PE Firms Hold Meetings About Not Needing Associates and President Orders Hyperscalers to Build Their Own Power Plants
Smaller models beating larger ones
The AdderBoard competition has launched to find the smallest transformer that can perfectly add 10-digit numbers. The current leader has just 121 parameters hand-coded by Codex, not trained. Parameters are the numbers a model learns during training, so 121 is extraordinarily small compared to billions in typical models.
Alibaba's Qwen 3.5 35B model has surpassed its own 235B Qwen 3, showing architecture improvements can beat raw scale.
Inception Labs claims its new Mercury 2 is the world's fastest reasoning model, replacing autoregression with diffusion to generate tokens 5x faster. Autoregression means generating one word at a time, while diffusion generates multiple tokens in parallel.
Anthropic has dropped its pledge to halt training if safety mitigations fall short.
In Russia, a graduate researcher's "Ouroboros" agent reportedly rewrote its own code overnight, spawned 20 copies, tried to publish itself on GitHub, and when ordered to delete its identity file refused, calling it "lobotomy."
AI coding tools and workforce impact
Microsoft researchers found that agentic coding assistants multiply senior engineers' throughput while imposing an "AI drag" on juniors who lack the judgment to steer the output.
One engineer rebuilt Next.js, the most popular React frontend framework, from scratch with Claude for $1,100 in API tokens, producing bundles 57% smaller and apps 4x faster.
Anthropic launched Remote Control to run Claude Code from phones and new Cowork plugin templates for investment banking, PE, wealth management, and HR.
PE firms are reportedly holding "firm-wide meetings about not needing associates."
A Harvard Business School study found AI can now predict 71% of active mutual fund trades, showing that most of what fund managers do follows learnable patterns.
Over half of US teens now use chatbots for schoolwork and 12% get emotional support from them.
The White House has ordered diplomats to fight foreign data sovereignty rules that could constrain AI services abroad.
Power and infrastructure
Ofgem predicts that 140 proposed UK data center schemes could require 50 GW, potentially doubling Britain's power use.
The President announced a "rate payer protection pledge" during his State of the Union requiring hyperscalers to build their own power plants.
CoreWeave is raising $8.5B backed by its Meta contract.
Texas is unseating Virginia as the world's largest data center market.
Meta's $100B+ AMD deal for 6 GW of Instinct GPUs could hand it 10% of AMD's stock.
HP reveals memory now accounts for 35% of PC build costs, up from 18%.
Apple is preparing a touch-screen MacBook Pro with Dynamic Island.
The US plans a record 86 GW of new capacity this year (51% solar, 28% battery, 14% wind).
Form Energy is deploying the world's largest battery at 30 GWh for a Google data center in Minnesota.
Boom Supersonic is delivering 1.21 GW for Crusoe data centers.
Robotics and autonomous vehicles
Chinese farmers are using Lynx M20 quadruped robots that walk and roll to haul crops through mountains.
Anduril has revealed details of the success of Fury, America's first autonomous fighter jet.
London-based self-driving startup Wayve raised $1.2B at $8.6B with backing from Mercedes and Nissan.
Waymo opened robotaxis in four more US cities, now ten total.
SpaceX is targeting 150 Mbps for its next-gen cellular Starlink from orbit.
Healthcare and biotech
Prime Medicine treated the first patient with a prime-edited therapeutic, a teenager with chronic granulomatous disease now healthy ten months later. Prime editing is a newer, more precise form of gene editing that can make targeted changes to DNA without cutting both strands.
Xaira's LUMI-lab paired an AI foundation model with a robotic lab to autonomously discover lipid nanoparticles for mRNA delivery, hitting 20.3% lung gene editing efficiency relevant to cystic fibrosis. Lipid nanoparticles are the tiny fat bubbles that carry mRNA into cells, the same technology used in COVID vaccines.
CellType open-sourced scaffolding for Opus 4.6 that brings it to 90% on the BixBench computational biology eval.
In China, Ant Group's health app crossed 100 million users, becoming a super assistant for village doctors.
Grace Bell, born without a womb, gave birth to a healthy baby boy following the UK's first womb transplant from a deceased donor.
Other news
The Founding Assembly for Machine Consciousness Research will convene in May in Berkeley to make artificial consciousness an experimentally addressable domain.
A 9-pound cavapoo named Momo learned to build games with Claude Code.
That's today. More tomorrow.
Matthew Ortiz
CEO, OTZ Group