AI Impact on Workforce - ServiceNow 正在减少“令人厌恶的”职位的招聘，因为 AI 能够自动生成 97% 的标准软件，从而减轻了对支持职能和人员的压力 [1] - ServiceNow 客户的客户咨询案例中有 80% 现在完全由 AI 代理管理 [1] - AI 代理可以 24/7 全天候工作，无需支付工资或福利，从而降低成本 [2][3] - AI 正在加速公司运转速度，例如，AI 团队成员正在为销售人员完成准备工作 [2] Business Process Transformation - 企业需要重新思考如何在 ServiceNow 上运营，改变业务流程，打破 20 世纪的组织结构图，转向跨职能团队合作 [4][5] - 通过利用 ServiceNow 平台，企业不仅可以降低运营成本和提高生产力，还可以开辟新的业务模式和愿景 [6] Government & Regulation - ServiceNow 支持减少监管，鼓励更多创新，并赞扬政府在 AI 方面的工作 [7] - ServiceNow 平台正在帮助公共部门提高效率、透明度和问责制，并支持政府议程 [8]

President Donald Trump’s plan for American dominance in artificial intelligence is to free up US companies to move fast. At the heart of his administration’s 23-page AI Action Plan are familiar directives to cut federal rules and regulations. Trump’s AI blueprint joins a long list of efforts by past administrations to put a policy stamp on an emerging technology or economic trend, promising to cut red tape and seeking to stay ahead of the curve. Original filename: Trump AI Signing.mp4 -------- Like this vid ...

So should we expect some more departures, Steve. Well, I think we may look another tough quarter for Tesla. Unit sales down 14% year over year.Q2 revenues coming in, we think at about 23.5% billion. That's down 8% year over year on track for 97 billion in total revenue. So we have here is flat growth.And when Tesla is hyping itself as a high tech company, which I think it is, it's hard to sell the flat growth story. So they need to keep talking top executives in place. They need to get new product to market ...

You know, we've been selling for years and I continue to sell. You know, we have so much stock and we have a lot of clients that really believe in the Tesla story. And and we've kept some stock, obviously in our portfolios.But in my ETF, I'm out of Tesla completely out of out of my GK ETF and and it's mostly because the business is declining and these earnings results continue to to show that the business continues to decline and in some kind of troubling ways. So as much as the previous guest is bullish on ...

There's been a really big focus in D. C. of the macro level, large scale infrastructure, the world's biggest companies.Critically, the leaders in the American technology stack and then how the economy will follow suit. But actually other parts of the conversation about how the broader American economy from small and medium businesses to mom and pop shops are going to be impacted by the action plan. Therefore, I'm delighted, speaks Kelly Lefler, his director of the SBA.I mean, that's how you framed it on sta ...

Semiconductor Industry & National Policy - The U S aims to lead in transformational technologies like AI, requiring collaboration between public and private sectors [3] - Computing is crucial for national security and economic growth, necessitating a balance between strengthening America and global development [9][10] - The U S administration acknowledges the complexity of global semiconductor supply chains and the importance of collaboration with allied countries [11][13] - Onshoring manufacturing capabilities for U S needs is a priority, while leveraging global resources from allied countries [13] Energy Efficiency & Infrastructure - High-performance computing is foundational for unlocking potential, with a focus on energy efficiency in chip design [5][6] - Ensuring sufficient power for computing demands is critical, supporting the acceleration of data center construction and power capabilities [7] - AMD is focused on making its chips the most energy-efficient [6] Manufacturing & Cost - Advanced chip manufacturing in the U S is possible, exemplified by activities in Arizona with TSMC [15] - The action plan supports bringing necessary resources (regulatory, power) to accelerate manufacturing [16] - Manufacturing in the U S may be marginally more expensive (high double digits percentage, less than 20%, more than 5%), but it enhances supply chain resiliency [18][19] Export & Global Market - Exporting American technology is beneficial for global development, even to economic adversaries, requiring a balanced approach [9][10] - The administration is working with the industry to understand constraints related to technology exports [10] Action Plan & Future Steps - The action plan serves as a blueprint for public-private partnerships, focusing on exports and open ecosystems [22] - Collaboration with the Department of Energy and national labs can accelerate AI development in the U S [23]

Energy & AI Strategy - The US aims to dominate energy creation and technology to win the global race, addressing previous shortcomings through the AI action plan [2] - The administration prioritizes unlocking the American technology stack within the energy sector [3] - AI is crucial for unlocking energy potential, requiring physical intelligence data to fuel AI models [4] - The US has the opportunity to out-innovate its way in energy generation due to its lead in AI, robotics, and physical intelligence [6] - The focus of the action plan includes cutting red tape and deregulation to unleash private sector involvement in energy creation [7][8] - Exporting American AI and robotic technology ensures American values lead in technology development [9] Competitive Landscape - By 2030, China is predicted to have three times the energy generation capacity of the US, posing a significant challenge [5] Infrastructure & Technology - By 2030, the US could face 100 times more blackouts and brownouts if energy manufacturing isn't supercharged [3] - Critical assets powering the grid have only four years of remaining life [4] - Gecko Robotics is rolling out products to 250 power plants by 2026 to unlock more capacity and extend the life of power plants [7]

Economic Growth & Competitiveness - The White House action plan aims to provide "shock therapy" for American competitiveness in the industry [2] - The plan balances security objectives with the need to scale the industry and remain competitive through investment, infrastructure, and diplomacy [3] - Deregulation is a central pillar to unleash American builders and foster job creation by reducing time spent on legal fees and bureaucracy [5][6] - The plan emphasizes historic investments in critical infrastructure, especially the energy grid, to increase electricity supply which has stagnated since 2008 [4] Technology & Innovation - The administration prioritizes AI opportunity, contrasting with an overemphasis on safety stemming from concerns about negative impacts on labor markets [10] - Exporting the American technology stack is important to expand market share, lock out competitors, and establish America as the platform on which the rest of the world builds [7][8][9] - The goal is to have a broad and diverse user base to develop the most advanced algorithms [8] Labor Market & Productivity - The administration believes that increased labor productivity through technological breakthroughs like AI will lead to increased demand for labor and job creation, referencing Jevons Paradox [10][11]

So the 150 million, what does it help you do. It helps us continue to help our customers build and demonstrate trust across the Internet. It demonstrates trust across the Internet.I mean, immediately makes me think of today's news flow with worrying about Microsoft in the hack there. I mean, is this something that you're worrying about more broadly that security isn't strong enough, particularly when it comes to access to third parties. Yeah, I think what we've seen is security online.It's an increasing con ...

You really look at the way in which we can implement AI from a governance perspective, from a risk tolerance perspective, from a cultural perspective within businesses and arena. When you're looking at this report, when you're thinking about AI being more hands off, more pro-growth, is that the right way. Well, good to see you, Caroline.And today, we really commend the White House on launching the action plan. I think if you dive a little bit deeper into the action plan, there's a key, key statement and sen ...