👀In Case You Missed It

  • OpenAI and Jony Ive are developing a new "family of AI devices" focused on calmer, healthier human-AI interaction, but technical challenges mean the launch will take time.

  • Zendesk’s new AI agents, including voice assistants and copilots, claim up to 80% support ticket resolution, showing strong AI adoption in customer service.

  • Apple warns of privacy risks as it prepares to comply with Texas’s age-assurance law, highlighting regulatory challenges.

  • India pilots AI chatbot-led e-commerce using ChatGPT, Gemini, and Claude models, signaling AI integration in emerging market retail.

  • Microsoft partners with Harvard Medical School to license medical content, improving reliability of Copilot’s health answers.

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🧠 Cloud & Infrastructure Watch

  • Meta talent coup: Thinking Machines Lab co-founder Andrew Tulloch exits to Meta’s Superintelligence Lab amid a broader AI team reorg and huge infra spend.
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  • xAI world-model push: Hiring ex-Nvidia researchers to build interactive, AI-generated 3D game worlds; Musk teases a playable title by 2026.
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  • GPT-5 bias audit: OpenAI says GPT-5 “instant/thinking” cut political bias ~30% across 500 contentious prompts; strongest gains on emotionally loaded queries.
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  • Microsoft capacity squeeze extends into 2026 — internal forecasts show Azure shortages in key US regions (NoVA, Texas), restricting new subs and rerouting workloads despite massive build-outs.
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  • Salesforce Agentforce 360: New push to let enterprises build/deploy task-doing agents across CRM workflows.

  • Google leak points to Gemini 3 on Oct 22 with stronger multimodal reasoning.

💻 Hardware & Semiconductor Moves

  • Intel 18A chips: New processors fabbed on 18A process (Arizona) as Intel leans into US manufacturing.
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  • Anduril “EagleEye” MR helmet: Soldier-worn, AI-augmented mixed-reality system.
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  • AI edge optics: “AI cameras” arms race for real-time inference; new hardware vuln research shows training data can be hacked via silicon flaws.
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