AI's having a spicy day with Google eyeing a massive cloud deal with Anthropic while India's pushing to label those pesky deepfakes. Meanwhile, new research is exposing AI's news comprehension problems - turns out these smart assistants are about as reliable as your uncle who 'does his own research' on Facebook.
Google & Anthropic Eyeing a Cloud Computing Marriage Worth BILLIONS
Here's the deal: Google is in talks with Claude-maker Anthropic for a cloud computing agreement that could be worth TENS OF BILLIONS of dollars. This cloud partnership, reported just hours ago by Bloomberg, would supercharge Anthropic's AI ambitions with Google's computing firepower.
Why this matters: We're talking about an absolutely massive infrastructure play that shows just how expensive the AI race has become. It's like buying a whole Ferrari factory just so you can build one really fast car.
The timing is particularly spicy given that Cloudflare CEO Matthew Prince is currently pushing UK regulators to break up Google's search and AI crawling operations. As of yesterday, Prince is arguing that Google's dual position gives it unfair AI advantages - while simultaneously Google is flexing its cloud muscles with this Anthropic deal.
The bottom line: The AI infrastructure wars are heating up, and Google's playing both defense (regulatory battles) and offense (powering the competition) simultaneously.
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Shield AI unveiled plans for a new AI-powered fighter jet this morning that won't need runways - imagine Iron Man but for the military industrial complex.
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India just proposed strict new IT rules requiring deepfakes to be clearly labeled, essentially forcing AI to wear a 'I might be lying' t-shirt in public.
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Cloudflare's CEO spent yesterday lobbying UK regulators to force Google to unbundle its search and AI crawling operations, claiming the search giant is using its position to unfairly dominate AI development.
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A new study released today from the Center for Democracy & Technology found AI assistants make factual errors in nearly HALF of all news-related questions - making them about as reliable as your average Twitter thread.
๐ API WATCH
LLMs Getting Better at Playing Nice Together
Fresh research dropped on arXiv this morning showing how to make AI agents collaborate better. The new OPTAGENT framework uses verbal reinforcement learning to optimize how LLMs talk to each other during complex reasoning tasks. Instead of just checking final answers, it evaluates the quality of the debate itself. The results? Multi-agent setups using this approach are now consistently outperforming solo LLMs on reasoning benchmarks. This could be a game-changer for developers trying to build more reliable AI systems through agent collaboration rather than just bigger models.
๐ฐ FOLLOW THE MONEY
VR Founders Pivot to AI with a Quarter-Billion Dollar Bet
The Oculus mafia is back, baby! Sesame, led by former Oculus CEO Brendan Iribe, just secured a massive $250M round yesterday from Sequoia and Spark Capital to build AI-powered smart glasses. Plot twist: while the hardware is still in development, they've already launched an iOS beta app showcasing their conversational AI tech. This funding signals massive investor confidence in voice-first AI interfaces that could eventually replace our smartphone addiction. The race to own our ears (and eventually eyes) is heating up, with Sesame betting voice will be the killer AI interface.
๐ ๏ธ TOOL SPOTLIGHT
Confidential AI Browser Extension
Edgeless Systems just dropped a privacy-focused Chrome extension that's gunning to be the anti-Atlas. Unlike OpenAI's browser tool, this one uses confidential computing and encryption to keep your data private even during processing. It's open source, runs in secure AMD SEV-SNP environments, and launched just hours ago as an experimental alternative for the privacy-conscious AI user.
๐ผ SUCCESS STORY
Google
Google just revealed they've cracked the code on automating CPU architecture migration using AI. Their system successfully moved hundreds of thousands of lines of assembly code between x86 and ARM chips with minimal human babysitting. This isn't just engineer-pleasing tech - it's a massive efficiency win that could accelerate Google's multiarchitecture future. As revealed in today's blog post, they're essentially using AI to teach old code new CPU tricks, saving countless developer hours and accelerating hardware transitions.
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๐ BY THE NUMBERS
40+ point drop
That's how much GPT-5-chat's performance fell on GSM math problems when evaluated with the new SIEV framework released today, which tests dialectical reasoning rather than just correct answers
$4+ billion
Fal AI's latest valuation according to sources cited by TechCrunch yesterday, despite being a relatively new multimodal AI startup (they're offering 600+ AI models spanning image, video, audio, and 3D)
50%
The approximate failure rate of leading AI assistants when answering news-related questions, according to today's bombshell report from the Center for Democracy & Technology
$250 million
Fresh funding announced yesterday for Sesame, the conversational AI startup from Oculus founders that just launched its invite-only iOS beta
โ ๏ธ IMPORTANT DISCLAIMER:
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