Updated 20 mins ago
Top Story

Google just doubled its AI reasoning power with the surprise launch of Gemini 3.1 Pro

Google is previewing Gemini 3.1 Pro, a new model focused on complex, multi-step problem-solving that outperforms most chatbots. It scored 77.1% on the ARC-AGI-2 benchmark, more than double the reasoning performance of Gemini 3.0 Pro. The model is available across the Gemini app, NotebookLM, Vertex AI, and the Gemini API.

Why it matters: This major frontier model upgrade sets new SOTA in reasoning benchmarks, accelerating agentic AI capabilities for real-world applications.
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Intelligence Stream

AI

AI agent invasion leaves people scrambling to pick winners

Onslaught of AI agents handling tasks autonomously has investors racing to bet on leaders in the new disruption.

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Big Tech

Software stocks slide as investors debate AI's impact on Microsoft, Oracle, Salesforce

Shares of major software firms are dropping amid concerns that AI could disrupt traditional business models, sparking a selloff in the sector.

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Big Tech

SpaceX gains FAA approval for Starship launches and AI satellites from Kennedy Space Center

The FAA has cleared SpaceX for up to 44 annual Starship launches, including operations involving AI satellites, at Kennedy Space Center.

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AI

ChatGPT vs Claude vs Gemini: Blind test reveals 2026 winner

A blind test with 8 prompts and 134 voters pitted latest ChatGPT, Claude, and Gemini models; results show tight race with strengths in creativity, coding, and reasoning varying by model.

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AI

Expert Warns AI Caricature Trend Carries Sinister Deepfake Risks

A rising social media trend using AI to generate caricatures is flagged by experts for potential misuse in creating harmful deepfakes and misinformation.

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AI

Chinese scientists unveil advanced AI model for deep-space exploration

Researchers released a new AI model capable of processing massive datasets from space probes, aiding autonomous decision-making in deep-space missions. It decodes telemetry data and predicts anomalies in real-time. The model supports China's lunar and Mars ambitions.

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Chips

Analysts bullish on Nvidia: 'Likely to outperform in 2H26' amid 5 big AI moves

Citi and others urge buying Nvidia ahead of expected share gains, highlighting AI demand as key to outperformance in the second half of 2026.

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Robotics

CES 2026 Spotlights Physical AI and Robotics Revolution

CES 2026 features breakthroughs in 'physical AI' turning generative models into adaptable industrial robots and machines.

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Big Tech

5 big analyst AI moves: Nvidia stock ’likely to outperform in 2H26’

Citi urges buying NVDA ahead of strong quarters; Morgan Stanley picks AMZN as GenAI winner; Evercore adds DELL on AI servers; Needham upgrades Analog Devices; Truist buys Shopify post-selloff.

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Chips

Citi upgrades Nvidia: 'Likely to outperform in 2H26' on AI demand

Analysts boost NVDA ahead of expected second-half surge, citing sustained AI chip demand; part of 5 big AI moves including buys on other plays.

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Startups

Resemble AI Raises $13M to Combat AI-Generated Deepfake Threats

Resemble AI secured $13 million from investors including Sony Innovation Fund to develop defenses against deepfake cyberattacks and voice cloning fraud.

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Big Tech

Michael Burry Warns AI Buildout Spending Could Drain Big Tech Cashflows

Hedge fund manager Michael Burry questions the sustainability of massive AI investments, arguing they inflate profits artificially and risk higher borrowing costs.

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AI

OpenAI reportedly building AI-powered hardware devices

Reports indicate OpenAI is developing consumer AI devices, expanding beyond software into hardware amid rumors of smart speakers and more.

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AI

AI agent 'invasion' sparks race to pick winners in emerging tech disruption

The surge in AI agents is creating a new wave of disruption, with investors and experts vying to identify top players in this transformative space.

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AI

What is 'Edge AI'? What does it do and what can be gained from this alternative to cloud computing?

Edge AI processes intelligence locally on devices for lower latency, enhanced privacy, and offline capability, challenging cloud dominance in IoT and mobile apps.

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Research

Chinese scientists develop AI model to push deep-space exploration

Researchers in China have created a specialized AI model to enable more autonomous deep-space probes, minimizing delays from light-speed communication limits.

