👀In Case You Missed It

  • OpenAI integrates Anthropic’s MCP into ChatGPT, unlocking read–write access to enterprise systems via Developer Mode.

  • Microsoft restructures OpenAI partnership, converting it to a public benefit corp and cutting revenue share from 20% → 8% by 2030.

  • Google axes 200+ Gemini raters, sparking retaliation concerns as AI training costs and labor tensions escalate.

  • Anthropic adds file generation to Claude, but locks features behind enterprise tiers, frustrating premium Max subscribers.

  • ChatGPT launches Orders Hub, enabling credit storage, one-click checkout, and multimodal commerce workflows.

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🧠 Cloud & Infrastructure Watch

  • OpenAI and Anthropic report global AI usage split: ChatGPT grows in personal use, Claude leads in coding/business.
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  • GPT-5 Codex debuts with dynamic compute allocation, cutting tokens by 94% on simple tasks, enabling 7+ hour autonomous runs.
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  • Microsoft Copilot integrates AI sidebar across Word, Excel, and 365 apps, standardising enterprise workflows with multi-model routing.
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  • OpenAI chairman Bret Taylor warns of “AI bubble,” predicting many losses but long-term trillion-dollar value creation.
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  • Salesforce launches “Missionforce” to modernise national defense workflows, focusing on personnel, logistics, and secure decision-making.
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  • Robinhood CEO: every company will become an AI company faster than they became tech companies.
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💻 Hardware & Semiconductor Moves

  • Meta’s HUD smart glasses leak shows AI-driven navigation, translation, and messaging in Ray-Ban frames.
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  • Tesla recalls Powerwall 2 home batteries in Australia after fire risk reports.
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  • Andrew Yang launches Noble Mobile, a budget AI-first cell carrier with low-cost data services.
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  • Figure Robotics reaches $39B valuation after new funding; humanoid development accelerates.
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  • Microsoft ramps custom AI chip projects, reducing dependency on OpenAI partnerships.
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  • SK Hynix confirms mass production readiness of HBM4 memory for upcoming high-performance GPUs.
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  • Alterego unveils “near-telepathic” wearable, interpreting silent speech signals for real-time human-computer interaction.
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