Damodaran’s point is that the AI wave is loading up debt‑heavy hardware, not just cloud‑based code. The sector’s been financing massive data centers, specialized chips and even new construction, so if the hype fizzles the balance sheets could look a lot like the dot‑com collapse—only with bigger loan books and more tangible assets to write off.
He also worries about the business model that’s being sold: replace whole job functions rather than augment them. Even if the technology works, the ripple effects on employment and the broader economy are still fuzzy, and that uncertainty could amplify any downturn.
OpenAI has released the "Record & Replay" feature for its Codex app on macOS: users demonstrate a workflow once, Codex converts it into a reusable "skill," and then repeats it on its own. The feature isn't available yet in the EU, the UK, or Switzerland. The article OpenAI's Codex can now watch you work once and repeat the task forever appeared first on The Decoder.
Eurocommerce, the trade association behind Amazon, H&M, and IKEA, wants AI-generated ads exempt from the EU AI Act's transparency rules. The argument: an AI-generated living room image used to sell a sofa isn't a deepfake. Zalando alone says 90 percent of the marketing content on its platform is already AI-generated. The article The EU doesn't really know what a deepfake is, and that's becoming a problem for retail appeared first on The Decoder.
Five surfaces collapsed into one declarative layer. Here's the full story of Materialized Lake Views in Microsoft Fabric - from syntax to the new GA capabilities The post Materialized Lake Views in Microsoft Fabric: When Your Medallion Fits in a SELECT Statement appeared first on Towards Data Science.
Enterprise Document Intelligence [Vol.1 #5sexies] - image_df tells you where every picture is. Turning the few that matter into searchable text is a separate, cost-ordered job The post Making a PDF’s Images Searchable for RAG, Without Paying to Read Them All appeared first on Towards Data Science.
What data teams need to build with AI to make self-healing data architecture a practical reality The post 7 Crucial Barriers Between Data Teams and Self-Healing Data Architecture appeared first on Towards Data Science.
In the first quarter of 2026, OpenAI pulled in $5.7 billion in revenue and burned through about $3.7 billion, both figures tripled year over year. Stock-based compensation alone ate up over $2.3 billion. With $73 billion in reserves, OpenAI doesn't need fresh capital right now, but a price war with Anthropic could change that fast. The article OpenAI tripled revenue to $5.7 billion in Q1 but burned through $3.7 billion to get there appeared first on The Decoder.
OpenAI is upgrading ChatGPT's scheduling feature. A new "Scheduled" page in the sidebar puts all active tasks in one place, letting users view, pause, edit, or delete them. Research tasks search the web and connected apps, sending alerts only when something actually changes. The previous "Pulse" feature is being retired. The article ChatGPT keeps creeping toward becoming your AI personal assistant with new scheduled task controls appeared first on The Decoder.
Seven AI agents work together like a newsroom. The "Data Journalist Agent" from Oxford and Stanford turns a CSV file into a finished interactive article with graphics, web research, and verifiable source links for 93 percent of all statements. In a reader study, 74 percent preferred the agent's output over the human original. But against elaborately crafted long-form reports, the agent managed a tie. The article Data2Story turns a CSV file into a verified interactive news article using seven AI agents appeared first on The Decoder.
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