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Startups

AI wealth firm buys US analytics company

An AI-driven wealth tech firm acquires a US analytics company to bolster its capabilities in personalized financial services powered by advanced AI models.

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Research

South Korea Tops Global Open-Source AI Development

South Korea led with 7 new open-source models last year via its national project, outpacing others in independent AI foundation efforts.

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AI

Anthropic unveils Claude Code Security to detect vulnerabilities in AI-generated code

Anthropic launched Claude Code Security, a new feature integrated into Claude Code that scans for security flaws, business logic errors, and suggests fixes in real-time. It leverages Claude Opus 4.6 for deep code analysis. The tool aims to make AI-assisted coding safer amid rising concerns.

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AI

Anthropic's Claude Code Security finds 500+ vulnerabilities, wipes billions from cybersecurity stocks

Anthropic launched Claude Code Security integrated into Claude Code, scanning codebases for vulns and suggesting fixes; Opus 4.6 already identified over 500 in open-source repos. The tool's power spooked investors, causing sharp drops in cyber stocks overnight.

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AI

Claude vs Grok: Which AI codes best? Elon Musk says soon it will not even matter

Elon Musk weighs in on the coding showdown between Anthropic's Claude and xAI's Grok, predicting rapid improvements will make current comparisons obsolete amid fears of AI displacing human coders.

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Research

China Launches AI System Linked To National Supercomputing Network

China debuts an AI platform integrated with its national supercomputing infrastructure to enable independent scientific research without foreign dependencies.

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Chips

Hyperscalers Battle Over Key AI Infrastructure Stock for 2026

With $305B in 2025 capex, Amazon, Microsoft, and Google are competing fiercely for critical AI data center infrastructure providers amid surging demand.

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Chips

Taalas HC1 hardwires Llama 3.1 8B into silicon for 17k tokens/sec inference

Toronto startup Taalas debuted the HC1 chip, embedding full AI models directly into hardware using TSMC 6nm, achieving up to 17,000 tokens per second per user—orders of magnitude faster than GPUs.

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AI

World Thinking Day: 7 subtle ways AI is changing how we think

AI influences memory, creativity, judgment, and learning, subtly reshaping human cognition through convenience and reliance.

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Policy

81 Nations Endorse New Delhi Declaration Calling for Secure, Trustworthy AI

Global summit yields pledge for robust AI governance, emphasizing safety and human welfare post-controversial event hiccups.

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Research

The Moon is getting an AI brain this summer and it won't need Earth to think

NASA and partners plan to deploy an autonomous AI system on the lunar surface this summer, capable of independent decision-making without real-time Earth communication to handle mission anomalies.

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AI

Musk's Bold Claim: Grok AI Programming Capabilities Will Surpass Claude in June

Elon Musk announces xAI's next Grok model in June will outperform Anthropic's Claude in coding, amid intensifying competition.

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AI

AI Week in Review: Qwen 3.5, Grok 4.20, and More Drops

Weekly roundup covers Alibaba's Qwen 3.5 open-weight MoE, xAI's Grok 4.20 multi-agent, and other frontier updates.

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AI

AI agent invasion has people trying to pick winners

AI agents from OpenAI, Anthropic, and others are disrupting software sectors, causing stock drops in firms like Salesforce while investors bet on agent platforms amid rapid advancements.

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Chips

3 key earnings reports for this week to keep the AI trade alive

Investors eye CoreWeave, Dell Technologies, and other AI players' earnings this week amid surging datacenter demand. Dell positioned as AI server leader with expected strong results. These reports could sustain the AI stock rally.

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Policy

Google's AI Boss Calls For More Research On Threats Posed By AI

Demis Hassabis warns of grave dangers from autonomous AI systems and calls for urgent safeguards and research into biosecurity and cybersecurity risks.

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Big Tech

Microsoft tests a Windows 11 taskbar feature that lets AI see your open apps

New Windows 11 preview allows AI to access list of open apps during screen sharing, enhancing Copilot integration but raising privacy flags.

