👀In Case You Missed It

  • Google’s AP2 Launch — New Agent Payments Protocol introduces intent/cart mandates, dual approvals, and support for cards, bank transfers, and stablecoins, backed by 60+ partners.

  • OpenAI Teen Safeguards — Age-estimation defaults, parent-linked controls, blackout hours, crisis alerts, and stricter filters roll out to protect younger users.

  • GPT-5 Codex Debuts — Optimized for “agentic coding,” it autonomously runs tasks for hours, integrates with VS Code/GitHub, and posts strong SWE-bench results.

  • Zoom AI Companion 3.0 — Adds cross-app AI notetaker, custom enterprise agents, and photoreal avatars for more immersive collaboration.

  • Meta’s Neural Band Glasses — Ray-Ban Display with wristband detecting micro-movements, Oakley Vanguard athlete line, and Gen-2 glasses doubling battery to 8 hours.

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🧠 Cloud & Infrastructure Watch

  • Google and PayPal partner on agentic commerce, blending payments and AI-powered shopping experiences.
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  • Google brings Gemini into Chrome for agentic browsing, with page summarisation, task automation, and YouTube/Calendar integration.
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  • Microsoft signs $6bn AI compute rental deal with Nscale in Norway.
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  • Atlassian acquires DX developer productivity platform for $1B, boosting AI-enabled dev workflows.
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  • Mark Zuckerberg touts Meta’s plan to replace smartphones with AI glasses, pushing presence-first computing.
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  • Discord, Reddit, Twitch, Steam CEOs summoned by U.S. Congress over online radicalisation risks tied to algorithms.
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💻 Hardware & Semiconductor Moves

  • Nvidia invests $5B in Intel, agreeing to co-develop multiple CPU + AI chip generations with NVLink integration.
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  • Nvidia to buy $6.3B in unsold compute from CoreWeave, securing GPU utilisation amid oversupply.
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  • Groq raises funds at $6.9B valuation, cementing status as Nvidia challenger in AI chip race.
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  • Meta unveils new smart glasses + Vanguard sports edition, powered by AI and wristband input.
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  • Meta Connect demo falters: AI glasses live test fails, Neural Band handwriting input struggles.
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