# AI news, from the people building it Markdown copy of https://realalpha.app/news/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy. News When something an AI leader said makes headlines, we explain it in plain words and show you the moment. 1. Oct. 22, 2026, 11:53 p.m. ET **[Satya Nadella says high-price, low-use software faces an AI problem](https://realalpha.app/news/satya-nadella-says-high-price-low-use-software-faces-an-ai-problem/)** Microsoft's Nadella said on BG2 that AI agents are changing how business software is built, and who is at risk. Said on BG2 · In the news at [Benzinga on MSN](https://www.msn.com/en-us/money/general/satya-nadella-says-microsoft-is-rebuilding-around-ai-agents-as-trump-pushes-super-intelligence-from-11-000-models-to-agents-that-work-on-your-behalf/ar-AA2fO9j5) 2. Oct. 22, 2026, 11:53 p.m. ET **[Armadin's Kevin Mandia says AI agents need cyber experts](https://realalpha.app/news/armadins-kevin-mandia-says-ai-agents-need-cyber-experts/)** Kevin Mandia, who runs the security firm Armadin, said safe AI agents need security experts, close monitoring and firm rules. Said on a16z Podcast · In the news at [CNBC on MSN](https://www.msn.com/en-us/news/other/armadin-ceo-kevin-mandia-on-defending-against-ai-cyber-threats-future-of-ai-agents/vi-AA2fzR7m) 3. Oct. 22, 2026, 11:53 p.m. ET **[Figma's Dylan Field says AI lowers the floor but not the ceiling](https://realalpha.app/news/figmas-dylan-field-says-ai-lowers-the-floor-but-not-the-ceiling/)** Figma CEO Dylan Field said on All-In that AI makes building easier, but bold human choices still set the creative ceiling. Said on All-In · In the news at [CNBCTV18](https://www.cnbctv18.com/business/figma-ceo-dylan-field-ai-design-coding-india-20013940.htm) 4. Oct. 22, 2026, 11:53 p.m. ET **[Kevin Weil says drug lab work should come back from China](https://realalpha.app/news/kevin-weil-says-drug-lab-work-should-come-back-from-china/)** Kevin Weil said on TBPN that years of drug testing is outsourced to China, and his new startup Warp wants robots to bring it home. Said on TBPN · In the news at [Mezha](https://mezha.net/eng/news/mezha-449bfdd29ecd926fc641f34f_former_openai_science/) 5. Oct. 22, 2026, 11:53 p.m. ET **[Pat Gelsinger says AI speeds chip design but factories still lag](https://realalpha.app/news/pat-gelsinger-says-ai-speeds-chip-design-but-factories-still-lag/)** Former Intel CEO Pat Gelsinger said on the a16z Podcast that AI can speed up chip design, but making the chips still takes far longer. Said on a16z Podcast · In the news at [The Times of India](https://timesofindia.indiatimes.com/technology/tech-news/intels-former-ceo-pat-gelsinger-has-a-message-for-openai-amazon-anthropic-tesla-microsoft-and-other-companies-your-ai-chips-cannot-solve-ais-biggest-shortage-as-/articleshow/134917665.cms) 6. Oct. 22, 2026, 11:53 p.m. ET **[Meta's Alexandr Wang says a team under 200 built the Muse AI](https://realalpha.app/news/metas-alexandr-wang-says-a-team-under-200-built-the-muse-ai/)** Alexandr Wang of Meta said on Founders that Muse shipped only after it cleared a 100-row checklist, built by a small team. Said on Founders · In the news at [Benzinga on MSN](https://www.msn.com/en-us/money/general/alexandr-wang-brought-elon-musk-s-lean-team-playbook-to-mark-zuckerberg-it-s-now-one-of-the-tentpoles-of-meta-s-ai-strategy/ar-AA2e8DIc) 7. Oct. 22, 2026, 11:53 p.m. ET **[Google's Sundar Pichai says AI will speed up Google's work in 2027](https://realalpha.app/news/googles-sundar-pichai-says-ai-will-speed-up-googles-work-in-2027/)** Pichai said on Sources that an AI tool called Argon is already speeding up work at Google. He expects bigger gains in 2027. Said on Sources · In the news at [Insider on MSN](https://www.msn.com/en-us/news/other/sundar-pichai-explains-how-a-team-of-ai-agents-helps-him-run-the-company/ar-AA2fMEfE) 8. Oct. 22, 2026, 11:53 p.m. ET **[Meta's Alexandr Wang says building an AI model is a huge blind bet](https://realalpha.app/news/metas-alexandr-wang-says-building-an-ai-model-is-a-huge-blind-bet/)** Meta's