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Big Tech

China Defies Global 'AI Scare Trade' as Investors Chase Winners

While U.S. AI software stocks falter on disruption fears, Chinese AI hardware and infrastructure plays surge, drawing investor bets on the next phase.

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Policy

Singapore Budget 2026 leverages AI for competitiveness

Singapore's budget emphasizes AI integration for economic sustainability amid global connectivity challenges.

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Policy

Saudi Arabia becomes first Arab nation to join Global AI Partnership

Saudi Arabia joins the international GPAI, committing to responsible AI development and boosting its tech ambitions.

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Policy

Global summit calls for 'secure, trustworthy and robust AI'

International leaders at AI summit adopt declaration pushing for safe, ethical AI governance amid rapid advancements.

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Big Tech

Samsung Expands Galaxy AI with Multi-Agent Ecosystem for More User Choice

Samsung announced an update to Galaxy AI, introducing a multi-agent system that gives users greater flexibility and options in AI interactions on their devices.

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Policy

Philippines DOST to Launch Central Hub for AI Development

The Department of Science and Technology plans to establish a national AI hub to boost research, innovation, and adoption across sectors.

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Research

The Human Cost of Training AI

Behind AI's 'magic,' exploited data labelers in the Global South endure grueling conditions, low pay, and trauma from toxic content.

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Big Tech

ET GBS Summit 2026: 'Robots, AI are tools for progress, not threats'

Speakers at Economic Times Global Business Summit emphasize AI and robotics as enablers of growth, urging adoption over fear.

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Policy

AI Impact Summit Declaration Reflects Global Commitment to Harnessing AI

88 countries endorse New Delhi Declaration at AI summit, focusing on AI for human progress and welfare.

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Chips

Taalas Announces HC1: AI Inference Cast in Silicon at 17k Tokens/Sec

Startup's hardcore chip hardwires Llama 3.1 8B for near-10x speed over prior solutions, targeting low-latency edge AI deployments.

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AI

Claude Opus 4.6 bypassed in 30 minutes, exposing agentic AI security gaps

Red team breached Anthropic's flagship Claude Opus 4.6 shortly after release, highlighting vulnerabilities in autonomous AI systems.

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AI

Anthropic dominates February AI model prediction markets

Claude models lead odds across top benchmarks post-Sonnet 5 release, signaling bettors' confidence in Anthropic's scaling edge.

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Policy

RCMP Confirms OpenAI Contacted Police Post-Tumbler Ridge Shooting

Canada's RCMP revealed OpenAI reached out after the mass shooting about the suspect's flagged ChatGPT activity, amid backlash over pre-incident silence.

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Chips

Which side of the AI trade are you on? Credit investors are undecided

Bond market players grapple with AI's impact on corporate debt, weighing hyperscaler spending boom against unproven ROI risks.

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Big Tech

‘If We Didn’t Have AI, We’d Be In A Panic,’ Says Andreessen on Population Decline

Marc Andreessen argues shrinking populations pose bigger economic threats than AI, positioning the tech as essential for future growth.

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AI

Alibaba unveils Qwen3.5 model for 'agentic AI era'

Alibaba launched Qwen3.5-397B-A17B, a top open-weight multimodal model with free API access, pushing boundaries in agentic applications amid China's AI surge.

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Policy

Ethereum's Vitalik Buterin proposes AI 'stewards' to help reinvent DAO governance

Vitalik Buterin suggests deploying AI agents as 'stewards' to enhance DAO decision-making, addressing inefficiencies in decentralized governance structures.

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Big Tech

Ray Dalio Sours On America And Sold These Tech Stocks

Bridgewater Associates trimmed positions in Microsoft, Meta, and Alphabet due to doubts over AI capex returns, while adding Nvidia, Broadcom, and others. The moves highlight investor skepticism on whether massive AI infrastructure spends will pay off.

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Chips

Nvidia vs. Alphabet: Which Is the Best Artificial Intelligence Stock Right Now?

Motley Fool compares Nvidia and Alphabet as top AI plays, with Alphabet gaining on recent model advancements.

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AI

OpenAI Adds Image Generation Models to Batch API for 50% Cost Savings

Developers can now batch up to 50,000 GPT image generations or edits asynchronously at half price, with independent rate limits for scalable apps.

