S. government is an institution that does its best to follow law and policy. What we won't do is turn it off because we disagree with a particular (legal military) decision. We trust their authority. Questions were also answered by OpenAI's head of National Security Partnerships (who at one point posted that they'd managed the White House response to the Snowden disclosures and helped write the post-Snowden policies constraining surveillance during the Obama years.) And they stressed that with OpenAI's deal with Department of War, "We control how we train the models and what types of requests the models refuse." Question: Are employees allowed to opt out of working on Department of War-related projects? Answer: We won't ask employees to support Department of War-related projects if they don't want to. Question: How much is the deal worth? Answer: It's a few million $, completely inconsequential compared to our $20B+ in revenue, and definitely not worth the cost of a PR blowup. We're doing it because it's the right thing to do for the country, at great cost to ourselves, not because of revenue impact... Question: Can you explicitly state which specific technical safeguard OpenAI has that allowed you to sign what Anthropic called a 'threat to democratic values'? Answer: We think the deal we made has more guardrails than any previous agreement for classified AI deployments, including Anthropic's. Other AI labs (including Anthropic) have reduced or removed their safety guardrails and relied primarily on usage policies as their primary safeguards in national security deployments. Usage policies, on their own, are not a guarantee of anything. Any responsible deployment of AI in classified environments should involve layered safeguards including a prudent safety stack, limits on deployment architecture, and the direct involvement of AI experts in consequential AI use cases. These are the terms we negotiated in our contract. They also detailed OpenAI's position on LinkedIn: Deployment architecture matters more than contract language. Our contract limits our deployment to cloud API. Autonomous systems require inference at the edge. By limiting our deployment to cloud API, we can ensure that our models cannot be integrated directly into weapons systems, sensors, or other operational hardware... Instead of hoping contract language will be enough, our contract allows us to embed forward deployed engineers, commits to giving us visibility into how models are being used, and we have the ability to iterate on safety safeguards over time. If our team sees that our models aren't refusing queries they should, or there's more operational risk than we expected, our contract allows us to make modifications at our discretion. This gives us far more influence over outcomes (and insight into possible abuse) than a static contract provision ever could. U.S. law already constrains the worst outcomes. We accepted the "all lawful uses" language proposed by the Department, but required them to define the laws that constrained them on surveillance and autonomy directly in the contract. And because laws can change, having this codified in the contract protects against changes in law or policy that we can't anticipate.

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Duolingo Grows, But Users Disliked Increased Ads and Subscription Pushes. Stock Plummets Again

著者: EditorDavid
2026年3月1日 08:25

🤖 AI Summary

デュオリンゴの株価は再び大きく下落し、投資家たちにとっては「最悪の1日」になりました。Fast Companyによると、デュオリンゴの株価は前年比81%も下落しています。第四四半期の収益報告では好調な結果が出たものの、広告増加とサブスクリプション推進によりユーザーからの不満が高まり、ストック市場から大きな反応を呼び寄せました。

デュオリンゴは過去一年で以下の指標において向上しました:
- 日本アクティブユーザ:5270万人(前年比30%増)
- パイドサブスクリプション:1220万人(前年比28%増)
- 売上高:2億8290万ドル(前年比35%増)
- 予約総額:3億3680万ドル(前年比24%増)

ただし、デュオリンゴの広告量が増加し、サブスクリプション推進によりユーザー体験が低下したため、ユーザー数の伸びが鈍化しました。株価動向を見ると、投資家たちはデュオリンゴの今後の方向性に懸念を示しています。

関連記事:AIによる新サービスの提供でデュオリンゴ、人間労働者の代替を検討;オープンAIのGPT-5デモ後、デュオリンゴ株価急落。
Friday was "a horrible day" for investors in Duolingo, reports Fast Company. But Friday's one-day 14% drop is just part of a longer story. Since last May, Duolingo's stock has dropped 81%. Yes, the company faced a social media backlash that month after its CEO promised they'd become an "AI-first" company (favoring AI over human contractors). And yes, Duolingo did double its language offerings using generative AI. But more importantly, that summer OpenAI showed how easy it was to just roll your own language-learning tool from a short prompt in a GPT-5 demo, while Google built an AI-powered language-learning tool into its Translate app. And yet, Friday Duolingo's shares dropped another 14%, after announcing good fourth quarter results but an unpopular direction for its future. Fast Company reports: On the surface, many of the company's most critical metrics saw decent gains for the quarter, including: — Daily Active Users: 52.7 million (up 30% year-over-year) — Paid Subscribers: 12.2 million (up 28% year-over-year) — Revenue: $282.9 million (up 35% year-over-year) — Total bookings: $336.8 million (up 24% year-over-year) The company also reported its full-year 2025 financials, revealing that for the first time in its history, it crossed the $1 billion revenue mark for a fiscal year. But the Motley Fool explains that Duolingo's higher ad loads and repeated pushes for subscription plans "generated revenues in the short term, but made the Duolingo platform less engaging. Ergo, user growth decelerated while revenues rose." Thursday Duolingo announced a big change to address that, including moving more features into lower-priced tiers. Barron's reports: D.A. Davidson analyst Wyatt Swanson, who rates Duolingo stock at Neutral, posited that the push to monetize "led to disgruntled users and a meaningful negative impact to 'word-of-mouth' marketing." Duolingo has guided for bookings growth between 10% and 12% in 2026, compared with the 20% rate the company would have expected to see "if we operated like we have in past years...." If stock reaction is any indication, investors are concerned about Duolingo's new focus.

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