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Good morning, founders and tech leaders. The AI landscape shifted dramatically this week as Anthropic launched Claude's desktop automation capabilities, letting AI agents physically control your Mac—no APIs required. Meanwhile, OpenAI is offering private equity firms a guaranteed 17.5% return in a desperate bid for capital, even as it flags Microsoft dependency as an IPO risk.

In today's briefing

  • 1.Claude Controls Your Desktop
  • 2.OpenAI's Desperate PE Gambit
  • 3.Bittensor's $3B Reality Check
  • 4.DeFi's Curator Crisis
  • 5.AI Job Market Surges
  • Quick hits on other news
Latest Developments

Everything else in the news today

Jensen Huang declared AGI has already been achieved on the Lex Fridman Podcast
Microsoft released MAI-Image-2, ranking third on Arena.ai behind OpenAI and Google
Luma AI's Uni-1 unified language reasoning and image generation in one transformer, generating ~2K resolution images for $0.09 each
Jeff Bezos is raising a $100bn PE-style fund to acquire legacy companies and improve efficiency with AI automation
Uber announced a $1.25B investment in Rivian to deploy up to 50,000 robotaxis starting in 2028
Circle's USYC overtook BlackRock's BUIDL as the largest tokenized U.S. Treasury product at $2.2B
Apple explored acquiring Lux Optics (makers of Halide) to fast-track pro camera software for iPhone 18 Pro
Aave DAO passed an ARFC proposal with 100% support to deploy Aave V4 on Ethereum mainnet
Nvidia and Adobe partnered to cut campaign asset production from 28-30 days to minutes using cloud-native 3D digital twins
Google Gemini agents are processing 8-10 million dark-web events per day inside Google's threat-intel SOC triage workflow
TanStack Start achieved a 5.5x SSR throughput increase and 9.9x latency reduction through CPU profiling optimization
Alphabet's Wing drone delivery expands to the Bay Area after 750,000+ completed deliveries
Clean Earth Rovers autonomous boats have removed ~1 ton of trash from the Port of Los Angeles since January
A bipartisan Senate bill would ban Kalshi and Polymarket from offering sports prediction contracts
Oracle issued an emergency patch for CVE-2026-21992, a critical 9.8-rated vulnerability in Identity Manager
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