[NEW] All Bearly AI users can now share the work straight from their chats. Turn a conversation with any LLM model (eg. Claude, Grok, Gemini, ChatGPT, Kimi) into a Page with a link preview, then let readers continue from it in their own Bearly chat.

Jensen masterfully handles the potential Benioff frame-mog: “Look, I'm very good friends with both of you guys…I always feel like I need to stand on a chair…I just wanna let you guys know that when I'm on an airplane, I'm a lot more comfortable than you guys. And so, through human evolution, they realized that big is unnecessary. There's about a million years of evolution between you and me."

Redditor uses $2,000 of Astra tokens to try and clone Photoshop with this process: 1. Kicking off a deep research of all photoshop features 2. Ingesting it gpt astra 6 extra high for planning 3. Read the plan, gave some feedback and requested changes 4. it created something that was usable but still buggy and unstable 5. Loop of: Me using it -> finding bugs/suggesting improvements -> fable/gpt6 -> Me using it again *** OP:

[NEW] The Bearly AI app now has Scholar Mode. Ask a scientific or technical question and Bearly searches a paper index, reads the passages that carry the answer, and cites them. A papers card under the reply lists what it used.

HYROX is what Ari Emanuel (UFC/WWE, tennis, Frieze art fairs, car auctions etc) calls the Anti-AI bet…because the value of curated IRL events is going up as people get more free time: "Netherlands just said 4-day work weeks. Drive times now are 11am to 4pm across America. Hotel bookings on Thursdays are way up. So the weekend starts Thursday now. Maybe in 2030, they start Wednesday. So we're social animals. You're coming to a UFC fight. You're a social guy. What are you going to do? You're gonna watch a lot of content, right? You're going to be going to concerts. Going to standup [shows], going to live events, sports or my live events.” *** Full Invest Like The Best interview here:

Dario is proposing a 3-step plan to “pace the frontier” of AI development: 1. Embedded Evaluators 2. Democratic coordination 3. Global coordination Step #2# and #3# are far from certain, but Anthropic will “unilaterally commit” to step #1#.

Marketing, writing and coding all require different token budgets. The Bearly AI app — with access to leading LLMs (Claude, ChatGPT, Grok, Gemini, Kimi etc.) — has budget admin controls for every member on your team. Try it. All on 1 platform and 1 bill.

Zuck tells Alex Heath that Muse’s business model will be a small take rate on commerce conducted with the AI agent. Vast majority of users will be free (get 100m tokens a week and a virtual machine) with option for $20 or $100 monthly plans. “For people running a small business or doing transactions…we think they’ll make [or save] so much money…the business model we expect over time is to effectively take a very small cut of the transactions.” *** Full episode here:

New Apple Intelligence powered Siri: > customize voices > fast speech-to-text dictation > autonomous on-device monitoring (calendars, websites, purchases) > powerful photo editing (upgraded cleanup and perspective tools)

The Economist says AI has added 1 million new jobs in America since mid-2023 (offsetting 200k AI related job losses): “Roughly 1% of professional jobs are now ‘AI jobs’—on the order of 1m positions in America. In computer occupations and life sciences—including researchers using AI to discover new drugs—the share is 4-5%. LinkedIn’s own analysis points to roughly 640,000 new AI-specific jobs between 2023 and 2025. ‘To date, the evidence suggests that AI has been a net job creator,’ says Kory Kantenga, head of economics for the Americas at LinkedIn.” “America’s AI infrastructure splurge has created many of them. The spending on the kit needed to make AI run—from chips and servers to data centres, cooling systems and power—is roughly $500bn a year above what it was in 2022, when the world got to know ChatGPT, calculates Goldman Sachs, a bank. Data-centre construction alone is proceeding at an annual rate of more than $75bn, nearly 60% higher than a year ago, according to Census Bureau data. That building spree requires armies of workers: electricians to wire them, HVAC specialists to stop racks from overheating, grid engineers to hook them up to the power supply and technicians to install and maintain the machines.” “Between 2023 and 2025 employment among paralegals rose by about 11% and among market-research analysts by 6%, compared to a national average of around 2.5% (see chart 3). Despite dire warnings of imminent lay-offs, professional services are projected to keep growing rapidly thanks to demand for AI systems and consulting, according to BLS forecasts.”

Marketing, writing and coding all require different token budgets. The Bearly AI app — with access to leading LLMs (Claude, ChatGPT, Grok, Gemini, Kimi etc.) — has budget admin controls for every member on your team. Try it. All on 1 platform and 1 bill.

A great anecdote of Jensen co-founding Nvidia in 1993. To incorporate and price the shares, a lawyer asked him for any money he had in his wallet. He gave $200 for 20% of Nvidia (stake now >3% and worth over $180B). This is why it’s good to always keep cash on hand.

How AI could increase mortgage rates: ▫️Only 30% of US homeowners refinance mortgages when interest rates fall. ▫️AI-powered mortgage tools (eg. Rocket, UWM, Better) could increase number of refinancers to 60% by reducing paperwork friction and automating more of the process. ▫️In response, banks to raise rates across $9T mortgage market…tytt homelending rates are set with expectation that most people don’t have time (or information) about the opportunity to prepay/refinance when rates drop. Borrowers can still come out on top depending on how many refinance and level of rate change…but definitely a new equilibrium. *** More from Bloomberg:

Nvidia's annual free cash flow surged from $4B in 2020 to $97B in 2025…and projected to clear $180B in 2026. Deployed cash with $100B+ in buyback program and numerous investments: ▫️Groq ($20B) ▫️Hugging Face ($13B) ▫️Poolside ($6B) ▫️SSI ($5B) ▫️Intel ($5B) ▫️Corning ($3B) ▫️Coherent, Lumentum, Marvell ($2B each) Then, there are the huge commitments to OpenAI (up to $30B) and Anthropic (up to $10B) along with SpaceX (a $10B commitment in xAI now worth $20B+ SpaceX).

Salesforce is up +22% after earnings showed its business is re-accelerating and Marc Benioff announced a deeper integration with Anthropic (Claudeforce). CRM has clawed back nearly all its SaaSpocalypse drawdown from earlier this year.