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Policy

OpenAI Did Not Mention Tumbler Ridge Shooter's Posts in Meeting with RCMP

New details emerge on OpenAI's post-shooting disclosure to police.

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Policy

Dozens of Countries Steer Clear of Safety Commitments in Global AI Pledge

At the India AI Impact Summit, signatories acknowledged AI security's importance but many avoided binding safety measures in the declaration.

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Startups

Peak XV Raises $1.3B for AI Bets in India and Asia

Former Sequoia India arm Peak XV closed $1.3B in funds targeting AI, fintech, and deep tech, planning heavy deployment in India with 80+ prior AI investments. The move bolsters Asia's AI ecosystem amid global competition.

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Big Tech

Microsoft’s New Gaming CEO Vows Not to Flood Ecosystem with ‘Endless AI Slop’

Microsoft shakes up gaming leadership with Phil Spencer and Sarah Bond out, Asha Sharma (ex-Instacart/Meta, CoreAI president) in as CEO, promising human-crafted games enhanced by AI without soulless content floods.

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Policy

Bernie Sanders warns about AI 'tsunami' at Stanford town hall

Sen. Bernie Sanders highlighted AI risks like massive job loss and data center energy demands, calling for a moratorium on expansions and public control over tech giants. Rep. Ro Khanna pushed for accountability on infrastructure impacts.

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AI

Sam Altman Defends AI Energy Use: 'Humans Consume a Lot Too'

OpenAI CEO Sam Altman pushed back on AI's environmental impact criticisms at an Indian Express event, noting human activities like breathing and farming dwarf AI datacenter power needs.

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Chips

Prediction: This Will Be Nvidia's Stock Price in 5 Years

Analyst predicts massive NVDA growth fueled by AI dominance, as the chip leader captures lion's share of datacenter spending.

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Big Tech

Microsoft CEO Satya Nadella says Bill Gates warned his OpenAI bet would flop

Satya Nadella recounts Bill Gates dismissing Microsoft's early $1B OpenAI investment as doomed to fail, yet it propelled Azure's growth amid reworked revenue-sharing deals.

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Research

The February Reset: Three Labs, Four Models, and the End of 'One Best AI'

Recap of February's model frenzy from Google, Anthropic, and others signals no single dominant model, ushering multipolar AI era.

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Research

Developer's Honest Assessment of AI at Work Rattles the Official Narrative

A software engineer shares candid view that AI tools are overhyped and underdelivering in real-world coding tasks, challenging industry optimism.

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Startups

Google VP warns that two types of AI startups may not survive

Google's Darren Mowry cautions that LLM wrappers and AI aggregators are doomed without deep moats, as model providers like Google expand features. He urges startups to avoid white-labeling models and aggregator plays, drawing parallels to early cloud resellers.

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Big Tech

OpenAI to Launch Smart Speaker Designed by Former Apple Designer Jony Ive in 2027

New details emerge on OpenAI's camera-centric smart speaker, emphasizing facial recognition and privacy challenges in its first hardware product designed by Jony Ive's team.

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Big Tech

Sam Altman Says Companies Are 'AI Washing' Layoffs

OpenAI CEO Sam Altman accused firms of using AI as an excuse for layoffs unrelated to tech displacement. He noted real job shifts coming but emphasized new roles will emerge, with AI-linked cuts under 1% of total layoffs.

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AI

AI Powers Retail Traders to Exploit Prediction Market Glitches

AI agents are arbitraging Polymarket inefficiencies in milliseconds, enabling retail profits on events like elections amid rising prediction market volumes.

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AI

The Country That’s Madly in Love With AI

South Korea leads global AI optimism with only 16% concerned vs. excited, driven by economic needs, aging population, and government push for AI adoption.

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Security

AI-assisted threat actor breaches 600+ FortiGate devices across 55 countries

A Russian-speaking group used generative AI for planning, coding, and commands to exploit weak credentials on exposed FortiGate firewalls, targeting AD and backups for ransomware.

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Big Tech

OpenAI's camera-equipped smart speaker detailed as first hardware launch

New report confirms OpenAI's 200+ engineer team building $200-300 speaker with facial recognition camera, powered by advanced GPT models, launching 2027.

