
Today’s Highlights:
⚡ Meta Eyes $10B AI Compute Deal With Anthropic
🚀 Kimi K3 Accelerates the Global AI Race
🎨 OpenAI Quietly Bought an AI Design Startup
🎬 Meta Brings AI Editing to Its Edits App
⚡ Google Just Open-Sourced an Image Model
🛒 DoorDash Launches an AI Shopping Assistant
🎵 Deezer Is Fighting Back Against AI Music
Today's sponsor is worth checking out if you're building with AI.
You've seen the AI demos. Viktor does it without you watching.
The AI tool you tried last quarter waited for a prompt, hallucinated a number, then asked if you'd like a summary.
Viktor opened a PR at 2am, rebased it against main, ran your test suite, and posted a note in #eng: "Two flaky tests in payments service, both pre-existing. Recommended merging after fixing them." Then drafted the customer reply for the support ticket the bug created.
That's 619K autonomous actions per day across 20,000+ teams. Not chat replies. Real work shipped to GitHub, Stripe, Linear, Notion, and 3,000+ other tools, from inside Slack and Microsoft Teams.
You don't supervise him any more than you supervise a senior engineer.
SOC 2 certified. Your data never trains models.
"It's what you probably originally thought AI was going to be when you first heard of it in sci-fi movies." Tyler, CEO.
LATEST AI NEWS
META & ANTHROPIC
Meta is in early talks to lease AI computing power to Anthropic in a deal that could be worth up to $10 billion over two years, marking a major shift as the company looks to monetize its massive AI infrastructure.
The Details:
Anthropic reportedly approached Meta in June with a proposal to rent AI compute capacity.
The agreement could be worth up to $10 billion, with payments made monthly over a two-year period.
The talks are still preliminary, and either company could walk away before a final deal is signed.
If completed, it would be Meta's first major external AI infrastructure customer, expanding beyond its own internal AI workloads.
Meta has been investing heavily in AI infrastructure, with plans to spend up to $145 billion on capital expenditures this year.
The move aligns with CEO Mark Zuckerberg's vision of turning Meta into a provider of AI cloud infrastructure alongside companies like CoreWeave and Nebius.
Why it matters:
The AI race is no longer just about building better models. It's becoming a race to own and monetize the computing infrastructure that powers them, opening a potential new multi-billion-dollar business for Meta.
MOONSHOT
Moonshot AI's Kimi K3 has become the latest breakthrough to shake the AI industry, with researchers calling it a potential "Sputnik moment" for China's AI ecosystem and a serious challenge to U.S. dominance.
The Details:
Kimi K3 is a 2.8 trillion-parameter open-weight model, the largest of its kind released so far.
Moonshot says the model matches or outperforms leading U.S. systems on coding, spreadsheet analysis, and reasoning tasks.
Just three days after launch, Moonshot paused new user registrations after demand pushed its compute infrastructure to capacity.
Scientists describe the release as a turning point, saying China is now competing at the AI frontier rather than trailing U.S. labs.
Kimi K3 follows a string of major Chinese releases, including DeepSeek and Alibaba's Qwen3.8 Max, intensifying global competition.
The model's debut has sparked fresh debate in Washington over how to respond to the rapid rise of Chinese open-weight AI.
Why it matters:
The global AI race is no longer centered on Silicon Valley alone. Kimi K3 shows that Chinese AI labs are now setting the pace alongside OpenAI, Anthropic, and Google, making the competition faster, more global, and increasingly driven by open-weight models.
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MORE AI & TECH NEWS
Meta is adding an AI assistant and desktop version to its Edits video app, helping creators edit content seamlessly across mobile and desktop devices.
Apple is reportedly considering Anthropic’s Claude as an Apple Intelligence option, giving iPhone users a direct alternative to ChatGPT for AI-powered assistance.
ElevenLabs introduced Avatars, an AI video platform that creates realistic talking presenters from text and voice, making video production faster for creators and businesses.
OpenAI acquired AI-native design studio ONA, the team behind ChatGPT’s branding and product experiences, to strengthen its in-house design capabilities.
Google introduced Diffusion Gemma, an open AI model that uses diffusion techniques to generate text faster than traditional autoregressive language models.
DoorDash introduced an AI shopping assistant that lets customers order food and groceries using natural language prompts or photos instead of traditional searches.
Music streaming platform Deezer released an AI detection system to identify AI-generated songs as streaming services face a surge of synthetic music uploads.
NVIDIA is bringing confidential computing to Apple Private Cloud Compute, helping protect user data while processing AI requests for Apple Intelligence.
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