Good morning, techie!

Top Mentions

1. 🏗️ U.S. Steel / $X ( ▲ 0.75% ) 
Directly impacted by 25% tariffs on all steel imports

2. 🖥️ Intel / $INTC ( ▲ 3.89% ) 
Major recipient of CHIPS Act funding now at potential risk

3. 🤖 Alphabet (Google) / $GOOGL ( ▼ 0.56% ) 
Revealed $3B+ investment in Anthropic AI

4. 🔧 Samsung Electronics / $SSNLF ( ▼ 3.12% ) 
CHIPS Act beneficiary facing policy uncertainty

5. 🏘️ Real Estate sector ETFs
Benefiting from 46,000 new job openings in the industry

1. OpenAI launches AI agent tools for developers
2. Chinese AI agent Manus AI beats OpenAI in tests
3. Google reveals hidden 14% stake in AI startup Anthropic

🤖 OpenAI just launched its Responses API, enabling developers to build truly autonomous AI agents.
SiliconANGLE, 9 min read
• GPT-4o scores 90% on SimpleQA benchmark
• Migration from Assistants API required
• New open-source Agents SDK released

🐉 A tiny Chinese startup called Butterfly Effect has created an AI agent that's outperforming OpenAI's best.
VentureBeat, 10 min read
• Combines Claude 3.5 and Alibaba's Qwen?
• Invite codes being resold on secondary markets
• Plans for open-source release later this year

🔍 Google secretly invested over $3 billion in Anthropic, court documents reveal.
New York Times, 11 min read
• Planning additional $750M in convertible debt
• Anthropic valued at $61.5B
• Founders capped Google's stake at 15% with no voting rights

1. Labor market steady at 7.7M job openings despite 728K annual decline
2. Tech and finance jobs seeing big AI growth through 2033

💼 Job openings remained steady at 7.7M in January 2025, showing resilience despite a 728K annual drop.
Bureau of Labor Statistics, 5 min read 
• Real estate industry added 46,000 new openings
• Annual quits remain high at 3.3M
• Workers still confident despite market shifts

🤖 AI is reshaping careers, with software developers projected to see 17.9% growth by 2033.
Bureau of Labor Statistics, 7 min read 
• Adding 303,700 new developer positions
• Financial advisors growing 17.1% (55,000 jobs)
• Insurance appraisers declining 9.2%

1. Trump imposes no-exception steel & aluminum tariffs
2. Trump's threat to CHIPS Act stuns tech industry

🔨 Trump's new steel tariffs are more severe than many anticipated, with no exceptions whatsoever.
WSJ, 6 min read 
• 25% tariffs on ALL imports effective March 12
• Europe planning $28B in retaliatory tariffs
• Markets responded with worst two-day drop since August

🔧 The $52.7 billion CHIPS Act could be in jeopardy after Trump called it "horrible."
Ars Technica, 8 min read 
• $36+ billion in semiconductor funding at risk
• 85% already allocated to Intel, Samsung, etc.
• Experts believe contracts are legally protected

Prepare for tariff impacts on your supply chain and pricing strategy. With 25% tariffs on ALL steel imports effective immediately, quick analysis is critical. Use ChatGPT: "Create a supply chain vulnerability assessment for my [specific business type] that identifies direct and indirect exposure to steel tariffs, with estimated cost impacts and alternative sourcing options." Then develop contingency plans: "Design a tiered pricing adjustment strategy that maintains margins while minimizing customer impact based on my industry's price elasticity and competitive landscape." This transforms tariff news into structured business continuity planning.

Position your business for the AI-driven job market shift. With BLS projecting 17.9% growth in software development jobs, there's opportunity in the transition. Ask ChatGPT: "Based on the BLS projection of 303,700 new developer positions by 2033, create a business model that serves companies needing AI implementation expertise with specific revenue projections and target industries." Follow up with: "Design a talent acquisition strategy focusing on fields with projected AI-related declines, like insurance appraisers (-9.2%), identifying transferable skills and retraining pathways." This converts labor market data into actionable business strategy.

Leverage AI agents to automate your most repetitive tasks. With OpenAI's new Responses API launching, now's the time to identify your automation candidates. Try this ChatGPT prompt: "Analyze my weekly workflow and identify 3 tasks that could be delegated to an AI agent using OpenAI's new technology, with specific implementation steps." Then create personal benchmarks with: "Design a SimpleQA-inspired evaluation framework to measure if my AI agent is performing at the 90% benchmark that GPT-4o achieves." This approach transforms the tech news into immediate productivity gains tailored to your specific workflow.

Target companies positioned at the intersection of AI investment and regulatory protection. With Google's $3B+ investment in Anthropic and the $52.7B CHIPS Act funding, follow the protected money. Ask ChatGPT: "Analyze which publicly traded companies will benefit most from the $36B in semiconductor funding already allocated through the CHIPS Act, with focus on those with legally protected contracts." Then dig deeper: "Create an investment thesis framework for evaluating AI startups based on their strategic partnership structure, using Google-Anthropic's 'capped stake with no voting rights' model as a template for identifying well-positioned companies." This converts policy news into strategic investment filters.

Trending

AI Agent

Autonomous software system that can interpret instructions, make decisions, and complete complex tasks with minimal human intervention. For example, OpenAI's new Responses API enables developers to build AI agents that score 90% on benchmark tests and can operate independently.

CHIPS Act

$52.7 billion U.S. legislation funding domestic semiconductor manufacturing and research. For example, $36+ billion has already been allocated to companies like Intel and Samsung, creating legally protected contracts despite potential policy changes.

SimpleQA Benchmark

Performance testing standard for AI systems measuring accuracy on question-answering tasks. For example, GPT-4o scores 90% on this benchmark, establishing a clear metric for comparing different AI systems' capabilities.

Labor Market Resilience

Economy's ability to maintain employment levels despite challenges or transitions. For example, despite a 728,000 annual drop in job openings, the market remains steady at 7.7 million openings with high quit rates (3.3M) indicating worker confidence.

Tariff Retaliation

Countermeasures imposed by trading partners in response to new trade barriers. For example, Europe is planning $28 billion in retaliatory tariffs following Trump's implementation of 25% steel tariffs with no exemptions, creating cascading economic effects.

That’s it for this today!
Stay tuned every weekday for more insights in tech,
the market, and policy.

best,
Keith
Automation Consultant & Engineer
[email protected]