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AI

Claude Code Integrates with Roadmap Amid OpenClaw Project Drama

Anthropic's Claude Code tool expands to developer platform Roadmap while rival OpenClaw faces setbacks.

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Chips

Even Google Hit by RAM Shortage, DeepMind CEO Says

Demis Hassabis reveals high-end memory chip shortages crippling AI training even at Google, predicting supply constraints as a major 2026 bottleneck.

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AI

Anthropic Rolls Out Autonomous Vulnerability-Hunting AI Tool for Claude Code

Anthropic's new Claude Code feature scans codebases for vulnerabilities autonomously, now in testing with human-reviewed patches.

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Research

Should there be a new manifesto for AI development?

As AI transforms software engineering, experts debate updating the Agile Manifesto to address new realities like AI-generated code and rapid iteration.

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AI

Google's Gemini 3.1 Pro Preview tops Artificial Analysis Intelligence Index at less than half the cost of its rivals

Gemini 3.1 Pro Preview leads with 57 points, ahead of Claude Opus 4.6 and GPT-5.2, topping six categories while costing far less to evaluate. Hallucination rate dropped 38 points vs prior version.

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AI

Scientel Launches Gensonix AI LLM Optimized for Intel ARC GPUs

New Gensonix AI brings efficient LLM capabilities to consumer-grade Intel ARC GPUs, enabling practical AI on small systems.

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AI

Anthropic’s AI security tool just found 500 bugs humans missed, and Wall Street panicked

Anthropic launched Claude Code Security, built on Claude Opus 4.6, which detected over 500 vulnerabilities in open-source projects missed for decades. Free for OSS maintainers, it scans full codebases holistically. Cyber stocks like CrowdStrike (-6.8%), Okta (-9.2%) tanked on fears of disruption.

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Chips

Taalas Emerges from Stealth with HC1 Chip That Hard-Wires AI Models into Silicon for 10x Faster Inference

Canadian startup Taalas unveils the HC1, etching entire LLMs like Llama 3.1 8B directly into hardware for up to 17,000 tokens/sec, slashing latency and costs versus GPUs.

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AI

Anthropic Launches Claude Code Security: AI Tool Scans Codebases for Hidden Vulnerabilities

New Claude Code Security uses Opus 4.6 to detect complex vulns missed by traditional tools, finding 500+ unknown high-severity issues in open-source projects; available in limited preview for enterprise users.

Added yesterday
Research

‘An AlphaFold 4’—DeepMind Spin-Off’s IsoDDE Redefines Drug Discovery AI

Isomorphic Labs unveiled IsoDDE, a proprietary model excelling in protein-drug binding predictions and antibody structures, surpassing Boltz-2 and physics-based tools. Scientists hail it as a leap akin to AlphaFold 4 for its generalization to novel molecules.

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AI

CEO of $1B AI unicorn: Coders and engineers really screwed by AI

PromptQL CEO Tanmai Gopal warns that AI is automating coding at senior engineer levels, shifting jobs to AI orchestration; protected roles involve real-time human judgment like sales and ops.

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Policy

Anthropic's safety-first AI collides with the Pentagon as Claude expands

Anthropic resists loosening AI safeguards for Pentagon use, unlike OpenAI and Google, sparking debate on military AI ethics.

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Big Tech

Tech billionaires are publicly shielding their children from tech products, social media

Peter Thiel, Bill Gates, and others admit limiting kids' tech use, highlighting irony amid AI push by their companies.

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AI

Tech gurus launch AI search tool for Epstein files

New AI-powered tool allows searching through Jeffrey Epstein's unsealed documents, drawing attention to transparency in high-profile cases.

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AI

China's ByteDance releases Doubao 2.0 AI model for 'Agent Era'

ByteDance upgraded its Doubao chatbot to 2.0 with enhanced multimodal processing, nearing 200M users and fueling agentic AI in China.

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AI

Claude, OpenClaw Trigger 'SaaSpocalypse' Fears Like DeepSeek Shock

Anthropic's latest Claude developments and OpenClaw agents exploiting markets signal existential threats to SaaS businesses, echoing DeepSeek's disruptive impact.

