JUST IN: Anthropic unveils 10 new AI agents built for banks, insurers, & financial firms.
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ANTHROPIC 🚨: Claude Code 5 hour rate limits are being doubled on paid plans!
Anthropic partnered with SpaceX to utilise Colossus capacity.
It is happening 🤯
No new models though 💀
Anthropic partnered with SpaceX to utilise Colossus capacity.
It is happening 🤯
No new models though 💀
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GOOGLE 🚨: Gemini Agent will arrive with support for Scheduled Actions and Skills.
Most of the task examples are focused on working with connectors, research tasks, and more.
> Declutter your inbox
> Prepare for the meeting
> News digest
> Bill tracker
> Ghost writer
Gemini will automatically use relevant skills.
h/t x@Luke_litowitz
Most of the task examples are focused on working with connectors, research tasks, and more.
> Declutter your inbox
> Prepare for the meeting
> News digest
> Bill tracker
> Ghost writer
Gemini will automatically use relevant skills.
h/t x@Luke_litowitz
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Nvidia is working with a tech start-up to put mini data centers on people's homes.
The start-up believes leeching extra electricity from people's homes is cheaper and easier than building large-scale data centers.
The start-up believes leeching extra electricity from people's homes is cheaper and easier than building large-scale data centers.
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Core Ai News
Photo
>be Anthropic
>need compute
>sign $100B / 10y with AWS for 5 GW Trainium2/3/4
>Amazon writes $25B equity check back
>sign $200B / 5y with Google for 5 GW TPU + Broadcom silicon starting 2027
>Google writes up to $40B equity check back
>sign $30B with Microsoft for Azure capacity, up to 1 GW Grace Blackwell + Vera Rubin
>NVIDIA writes $10B equity check back
>Microsoft writes $5B equity check back
>Fluidstack: $50B infra buildout
>SpaceXAI Colossus 1: 220K+ GPUs / 300+ MW
>CoreWeave: more capacity on top
Total committed spend: $380B+
Total committed power: 11.3+ GW
Dario WON.
>need compute
>sign $100B / 10y with AWS for 5 GW Trainium2/3/4
>Amazon writes $25B equity check back
>sign $200B / 5y with Google for 5 GW TPU + Broadcom silicon starting 2027
>Google writes up to $40B equity check back
>sign $30B with Microsoft for Azure capacity, up to 1 GW Grace Blackwell + Vera Rubin
>NVIDIA writes $10B equity check back
>Microsoft writes $5B equity check back
>Fluidstack: $50B infra buildout
>SpaceXAI Colossus 1: 220K+ GPUs / 300+ MW
>CoreWeave: more capacity on top
Total committed spend: $380B+
Total committed power: 11.3+ GW
Dario WON.
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Core Ai News
Photo
>be Elon Musk
>build Colossus 1 in 122 days
>jensen calls it “superhuman”
>train Grok 4, ship it
>move frontier training to Colossus 2
>Colossus 1 now legacy fleet 11% utilization
>$8B of silicon eating itself on the balance sheet
>phone rings
>it’s Anthropic
>the “evil” one
>“hi we need inference capacity for claude”
>“amazon trainium isn’t ready”
>“google tpu allocation capped”
>“can we please lease your old fleet”
>kek
>negotiate them down hard
>no leverage on their side
>$4B/yr, 220k GPUs, full facility
>dario says yes
>cash margin 87% against hoppers at peak
>pledge the lease payments as collateral
>borrow $20B against it
>off-balance-sheet
>deploy capital into Colossus 3 buildout
>train Grok 5 on claude subscription revenue
>they’re also interested in orbital compute
>multi-GW
SpaceXAI WON.
>build Colossus 1 in 122 days
>jensen calls it “superhuman”
>train Grok 4, ship it
>move frontier training to Colossus 2
>Colossus 1 now legacy fleet 11% utilization
>$8B of silicon eating itself on the balance sheet
>phone rings
>it’s Anthropic
>the “evil” one
>“hi we need inference capacity for claude”
>“amazon trainium isn’t ready”
>“google tpu allocation capped”
>“can we please lease your old fleet”
>kek
>negotiate them down hard
>no leverage on their side
>$4B/yr, 220k GPUs, full facility
>dario says yes
>cash margin 87% against hoppers at peak
>pledge the lease payments as collateral
>borrow $20B against it
>off-balance-sheet
>deploy capital into Colossus 3 buildout
>train Grok 5 on claude subscription revenue
>they’re also interested in orbital compute
>multi-GW
SpaceXAI WON.
