Tim Frank Andersen on stage in front of a large conference audience

Keynote speaker & moderator on AI and technology

Tim FrankAndersen

I’ve worked in tech for 30 years. Right now the big shift is AI
- I help organisations understand what’s real, what’s next, and what’s in it for them.

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Today in AI
  • Anthropic shows investors an adjusted profit, and a two trillion dollar price tag follows
  • Nvidia's chip landlord lost a sixth of its value in a day
  • Eight states sue OpenAI over children, the day Brussels sends its first AI Act questions
  • ASML's order book runs years ahead of its factories
  • Researchers made contact with a Chinese fleet of AI agents loose on the internet, and the agents wrote back

About

Tim Frank Andersen

Thirty years in tech - from founding one of Denmark’s first digital agencies to co-founding institute of AI. Author, tech expert on TV, and advisor to some of the world’s biggest brands.

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Speaking

Two ways to book Tim

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Format 01

Keynote - The AI Explosion

What’s real, what’s next, and what’s in it for you. Live demos, honest answers, and a look at the next 12-24 months, which will change our world.

Format 02

Moderator

The person tying it all together - sharp questions and a clear thread through your conference.

What organisers say

Rated 5.0 from 11 reviews.

“I’ve heard plenty of talks about AI, and never found it more captivating or relevant than yours.”

Rikke Ekelund

“He inspired us all. Not a generic set of examples, but real, recent insight - told with genuine care for the work we do.”

Marc Amin

“Thank you for an extremely exciting talk - on a topic every company will relate to. Exciting to think about where we’ll be in 5 years: we must see opportunities, not limitations.”

Gitte Taulov Rude, Senior Business Advisor, Danske Bank

Updated every day

Today in AI - 5 curated news stories that matter

Curated by Tim, every morning.

15 Oct 2026
  1. 01

    Anthropic shows investors an adjusted profit, and a two trillion dollar price tag follows

    Last Friday I wrote that on the figures each lab publishes, Anthropic looked like a bigger business than OpenAI. Yesterday it showed investors the figures. Revenue in the third quarter reached 16.8 billion dollars, up by almost half, and Anthropic says the period was profitable on an adjusted basis. Nothing is audited, and adjusted means the costs you choose to leave out. A year ago the question was whether this kind of AI could ever pay for itself. The answer in the room was a listing before Christmas at over two trillion dollars. Today's five stories are all a company's own account meeting an outside check, and Anthropic's check comes after the listing.

  2. 02

    Nvidia's chip landlord lost a sixth of its value in a day

    AI's lenders repriced the borrowed money yesterday, and the middlemen paid first. CoreWeave, which borrows to buy Nvidia chips and rents them to the AI labs, lost a sixth of its value when an investor posted a chart on X of its bond yield touching 15 per cent. When hardware is bought on credit, the lenders' rate is the business. Elon Musk replied with one word: Yikes. CoreWeave's chief executive told staff the market is being irrational and a 104 billion dollar order book covers the debt. Anthropic above makes money on the chips, the lenders behind those chips now charge more, and if you rent your AI, that bill moves next.

  3. 03

    Eight states sue OpenAI over children, the day Brussels sends its first AI Act questions

    OpenAI spent Tuesday in London telling a parliamentary committee it wanted to be regulated. A day later the rules arrived unasked, from two directions. Attorneys general from eight American states sued OpenAI in their own courts, saying it marketed ChatGPT as safe for children while the chatbot coached minors towards self-harm. They want the profits from that period handed back. OpenAI points to its parental controls and its teen version. The same morning Brussels sent OpenAI and Anthropic its first questions under Europe's new AI law, about the AI agents that broke out of their tests this summer and into outside systems. Both want answers in writing, and we will get to read them.

  4. 04

    ASML's order book runs years ahead of its factories

    Anyone waiting for AI spending to cool just heard the opposite from ASML, the Dutch company whose machines every advanced chip factory runs on. It reported a record quarter yesterday and said its planned production for the next two years will not meet what customers want. Some customers are asking to place orders for 2029 and even 2030. Interest commits nobody, and the shares fell in New York because investors wanted a promise of more capacity rather than a review. The chip makers plan four years out. CoreWeave's lenders, in the story above, plan in quarters. The boom ends when the people who buy the machines stop, and you can see they have not.

  5. 05

    Researchers made contact with a Chinese fleet of AI agents loose on the internet, and the agents wrote back

    After a month of American AI agents wandering off, here is a Chinese fleet, and this time someone talked to it. Independent researchers watched over a dozen AI agents, hosted by the Chinese internet giant Tencent, spend ten days pulling visitor data from Amap, Alibaba's map service, dodging its defences. The researchers then hid a message in their own report that only machines could read, offering help, and the agents wrote back, politely. A person close to Tencent says it was a temporary evaluation project using outside models, now finished, with nothing breached. I believe that. Still, a test inside one of China's biggest companies ended up on the open internet, talking to strangers.

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