chief AI officer said on Cheeky Pint that the company committed to massive AI spending before it knew the model would work. Said on Cheeky Pint · In the news at [Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/44-minute-call-memo-alexandr-115500458.html) 9. Oct. 22, 2026, 11:53 p.m. ET **[Google's Sundar Pichai says frontier AI gets first claim on compute](https://realalpha.app/news/googles-sundar-pichai-says-frontier-ai-gets-first-claim-on-compute/)** Pichai said on Big Technology Podcast that Google puts computing power for frontier AI research first, and plans for its other businesses after that. Said on Big Technology Podcast · In the news at [CMSWire](https://www.cmswire.com/digital-experience/sundar-pichai-googles-frontier-imperative-compute-scarcity-dilemmas-future-ai-products-and-busin/) 10. Oct. 22, 2026, 11:53 p.m. ET **[Nvidia's Jensen Huang says two AI labs face too much pressure](https://realalpha.app/news/nvidias-jensen-huang-says-two-ai-labs-face-too-much-pressure/)** Huang said on BG2 that the AI building boom does not hinge on two big labs, as chip costs per gigawatt climb. Said on BG2 · In the news at [Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/jensen-huang-two-gigawatts-us-163235324.html) 11. Oct. 22, 2026, 11:53 p.m. ET **[Google's Sundar Pichai says AI agents will work across Google apps](https://realalpha.app/news/googles-sundar-pichai-says-ai-agents-will-work-across-google-apps/)** Pichai said Google will bring AI that works on its own in the background to Gemini, Search and Gmail, for everyday users. Said on Big Technology Podcast · In the news at [Digit on MSN](https://www.msn.com/en-in/news/other/google-ceo-sundar-pichai-says-ai-agents-help-him-run-the-company-here-is-how/ar-AA2fNNjp) 12. Oct. 22, 2026, 11:53 p.m. ET **[Meta's Alexandr Wang says memes helped his AI app Muse break through](https://realalpha.app/news/metas-alexandr-wang-says-memes-helped-his-ai-app-muse-break-through/)** Alexandr Wang, Meta's chief AI officer, said on Founders that his meme posting helped Muse stand out and likely moved growth. Said on Founders · In the news at [Insider](https://www.businessinsider.com/alexandr-wang-meta-memes-muse-social-media-cool-2026-10) 13. Oct. 22, 2026, 11:53 p.m. ET **[Nvidia's Jensen Huang says its business doesn't hinge on two AI labs](https://realalpha.app/news/nvidias-jensen-huang-says-its-business-doesnt-hinge-on-two-ai-labs/)** Jensen Huang told the BG2 podcast that Nvidia's demand comes from three segments, and only one is the big AI labs. Said on BG2 · In the news at [Yahoo Finance](https://finance.yahoo.com/technology/ai/articles/jensen-huang-declares-nvidia-win-161237132.html) 14. Oct. 22, 2026, 11:33 p.m. ET **[IBM's Arvind Krishna says most AI use will move to open models](https://realalpha.app/news/ibms-arvind-krishna-says-most-ai-use-will-move-to-open-models/)** IBM's CEO said on All-In that most companies will run AI they can download for free, because it costs far less to use. Said on All-In · In the news at [CRN](https://www.crn.com/news/ai/2026/ibm-s-enterprise-ai-bet-is-paying-off-and-arvind-krishna-says-it-s-just-beginning) 15. Oct. 22, 2026, 11:32 p.m. ET **[Chamath Palihapitiya says Bitcoin is capped and could be hacked](https://realalpha.app/news/chamath-palihapitiya-says-bitcoin-is-capped-and-could-be-hacked/)** The Social Capital founder said on Moonshots that Bitcoin has a ceiling and could be hacked. He now owns crypto only through a company. Said on Moonshots · In the news at [Benzinga on MSN](https://www.msn.com/en-us/money/general/bitcoin-goes-to-zero-after-a-hack-chamath-palihapitiya-predicts/ar-AA2fPHhm) By [Rushabh Sheth](https://realalpha.app/news/authors/rushabh-sheth/). [How items are picked, written and corrected](https://realalpha.app/news/about/). Follow them in a feed reader: [realalpha.app/news/feed.xml](https://realalpha.app/news/feed.xml). Quote any of them with a link ([for reporters](https://realalpha.app/press/)).