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 🤖

INDUSTRY & MARKET SHIFTS 📈

INFRASTRUCTURE & MODELS ⚙️

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.

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