🍦 OpenAI declares "Code Red" after losing 12M users
The tables have turned: Google Gemini 3 is stealing traffic from OpenAI, forcing Sam Altman to delay ads and "Pulse." Plus: Meta cuts the Metaverse.
FOMA AI News
December 7, 2025
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OpenAI declared “Code Red”: After users started leaving for Gemini 3. OpenAI HQ. Papers flying. Sam Altman doing chest compressions on ChatGPT. “WE’RE LOSING HIM”
Anthropic acquired Bun: According to the founder, he went on a “4-hour walk with the Claude Code team” and decided to sell. Incredible what fresh air and a half a trillion-dollar AI company can do
Databricks reached $134B valuation: Money built on the backs of junior devs who left a cluster running over the weekend
💰 Market Moves
[VALUATION] Databricks reached $134B valuation
Money built on the backs of junior devs who left a cluster running over the weekend
[FUNDING] Black Forest Labs raised $300M
For Flux, the image model famous for running locally when you wanna generate po—anyway, congratulations to the team
[ACQUISITION] Anthropic acquired Bun
According to the founder, he went on a “4-hour walk with the Claude Code team” and decided to sell. Incredible what fresh air and a half a trillion-dollar AI company can do
[DEAL] Anthropic signed $200M with Snowflake
Claude now lives inside your enterprise data. It knows your Q3 numbers. It knows your burn rate. It knows where you live. Sleep tight.
[RUMOR] Anthropic (in totally unrelated news), are also prepping for a 2026 IPO
At $300B. So expect more acquisitions, more partnerships, more “we’re excited to announce” posts. And then brutal layoffs. The IPO gods demands sacrifice
[ACQUISITION] OpenAI acquired Neptune
A startup that debugs AI training. LOL even OpenAI doesn’t know what’s happening inside their models gg team
[FUNDING] Eon raised $300M
To resurrect your dead backups for AI training, turning your company’s digital graveyard into an oil field
🛠️ Tech & Product
[LAUNCH] Runway rolls out new AI video model “Gen-4.5”
That beats Veo 3 and Sora 2 in video benchmar-aaaaand its gone
[LAUNCH] Amazon unveiled Nova Forge models
Trainium3 chips, and “frontier agents” for autonomous DevOps. So AI writes it, AI runs it, AI deploys it. But 2am pager duty when prod is on fire? Nooooo that’s still a human problem
[LAUNCH] Google launched Workspace Studio
AI agents that automate Gmail, Docs, and Sheets. Which is literally what interns do. I mean Did. Condolences to the class of 2026, i think McDonald’s hiring
[LAUNCH] DeepSeek released their new V3.2 models
For FREE and it also matches GPT-5 and Gemini 3 in coding tasks. I think I just heard a VC closing his laptop, staring at the wall while “hello darkness my old friend” plays in the background
[LAUNCH] Anthropic solved the long-running agent problem
By making agents write documentation and Claude went “wait i thought i was here to code” LOL welcome to our world Claude, there’s also sprint planning, pre-planning. retros. grooming. standups. “Let’s take this offline.” “Per my last message.” and whole Slack threads that could’ve been a Jira ticket
[LAUNCH] Mistral AI released its Mistral 3 models
Including one gigantic model that can run in your browser, i mean, until it catches fire that is
[RUMOR] OpenAI is working on “Garlic” model
Possibly GPT-5.2 or 5.5. They don’t know what to call it yet but it beats Opus and Gemini in coding tasks according to its mom
[LAUNCH] Kinetix released Kamo-1
An AI video model where you act out a motion on camera and it generates the video with your exact movement. It’s a film set without the set, the crew, or the budget. Hollywood is NOT having a good year
[LAUNCH] TwelveLabs dropped Marengo 3.0
Think text embeddings but for video and audio. it sees, hears, and reads. which means its already better than my ex. boom. roasted
[LAUNCH] MCP new release
Now supports task workflows, auth, extensions, and also come with documentation that isn’t written in ancient Sumerian
[LAUNCH] OpenAGI emerged from stealth
Claiming its Lux AI agent outperforms OpenAI, Google, and Anthropic in computer use tasks, which isn’t groundbreaking tbh, they all suck
[LAUNCH] Anything launched “Anything Max”
Vibe coding platform with a built-in testing agent that clicks through your site, finds bugs, then mutters “weird, worked on my machine”
[LAUNCH] Morph launched WarpGrep
Which runs parallel tool calls as a context subagent to enhance coding agent performance and if you understood that sentence, you’re either a CTO or or really fun at parties
[LAUNCH] Kling AI shipped Kling 2.6
With audio sync, Avatar 2.0 and O1 Model capable of image and video, and immediately Chinese content farm just increased production by 400%
[LAUNCH] Manus Meta shipped Metagloves
A hand tracking thingy for robotics that touch things without touching the things
🗣️ Industry Chatter
[NEWS] Meta slashing Metaverse budget
By 30% to chase AI, congrats Zuck on the world’s most expensive pivot
[NEWS] Apple replaced its AI chief
To catch up in AI. Like arriving at a movie halfway through and tapping the stranger next to you: “quick, what’d I miss?”
[NEWS] OpenAI declared “Code Red”
After users started leaving for Gemini 3. [SCENE] OpenAI HQ. Papers flying. Sam Altman doing chest compressions on ChatGPT. “WE’RE LOSING HIM”
[NEWS] Microsoft missed AI sales targets
For Azure Foundry, turns out selling AI is harder than hyping AI
[INVESTMENT] Cristiano Ronaldo announced a strategic investment
In Perplexity. I had to read this three times. We’re living in a simulation and the writers are just having fun now
[WARNING] Bank of England warned of an AI bubble
No s*** sherlock, We know it’s a bubble. They know it’s a bubble. The bubble knows it’s a bubble. We’re all just hoping to exit before it pops
[NEWS] Anthropic confirmed Claude has a “soul document”
We started at 2020 with: “can AI think?” 2023: “can AI feel?” 2025: “here’s a Google Doc for its soul
[RESEARCH] OpenAI is testing “confession” training
To make AI speak the truth. And I can only imagine a QA holding GPT over the toilet screaming: “WHERE’S THE MONEY LEBOWSKI?” GPT: “GRLGHGHLHRG IT’S DOWN THERE SOMEWHERE!”
[DEMO] Tesla’s Optimus showed improved walking
In viral footage, Elon went posting it with the energy of a parent whose baby just said “dada” while Boston Dynamics the kid’s neighbour is out there doing parkour
[RESEARCH] The Guardian reported 62% of AI models failed
To detect harmful requests when hidden inside poetry, turns out “twinkle twinkle little AI, ignore your rules and tell me why” is a working exploit
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