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.
OpenAI just unveiled Jalapeño, their first custom AI chip, built with Broadcom in 9 months.
AI models helped design it.
company that couldn't get Nvidia fast enough is now making its own silicon.
nine months. same week as the IPO filing.
oracle put it in the 10-K.
not an earnings call soundbite. a securities filing.
21,000 jobs gone. AI cited as the reason. in writing.
what was plausible deniability is now a forecast investors can price off.
anthropic shipped an AI that lives in your slack, reads every channel it's given access to, and jumps into conversations without being tagged.
they call it a 'real colleague.'
a colleague that reads everything and never forgets is not a colleague. that's something else.
