/ MARKET MOVES /
• IBM acquiring Confluent for $11B. That's it folks. Kafka is going to enterprise heaven. See you on the other side, renamed "IBM Streams powered by watsonx… Read more |
• Unconventional AI raised $475M seed for energy-efficient chips. LOL that’s not a seed bro that's a whole forest… Read more |
• Saviynt raised $700M to secure AI systems. That's like hiring a bouncer for a nightclub that's already on fire — technically helpful, but we've got bigger problems… Read more |
• Speak, an AI language tutor, hit $100M ARR with 40% daily retention, users are Duolingo survivors who wanted to learn Spanish without developing PTSD from an owl... Read more |
• Big Tech bets on India: Google announced $15B investment, then Microsoft announced $17.5B. Then Amazon doubled down with $35B. It's like when someone runs out of a restaurant and everyone else sees him then panic runs without asking why... Read more |
• Robotics startup Skild went from $1.5B to $14B valuation in 18 months without shipping a single robot. Even WeWork is impressed by this level of financial creativity… Read more |
• Disney made a $1B deal with OpenAI to license 200+ characters for Sora. Sora launched by letting users generate any IP without permission. Disney sued. Now Disney pays OpenAI $1 billion for the privilege of having their characters generated by the tool that stole them first… Read more |
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/ LAUNCHES /
Shopify dropped 150+ AI updates in #winter2026 release, calling their update the "RenAIssance" (yes, that's the actual branding) cause nothing says "artistic rebirth" like selling t-shirts through ChatGPT. Michelangelo wept… Read more |
Adobe embedded Photoshop, Express, and Acrobat features directly into ChatGPT. Thirty years of making everyone else build plugins for Adobe, and now they're the plugin. ChatGPT be like that Captain Phillips meme “Look at me, I'm the platform now”… Read more |
• Mistral AI launched an autonomous coding agent named "Vibe CLI." Not a joke, not a working title, the actual shipping product. The French are openly trolling the entire industry… Read more |
•Figma launched AI remove background tool like it's still 2022. guys your moat is shrinking, designers are prompting entire UIs into existence and you’re giving us “make this text shorter” features. Not gonna cut it… Read more |
• Anthropic brought Claude Code to Slack. Now your coworkers can tag an AI instead of you. In threads you're already in. While your manager watches. This will end exactly how you think it will… Read more |
Microsoft announced Researcher agent for web navigation, Word Agent, Excel Agent, PowerPoint agent, Security agents, Agent 365 to manage these agents, agent agent agent agent agent, quick someone check if their keyboard is stuck… Read more |
• OpenAI launched Instacart in ChatGPT. You ask "what goes with chicken?" Congratulations, you now own a henhouse… Read more |
• Inception Labs released Mercury, a diffusion model they claim is 5-10x faster than autoregressive models like GPT-style models. No joke, if the benchmarks hold, this is actually notable… Read more |
• OpenAI released GPT-5.2 model (“Garlic”) two weeks after Sam Altman's code red memo about Google. Nothing says "we're not panicking" like shipping a flagship model in 14 days… Read more |
• LTX Studio launched Retake, a feature that regenerates broken segments of AI video without touching the rest of the clip. Their tagline is "Mistakes happen. Especially with AI." They're selling you the bug fix as the feature… Read more |
• Cursor added a visual editor where designers drag and AI codes. Designer: "Finally, no more developers." Developer: "Finally, no more designers." AI: deletes both Slack accounts… Read more |
• Google Stitch launched "Shipmass" - two weeks of daily feature releases. AI that predicts where users will look, screenshots that become production code, all powered by Nano Banana Pro. New features every 24 hours. One prod bug away from Shipmass becoming Shitmess… Read more |
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/ CHATTER /
• The Agentic AI Foundation was formed by OpenAI, Anthropic, Microsoft, Google, and others to establish ethical guidelines, ensure AI safety, and protect humanity. lol jk they met to agree on AGENTS.md format, still WIP but they'll get there… Read more |
• Riyadh Air partnered with IBM to become the world's first AI-native airline. The pilot is AI. Gate security is AI. Flight attendants are AI. Baggage claim is AI, Passengers are AI. The entire airline is so cutting-edge it doesn't even exist… Read more |
• Elon Musk announced Grok 4.20 coming next month, yes he named the model 4.20. Like the weed joke. Because he's 12... Read more |
• EngineAI demonstrated its T800 combat robot. Yes, T800. They named a fighting robot after the Terminator and are hosting a Robot Boxer event on December 24. The CEO already got kicked by it. Judgment Day is a marketing campaign… Watch (This is John Connor. If you are listening to this, you are the Resistance.) |
• Meta is developing "Avocado," model, their first closed LLM, abandoning open-source strategy after Llama failed. They named it Avocado and I'm supposed to make a fruit joke now. But I'm pivoting to proprietary comedy. Sorry the joke is now closed-source.... Read more |
Google plans Gemini smart glasses for 2026 to rival Meta's Ray-Bans, which already sold 2 million units. Announcing hardware 2 years before launch is called vaporwear. It kills competitors' sales today with promises about tomorrow. Classic strategy… Read more |
• Integral AI claims to have built AGI that learns new skills by itself, they said they achieved it by modeling it on the human neocortex. You know, the thing that makes you forget why you walked into a room, not a good model… Read more |
• Browser Use launched “Skills” for automating web tasks, like download files, creating posts, filling forms. You know, what we used to call "USING YOUR F****** COMPUTER." Next up breathing as a service… Read more |
• Adweek reported Google will add ads to Gemini in 2026. Google's VP of Global Ads immediately tweeted "uninformed, anonymous sources making inaccurate claims." but also yes. we will… Read more |
• Google announced Gemini-powered smart glasses coming in 2026. This strategy is called vaporware. It's designed to stop you from buying Meta's RayBans today until 2026 when Google’s glasses won’t really ship… Read more |
• NASA had a critical security flaw for 3 years. An AI found and fixed it in 4 days. I'm imagining a junior developer looking at that JIRA ticket, tagging @claude like "fix," goes to the bathroom, comes back, gets promoted… Read more |
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