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12% of American workers use artificial intelligence in their roles every day

A new Gallup survey shows that tech employees, probably unsurprisingly, are leading the charge.

Tom Jones

When Anthropic this month announced Claude Cowork, an AI agent designed to help the everyman’s working day run a little smoother, it certainly caused a splash, sinking software stocks and scaring the life out of startup founders around the world.

Per a new Gallup survey, however, the American workforce has already been getting more hands-on with the tech, even BC (Before Cowork). According to the findings published yesterday, AI use in the American workplace continued to rise in the last quarter of 2025, with the share of daily, frequent, and total users all growing in Q4.

Indeed, in only about 2.5 years, the percentage of US employees who use the tech every day in their professional lives has tripled, while the share of those using it at least “a few times a week” or at least “a few times a year” have both more than doubled as well, per Gallup’s latest data.

Whether the rise (and rise again) of the machines that help people to get their jobs done comes as any big shock to you likely depends on your office, your company, or even the industry that you work in.

AI use Gallup chart
Sherwood News

As of Q4 2025, the share of workers who say they use the tech every day has risen to 12% across the board, up from 4% in the second quarter of 2023. That figure varies quite wildly in certain industries, though, with almost a third of tech workers reporting daily usage, compared to just 8% of government and public policy employees and community and social services workers who say the same.

Meanwhile, some 49% of the US workforce reported “never” using AI in their role, in yet another clear reflection of the fact that the tech’s boom has just passed certain professions by entirely — perhaps gladly, too, for many workers in those sectors, with some blue-collar industries seeing a “renaissance” in the AI age.

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FT: Meta considering “tens of billions” in new capital to fund AI

Just days after Google announced a monster $85 billion upsized equity raise, the extremely profitable Meta is seeking to sell “tens of billions of dollars” in stock, according to a new report from the Financial Times.

Meta is planning on spending between $125 billion and $145 billion on AI capital expenditure this year alone.

Shares dropped more than 5% on the news.

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FT: Anthropic staff helping the NSA use Mythos for offensive cyberattacks

Anthropic’s Mythos AI model was deemed too dangerous to release to the public, with the company citing its ability to orchestrate novel cyberattacks.

And that’s just what the National Security Agency is doing, with the help of Anthropic staff embedded at the agency, according to a report from the Financial Times.

Only a small number of companies and US allies have been given access to the advanced model, which means America’s adversaries have not had the chance to shore up their defenses against the AI model’s new offensive capabilities.

The arrangement is especially unusual as the Pentagon has deemed Anthropic’s AI a national security supply chain risk — effectively blacklisting it for defense work — in response to the company’s refusal to allow its technology to be used for any legal application, which could include autonomous killing or mass surveillance. Anthropic is currently suing the US government to fight the determination.

Only a small number of companies and US allies have been given access to the advanced model, which means America’s adversaries have not had the chance to shore up their defenses against the AI model’s new offensive capabilities.

The arrangement is especially unusual as the Pentagon has deemed Anthropic’s AI a national security supply chain risk — effectively blacklisting it for defense work — in response to the company’s refusal to allow its technology to be used for any legal application, which could include autonomous killing or mass surveillance. Anthropic is currently suing the US government to fight the determination.

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Longtime Tesla bear JPMorgan upgraded Tesla and raised its price target to $475 from $145

For more than a decade, JPMorgan was Wall Streets most stubborn Tesla skeptic, anchored by auto analyst Ryan Brinkman’s strict focus on traditional car fundamentals and near-term delivery numbers.

But JPM recently handed coverage of the stock to a new analyst, Rajat Gupta, who is throwing that playbook out the window. In a note Friday, the firm upgraded Tesla to neutral from underweight and raised its price target 228% to $475 from $145. (The analyst consensus on FactSet is $403.) Instead of focusing on the company’s struggling vehicle business, the new analyst is orienting himself more toward Tesla’s idea of the future, now modeling Tesla’s physical AI and robotaxi fleets all the way out to the year 2040.

Here are the main reasons for the capitulation:

  • Looking past the car lot: Gupta argues that Tesla is at the forefront of physical AI, entering uncharted TAMs” and therefore deserves the benefit of the doubt to be valued on LT earnings potential rather than near-term speed bumps.

  • Unmatched vertical integration: Teslas control over everything from battery cells to custom silicon gives it a massive moat. JPM notes this starting point advantage is unmatched at an industrial level scale” and “still somewhat under-appreciated and misunderstood.

  • The AWS flywheel effect: Deploying Optimus robots inside its own factories should not only lower COGS for the base automotive business, but more importantly, help validate the product at an industrial scale.” Gupta called it “a classic flywheel effect, somewhat analogous to AWS and Kiva at AMZN.

For Tesla bulls who have argued for years that this is an AI company and not a carmaker, JPM’s sudden $3.9 trillion valuation model is the ultimate validation.

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Anthropic ponders self-improving AI

Anthropic says Claude already writes 80% of its code. A new post asks what happens when the models can improve themselves — and whether anyone could stop them.

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