👀In Case You Missed It

  • OpenAI launched Atlas Browser, directly challenging Google Chrome with built-in ChatGPT and instant-answer search.

  • Anthropic rolled out Claude Code Web, letting developers manage coding agents entirely from a browser or iOS without a terminal.

  • Wikipedia traffic plunged 8% as AI summaries dominate search, with Wikimedia blaming LLM-driven answer boxes for lost clicks.

  • Google unveiled “Google Skills”, a free AI and tech learning hub offering 3,000+ courses and direct job placement pathways.

  • Amazon allegedly replaced 40% of AWS DevOps staff with AI days before its recent outage, reigniting debate over automation risks.

Read yesterday’s edition here

🧠 Cloud & Infrastructure Watch

  • Origin AI (Nucleus Genomics): embryo risk prediction and trait screening; open-weights release alongside a pricey “IVF+” package.
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  • DeepSeek OCR: compresses long image-based docs ~10× while retaining most information for LLMs.
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  • Google AI Studio “Build Mode”/vibe coding: generate working web apps from natural-language specs.
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  • Lovable × Shopify: build and launch shops with prompts, end-to-end flow.
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  • Datadog “Updog”: live status dashboard tracking SaaS API health.
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  • YouTube: optional Shorts timer to curb doomscrolling.
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  • YouTube: likeness-detection to flag AI content using creators’ faces/voices.

  • Meta cuts around 600 roles across its AI division aiming to move faster while retaining its superintelligence lab and hiring ex-OpenAI talent

💻 Hardware & Semiconductor Moves

  • Google “Willow” quantum chip: reported verifiable advantage on a new algorithm (“Quantum Echoes”), ~13,000× faster than a top supercomputer.
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  • Rivian spinoff “Also”: unveils high-end modular e-bike/cargo platform for urban delivery (hardware angle, AI-adjacent).
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  • AMD Instinct MI450 @ OCI: Oracle to deploy ~50k MI450s from 2026; meaningful second-source momentum.
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  • Amazon unveils AI-powered smart glasses for delivery drivers projecting directions and package info directly in their field of view

📰 News of the Day

AI Glasses Aim to Replace Your Phone

Summary: Amazon unveiled new AI-powered glasses for its delivery drivers that project directions, package data and real-time alerts directly into view — cutting out the need for phones or handheld scanners. Future versions will detect hazards, confirm deliveries and adapt to light conditions automatically.

Why It Matters: This isn’t just another warehouse gadget. It’s Amazon’s clearest signal yet that wearables could replace screens, starting where efficiency meets automation. By bringing AI into physical work, Amazon is rewriting what “augmented labour” looks like.

The device hints at something larger — the post-smartphone era. If these glasses evolve for everyday consumers, they could become the interface where voice, vision and context finally merge. Apple and Meta may be chasing AR headsets, but Amazon just gave AI eyewear a purpose.

🏢 Sovereign and Data Centre News

  • Future of Life open letter: calls to halt superintelligence work until controllable and publicly approved.
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  • Reddit sues Perplexity and others over alleged scraping that bypassed protections for AI training.
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  • FTC removes prior Lina Khan-era blog posts on AI risks/open source, signalling a shift in tone.
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  • Cloudflare CEO urges UK regulators to unbundle Google’s search and AI crawlers.
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  • Belgium is considering electricity-allocation limits for data centres because AI-driven demand is straining the national grid; data-centre requests have shot up nine-fold since 2022.
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  • The CEO of Nokia said the current AI surge resembles the 1990s internet boom and called it a “super-cycle,” though he noted caution is warranted.
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🗓️ This Day in AI - October 23

  • 2015 — Google launched TensorFlow, the open-source framework that quietly became the backbone of modern AI research.

  • 2018 — IBM’s Project Debater went live on stage, proving an AI could argue convincingly against a human for the first time.

  • 2021 — Facebook rebranded to Meta, marking the start of Big Tech’s race to own the “next platform.”

  • 2023 — Stability AI introduced Stable Video Diffusion, bringing text-to-video generation to the public and reshaping creative tools.

  • 2024 — OpenAI began testing agentic browsing internally, a small experiment that foreshadowed this week’s Atlas launch.

🏦 Global AI Investments

  • OpenEvidence raises ~$200m at ~$6bn valuation.
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  • LangChain (open-source agentic framework) hits $1.25bn valuation.
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  • Uniphore raises $260m (NVIDIA, AMD, Snowflake, Databricks), to scale its Business AI Cloud.
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  • Starbridge raises $42m (govtech opportunity monitoring).
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  • Sumble emerges with $38.5m to add AI context to sales intelligence.
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  • Shuttle raises $6m to solve deployment for “vibe-coded” apps.
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  • Sesame voice assistant: iOS beta and a $250m raise.
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  • OpenAI, Oracle & Vantage Data Centers announced a new data-centre campus in Wisconsin under the $500 billion Stargate initiative.
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  • UK data-centre spend is projected to reach £10 billion per year by 2029, up from £1.75 billion in 2024—driven by AI infrastructure demand.
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  • Google and Anthropic in talks for a multibillion-dollar cloud deal that could reach tens of billions letting Anthropic run Claude on Google’s TPU infrastructure

🛠️ AI Tools To Keep An Eye On

  • OpenAI’s Atlas browser goes live for Mac users, bringing full ChatGPT integration and early agentic web navigation.

  • Google AI Studio adds Build Mode — turn ideas into working web apps using Gemini-powered prompts in minutes.

  • Hugging Face launches Omni Chat, a model router that automatically picks the best open model for each query.

  • Runway releases fine-tuning for its video models, letting creators train on custom datasets for branded content.

  • Anthropic brings Claude Code to the web, enabling in-browser coding and GitHub integration for real-time agentic development.

🔮What To Watch Next

  • Google and Anthropic’s potential multi-billion-dollar cloud deal could redefine how frontier models choose their infrastructure.

  • Meta’s 600-person AI team shake-up might signal a shift away from research-heavy labs to faster commercial execution.

  • Amazon’s smart glasses rollout hints at the beginning of phone-less interfaces watch how competitors like Apple and Google respond.

  • OpenAI’s Atlas release could quietly start a new era of “agentic web” browsing, where AI completes tasks rather than just searches.

  • Governments tightening chatbot regulations could reshape how companion and emotional AI platforms operate across the US and EU.

🏁 Outro: Until Tomorrow…

The past 24 hours were a reminder that AI isn’t just living in data centres anymore — it’s moving onto faces, into browsers, and across everyday tools. The gap between digital and physical work is closing fast.

If you’ve made it this far, you’re one of the people paying attention while the interface of the internet is being rewritten. See you tomorrow for whatever comes next.

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