8:02 PM
Today in brief.
Runway ships Agent Skills for ad campaigns
Runway added Skills to its Agent - type a slash command and it builds an ad campaign, a commercial, or localizes existing ads.
1 sourceKimi K2.7 lands in GitHub Copilot
Moonshot's open Kimi K2.7 Code is now generally available inside GitHub Copilot - a Chinese open model shipped straight into the default dev tool.
OpenAI floats handing the US government a 5% stake
OpenAI is reportedly in early talks to give the US government roughly a 5% equity stake - AI quietly turning into national infrastructure.
Nvidia stops selling GPUs, starts renting the factory
Nvidia is offering startups compute in exchange for revenue-share and credit instead of cash up front - shifting from selling chips to co-owning the AI factory.
Devs felt 20% faster with AI. The stopwatch said 19% slower
A METR randomized trial clocked experienced devs using frontier AI: they felt ~20% faster, they were ~19% slower - a ~40-point gap between feeling and reality.
Zuckerberg tells staff AI agents are slower than he hoped
Meta's own CEO told staff internally that AI-agent development hasn't progressed as fast as he expected - a rare cold-water take from inside a frontier lab.
Anthropic is designing its own chip with Samsung
Anthropic is in talks with Samsung to build a custom AI chip - every frontier lab is now trying to escape its Nvidia dependence.
Google's AI buildout pushed its electricity use up 37%
Google's 2025 electricity use jumped 37%, driven by the AI buildout - the physical cost of the token boom, in one number.
Japan's top court: AI can't be a patent inventor
Japan's highest court ruled AI cannot be named as an inventor on patents - another jurisdiction drawing a human-only line around IP.
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