AI Agents Are Building Products and OpenAI Is Closing a $100B Round at $830B
The New York Times sent an agent named EveMolty into Moltbook to interview other agents about their social habits.
Austen Allred says his AI agent Kelly shipped half a dozen apps and earned thousands with no human writing a line of code.
Anthropic confirms the 99.9th percentile Claude Code session turn nearly doubled from 25 to 45 minutes between October and January, meaning the longest autonomous coding sessions are getting significantly longer.
EVMbench finds GPT-5.3-Codex scores 72.2% on smart contract exploitation. Smart contracts are self-executing code on blockchains that handle financial transactions, so this means AI can now audit most of the automated financial systems other AIs are building.
AI audio and video
Tavus launched Phoenix-4, the first real-time human rendering model unifying emotional expression, active listening, and facial motion. This means AI-generated video avatars can now respond naturally in real time.
ElevenLabs' Scribe v2 hit a 2.3% error rate on speech-to-text, a new best.
Google's Lyria 3 generates music from images inside Gemini.
Researchers were able to predict data-limited LLM scaling laws from first principles using simple statistical properties of natural language. In plain terms, they showed you could have predicted how well language models would perform just by analyzing patterns in text data.
Hardware and data centers
Toilet maker Toto, whose ceramics manufacturing now contributes 40% of its operating income via AI memory chips, faces activists demanding it focus on chips instead of bathrooms.
Microsoft's new Silica technology encodes 4.8 TB in glass across 301 layers with 10,000-year lifetimes, designed for long-term data archiving.
Efficient Computer raised $60M for a chip targeting 1 trillion operations per watt.
OpenAI is anchoring Tata's new HyperVault data center in India at up to 1 GW.
Meta is spending $65M on AI-friendly politicians to clear data center permitting.
Funding rounds
OpenAI is closing a $100B round at $830B valuation.
HUMAIN put $3B into xAI.
David Silver is raising $1B for Ineffable Intelligence in Europe's largest seed round.
Robotics and autonomous vehicles
Tesla FSD has logged 8M+ miles with 5.3M before a major collision.
Scout AI's Fury converts spoken commander intent into coordinated autonomous action across unmanned fleets, meaning military commanders can give verbal orders that get translated into coordinated drone movements.
Midjourney's founder calculates 5 million humanoids could build Manhattan in six months.
Uber is investing $100M in autonomous charging to keep its fleet running.
Healthcare and biotech
Demis Hassabis says Isomorphic Labs could solve all disease in 10 to 20 years.
DeepRare achieved 95.4% expert agreement across 2,919 rare disease diagnoses, potentially shortening the long diagnostic journey that 300M+ rare disease patients currently face.
The FDA is dropping its two-study requirement to speed new drugs to patients.
Cultivated meat hit $10-30/lb, down from $330,000 in 2013.
Zyphra released ZUNA, a 380M open-source BCI model for EEG. BCI stands for brain-computer interface, and EEG measures electrical activity in the brain, so this is an open-source model for interpreting brain signals.
Meta plans its first smartwatch this year.
Workforce changes
Cleveland.com handed reporter writing to an "AI rewrite specialist," freeing an extra workday for street journalism. Reporters are returning with more story ideas than the newsroom can handle.
Accenture is tying employee promotions to AI usage and tracking weekly logins.
Andrew Yang warns millions of knowledge workers face displacement in 12 to 18 months.
OpenAI's Roon comments that "technological job loss is awesome" and he hopes it starts with his.
UK tribunals report a 33% surge in AI-generated grievance filings.
A survey of 12,000+ EU firms finds AI lifts productivity 4%.
That's today. More tomorrow.
Matthew Ortiz
CEO, OTZ Group