Good morning. It’s Friday, July 4th.

On this day in tech history: In 1969, the Stanford Research Institute developed Shakey the Robot, which used a combination of computer vision, a problem-solving program called STRIPS, and basic AI to navigate and interact with its environment, pioneering autonomous robotics despite its limited 12-bit computer processing.

In today’s email:

• OpenAI Denies Token, Gets Major Oracle Power

• AI Agents Have Hit A New Gear

• Meta Poaches SSI CEO After Failed Buyout

• 5 New AI Tools

• Latest AI Research Papers

You read. We listen. Let us know what you think by replying to this email.

OpenAI Locks 4.5 GW Oracle Buildout, Denies Robinhood Token Ties

OpenAI is scaling compute and tightening control over its brand and data pipelines. It has secured 4.5 GW of dedicated capacity from Oracle to power its Stargate AI systems, part of a $30B/year cloud commitment. Oracle will expand hyperscale infrastructure in Texas, Michigan, and Wyoming, doubling the Abilene site's footprint to 2 GW. The deployment ranks among the largest AI-dedicated compute expansions globally, underscoring the hardware demands of next-gen foundation models.

Concurrently, OpenAI disavowed “OpenAI tokens” launched on Robinhood, calling them unaffiliated and unauthorized. The tokens, issued via an SPV (special purpose vehicle), falsely imply equity access. OpenAI clarified no shares were sold or transferable without consent.

In contrast, OpenAI is backing the ChatGPT Data Collective with Vana, where users upload chat logs, earn $GPT tokens, and vote on data usage, signaling support for on-chain data governance amidst intensifying AI–web traffic tensions. Read more.

AI Agents hit a new gear, running end-to-end and full stack with no humans needed

A new wave of agentic tools dropped this week, replacing manual workflows with autonomous AI execution.

HeyGen’s Video Agent handles full video production from a sentence or file, writing scripts, generating footage, casting virtual actors, and editing with pro-level timing. Touted as the first true “Creative Operating System,” it targets ad creators, product teams, and content marketers looking for speed at scale.

Replit’s upgraded Dev Agent, ‘Dynamic Intelligence,’ adds long-range reasoning, high-context understanding, live web search, and multi-step autonomy, writing APIs, debugging, and refactoring with minimal input.

Genspark has launched AI Docs, completing its trio of agentic tools alongside AI Slides and Sheets. It automatically generates rich, markdown-ready documents from simple prompts, handling structure, formatting, and flow with no templates or manual input.

And Shortcut, from Fundamental, tackles complex Excel workflows, solving championship-grade tasks 10x faster than human pros. In trials, it solved Excel World Championship Cases with over 80% accuracy in under 10 minutes, operating with zero formulas or macros.

Meta and SSI Lock Horns in Superintelligence Race

Superintelligence Inc. (SSI) just got a major shake-up. Co-founder Daniel Gross has exited the company and is now leading Meta’s new superintelligence division, Meta Superintelligence Labs (MSL), alongside Nat Friedman and ex-Scale AI CEO Alexander Wang. This comes after Meta’s failed attempt to buy SSI outright for a reported $32 billion.

With Gross out, former OpenAI chief scientist Ilya Sutskever now runs SSI as CEO while continuing to lead its technical direction. Sutskever reiterated SSI’s singular mission: to build safe superintelligence without dilution from commercial product demands. Still, Gross’s departure raises questions about internal dynamics and timing, especially if SSI is nearing a major technical inflection point.

Now, with both Meta and SSI racing toward superintelligence, one with a centralized commercial engine, the other with a singular research mandate, the competition between their labs frames a defining chapter in the AI industry’s next wave. Read more.

• Adding calendar events with a screenshot is AI at its finest

• Black Forest Labs opens its AI image model FLUX.1 context [dev] for private use

• Meta Eyes Trillions With Chatbots That Engage Unprompted

• Sakana AI Introduces AB-MCTS: Letting AIs Think as a Team

• People are using AI to ‘sit’ with them while they trip on psychedelics

• Grok Will Soon Let You Create Games

• A project to bring CUDA to non-Nvidia GPUs is making major progress

• Perplexity AI launches new 'Max' subscription priced at $200/month

• Red Teams Testing "Claude-Neptune-v3”: Claude 4.5 in Sight?

• Watch: Longevity Tech CEO: 120-Year Lifespans in 20 Years, Escape Velocity in 50

• Nvidia briefly on track to become world's most valuable company ever

• NYT to start searching deleted ChatGPT logs after beating OpenAI in court

• Google rolls out its new Veo 3 video-generation model globally

• AI virtual personality YouTubers, or 'VTubers,' are earning millions

• Microsoft laying off about 9,000 employees in latest round of cuts

• Baidu launches AI video generator, overhauls search features

• This AI model was trained on 10M human choices. Now it thinks and reacts like us

• US engineers' new way of attacking vision systems can make AI see whatever you want

• No one likes meetings. They’re sending their AI note takers instead

📄 Does Math Reasoning Improve General LLM Capabilities? Understanding Transferability of LLM Reasoning

📄 Kwai Keye-VL Technical Report ​​

📄 LongAnimation: Long Animation Generation with Dynamic Global-Local Memory

📄 LangScene-X: Reconstruct Generalizable 3D Language-Embedded Scenes with TriMap Video Diffusion

📄 Skywork-Reward-V2: Scaling Preference Data Curation via Human-AI Synergy

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