Not many people want to talk about this…

The Friday Intelligence Digest!

0:16 OpenAI Turns it Around
↠ OpenAI loses 3 execs, Then...
↠ Mond: drops Chronicle Memory
↠ Wed: Workspace Agents & GPT-Images-2
↠ Thurs: GPT-5.5
↠ While Altman apologizes: OpenAI skipped police alerss casualty

0:58 China Opensource Releases
↠ DeepSeek V4 drops & opensourced
↠ Kimi-K2.6
↠ Alibaba's Qwen 3.6 previews
↠ White House: Chinese devs stealing US AI secrets via distillation

1:34 Anthropic Stumbles
↠ US gets closer with Anthropic
↠ Mythos leaked in a Discord?!
↠ Anthropic signs 5GW Amazon + 5GW Google deals

2:20 Google & The Pentagon
↠ Google unveils 2 AI chips
↠ Teams with Marvell to build 2 more
↠ Sweethearts the Pentagon
↠ Deploys coding team

2:39 SpaceXai & Tesla
↠ SpaceXAI inks $10 B Cursor AI deal w/ $ 60B option
↠ 10T-param Grok model is training for v4.8
↠ Musk details Terafab
↠ Tesla breaks ground on Giga Texas Fab
↠ Cybercab's ramp production (without steering)

3:29 Meta Makes Employees Nervous
↠ Meta to track all keystrokes & clicks on work PCs for AI training - no opt-out
↠ 10% global staff next month

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@PolymarketMoneyk Week

→ No response from Anthropic

OpenAI loses 3 execs, Then...

Mon: drops Chronicle Memory
Wed: Workspace Agents & GPT-Images-2.
Thurs: GPT-5.5

While Altman apologizes: OpenAI skipped police alert on ChatGPT-planned mass casualty.

China Opensource Labs with the response:

Dsourced
Kimi-K2.6
Alibaba's Qwen 3.6 previews beat them all

But the White House has a warning for Chinese devs stealing US AI secrets via distillation.

From the Friday Intelligence Digest

SpaceX? The AI Company?

OpenAI’s GPT-Image-2 CRUSHES Competition!

→ 26% victory of Google’s Gemini

Strong week for OpenAI Releases

How it works:
Users get free image generations for blindly voting their favourite in head-to-head model matchups.

The Chart to Watch!

→ US Employee AI Usage hits 50%

New research from Gallup reveals

Half of all employees are using AI with 28% identifying as frequently users.

Question Wording: How often do you use artificial intelligence in your role — daily, a few times a week, a few mes a year, once a year, less than once per year or never?

@WatcherGuruheory:

→ Anthropic Mythos AI & Amazon

Held back from public because it is “Too Dangerous”?

Or…

As David Sachs relays on the All-In Podcast

Maybe it was compute constraints

Disguised as altruism & hype.

Anthropic just closed a 5GW compute deal to beef up service.

Will Mythosd?

The AI Gender Flippening

→ Women on top for ChatGPT usage

Measured by feminine/masculine names

While Men dominated early adoption early 2023

Women have overtaken in usage since January this year.

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@r0ck3t23 with China” - Nvidia’s Jensen Huang

→ Nvidia & USA vs China news this week

Nvidia open-sources Ising model to boost quantum compute.

Jensen debates opensource on the Dwarkesh Podcast

Generative video games take a leap
Nvidia’s Lyra 2.0
Alibaba’s HappyOyster

While China opensourtres flounder
Statewide datacentre pauses
• ⁃ 50% of projects delayed

Robo-Zuk & Allbird’s AI Pivot

→ Your Rapid AI News Roundup

Meta poaches Stargate execs for robo-Zuk and kills token leaderboard.

Indian company films workers with headcams for AI replacement training.

AI uncovers missed GLP-1 side effects from Reddit posts.

Claude runs expeing staff with mixed results.

Allbirds rebrands as Newbird AI and surges 10x on Nasdaq.

@TFTC21 Anthropic News This Week!

→ Opus 4.7 mixed reviews

US Gov Agencies join Mythos access list.

Dario Amodei to visit White House to repair relationship with Pentagon.

Gov IDs required for powerful AI?

Claude Code for desktop redesigned!

Let us save you a few hours…

The Friday Intelligence Digest!

0:08 Claude 4.7
↠ Anthropic drops marginal Claude Opus 4.7 upgrade over 4.6 with higher token use.

0:25 Claude Mythos
↠ Claude Mythos heads to US gov agencies via Glasswing program.
↠ Dario Amodei visits White warfare safety dispute.
↠ Anthropic advanced tools now require government ID verification.

1:14 AI Desktop
↠ AI desktop surges with Perplexity PC, Claude Code redesign, OpenAI Codex with Memory.

1:35 OpenAI v. Anthropic
↠ OpenAI leaked memo roasts Anthropic on compute, revenue and fear branding.
↠ OpenAI expands cyber defence program with Gov ID required for high-tier customers.
↠ OpenAI launches Rosalind model focused on scientific research.
↠ ChatGPT gender divide flips to female majority users this year.
↠ Starbucks tests ChatGPT drink ordering; PPC ad pilot begins.

