Monday's technology stories
Big Tech's AI costs draw attention


Microsoft and OpenAI's deepening partnership helped to set off an AI race, but the resulting investor euphoria could be giving way to more discerning questions.
Driving the news: “Given the exorbitant costs associated with the development, hosting and serving of AI products, many investors are concerned about the potential for [fiscal 2024] commentary regarding a material increase,” says Jefferies research analyst Brent Thill in a preview of the company's latest earnings slated for tomorrow afternoon.
Tech sector tops list of likely second-half investments for retail investors


Tech will remain the favored play for retail investors for the remainder of the year — if they stick with what they said last month.
Driving the news: 23% of individual market participants will "most likely" increase their investments in tech during the last half of 2023, according to a survey of 1,000 U.S. retail investors conducted in early to mid-June by investing platform eToro.

AI manipulation of Assassin's Creed character's voice stokes actors' concerns
Voice actor Victoria Atkin worked hard to record the voice of fictional 19th century freedom fighter Evie Frye for Ubisoft’s 2015 adventure, Assassin’s Creed Syndicate. But, without Atkin’s involvement, someone using AI has now made Evie speak all the lead character’s lines in Bethesda’s 2011 epic The Elder Scrolls V: Skyrim.
Why it matters: Video game voice actors are fearing that the ability for generative AI to replicate their voices may cost them work and, more fundamentally, control of their own voice.
Details: Atkin discovered the Evie-Skyrim recordings this month when a friend sent her some files to listen to via a user-made mod, or software add-on, for Skyrim.
- The mod, called “Dragonborn Voice Over — Evie Frye AC Syndicate Voice Pack,” was created by a person going by the handle Dexterfy.
- It was uploaded in April to Nexus Mods, a leading site for mods, and had been downloaded nearly 6,000 times, until it was disabled and placed under moderation today.
- On the mod’s Nexus listing before it was wiped today, the modder had noted: “Tone and pronunciation won't be 100% accurate, this is a fault with the voice technology for right now. As it matures, I will release updates with newly generated lines.”
- It’s unclear which AI tools the modder used (they did not reply to an Axios request for comment), but a reel on YouTube shows Atkin voicing Skyrim lines that she never spoke.
What they’re saying: “I was upset and confused,” Atkin tells Axios.
- “If my voice is able to be taken and manipulated from these franchises and people can make them say whatever they want to say, that’s very frightening … for myself and my livelihood.”
- Mods are one concern, but Atkin and others worry what the companies that hire them can do with their voices using AI.

State of play: Voice actors have been raising concerns about generative AI’s impact throughout the year, while receiving minimal protections and public reassurances from the game industry.
- The National Association of Voice Actors recently published a rider that actors can ask game makers to agree to, limiting the ability for the company to use an AI to get more from their voice. The actors want "consent, compensation, and control," NAVA’s president, Tim Friedlander, tells Axios. "And on a larger level for all artists, the hope is to see the inclusion of transparency so that we know if our data (voice, likeness, graphic, visual art, costume sketches, etc) has been used to train any of the systems."
- But the prevailing contract for voice actors in the U.S., SAG-AFTRA’s Interactive Agreement, expired in November and doesn’t address AI. Negotiations for a new contract are ongoing.
- A Ubisoft rep tells Axios that the company requested the takedown of the Evie-Skyrim mod and described it as part of an emerging trend that company is monitoring.
One of those negotiators, Zeke Alton, said on Atkin’s Performance Capture Podcast last week he hoped unresolved AI concerns that contributed to the SAG-AFTRA TV and movie actors strike would motivate game companies to come to an agreement with actors in their sector.
- “They’re negotiating for competitive advantage and financial things,” he said. “And on our side, we are negotiating for our very existence.”
- As for the mods problem, in April, community managers at Nexus, the mods site, said they would permit mods that used generative AI but would remove any following a credible complaint by a voice actor or rights holder. Friedlander, NAVA’s president, tells Axios he sent Nexus a list of suspect AI-driven mods this month and has seen some removed. His organization has focused on AI modes used for pornographic content, he noted, and encourages actors to issue takedowns for mods of any type that mis-uses their voice.
The bottom line: Patricia Summersett, who provides the English language voice for the eponymous princess in Nintendo’s recent Zelda games, recently told Axios that AI is the “biggest discussion” for voice actors right now.
- “AI is not going away,” she said. “But obviously there needs to be a very human conversation around how AI and people can work together to make it fair and give livable wages.”
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How AI could help detect wildfires earlier
Several states are piloting AI-powered systems to detect wildfires faster than traditional bystander reporting systems allow.
Why it matters: Wildfires are burning longer and more frequently because of climate change. Stopping them sooner could save lives and reduce massive costs.

Internet restrictions have affected 4.2 billion people so far this year
An estimated 4.2 billion people around the world were affected by governmental internet restrictions during the first half of 2023, according to a new report by Surfshark.
Why it matters: Governments have repeatedly used internet restrictions this year to stifle dissent by limiting human rights, manipulating elections and imposing religious values onto their populations.

FedNow wants to do what crypto has sought to solve: real-time payments
The U.S. central bank now has a real-time payments service.
Why it matters: FedNow wants to do what crypto has endeavored to do — speed up payments and make settlements available 24/7, 365 days a year.
TikTok beefs up text posts in race against Threads, Twitter
TikTok wants to draw in people who want to post text-based content.
Driving the news: The app, which popularized short-form video, announced a slew of new features for sharing written thoughts and updates on Monday as competition between Twitter and Instagram's new app, Threads, has heated up.

How Trump could slow the U.S. EV transition
A reelected Donald Trump could pull several levers to try and pare back federal policies aimed at speeding the transition to electric vehicles.
Why it matters: EVs are becoming more mainstream, but they're still a small share of U.S. car sales, and President Joe Biden has been keen to juice deployment.

AI boom's big winners are all in four states


The latest tech boom is highly concentrated: 60% of new generative AI job postings are located in just 15 metro areas — with San Francisco topping the list, per a new Brookings Institution report.
Why it matters: Generative AI may produce "winner-takes-most" economic outcomes, per the authors of the Brookings report, unless the government moves to foster a more broadly distributed AI sector.






