Axios

Tesla is discontinuing the Model S sedan and Model X crossover — luxury vehicles that put the company on the map but which have become long in the tooth by automotive standards.

Why it matters: Tesla CEO Elon Musk is maneuvering the company to focus much of its time and capital on its AI ambitions, including self-driving cars and humanoid robots.

ServiceNow is deepening its existing partnership with Anthropic, further integrating the AI startup's Claude models to power its own offerings, according to a company memo reviewed by Axios.

Why it matters: A recent funding target valued Anthropic at $350 billion in part due to these kinds of deals: Businesses want access to Anthropic's technology, which puts the Claude-maker further ahead in the AI race.

DAVOS, Switzerland — Organizations and corporations should adapt to withstand shifting geopolitical headwinds and insulate themselves from the turbulence, CoreWeave co-founder and CEO Mike Intrator said at the World Economic Forum last week.

The big picture: As geopolitical uncertainty increases and alliances fray, top officials need to build business strategies that diversify portfolios and ensure long-term economic stability.

Axios' Ina Fried and Dave Lawler spoke to Intrator and Ray Dalio, Bridgewater Associates' founder and Dalio Family Office's founder and mentor. The conversations were sponsored by Mubadala Investment Company and MGX.

Driving the news: Chip developer Nvidia announced it would be investing $2 billion in CoreWeave, further solidifying the cloud company's central role in the AI boom.

What they're saying: "We are building our infrastructure in response to signed contracts with long-term demand," Intrator said.

• We look at "inference," Intrator explained — a signal that shows an AI model is being actively used — to confirm there's demand before moving forward.

Yes, but: "I'm not buying GPUs until Microsoft or Meta or Nvidia … comes and signs a contract with me," Intrator added.

• Relying on the creditworthiness of the organization helps "insulate my company" from pockets of risk, he said.

What's next: "The geopolitical order is changing," Dalio said.

• "Whoever wins the technology war will win the military [and] geopolitical war. They're going to win the economic war."

Content from the sponsor's segment:

In View from the Top conversations, Marc Antaki, Mubadala's deputy chief strategy and risk officer, and MGX CIO of artificial intelligence Ali Osman spoke to AI Leadership Lab moderator and host Ryan Heath.

• "Resilience at Mubadala comes from three things: a resilient strategy … a resilient portfolio … [and] resilient institutions," Antaki said.
• "Making sure that you have compute, the right geographies, the right scale, backed by the right hyperscalers, built by the right developers … is critical to the success of the industry," Osman told Heath.

Go deeper: Watch the full interviews on YouTube.

Covering the energy demands of AI while increasingly using AI feels like a strange form of immersion therapy.

Why it matters: We're all humans first, and only then journalists, founders, philanthropists or experts. And AI is fast reshaping how we work, think and find meaning.

We scrambled the debut of our "Behind the Curtain" video series: Anthropic CEO Dario Amodei wanted to chat Monday after he dropped a 38-page essay warning of escalating risks from the AI technology he's helping pioneer.

• We asked Amodei, in San Francisco, what Congress should do now, and what lawmakers should tell their constituents. His three-part prescription:

1. Transparency legislation to require AI companies to disclose their models' risks and bad behavior, and the defenses that are built in.
2. Cut off sales of Nvidia chips and other U.S. products that help China.
3. Get ready to tax future AI trillionaires and redistribute wealth. He said he'd tell his fellow future trillionaires: "You're going to get a mob coming for you if you don't do this in the right way."

The bottom line: "We always assume that everything that can go wrong does go wrong," Amodei said. "That's how you build things that are reliable."

👉 Share the YouTube ... Executive producer: Axios' Jimmy Shelton.