OpenAI published a report on how AI agents are replacing knowledge work.
the case study was themselves.
Codex is now the primary AI tool for every department at OpenAI. Legal. Finance. Recruiting.
non-developer usage grew 137x in 10 months.
spacex wiped $915B in market cap in a week.
not from safety incidents or bad earnings. iran closed the strait of hormuz.
AI buildout runs on borrowed money. borrowed money gets expensive when oil does.
geopolitics is now an AI risk factor.
OpenAI and Anthropic each spent millions on opposite sides of one NYC primary.
OpenAI wanted the AI safety guy out. Anthropic wanted him in.
A third candidate backed by Bloomberg won.
$27M, two AI labs, zero influence over the result.
gartner says 40% of enterprise apps will have AI agents by year-end.
vinod khosla wanted every dollar of runlayer's $30M round.
runlayer governs what your agents are allowed to do.
you can't deploy something you can't control.
sundar pichai told developers 'next month' at google I/O.
that was may.
it's june 24.
gemini 3.5 pro is now targeting july.
turns out the flash model was eating tokens too fast. so they went back to fix it.
SambaNova was worth $2B in February.
it's raising at $10B now.
that's a 5x in four months.
inference is the new training.
everyone betting on Nvidia for inference just got a warning shot.
google lost the transformer paper author last week.
the AlphaFold team this week.
four people who built the foundation of modern AI, gone in 10 days.
hard to own the future when you can't keep the people who invented it.
meta is building a prediction market app where AI generates the questions AND resolves the outcomes.
the referee is the oracle.
the same model that tells you what to bet on also decides who won.
an immunologist spent 3 years confused by his own data.
GPT-5 read it once and explained it.
the puzzle: glucose shaping T cells, with implications for cancer and autoimmune disease.
"like taking both hands away."
qualcomm paid $3.9B for Modular today.
Modular's pitch: run AI on any hardware that isn't Nvidia.
a chip company mostly known for phone chips just bought the software layer that could chip away at Nvidia's biggest moat.
