Hey friend. It's Friday, September 12, 2025 and we're covering: AI Agents & Automation, AI Infrastructure & Market, and AI Policy & Ethics.
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Must Know
US Energy Secretary Jennifer Granholm predicts AI will enable nuclear fusion within five years and grid deployment in 8-15 years. This accelerates the timeline for a clean energy source, positioning AI as a critical catalyst for global energy transformation.
This forecast directly impacts long-term energy investment strategies, shifting focus towards AI-accelerated R&D in fusion. It signals a potential reordering of energy markets and national security priorities, creating new opportunities for infrastructure development and technology transfer.
Anthropic agreed to pay $1.5 billion to authors in a landmark settlement over the use of copyrighted material for AI training. This resolution addresses claims from major author guilds regarding unauthorized content ingestion by large language models.
This settlement establishes a significant financial precedent for AI developers using copyrighted data, directly impacting content licensing costs and data acquisition strategies across the industry. It forces companies to budget for intellectual property rights, potentially accelerating the development of licensed datasets and new compensation models for creators.
Quote of the Day
Average of 128% August YoY growth for leading generative AI platforms.
🤖 AI AGENTS & AUTOMATION
Agents are gaining autonomy and human-in-the-loop controls are emerging for safer deployment.
Replit's Agent 3 is 10x more autonomous, featuring live automated testing, self-debugging, and the ability to generate new agents that integrate with tools like Slack, Notion, and Dropbox. [Link]
LangChain's new middleware enables human review of agent tool calls, reducing risks and costs, building on LangGraph for production-ready human-in-the-loop workflows. [Link]
Smallest AI now lets users feed their entire website to an AI agent for 24/7 call/chat support, enhancing customer service automation. [Link]
Monte Carlo uses LangGraph + LangSmith to build an AI agent that launches hundreds of sub-agents to investigate data issues in parallel. [Link]
Albania created an AI bot named Diella to handle all public procurement, aiming to award contracts and reduce corruption. [Link]
🏗️ AI INFRASTRUCTURE & MARKET
Specialized hardware and transparent billing models are shaping the competitive AI landscape.
Nvidia is designing specialized silicon for compute-heavy prefill and bandwidth-heavy decode inference tasks, optimizing performance beyond general-purpose GPUs. [Link]
Pay-per-character billing removes LLM providers' incentive to inflate costs by splitting text into tokens, offering a more transparent pricing model. [Link]
PsiQuantum secured $1 billion to develop a quantum computer with 1 million qubits by 2028, intensifying the race for full-scale quantum computing. [Link]
Gemini's top-tier Embeddings model is now available in Batch API at half the cost, optimized for large-scale jobs and compatible with OpenAI's layer. [Link]
A new cryogenic device drastically reduces quantum computer heat emissions, potentially accelerating the development and commercialization of scalable quantum computing. [Link]
🏛️ AI POLICY & ETHICS
Legal battles, ethical concerns, and governance models are defining AI's societal integration.
Meta's aggressive AI talent acquisition for its TBD Lab has led to internal pay gaps and frustrations, with some high-profile hires already departing. [Link]
An analysis of "TrumpGPT" reveals AI models can exhibit subtle biases and omissions in politically sensitive responses, emphasizing the need for robust alignment. [Link]
AI presents an opportunity to decouple internet monetization from surveillance by enabling transparent, offer-based discovery, reshaping adtech and user data privacy. [Link]
Encyclopedia Britannica is suing Perplexity over its AI 'answer engine', alleging copyright infringement and highlighting legal complexities around AI's use of copyrighted content. [Link]
Spotify is reportedly unhappy after 10,000 users sold their data to build AI tools, underscoring increasing value and privacy concerns surrounding user data in AI development. [Link]
🔬 RESEARCH CORNER
Fresh off Arxiv
[Author Name et al.]: SpikingBrain introduces brain-inspired LLMs claiming over 100x speedups and unprecedented efficiency on non-NVIDIA hardware through hybrid-linear attention. [Link]
[Author Name et al.]: Harvard's PDGrapher AI model predicts which genes and drug combinations can reverse disease states in human cells using cause-effect reasoning. [Link]
[Yinghao Li et al.]: EnvX explores 'agentizing' various tasks using Agentic AI, revolutionizing industries by automating human-led tasks and integrating AI agents into diverse real-world applications. [Link]
[Yixuan Wang et al.]: ButterflyQuant introduces learnable butterfly transforms for ultra-low-bit LLM quantization with minimal performance loss, enabling deployment on consumer hardware. [Link]
[Yixuan Wang et al.]: FLUX-Reason-6M is a massive dataset and benchmark for training and evaluating complex reasoning in text-to-image models, offering resources previously unattainable outside large labs. [Link]
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Cheers, Teng Yan. See you tomorrow.