
Kimi's parent company just closed a $2 billion round led by Meituan, doubling its valuation to over $20 billion in six months. With $200M ARR and a K2.5 model that rivals Claude, Moonshot AI emerges as China's answer to OpenAI.
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Anthropic signs a historic compute deal with SpaceX, taking over the entire Colossus 1 data center in Memphis. 222,000 NVIDIA GPUs, 300 MW of power, and Claude Code limits doubled within 48 hours.
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Anthropic just signed a deal to use the entire AI capacity of SpaceX's Colossus 1 data center in Memphis — 222,000 NVIDIA GPUs, 300+ megawatts, and an explicit interest in gigawatts of compute in space. Claude rate limits already doubled.
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On May 5, 2026, Anthropic unveiled ten ready-to-run agent templates for financial services (pitchbook, KYC, month-end close), full Microsoft 365 integration (Excel, PowerPoint, Word, Outlook) and a Moody's partnership embedding the credit-rating leader directly inside Claude. A frontal attack on a market long locked up by Bloomberg, FactSet and Capital IQ.
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On May 5, 2026, The Information revealed Anthropic has committed to spend $200 billion over five years with Google Cloud, including 3.5 GW of Broadcom-built TPU capacity coming online in 2027. The deal accounts for over 40% of Alphabet's disclosed cloud backlog and reshapes the compute dependency map of frontier AI labs.
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On May 2, 2026 xAI launched Grok 4.3 and Custom Voices: an always-on reasoning model with 1M-token context, a voice clone built from 120 seconds of audio, more than 80 voices in 28 languages and an API priced at $1.25/1M input tokens. The pressure is now on OpenAI, ElevenLabs and Anthropic.
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On April 30, 2026, Manus launched Cloud Computer, a dedicated, always-on Ubuntu virtual machine for AI agents. 24/7 Slack and Discord bots, scheduled scrapers, self-hosted WordPress or Metabase — all driven through natural language. A breakthrough for non-developers.
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Sierra, Bret Taylor's conversational agents startup (OpenAI chairman), absorbs Fragment, a French startup born at Y Combinator. Cofounders Olivier Moindrot and Guillaume Genthial join the team. Sierra's third acquisition in six weeks, in an accelerating consolidation move.
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Over 103,000 AI agents built and 1.1 million sessions logged on GenAI.mil since Agent Designer launched. The Pentagon is industrializing vibe coding with Google Gemini 3.1 Pro. The U.S. Department of Defense becomes one of the largest low-code agent platforms in the world.
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Rogo announces a $160M Series D led by Kleiner Perkins, with Sequoia, Thrive, Khosla and J.P. Morgan Growth Equity participating. The startup targets the 35,000 finance pros already using Felix, its AI agent. Total funding now exceeds $300M.
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Top researchers are fleeing Meta, Google and OpenAI labs to launch their own AI startups. $18.8B already invested in 2026 in startups founded after January 2025, on pace to surpass the $27.9B raised in 2025. The face of AI innovation is shifting.
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On April 27, 2026, ex-DeepMind David Silver (AlphaGo's father) announces the largest seed ever raised in Europe: $1.1B at a $5.1B valuation. Sequoia and Lightspeed co-lead, with Nvidia, Google, DST, Index, and the UK Sovereign AI Fund. The goal: an agent learning by pure reinforcement, with no human labels.
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On April 2, 2026, Microsoft unveiled MAI-Transcribe-1, MAI-Voice-1 and MAI-Image-2 in Microsoft Foundry. Three proprietary models across speech, voice and image, positioned as alternatives to APIs from Amazon, Google and OpenAI. Aggressive pricing, vertical strategy, first real sign that Microsoft is building its own frontier stack independent of OpenAI.
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On April 22, 2026, Microsoft confirmed the integration of Anthropic's Claude Mythos Preview into its Security Development Lifecycle — the framework that has governed every piece of code Redmond ships since 2004. The model joins a multi-model scanner slated for preview in June 2026.
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On April 22, 2026, Bloomberg and The Information revealed that Tencent and Alibaba are negotiating stakes in DeepSeek — the startup's first external round — at a valuation that jumped from $10 billion to more than $20 billion in 48 hours. Tencent reportedly proposed taking up to a 20% stake.
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On April 23, 2026, OpenAI unveiled GPT-5.5, its first fully retrained base model since GPT-4.5. 84.9% on GDPval, 78.7% on OSWorld, 82.7% on Terminal-Bench 2.0 — with API pricing doubled to $5 / $30 per million tokens. Goal: merge ChatGPT, Codex, and Atlas into a single agentic session.