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Anthropic is testing Insights feature for its Managed Agents on Claude Console.
> Up to 100 recent sessions are fetched. Each transcript is sent to the model (4 in parallel) with your agent's system prompt as context. The model writes a summary — task, actions, issues, assessment — and a 0–100 quality score. Token, cache, and tool-error counts are computed directly from the events alongside.
> A single model call reads every summary and its stats, then produces cross-session findings (recurring errors, usage patterns, efficiency outliers, wins), error-category buckets, and use-case clusters. Every cited session ID is checked against the input, so findings only ever point at real sessions.
> Summaries and findings are saved so the page loads instantly next time. Everything numeric you see — counts, percentages, token stats per cluster — is computed here from raw event data; only the prose and bucket membership come from the model.
> Up to 100 recent sessions are fetched. Each transcript is sent to the model (4 in parallel) with your agent's system prompt as context. The model writes a summary — task, actions, issues, assessment — and a 0–100 quality score. Token, cache, and tool-error counts are computed directly from the events alongside.
> A single model call reads every summary and its stats, then produces cross-session findings (recurring errors, usage patterns, efficiency outliers, wins), error-category buckets, and use-case clusters. Every cited session ID is checked against the input, so findings only ever point at real sessions.
> Summaries and findings are saved so the page loads instantly next time. Everything numeric you see — counts, percentages, token stats per cluster — is computed here from raw event data; only the prose and bucket membership come from the model.
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AI Companies and their Country of Origin
• OpenAI - 🇺🇸 United States
• Anthropic - 🇺🇸 United States
• Google - 🇺🇸 United States
• xAI - 🇺🇸 United States
• Meta AI - 🇺🇸 United States
• Perplexity - 🇺🇸 United States
• Stability AI - 🇬🇧 United Kingdom
• Mistral AI - 🇫🇷 France
• DeepSeek - 🇨🇳 China
• Baidu - 🇨🇳 China
• Alibaba - 🇨🇳 China
• Moonshot AI - 🇨🇳 China
• Zhipu AI - 🇨🇳 China
• Sarvam AI - 🇮🇳 India
• OpenAI - 🇺🇸 United States
• Anthropic - 🇺🇸 United States
• Google - 🇺🇸 United States
• xAI - 🇺🇸 United States
• Meta AI - 🇺🇸 United States
• Perplexity - 🇺🇸 United States
• Stability AI - 🇬🇧 United Kingdom
• Mistral AI - 🇫🇷 France
• DeepSeek - 🇨🇳 China
• Baidu - 🇨🇳 China
• Alibaba - 🇨🇳 China
• Moonshot AI - 🇨🇳 China
• Zhipu AI - 🇨🇳 China
• Sarvam AI - 🇮🇳 India
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BREAKING: 🚨 Elon Musk says SpaceX will provide compute to AI companies that are taking the right steps to "ensure it is good for humanity."
Elon Musk also says SpaceX reserves the right to "reclaim the compute" if their AI engages in actions that harm humanity.
Elon Musk also says SpaceX reserves the right to "reclaim the compute" if their AI engages in actions that harm humanity.
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JUST IN: Cloudflare lays off 1,100+ employees through email as it restructures for the “agentic AI era.”
#layoff
#layoff
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Baidu released Ernie 5.1 preview which lands at rank 4 on Search Arena.
> Built on ERNIE 5.0's pre-training foundation, our latest foundation model upgrades search, reasoning, knowledge Q&A, creative writing, and agentic capabilities.
Benchmarks 👀
PS: 1 BOOST TO LEVEL UP
> Built on ERNIE 5.0's pre-training foundation, our latest foundation model upgrades search, reasoning, knowledge Q&A, creative writing, and agentic capabilities.
Benchmarks 👀
PS: 1 BOOST TO LEVEL UP
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