Companies, products, and big moves
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Two big-money moves in AI's industrial layer bookend the hour: a coding-startup megadeal that wires Nvidia deeper into the software stack, and an unusually candid governance essay from OpenAI itself. Poolside has struck a non-exclusive $6 billion licensing deal with Nvidia, alongside a $1 billion
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The AI search traffic squeeze is now a two-front story: Google is handing publishers a lifeline that may be mostly symbolic, while the AI-agent gateway market gets messier as a startup and its former tester settle their fight in court — and in the product aisle. Google is handing
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An xAI generation glitch is turning Grok into a word-salad machine for some users — and the company's own status page still insists nothing is wrong. xAI's Grok chatbot has been replying with pages of incoherent gibberish to a subset of users, with the failures concentrated
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Two moves today point at the same prize: whoever sits between you and the model gets paid. Ramp is building the toll road, while Liquid AI is making the smaller models running on it go faster. Expense-management fintech Ramp just opened its own AI model router, letting developers and
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Seven months after Elon Musk claimed Tesla's Austin robotaxis were running without human safety monitors, a crowdsourced tracker says the city's service has finally gone fully driverless. The catch: Tesla still won't say so itself. What actually happened Over the past two weeks, every
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Two moves today show AI shifting from flashy demos to the unglamorous plumbing that actually makes models useful: a retrieval layer that reads inside dense filings, and Tesla quietly pulling humans out of its robotaxis. Mistral's new Agentic Search turns RAG from a single guess into a multi-
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China's AI labs are closing the book on the "cabbage price" era — the two-year race to give away model inference is reversing, and the bill is arriving fast. Three moves from the last 24 hours show the industry pivoting from land-grab to margin. China&
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Three threads from today's feed: collaboration tools are bending toward agents, a founding figure of reinforcement learning is questioning the field's favorite shortcut, and the cybersecurity job market is splitting along an experience line. Slack Code turns chat channels into shared workspaces for coding agents. The
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Two product launches and a privacy reckoning lead the AI desk today. Meta is now one of Microsoft's largest AI customers, spending hundreds of millions of dollars a year on Azure to run trillions of AI tokens every week. According to a Bloomberg report carried by Techmeme and
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Two stories today point at the same quiet truth: the most interesting AI isn't always the version you can log into. Anthropic is running a model more capable than any Claude you've met — and a freshly funded startup is betting that video's next form
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Nvidia is moving to take a direct financial stake in the company that already feeds its own models — a signal that the chip giant now treats training data as strategically captive as silicon. Nvidia is in talks to lead a round that would value Mercor, an AI training-data supplier,
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Two moves today show the AI-agent economy maturing fast — one putting autonomous software directly in charge of real money, the other raising hard questions about how real China's robotics boom actually is. Binance has launched Agent OS, a platform that lets AI agents analyze markets and execute