/ MARKET MOVES /

Anthropic and Google Cloud are finalizing a multi-billion dollar partnership that will grant Anthropic access to up to one million TPUs, tripling its computing capacity by 2026 — Bloomberg, Reuters, CNBC

Crusoe Energy Systems raised $1.375 billion to expand its AI infrastructure and data-center footprint — pulse2.com

OpenAI acquired Software Applications Inc., the developers of Sky, an AI natural language interface and automation app for Mac — OpenAI Blog, TechCrunch, Engadget

Meta is restructuring its AI division, laying off approximately 600 employees from its FAIR research unit and other infrastructure teams to prioritize applied research — Reuters, The Verge, CNBC

Langchain, a platform for building and deploying AI agents, raised $125 million at a $1.25 billion valuation — Fortune

OpenEvidence, an AI assistant for doctors trained on medical journals, raised $200 million at a $6 billion valuation — TechCrunch, NYTimes

Adobe is reportedly in talks to acquire AI video startup Synthesia for approximately $3 billion — The Information

Uniphore raised $260 million in a Series F round to advance its enterprise Business AI Cloud platform — pulse2.com

Sesame, a conversational AI startup from the founders of Oculus, raised $250 million in Series B funding and launched its iOS beta — TechCrunch

/ LAUNCHES /

OpenAI launched ChatGPT Atlas, an AI-powered web browser for macOS that integrates ChatGPT for summarizing content, automating web tasks, and remembering browsing history — OpenAI Blog, The Verge, VentureBeat

Microsoft launched a major Copilot Fall Release which includes a relaunched Copilot Mode in Edge with agentic browsing, an animated avatar named Mico, group chats for up to 32 people, and long-term memory — microsoft.com, TechCrunch, The Verge

Anthropic rolled out persistent memory to all Claude Pro and Max subscribers, launched a new desktop app for Mac and Windows, and released its Claude Code coding assistant on the web — The Verge, X (@claudeai), Anthropic Blog

Google introduced a 'vibe coding' experience in AI Studio to build web apps from prompts, partnered with GM to bring a Gemini-powered assistant to vehicles in 2026, and integrated Gemini into Google Earth for geospatial reasoning — VentureBeat, TechCrunch, Google Blog

Amazon is testing AI-powered smart glasses for its delivery drivers and rolled out an AI shopping tool called “Help Me Decide” for personalized recommendations — aboutamazon.com, Bloomberg

Meta rolled out AI photo and video editing features called "Restyle" directly in Instagram Stories — about.instagram.com, TechCrunch

Netflix executives stated the company is going 'all in' on using generative AI for advertising, visual effects, and production workflows — TechCrunch

OpenAI launched 'Company Knowledge' for enterprise users to connect internal data sources and expanded its 'Shared Projects' feature to all users — OpenAI Blog, X (@OpenAI)

YouTube officially launched its likeness detection technology, allowing creators to manage AI-generated content featuring their face or voice — youtube.com

Alibaba launched a free-to-use chatbot integrated into its Quark app and unveiled Quark AI glasses — Reuters, the-decoder.com

DeepSeek released DeepSeek-OCR, an open-source model that compresses visual document data by up to 20x while maintaining 97% accuracy, enabling LLMs to process much longer files — github.com

Alibaba released Qwen3-VL, a new vision-language model family featuring compact 32B and 2B models with visual agent capabilities — github.com

OpenEvolve, an evolutionary coding agent, was used to help LLMs discover and surpass human-engineered algorithms, achieving a 5.0x speedup in LLM inference — notion.site

/ CHATTER /

Andrej Karpathy stated that current AI agents do not work effectively and that it will likely take a decade to resolve fundamental issues with cognition and memory to fulfill industry hype — youtube.com, Business Insider

Wikipedia reported an 8% year-over-year drop in pageviews, attributing the decline to users getting answers from AI search summaries without clicking through to the source — wikimedia.org, TechCrunch

Nvidia CEO Jensen Huang stated the company's AI hardware market share in China has fallen to zero due to U.S. export restrictions — tomshardware.com, SCMP

An AI gun detection system incorrectly identified a student's bag of Doritos as a firearm, leading to the 16-year-old being mistakenly targeted by law enforcement — wbaltv.com

ChatGPT's one-month user retention has reportedly increased to approximately 90%, surpassing YouTube's previous benchmark — threadreaderapp.com

Reddit filed a lawsuit against Perplexity AI and three data-scraping companies, accusing them of unlawfully collecting data to train AI systems — The Verge, AP News, Reuters

An open letter signed by over 20,000 individuals, including Geoffrey Hinton and Steve Wozniak, called for a moratorium on superintelligence development until it can be proven safe — superintelligence-statement.org

A BBC-led study found that AI assistants like Gemini and ChatGPT misrepresent news content 45% of the time, often with sourcing problems or factual errors — bbc.co.uk, dw.com

Happy scrolling,
Adir @FOMA

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