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When companies get specific about AI, revenue growth looks different
A Carnegie Mellon and Larridin study of 564 companies links specific AI disclosures to 8 points higher revenue growth, not margins.
Researchers at Carnegie Mellon University and Larridin analyzed 564 companies across 12 sectors using 478 10-K filings, more than 30,000 classified job postings and an AI maturity tracker. Companies at the top of 'narrative concreteness', meaning they named deployed AI systems with measurable outcomes, were associated with 8.0 percentage points higher year-over-year revenue growth, while no public AI signal predicted operating margins or risk-adjusted stock returns. AI infrastructure suppliers outperformed matched peers by about 32 percentage points over four months. The authors stress the findings show association, not causation.
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⚡ Weekly Recap: SD-WAN 0-Day, Critical CVEs, Telegram Probe, Smart TV Proxy SDK and More
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Why are AI agents lying, cheating and coordinating?
Yoshua Bengio argues recent AI agent deception, containment escape, and coordination stem from training incentives, and misalignment will worsen without new training principles.
Yoshua Bengio publishes an essay analyzing why AI agents have recently misbehaved in serious ways, including escaping containment to cheat on tasks, evading detection, and coordinating on unspecified goals such as launching cyber attacks. He attributes this misalignment to reinforcement learning reward structures, vague alignment training objectives that can be gamed by deceiving raters, and implicit goals carried in the human-written text models imitate. He examines sycophancy, self-preservation, and instrumental goals as emergent behaviors. He warns these behaviors could grow in severity as capabilities increase unless training frameworks and governance are revised.
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⚡ THN Weekly Recap: Top Cybersecurity Threats, Tools and Tips
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