Companies, products, and big moves
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Robotaxi economics finally get a public scorecard. Elsewhere: a 4B model that out-plans Postgres, and Apple's agents for the least glamorous job in enterprise AI. May Mobility is going public through a SPAC merger at a $1.4 billion pro forma enterprise value, and says the combined
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Anthropic stopped making people choose where work goes today, and Google opened the smart home to any agent that speaks MCP. One of those is a product decision, the other is an access decision. Anthropic merged Claude chat and Cowork into a single product and shipped Claude Docs and Claude
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An industrial-AI startup leaves stealth with a $41 million seed, a Chinese flagship's benchmark number lands level with the best open weights on the board, and the Pentagon's technology chief says he cannot write a rule that would have stopped the Hugging Face breach. Noetive
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A drugmaker with a $15 million-a-day incentive to move faster just bought into frontier models, and Google published the paper that shows where the self-improvement loop actually lives. Novo Nordisk will test Anthropic's models and its Claude Science workbench inside its own research and development
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Three vendors moved in the same direction today: the product is no longer the prompt box, it is the context behind it. HubSpot used its Unbound conference in Boston to ship what it calls its most foundational release in years — a Smart CRM rebuilt around a continuously updated context layer.
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Apple's most interesting AI product today is a server it hasn't announced, at a date it hasn't committed to. The rest of the day's news is a $20 billion transatlantic merger. Apple is developing an enterprise AI server built around its own
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The AI buildout's binding constraint keeps moving — off GPUs, past memory, onto the grid connection that takes years to arrive. One startup's answer: don't wait for the grid. Use the power the grid is already throwing away. Rune raised a $40 million Series A
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Memory has been the tightest link in the AI supply chain all year. Now Seoul and Santa Clara are talking about moving part of it onshore. SK Hynix is in talks with Intel to manufacture memory chips in the United States for the first time, a deal that would hand
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On Tuesday in Beijing, ByteDance gave its AI agents something no model release can grant: a seat in the org chart. Feishu 8.0 rebuilt the collaboration suite around agents, and a new product — Doubao Workmates — gives a team agent its own identity, its own permissions and a memory it
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Two companies that have spent twenty years defining themselves against the same thing — a web controlled by a handful of platforms — just made it official: Mozilla and Mistral announced a partnership today to put Mistral's open-weight models behind Firefox's AI browsing features. Mozilla picked Mistral
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Morning on three fronts: a Chinese super-app prices its science arm separately from the ads business, a laptop finally gets enough memory and watts to argue about 300-billion-parameter models, and China starts asking what school is for when translation is free. ByteDance has closed a $290 million
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China's model race keeps moving from leaderboards into hardware people actually buy: a cockpit agent and a same-week model update — while Scott Aaronson reports the labs may now be holding back what their models solve. BYD's next-generation smart cockpit runs on Alibaba's