🕶️ Apple Kills Vision Pro Upgrade to Chase AI Glasses

Today’s Highlights:

• 👓 Apple Halts Vision Pro Overhaul to Focus on AI Glasses

• 🛎️ Ex-OpenAI CTO Launches Tinker

• 💼 Perplexity Raises $200M at $20B Valuation

• 🚀 Microsoft Strikes $17.4B AI Deal with Nebius

• 💰 Databricks Hits $100B Valuation with $1B Raise

• 🤖 Figure AI Hits $39B Valuation with $1B Raise

• 📰 Latest AI + Tech Stories You Can’t Miss

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LATEST AI NEWS

APPLE

👓 Apple Halts Vision Pro Overhaul to Focus on AI Glasses

Apple is shelving its planned Vision Pro revamp to accelerate work on smart glasses designed to rival Meta’s Ray-Ban Display. The pivot marks a shift in Apple’s strategy as it races to catch up in the AI wearables space.

The Details:

• Apple paused development of the cheaper Vision Pro variant (N100), originally targeted for 2027

• Staff have been reassigned to speed up development of two smart glasses models:

  – N50 (2026–27): iPhone-paired glasses, no display

  – N70 (2028): AI-powered glasses with a built-in display

• Vision Pro ($3,499) launched in 2024 but has struggled with high cost and limited content

• Apple’s glasses will rely on voice and AI, aiming to rival Meta’s $799 Ray-Ban Display and its new Oakley Vanguard glasses

• The decision highlights Apple’s urgency to close the gap with Google’s Gemini-powered devices and Meta’s fast-moving hardware launches

Why it matters:

Apple is betting that AI glasses — not bulky headsets — will define the next era of personal computing. If it can beat Meta and Google to mass-market adoption, it could finally carve out a lead in consumer AI hardware. But if it lags, it risks being a follower in a race it once dominated.

THINKING MACHINES

🚀 Thinking Machines Launches Tinker API

Mira Murati’s startup Thinking Machines has unveiled its first product, Tinker — a flexible API that lets researchers fine-tune language models without wrestling with distributed training complexity.

The Details:

• Thinking Machines raised $2B at a $12B valuation in July, led by a16z with backing from Nvidia, AMD, Accel, ServiceNow, Cisco, and Jane Street

• Tinker supports fine-tuning across a range of open-weight models, including massive mixture-of-experts models like Alibaba’s Qwen-235B

• Researchers can swap between small and large models by changing a single line of Python code

• The managed service handles scheduling, resource allocation, and failure recovery, while using LoRA to cut costs across shared compute

• A companion open-source library, Tinker Cookbook, offers modern post-training methods for experiments and baselines

• Available now in private beta, with free access initially and usage-based pricing coming soonWhy it matters:

Murati is betting that Tinker will become a go-to tool for researchers and developers hungry for control over fine-tuning large models. With simplicity, flexibility, and open-source support, it positions Thinking Machines as a serious contender in the fast-evolving AI infrastructure race.

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AI & TECH NEWS

💼 Perplexity Raises $200M at $20B Valuation

Perplexity has secured $200M in fresh funding, boosting its valuation to $20B—just two months after raising $100M at $18B. With ARR nearing $200M, the AI search rival to Google continues its rapid rise amid antitrust tensions and bold moves like its $34.5B Chrome offer.

📂 Claude Can Now Create Real Files for You

Claude now edits and builds files—Word docs, PDFs, slides, and spreadsheets—inside Claude.ai and its desktop app. Available to Max, Team, and Enterprise users, it turns prompts into working files, making AI feel more like a true assistant than ever.

🚀 Microsoft Strikes $17.4B AI Deal with Nebius

Dutch firm Nebius inked a $17.4B GPU deal with Microsoft—one of the biggest AI infra pacts ever. The five-year agreement, tied to its New Jersey data center, could hit $19.4B and fuels Nebius’ global AI cloud expansion.

💰 Databricks Hits $100B Valuation with $1B Raise

Databricks just raised $1B, pushing its value past $100B. With $4B in revenue—$1B from AI alone—it’s now one of the world’s top AI/data startups. Backers include a16z and Insight, as demand for AI software keeps surging.

⚠️ Anthropic Outage Disrupts Claude and APIs

Claude, Anthropic’s Console, and APIs briefly went down Wednesday, sparking user panic. The glitch, blamed on a short backend issue, adds to recent reliability concerns as Anthropic scales its AI services.

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