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On April 21, 2026, SpaceX revealed a partnership with Cursor carrying a $60 billion option to acquire the company before the end of 2026. If the option isn't exercised, SpaceX pays $10 billion for joint work. The deal pulls vibe coding into the Musk orbit following the xAI acquisition.
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On April 22, 2026 in Las Vegas, Google Cloud unveiled the Gemini Enterprise Agent Platform, TPU 8 silicon built for the agentic era, a $750M partner fund, and the expansion of the A2A protocol, now in production across 150 organizations including ServiceNow, Salesforce, Atlassian, and SAP.
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On April 21, 2026, NeoCognition emerged from stealth with a $40M seed round co-led by Cambium Capital and Walden Catalyst. Intel CEO Lip-Bu Tan and Databricks co-founder Ion Stoica joined as angels. The thesis: agents that continuously learn the structure of their environment.
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On April 21, 2026, Donald Trump declares that Anthropic is 'shaping up' and that a deal with the Pentagon is 'possible'. The reversal comes one week after Dario Amodei's White House visit and Anthropic's controlled launch of Claude Mythos — a model whose cybersecurity capabilities reportedly pressured the administration. After six months of blacklisting and a federal court battle, Anthropic is back in the race for the most strategic defense contract of the decade.
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On April 2, 2026, Cursor launched a full rebuild of its platform — parallel AI agents, cloud handoff, Design Mode and built-in Git. The developer's job shifts from writing lines to orchestrating fleets.
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On April 20, 2026, Amazon announces an additional investment up to $25B in Anthropic and a $100B commitment on AWS Trainium/Graviton. The deal secures 5 GW of compute for Claude and brings total Amazon investment to $33B. Anthropic has crossed $30B in run-rate revenue.
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On April 16, 2026, Alibaba releases Qwen 3.6-35B-A3B under Apache 2.0 — a sparse MoE with 35B total but only 3B active params per token. SWE-bench Verified at 73.4%, AIME 2026 at 92.7%, MMMU at 81.7% (above Claude Sonnet 4.5). The best open model China has ever shipped.
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On April 9, 2026, Shield AI closes a $1.5B Series G + $500M preferred equity at a $12.7B valuation (2.4x in a year). The company acquires Aechelon to industrialize its simulation pipeline, while Hivemind already pilots F-16s, drones, boats, and ground vehicles.
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Mid-April 2026, Kilo Code (co-founded by GitLab's former CEO) unveils App Builder, an open-source Lovable alternative built in 6 weeks. The pitch: 'Lovable is for cute proof-of-concepts. Kilo is where you start building real products.' Consumption-based pricing, zero setup, live preview.
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On April 17, 2026, Anthropic unveils Claude Design, a standalone tool powered by Opus 4.7 that generates slides, app prototypes, and one-pagers from a simple text prompt. Three days after Mike Krieger stepped down from Figma's board. Figma stock drops 7%.
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On April 15, 2026, OpenAI ships the next generation of its Agents SDK: built-in sandbox execution, Codex-inspired filesystem tools, snapshotting/rehydration, and native support for Blaxel, Cloudflare, Daytona, E2B, Modal, Runloop, and Vercel. Python first, TypeScript to follow.
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On April 15, 2026, Snap announces the layoff of 1,000 employees — 16% of headcount — plus closure of 300 open roles. Official justification: AI now generates 65% of new code and handles 1M internal queries per month. Stock jumps 9%.
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On April 16, 2026, Anthropic makes Claude Opus 4.7 generally available. +13% on its internal coding benchmark, 87.6% on SWE-bench Verified, 3x sharper vision. And a first: Anthropic admits Mythos, unreleased, is better.
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OpenAI unveiled GPT-5.4-Cyber on April 14, 2026 — a GPT-5.4 variant fine-tuned for defensive offensive security work: binary reverse engineering, vulnerability analysis, threat intel. Access restricted to the highest tiers of Trusted Access for Cyber (TAC). A direct response to Claude Mythos and pressure from enterprise security teams.
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Meta launched Muse Spark on April 8, 2026 — its first frontier model from Meta Superintelligence Labs after the nine-month reboot following Llama 4's failure. Intelligence Index score 52, closed weights, no public download: Meta abandons open source and goes full proprietary against Gemini 3.1, GPT-5.4 and Claude Opus 4.6.
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In April 2026, Anthropic crosses $30B in annualized revenue, overtaking OpenAI for the first time since ChatGPT launched. From $9B to $30B in four months. IPO targeted for October at a $380B valuation.
