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Funding, launches, M&A, and upstarts changing the competitive map.

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Model release Gemini

Gemini release announced

@officiallogank: In just the first 72 hours since Gemini 4 Argon launched, we processed ~25 trillion tokens, the demand for intelligence is incredible and still under appreciated!

observed applies 72 hours

1 source
  • @officiallogank — In just the first 72 hours since Gemini 4 Argon launched, we processed ~25 trillion tokens, the demand for intelligence is incredible and still under appreciated!

Dev tool Codex

Prompt caching extended to 12 hours in API and indefinitely across Codex

@thsottiaux: API prompt caching is now supported for up to 12 hours, while cache is kept indefinitely for logged-in users across Codex and Work with guaranteed hits when resuming conversations.

observed now

1 source
  • @thsottiaux — Day 16/ You can now cache for 12h in the API and for logged in users across Codex & Work we keep cache forever and you don’t have any penalty for coming back to an old conversation or resuming after a

Model release Ampersand

Ampersand collaborator model released

Niloofar Mire announced the release of Ampersand, described as a collaborator model with built-in privacy co-designed with a product.

observed applies today

1 source
  • @niloofar_mire — Today we release our first collaborator model @humansand! Ampersand is the first model with privacy built in (unlike most other models where privacy is an afterthought), co-designed in tandem with our

Model release Flora

Flora open-weights robotics model suite released

Flora is introduced as an open suite of robotics models to parse physical environments, with weights open-sourced today.

observed applies today

1 source
  • @drjimfan — We built a robotics data engine with Astra-level performance at 125x lower cost. And we are open-sourcing the weights today! Introducing Flora, a suite of open models to parse the physical world and

Quota reset Codex

Codex usage limits update

@thsottiaux: There were reports of usage draining faster than anticipated for some users over the weekend. We've identified approximately 40,000 accounts that had an inconsistency on which usage limits where the actual usage that was applied did not correspond to their actual

observed

1 source
  • @thsottiaux — There were reports of usage draining faster than anticipated for some users over the weekend. We've identified approximately 40,000 accounts that had an inconsistency on which usage limits where the

Model release Mistral

Mistral release announced

@artificialanlys: Mistral has released new Speech models! Voxtral Small Transcribe 3 takes the #3 spot on the Artificial Analysis Speech to Text leaderboard, and Voxtral 3 TTS enters the top 12 in both Text to Speech arenas @MistralAI has released Voxtral 3:

observed

1 source
  • @artificialanlys — Mistral has released new Speech models! Voxtral Small Transcribe 3 takes the #3 spot on the Artificial Analysis Speech to Text leaderboard, and Voxtral 3 TTS enters the top 12 in both Text to Speech

Just in

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Quick takes

Just in

Market pulse

bullish
AI pulse 59/100

AI-linked equities are broadly positive, with Super Micro Computer +9.55%, Palantir Technologies. +4.74%, Advanced Micro Devices +3.36% leading the tracked basket.

TickerCompanyMove
SMCI Super Micro Computer +9.55%
PLTR Palantir Technologies. +4.74%
AMD Advanced Micro Devices +3.36%
NVDA NVIDIA +2.54%

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