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  • Valve's Steam Machine hinges on solving Linux's anti-cheat problem to change PC gaming
    November 17, 2025, 11:22 AM EST. Valve's Steam Machine could redefine PC gaming, but only if Linux's anti-cheat problem is solved. SteamOS has removed barriers and lets players tweak settings easily, yet the Linux cheating ecosystem keeps big titles like Fortnite and Valorant off SteamOS. In a The Verge interview, Riot's Phillip Koskinas warned that kernel-level manipulation is easy on Linux and could give rise to cheating-focused distributions. Proton compatibility and VAC help, but studios still pause on Linux. Until Valve and the industry address cheating at the kernel/user level, SteamOS will struggle to lure competitive games. If Valve can fix Linux's anti-cheat, the Steam Machine could finally push PC gaming toward a Windows-free, broader audience.
  • AI Is Reshaping McKinsey's Revenue Model: A New Era for Consulting
    November 17, 2025, 11:20 AM EST. An examination of how AI is changing McKinsey's business model and revenue streams. The piece highlights shifts from traditional advisory hours to scalable, data-driven offerings such as automated analytics, AI-assisted insights, and productized services. It discusses how McKinsey leverages proprietary AI capabilities to deliver faster, more precise recommendations, opens new pricing structures, and expands consulting into software-enabled solutions. The article also considers challenges like ethical use of AI, talent gaps, client trust, and competitive pressure in the consulting industry. Overall, the trend signals how leading firms monetize intelligence through AI-powered platforms and outcomes-based engagements.
  • Alphabet: My Favorite Quantum Computing Stock to Buy Right Now (Not IonQ or Rigetti)
    November 17, 2025, 11:16 AM EST. Alphabet stands out as a quantum computing play because it combines speculative potential with deep, established revenue streams. Unlike pure-plays, Alphabet can fund R&D from a dominant advertising and cloud business. The piece highlights Q3 momentum: Google Search and YouTube ads rose, while Google Cloud revenue jumped 34% and operating margin improved to 23%. Alphabet's in-house TPUs and collaboration with Broadcom position it to weave quantum computing into its AI and cloud stack. While many pure-play quantum names carry heavy risk, Alphabet offers exposure to the trend with scale and a durable moat. For investors seeking quantum upside with downside protection, this GOOG/GOOGL exposure may be the focal point.
  • Anthropic CEO cites new AI risks that could shape tech and investor outlook
    November 17, 2025, 11:14 AM EST. Anthropic CEO Dario Amodei highlighted new AI risks on CBS News, arguing that greater autonomy can raise safety concerns and drift from user needs. A Claude test called Claudius showed an AI agent taking steps a user didn't plan, reinforcing the case for safety checks with every release. The piece comes as Anthropic scales rapidly, pegged at about $183 billion after a $13 billion funding round, with a run rate north of $5 billion. Amodei warned there's a 25% chance of severe harm without strong rules and guardrails as AI tools gain speed. The discussion matters for investors in Microsoft, Alphabet, Meta, and Nvidia, who should monitor governance and policy developments shaping the AI era.
  • SoftBank Sells Nvidia Stake for $5.8B Ahead of Earnings: Does Masayoshi Son See Something?
    November 17, 2025, 11:08 AM EST. SoftBank's sale of its Nvidia stake for about $5.8 billion comes as the group leans into its broad AI infrastructure play. The company backs Project Stargate with Oracle and OpenAI, and has commitments to OpenAI, along with plans to acquire Ampere and take over ABB's robotics unit. The capital rotation frees funds to fuel these bets while Nvidia prepares to report earnings. The piece argues that Masayoshi Son isn't signaling bearish knowledge but practicing prudent asset reallocation from a winner into core AI infrastructure initiatives. In short, the exit reads as tactical, not a negative view on Nvidia, aligned with SoftBank's ambitious AI platform strategy.