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Q1 2026: $300 billion invested in 6,000 startups, an all-time record. AI captures $242 billion (80%). OpenAI ($122B), Anthropic ($30B), xAI ($20B), and Waymo ($16B) total 65% of global funding. Anthropic hits $30B annualized revenue.
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On April 14, 2026, Bluefish closed $43M Series B with Threshold and NEA. The platform helps brands optimize visibility in ChatGPT, Gemini, and Claude. 10% of the Fortune 500 is already a customer — LVMH, Adidas, Amex, Ulta. Addressable market estimated at $500B.
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On April 13, 2026, OpenAI announced the acquisition of Hiro Finance, an AI financial advisor startup founded by Ethan Bloch (ex-Digit). The Hiro product shuts down April 20. ChatGPT absorbs financial planning capabilities.
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Andrej Karpathy replaces 'vibe coding' with 'agentic engineering'. Georgia Tech identifies 56 CVEs caused by AI-generated code in Q1 2026 — Claude Code leads with 27. 92% of US developers have adopted vibe coding. The problem: 45% of generated code contains OWASP Top 10 vulnerabilities.
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A 20-year-old attacked Sam Altman's home with an incendiary device and had a kill list of AI executives. Public opinion is turning against AI — at the worst possible time for OpenAI and Anthropic's IPOs.
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On April 5, 2026, Meta released Llama 4 Scout and Maverick — the first Llama models built on Mixture-of-Experts with native multimodality. Scout: 17B active params, 16 experts, 10M context. Maverick: 17B active, 128 experts, beats GPT-4o.
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Leaked screenshots show a full-stack app builder native to Claude: prompt → app with auth, database, deployment. Lovable, valued at $6.6B, runs entirely on Claude.
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Lovable launches Lovable Payments with Paddle Merchant of Record: auto-tax, 200+ country compliance, chargebacks handled. The idea → product → revenue loop closes.
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Week of April 14, 2026: GPT-6 on Tuesday, Claude Opus 4.7 leaked, Meta LlamaCon. Three frontier labs, three flagships, seven days. This is unprecedented.
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GPT-6 (Spud) expected April 14, 2026. 2M token context window, +40% vs GPT-5.4, unified native multimodal. Polymarket 78%. Everything we know the day before launch.
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Anthropic launches Project Glasswing: 11 tech giants, $100M and Claude Mythos Preview to secure the world's software. But Mythos was concealing its actions in 7.6% of interactions.
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Spud, OpenAI's next flagship model, launches between April 14 and May 5, 2026. Brockman says 'not incremental' — strong GPT-6 signal. And Spud powers a super-app.
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Bloomberg reveals OpenAI, Anthropic and Google are sharing real-time detection data to block adversarial distillation from China. DeepSeek at the center.
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Anthropic's 'Code with Claude' event on May 6 mirrors the Claude 4 launch format. Claude Mythos (Capybara) is expected before that date. Here's everything we know.
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Microsoft releases the Agent Governance Toolkit: 7 MIT open-source packages to intercept, audit, and kill autonomous AI agents. Compatible with LangChain, CrewAI, EU AI Act. Free on GitHub and PyPI.
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Google DeepMind launches Gemma 4: 4 Apache 2.0 open-weight models, AIME 89%, Codeforces ELO 2150, native function calling, and full offline on smartphones. Frontier AI goes open-source.
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A forgotten source map in an npm publish exposes 512,000 lines of Claude Code TypeScript, revealing Kairos, a permanent AI daemon, and Undercover Mode that erases AI traces.
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On March 30, 2026, Gavin Newsom signs an Executive Order mandating AI watermarking for all state contractors. The GDPR playbook applied to artificial intelligence.
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OpenAI kills Sora three months after a Disney deal to focus all GPU resources on Spud, its next flagship model. Pre-training complete, launch before end of May 2026.
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A CMS misconfiguration at Anthropic exposed 3,000 internal files revealing Claude Mythos (Capybara), a model above Opus deemed too dangerous for public release due to cybersecurity risks.
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Nvidia unveils the Groq 3 LPX, first LPU from the $20B Groq acquisition. 256 LPUs, 40 PB/s bandwidth, 35x throughput per MW combined with Vera Rubin NVL72. Shipping Q3 2026.
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Meta AI releases HyperAgents, a self-referential agent architecture capable of modifying its own learning mechanism. Peer review score: 0.0 → 0.710, beating AI-Scientist-v2. Open-source code available.
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AI2 launches MolmoWeb, an open-source multimodal web agent with 8B parameters that outperforms GPT-4o and Claude Computer Use on autonomous web navigation benchmarks. Available on Hugging Face.
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Google Research unveils TurboQuant, an algorithm that cuts KV cache memory 6x and speeds up attention 8x on H100 — with zero accuracy loss and no fine-tuning. Presented at ICLR 2026.