2:33 Google AI
↠ Google releases Mac desktop app, Gemini 3.1 Flash TTS and robot spatial model.

2:44 xAI & Tesla
↠ xAI deploys new Speech-to-Text model for Grok browser.
↠ Tesla finalizes AI5 chip for Optimus with 5x compute, volume production 2027.

3:14 Nvidia (USA v China)
↠ Nvidia open-sources Ising model to boost quantum compute.

4:07 Datacentre Delays
↠ US data centres hit statewide pauses, protests and 50% delays.
↠ Microsoft pushes Fairwater datacenter, absorbs failing OpenAI Stargate in Norway.

4:45 Meta AI
↠ Meta poaches Stargate execs for robo-Zuk and kills token leaderboard.

5:15 Rapid Fire Stories
↠ Indian company films work with headcams on workers for AI replacement training.
↠ AI uncovers missed GLP-1 side effects from Reddit posts.
↠ Claude runs experimental storefront hiring staff with mixed results.
↠ Allbirds rebrands as Newbird AI and surges 10x on Nasdaq.

Join The Intelligence News Digest
Free ↠ intelligencehq.xyz

Let us save you a few hours…

The Friday Intelligence Digest!

0:08 Claude 4.7
↠ Anthropic drops marginal Claude Opus 4.7 upgrade over 4.6 with higher token use.

0:25 Claude Mythos
↠ Claude Mythos heads to US gov agencies via Glasswing program.
↠ Dario Amodei visits White warfare safety dispute.
↠ Anthropic advanced tools now require government ID verification.

1:14 AI Desktop
↠ AI desktop surges with Perplexity PC, Claude Code redesign, OpenAI Codex with Memory.

1:35 OpenAI v. Anthropic
↠ OpenAI leaked memo roasts Anthropic on compute, revenue and fear branding.
↠ OpenAI expands cyber defence program with Gov ID required for high-tier customers.
↠ OpenAI launches Rosalind model focused on scientific research.
↠ ChatGPT gender divide flips to female majority users this year.
↠ Starbucks tests ChatGPT drink ordering; PPC ad pilot begins.

2:33 Google AI
↠ Google releases Mac desktop app, Gemini 3.1 Flash TTS and robot spatial model.

2:44 xAI & Tesla
↠ xAI deploys new Speech-to-Text model for Grok browser.
↠ Tesla finalizes AI5 chip for Optimus with 5x compute, volume production 2027.

3:14 Nvidia (USA v China)
↠ Nvidia open-sources Ising model to boost quantum compute.

4:07 Datacentre Delays
↠ US data centres hit statewide pauses, protests and 50% delays.
↠ Microsoft pushes Fairwater datacenter, absorbs failing OpenAI Stargate in Norway.

4:45 Meta AI
↠ Meta poaches Stargate execs for robo-Zuk and kills token leaderboard.

5:15 Rapid Fire Stories
↠ Indian company films work with headcams on workers for AI replacement training.
↠ AI uncovers missed GLP-1 side effects from Reddit posts.
↠ Claude runs experimental storefront hiring staff with mixed results.
↠ Allbirds rebrands as Newbird AI and surges 10x on Nasdaq.

Join The Intelligence News Digest
Free ↠ intelligencehq.xyz

@SuhailKakarunches Claude Opus 4.7

→ Most capable Opus model yet

Delivers 13% coding lift over 4.6 on benchmarks

Handles long-running tasks with more rigor

Self-verifies outputs automatically

Introduces new xHigh effort level

Notably lags Mythos Preview stats but this is the best the !

@The_AI_Investor Jensen Huang: “Intelligence alone does not define humanity”

→ How AI is a commodity to be directed by humans

The CEO of $NVDA:

“I’m surrounded by people more intelligent than me…

Yet somehow I’m in the middle, orchestrating”

@tracyallowayD pumps 10$BIRDShoe Company pivots to AI Compute?

Footwear assets and brand sold to American Exchange Group ($39M) in March.

Borrows $50M (convertible financing) to buy GPUs.

GPU-as-a-service and AI-native cloud infra is the new plan for rebranded “NewBird AI”

Current managce with infrastructure projects.

Stock market goes bonkers anyway.

@kimmonismusnal Memo Leak

→ Bashing Anthropic - Massive Competition!

Claims Anthropic is lying about $8B in revenue.

New strategy to lock in customers of ChatGPT & Codex with infrastructure offer.

Roasts Anthropic for missing key compute investments.

“Anthropic is a story built on fear, reontrol”

This makes the AI rivalry official (and personal).

But here’s the question: do you believe the Memo was intentionally leaked to draw a line in the sand?

ChatGPT fartgate!

User asks for feedback on gaseous soundtrack.

OpenAI’s flagship chatbot may just be telling users what they want to hear.

Do you think your ChatGPT is honest with you?

@AngryTomtweets New AI Video Generator King

→ Happy Horse crushes Seedance 2.0 in blind voting.

Coming out of nowhere earlier this month…

Alibaba recently claimed responsibility for the mystery model.