Hey fam. It's Thursday, September 5, 2025, and we're covering: Market Valuations, Agentic AI, and Core Infrastructure.
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Must Know 💡
OpenAI's Valuation Soars to $500 Billion in a $10.3 billion employee share sale. This massive valuation signals intense investor confidence, allows employees with over two years of tenure to cash out, and sets a new benchmark for private AI company valuations.
OpenAI to Mass Produce Custom AI Chips with Broadcom. This is a strategic move to control its supply chain, reduce its reliance on NVIDIA, and potentially lower operational costs for training its models.
Quote of the Day 💬
Salesforce has cut 4,000 customer support roles because of AI agents.
Marc Benioff, Salesforce CEO
AI AGENTS & AUTOMATION 🤖
xAI secured a temporary restraining order against a former employee joining OpenAI, preventing work on generative AI after alleged Grok document downloads.
CoreWeave acquired OpenPipe to integrate its open-source Agent Reinforcement Trainer toolkit for fine-tuning AI agents with reinforcement learning.
Salesforce's CEO confirmed 4,000 job cuts were due to AI-driven efficiencies, demonstrating AI's immediate impact on white-collar labor.
Nvidia acquired Solver, a 3-year-old AI coding agent, signaling a strategic move to dominate more aspects of AI-assisted software development.
@nfcampos released a deep dive explaining LangGraph's design decisions, a production-ready agent framework covering control and durability.
INDUSTRY & MARKET SHIFTS 📈
Mistral AI is closing a €2 billion funding round, valuing the company at €12 billion and solidifying its position as a leading European AI company.
Apple is reportedly partnering with Google to integrate a Gemini model for an AI-upgraded Siri search, signaling a significant strategic collaboration.
Anthropic...achieved a $183 billion valuation, reflecting massive investor confidence in the developer of Claude.
OpenAI is launching an AI hiring marketplace and issuing AI skills certifications to connect learning with job opportunities.
Warner Bros. Discovery is suing Midjourney for copyright infringement, alleging the AI image generator copies copyrighted characters like Superman.
INFRASTRUCTURE & MODELS ⚙️
Google introduced EmbeddingGemma, an open on-device embedding model with 308M parameters, ranking highly on the MTEB benchmark.
Google DeepMind and Intrinsic developed RoboBallet, an AI planner enabling 8 robot arms to handle 40 tasks in seconds by learning teamwork from demonstrations.
NVIDIA Blackwell Ultra is designed to accelerate AI training and reasoning, fusing silicon innovations with new system-level integration for AI factories.
D-Matrix is developing 3D stacked in-memory compute technology to address the AI 'memory wall,' which limits performance due to memory bottlenecks.
A new light-based AI image generator that consumes minimal power has been developed, offering a potentially revolutionary approach to energy-efficient AI processing.
RESEARCH CORNER 🔬
DynaSaur: A new LLM agent framework dynamically creates and composes actions, enabling agents to adapt and recover in open-ended scenarios where predefined actions fail.
Agent K: The first AI system to integrate Kolb- and Vygotsky-inspired human cognitive learning, achieving human-level Kaggle data science performance for generalist AI.
AgenTracer: The first automated framework for annotating failed multi-agent trajectories via counterfactual replay and programmed fault injection, empowering self-correcting AI.
RBA: Enhances Speech Large Language Models through Reinforced Behavior Alignment, using self-synthesis to generate high-fidelity alignment data for state-of-the-art performance.
Real-Time Detection of Hallucinated Entities: A cheap, scalable method for real-time identification of entity-level hallucinated tokens in long-form generations, effective across four model families.
Cheers, Teng Yan.
See you tomorrow.