Companies, products, and big moves
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Three weeks after Unitree's Shanghai debut, founder Wang Xingxing used his first public speech since the listing to do something unusual for a robotics CEO on a big stage: he skipped the demo reel and named the metric that decides whether any of this becomes an industry. Wang
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Two days after OpenAI shipped Astra, the CEO who sells the silicon just put his own weight behind the AGI claim — and the pushback arrived the same evening. Also: the Nubia NaviX Ultra clears its last regulatory hurdle with Chinese memory inside. Jensen Huang said "AGI has arrived"
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Apple's new leadership wants more money out of the App Store, and the man who ran it for a decade reportedly walked away rather than fight that fight. It matters more than a routine exec shuffle: the store is where the agentic-coding boom has to land. Phil
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Two numbers landed late on a Sunday and both of them are about the same thing: the AI industry is no longer buying chips, it's buying the grid. Anthropic's decade-long compute bill is now large enough to be its own economy, and OpenAI says its
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Anthropic, Meta, Google, and OpenAI all dropped model updates in a single week — and Nvidia announced a $12.9 billion Hugging Face acquisition on top of it. Meanwhile, NYT reports AI wiped out Kenya's 40,000-person essay-writing industry in two years. Anthropic, OpenAI, Meta, and Google
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GPT-6 Astra has been in the world for roughly seventy-two hours. It has already been called the start of the AGI era by the president of the company that built it, scored 99.9 percent on ARC-AGI-3 with an asterisk attached to the harness, triggered a
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The money chasing physical AI has moved past the model builders and into the supply chain underneath them. Three stories this hour: a robot-data startup doubling its price tag in a quarter, Hong Kong's listed model labs being asked where the profit is, and a Chinese province
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Two things worth your attention tonight: a $3 billion bet that the future of inference is heterogeneous rather than Nvidia-shaped, and a slipped timetable that pushes Anthropic's IPO marketing past the point where an election can move the market. Gimlet Labs raised $300 million at a $3
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Two price curves for the same open weights are now moving in opposite directions — and that split says more about where open-model economics are heading than any benchmark released this week. DeepSeek and Zhipu have hiked their official API prices, while third-party hosts serving the exact same open
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Two very different AI stories landed on the same day. In Guangzhou, China used a 21-economy ministerial meeting to launch permanent regional AI institutions aimed at small firms — the clearest move yet to make its open-weight model stack the default for developing Asia-Pacific economies. And in a
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The neocloud that went from obscurity to a $45 billion Anthropic contract in under a year is now selling that story to IPO investors — and one of its suppliers is helping fund the pitch. Also: Roland finally ships a generative music tool, and it is deliberately not a song machine.
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Abu Dhabi's flagship AI company is shopping itself to Washington — and PUBG's parent is betting $250 million that India's AI appetite is real. G42 is exploring selling a majority stake to an American company, or spinning out an entirely new US-based vehicle, to