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Jensen Huang puts Trump on speakerphone onstage to announce robots won’t take over the world

Nvidia CEO Jensen Huang took a call from President Trump on Monday while onstage at the All-In Podcast's All-In Summit. It's not the first time Huang has taken a call from the president during work, but this time he put Trump on speakerphone before a big crowd. During the call, the president launched into his […]

Chips  theverge.com    signal 76  verified

Why China’s Answer to Surge AI Got a $1 Billion Valuation On Just $30 Million in Orders

Unless you’ve been under a rock over the weekend, you’d know that the debate about AI safety took a big leap forward, as Anthropic CEO Dario Amodei on Saturday called for leading AI companies to slow the development of advanced AI, drawing supportive responses from OpenAI CEO Sam Altman, Google DeepMind chair Demis...

Policy  theinformation.com    signal 76  verified

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Pricing ChatGPT

ChatGPT pricing change

@victornunez: we launched 2 cool updates today 1. ChatGPT gift cards: use them toward subscriptions and usage credits on ChatGPT web. US only for now. 2. Voice in the desktop app now costs ~60% less, so you get 2.4x as much usage as before. just another

observed launched today; now costs ~60% less

1 source
  • @victornunez — we launched 2 cool updates today 1. ChatGPT gift cards: use them toward subscriptions and usage credits on ChatGPT web. US only for now. 2. Voice in the desktop app now costs ~60% less, so you get

Pricing ChatGPT

OpenAI cuts desktop voice pricing by ~60%

@athyuttamre says voice pricing in the desktop app was dropped ~60% for Codex and Work, giving 2.4x more ChatGPT Voice usage than before.

observed dropped prices (effective now)

2 sources
  • @victornunez — we launched 2 cool updates today 1. ChatGPT gift cards: use them toward subscriptions and usage credits on ChatGPT web. US only for now. 2. Voice in the desktop app now costs ~60% less, so you get
  • @athyuttamre — ⚡️ 2.4x more ChatGPT Voice in Desktop We've dropped prices by ~60% for voice in Codex and Work in the desktop app, giving you more time to orchestrate tasks and even more tokens for real work.

Dev tool MCP

ElevenLabs MCP adds voice, music, image, and video generation

ElevenLabs says its MCP now supports generating speech, transcripts, dubs, music, sound effects, images, and video from the assistant users already work in.

observed

1 source
  • @elevenlabs — Introducing voice, music, image, and video generation in the ElevenLabs MCP. Generate speech, transcripts, dubs, music, sound effects, images, and video from the assistant you already work in.

Policy Anthropic

Firms restrict Anthropic and OpenAI models over data and IP concerns

Per The Information, Nvidia, Palantir, and Booz Allen are restricting or eliminating Anthropic and OpenAI model use in some cases over corporate data retention and intellectual property concerns.

observed

1 source
  • @mtslive — SITUATION DETECTED: Nvidia, Palantir, and Booz Allen Hamilton are restricting or eliminating the use of Anthropic and OpenAI models in some cases due to rising corporate data retention and

Pricing GLM Coding Plan

GLM Coding Plan pricing change

@zixuanli_: Added ZCode with GLM-5.3 and GLM-5.3-Flash, building on FrontierHarness and @LotusDecoder’s work. ZCode is the strongest harness for GLM-5.3 so far, and cheaper than the second-place Claude Code + GLM-5.3 combo. The task set is small, so we

observed

1 source
  • @zixuanli_ — Added ZCode with GLM-5.3 and GLM-5.3-Flash, building on FrontierHarness and @LotusDecoder’s work. ZCode is the strongest harness for GLM-5.3 so far, and cheaper than the second-place Claude Code +

Dev tool Hermes Agent

Hermes Agent adds ChatGPT-Image-2.5 via Nous Portal

@teknium says ChatGPT-Image-2.5 is now available on Nous Portal for Hermes Agent, alongside previously supported Fal and ChatGPT direct routes. This is a Hermes/Nous availability update, not an OpenAI model-release announcement.

observed

1 source
  • @teknium — ChatGPT-Image-2.5 is now available on Nous Portal to use in Hermes Agent, as well as it's previously supported Fal and ChatGPT direct routes!

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Topic radar

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Quick takes

Frontier lab executives have coordinated around voluntary calls to pace advanced model development and establish safety testing standards, encountering resistance from hardware providers seeking to maintain deployment velocity.Heightened corporate sensitivity regarding training data exposure and autonomous agent security incidents has prompted enterprise customers to restrict model deployments and demand stronger operational safeguards.The transition toward multi-step agentic workflows is escalating compute and power requirements, prompting developers to negotiate directly with municipal utilities and renewable energy providers for data center expansion.Frontier providers are releasing targeted model variants like Gemini 3.8 Flash Cyber and agentic video understanding to reduce token costs while addressing specialized cybersecurity and automation workloads.Frontier lab executives are exploring coordinated pacing and joint safety standards, creating strategic tension with hardware suppliers and policymakers who favor continued acceleration.Corporate customers handling sensitive information are restricting the deployment of frontier models due to rising concerns regarding intellectual property exposure.Frontier labs are publicly aligning around coordinated safety testing and slower frontier development, even as political and industry figures dispute both the pace and the framing.Serving consumer AI at scale is becoming an infrastructure discipline of its own, with storage systems reporting over a billion ChatGPT users at millions of requests per second.

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Market pulse

bearish
AI pulse 39/100

AI-linked equities are under pressure, with Arm Holdings plc -9.74%, Super Micro Computer -8.38%, Broadcom. -4.77% driving the tracked basket lower.

TickerCompanyMove
ARM Arm Holdings plc -9.74%
SMCI Super Micro Computer -8.38%
AVGO Broadcom. -4.77%
AMD Advanced Micro Devices -4.40%

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