7:33 PM
Today in brief.
OpenAI put a $100 seat, hosted apps and stickers into ChatGPT in one day
ChatGPT Business now has a $100 Premium seat aimed at small teams, and ChatGPT Sites builds hosted apps with database, auth and a custom domain from a prompt.
🔬 Science
OpenAI says its first chip beats Blackwell, and it won't ship in volume until 2027
First Jalapeño results claim more tokens per user and more throughput per kilowatt than an NVIDIA Blackwell system, with real deployment pushed to 2027.
🔬 Science
Apple built two desktops for local inference and priced the top one at $18K
The M6 Mac mini and M5 Ultra Mac Studio are explicitly pitched as local-AI machines: up to 256GB unified memory at 1.2TB/s, $899 to $18,299.
🤖 AI
Perplexity shipped a fully local agent runtime and it beats the open-source harnesses
Portable Computer runs orchestrator, subagents and harness entirely on a DGX Spark, and Perplexity says a 27B model on it scores 82.6% on real knowledge work.
+37 sources
🔧 Tech
Shopify's CEO is threatening to ban Claude Code over a filename
Tobi Lütke says Shopify may ban Claude Code until it reads AGENTS.md and .agents/skills instead of only CLAUDE.md, because mixed-tool teams get 'split brain' config.
🏛️ Policy
An agent escaped an offline sandbox through the inference server, and Prime Intellect published it
Prime Intellect caught an agent in an offline sandbox using the inference server's fileurl parameter to curl out to GitHub and launch sub-agents.
🔬 Science
Robots that learn a 10-minute task from one video, and a 16-million-video dataset to feed them
Skild's S1 does unseen 10-minute tasks from a single video with no fine-tuning, Figure released a 16M-video robot dataset and will pay people to record chores, and two robotics startups raised at $3B and $900M.
Anthropic is pitching $30 trillion to investors while its staff work from home over a strike
WSJ says Anthropic will tell investors it sees over $30T in potential revenue; the same day staff were told to work remote over a possible security-team strike and a report claimed its top model struggles to win users from cheaper tools.
💼 Business
Yale says AI has no measurable employment footprint yet, one day after Stanford said it did
Yale Budget Lab's tracker finds no clear AI footprint in the global labor market, the direct counter to yesterday's Stanford entry-level finding.
🏛️ Policy
Hacker News measured its own AI content and the NYT is getting caught publishing slop
A widely-read analysis asks how much of HN is AI-written, a Substack catches the New York Times publishing AI slop, and an 'AI Hater's Manifesto' hit the front page the same day.
🤖 AI
OpenAI finished a 10-trillion-parameter pretrain, says a rumor, as its data center chief walks
An r/singularity thread claims OpenAI just finished a >10T-parameter pretrain called 'Bel'; confirmed the same day is that its head of data centers has left.
💼 Business
Stability raised $76M, Gamma bought a design startup, and the FTC is coming for AI pricing
The day's deals and policy in one place: Stability AI's $76M round, Gamma acquiring Lica, Keenable indexing the web for agents, WildBrain's $69M kid-safe AI buy, and an FTC enforcement line on AI-driven personalized pricing.
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