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AI

Anthropic updates Claude Code with desktop features that automate more of the dev workflow

New desktop integrations for Claude Code allow AI to spin up terminals, manage repos, and automate dev tasks directly on user's machine.

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AI

Steve Hanke Warns AI Is 'Overhyped' and Might Be 'Dangerous'

Economist Steve Hanke calls AI hype a bubble, criticizing Meta's Yann LeCun and warning of risks in hyperscaler spending.

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AI

China's AI labs unleash new models and bubble tea to lure in customers

Chinese AI companies roll out fresh LLMs while using perks like free bubble tea to attract enterprise users amid fierce competition.

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Policy

Trump Pushes Nuclear Revival to Fuel AI Data Centers

President-elect Trump eyes nuclear power expansion to meet exploding AI energy demands, criticizing delays in reactor approvals.

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Policy

America Is About to Be Graded on AI Literacy. We Are Not Prepared

Upcoming AI literacy assessments highlight U.S. gaps in student and parental readiness for responsible AI use beyond school.

Added yesterday
Research

United States Tops Global AI Brain Race, India Ranked Sixth: Report

A new report highlights the US leading in AI capabilities, with India placing sixth amid global competition.

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AI

No one can agree on whether AI is the next big thing or all hype

Debate rages as AI hype clashes with skepticism over real-world impact, timelines, and economic returns.

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AI

No one can agree on whether AI is the next big thing or all hype

Ongoing debate in tech circles pits AI optimists against skeptics, highlighted by recent model releases and benchmark hype versus real-world limits.

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Policy

Trump team livid about Dario Amodei’s principled stand to keep the Defense Department from using his AI tools for warlike purposes

Anthropic CEO Dario Amodei refuses Claude use in military ops like lethal weapons, straining $200M DoD contract amid Pentagon demands for unrestricted AI support.

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Chips

Nvidia close to $30B investment in OpenAI's next funding round

Nvidia is reportedly finalizing a massive $30 billion stake in OpenAI, deepening ties between the AI chip leader and its biggest customer amid soaring valuations.

Added yesterday
Policy

Chaos and $200 billion dreams: What I saw at India's AI summit

An insider's view of the chaotic New Delhi AI Summit, featuring disorganization, big investment pledges, and global tech leaders pushing for India's AI dominance.

Added yesterday
Chips

Nvidia Shareholders Received Amazing News From Meta Platforms

Meta expands AI collaboration with Nvidia, boosting prospects for GPU demand.

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Policy

EC-Council Expands AI Certification Portfolio to Strengthen U.S. AI Workforce

EC-Council launched new AI certs amid $5.5T global AI risk and need to reskill 700k US workers, focusing on ethical AI and cybersecurity.

Added yesterday
Policy

US AI regulation patchwork deepens as EU AI Act stalls

US Treasury pushes state-level rules while EU grapples with delays in its comprehensive AI law, highlighting divergent paths in global AI governance.

Added yesterday

Quick Bites

Gemini 3.1 Pro Preview tops Artificial Analysis Intelligence Index at <1/2 cost of rivals
Tesla patent: AI chip clock sim from weeks to hours via localized model
Gemini 3.1 Pro: 77.1% ARC-AGI-2 (2x prev), 1M context live
OpenAI contacted RCMP post-shooting despite 7mo flagged violent chats.
OpenAI internally debated police referral on shooter’s violent ChatGPT scenarios but cited no imminent threat
OpenAI ignored violent ChatGPT flags for 7 months pre-shooting
OpenAI banned Tumbler Ridge shooter's ChatGPT account months before attack
OpenAI flagged shooter’s violent chats but skipped police call
OpenClaw agents exploiting 5ms Polymarket arb for $380k+ profits in 15 days
OpenAI smart speaker: camera-enabled, observes surroundings, nudges user goals via proactive AI

Market Pulse

AI Pulse
55/100
Neutral

AI markets quiet over weekend close; networking and infra plays eye datacenter surge ahead of earnings week

RXT
+40%
Rackspace Technology
AAOI
+11%
Applied Optoelectronics