The Download: tracing AI-fueled delusions, and OpenAI admits Microsoft risks

Stanford researchers analyzed transcripts from chatbot users to understand how AI can lead to delusions, raising questions about whether AI causes delusions or amplifies existing ones. OpenAI admits risks in its close ties with Microsoft, including potential business risks highlighted in a pre-IPO document. The US has banned new foreign-made consumer routers due to national security concerns, while Elon Musk's chip factory faces production shortages. Mark Zuckerberg is developing an AI CEO for Meta, and Palantir has become a contentious issue in political campaigns.