👀In Case You Missed It

  • OpenAI vs. Anthropic Usage — Global split in AI habits: ChatGPT surges in personal use (73% of chats), while Claude dominates coding and business workflows.

  • GPT-5 Codex Launch — New coding model dynamically adjusts compute, slashes token use by 94%, and runs autonomously for 7+ hours.

  • Microsoft Copilot Everywhere — AI sidebar now live across Word, Excel, and 365 apps, standardising enterprise workflows with multi-model routing.

  • AI Bubble Warning — OpenAI chairman Bret Taylor cautions of an “AI bubble,” predicting widespread losses but long-term trillion-dollar value creation.

  • Salesforce Missionforce — New national security unit to modernise defense workflows in personnel, logistics, and secure decision-making.

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🧠 Cloud & Infrastructure Watch

  • Google launches Agent Payments Protocol (AP2): intent/cart mandates, dual approvals, cards/bank/stablecoins; 60+ partners onboard.
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  • OpenAI rolls out teen safeguards: age-estimation defaults, linked parent controls, blackout hours, crisis alerts, stricter content limits.
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  • ChatGPT adds a personalization hub consolidating custom instructions, memory, and communication preferences.
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  • OpenAI debuts GPT-5 Codex for agentic coding; runs tasks for hours; SWE-bench gains; VS Code/GitHub integration.
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  • Zoom AI Companion 3.0: cross-app notetaker, custom agents, photoreal avatars.
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  • Microsoft favors Anthropic for parts of VS Code integrations; multi-model Copilot approach continues.
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💻 Hardware & Semiconductor Moves

  • Meta smart glasses: Ray-Ban Display + Neural Band (sEMG wristband reads micro-movements), Oakley “Vanguard” for athletes, Gen-2 battery to 8h.
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  • ICPC: OpenAI GPT-5 solves 12/12; Google Gemini 2.5 Deep Think 10/12 (one no-human-solved task).
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    China bans major firms from buying Nvidia AI chips; separate probe flags Mellanox-deal issues.

  • Nvidia to deploy 120,000 Blackwell GPUs in the UK by end-2026; Jensen hyped Nano Banana image tool.
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  • Waymo x Lyft to pilot robotaxis in Nashville.
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