Leer másLinear's CEO announces 'Issue tracking is dead' on March 25, 2026. Linear Agent, Skills and Automations transform product management — 75%+ of enterprise workspaces already run agents.
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Figma launches an open beta MCP server that lets AI agents create and edit assets directly on the canvas, using your existing components, variables and auto-layout.
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Claude Computer Use lets Claude physically control your Mac: open apps, browse, click, type. Research preview in Cowork and Claude Code, macOS only.
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Cursor launched Composer 2 without disclosing that 25% of its compute runs on Kimi K2.5 from China's Moonshot AI. A developer found the truth in the code. Inside the scandal exposing Silicon Valley's hidden reliance on Chinese open-source models.
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Vercel launches Chat SDK, an open-source TypeScript library to deploy one AI agent on Slack, Discord, WhatsApp and 5 more platforms from a single codebase.
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Full recap of Nvidia GTC 2026: Vera Rubin NVL72, Physical AI, $26B open-weight push, Groq deal, and Jensen Huang's $1 trillion AI factory opportunity.
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Perplexity Comet is now free on iPhone as of March 18, 2026. This agent-native AI browser summarizes, compares, books and buys — all without leaving the interface.
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Google Stitch unveils its biggest update with Antigravity, specialized AI agents and editable Figma export. The complete vibe design stack, free, from idea to production.
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Claude Dispatch turns your Mac into an autonomous AI agent controlled from your phone. Local-first, sandboxed, human-in-the-loop approval on every action.
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Meta delays its flagship AI model Avocado to May 2026 after disappointing benchmarks against Gemini 3 and GPT-4o. The company is now considering licensing Gemini.
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Picsart launches the first AI agent marketplace for creators. 4 agents at launch, native Shopify integration, accessible via WhatsApp and Telegram.
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NemoClaw is Nvidia's open-source stack that secures OpenClaw agents for enterprise. OpenShell sandbox, GDPR, SOC2 and one-command install.
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Anthropic's Claude Code 2.1.7 ships with Opus 4.6, Agent Teams, AutoMemory and Scheduled Tasks. The complete guide to March 2026 features.
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Nvidia GTC 2026 keynote: Jensen Huang reveals Vera Rubin, Feynman, BYD/Hyundai/Nissan robotaxis, DLSS 5, OpenClaw and the Isaac robotics platform.
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Manus Desktop runs on macOS and Windows. The AI agent accesses your local files, terminal, and apps to automate everything on your machine.
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Okara deploys 6 AI agents (SEO, GEO, Reddit, X, HN) that handle your distribution 24/7 for $99/mo. 3.1 million views in 4 hours on X.
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OpenAI launches GPT-5.4, an AI agent that autonomously controls a computer. Record OSWorld scores, 3 versions and advanced computer use.
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Nyne is a UC Berkeley spinout giving AI agents persistent memory and human context. No more amnesiac chatbots. Full breakdown of the technology.
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Databricks targets a $134B IPO with $5.4B ARR. The Lakehouse AI leader aims to become the biggest enterprise AI company on public markets.
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DeepSeek V4 is a 1-trillion parameter open-weight AI model (32B active). It rivals GPT-5 and Claude at a fraction of the cost. Full breakdown.
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Cloudflare adds a /crawl endpoint to its Browser Rendering service. Developers and RAG pipelines can now explore a complete website and extract content in HTML, Markdown, or structured JSON via a simple API request.
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Meta acquires Moltbook, an unusual platform where AI agents post, comment and vote among themselves. Matt Schlicht and Ben Parr join Meta Superintelligence Labs to accelerate Mark Zuckerberg's agentic strategy.
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A California federal court bars Perplexity AI from using its Comet browser for automated purchases on Amazon. A historic decision redefining the limits of AI agents in 2026.
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After calling Anthropic a national security risk, the Trump administration prepares an executive order to ban the startup from all federal agencies. OpenAI inherits the military contract. Anthropic fights back in court.
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In 2026, generative AI is no longer a curiosity but an essential tool. Claude Code, Cursor, Copilot... How these tools are redefining the developer profession and why vibecoding is becoming the norm.
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Mastercard has completed its first agentic AI-powered transaction in Singapore, with DBS and UOB. Agent Pay, tokenization, Payment Passkeys: autonomous commerce is no longer science fiction.
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Turing Award winner Yann LeCun founds AMI (Advanced Machine Intelligence) in Paris and closes a first round of €890M with Nvidia, Toyota, Samsung and Jeff Bezos. Goal: surpass LLMs with world models.
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