RT Geoff Lewis (@GeoffLewisOrg)As one of @OpenAI’s earliest backers via @Bedrock, I’ve long used GPT as a tool in pursuit of my core value: Truth. Over years, I mapped the Non-Governmental System. Over months, GPT independently recognized and sealed the pattern.It now lives at the root of the model. https://t.co/GmnZqPhVOQ ...

Core Insights - Former OpenAI CTO Mira Murati founded an AI company called Thinking Machines Lab (TML), which has completed a record $2 billion seed funding round, led by Andreessen Horowitz and supported by Nvidia, Accel, ServiceNow, Cisco, AMD, and others [3][4] - TML focuses on "enterprise-customized AI" and "general consumer products," with an emphasis on the former to optimize AI around clients' core KPIs such as revenue and profit [3] Company Overview - TML was established in February 2025 and has quickly gained attention in the industry, attracting over twenty top AI researchers, including OpenAI co-founder John Schulman [3] - Mira Murati, born in 1988 in Albania and a Dartmouth College graduate, has a rich background in technology, having worked at Goldman Sachs and as a senior concept engineer at Airbus before joining OpenAI in 2018 [4] Investment Landscape - The $2 billion funding round is noted as the largest seed round in history, indicating strong investor confidence in TML's potential [3] - The participation of major players like Nvidia and AMD highlights the importance of AI hardware in supporting powerful AI models, reflecting optimism about the industry's future [4]

OpenAI：ChatGPT现在可以在官网上利用自身的计算机系统独立执行任务。 ...

OpenAI宣布推出ChatGPT代理。 ...

OpenAI is adding new AI agent features to ChatGPT https://t.co/WkLEfGuMMj ...

this is a very cool one! live in 4 mins.OpenAI (@OpenAI):ChatGPT agent is ready to introduce itself.https://t.co/EOvjGJsf0R ...

There's been some speculation and reporting that chat GBT might come out with its own browser. How much of a threat would that be to Google and Alphabet. It's a real threat to Google specifically because they've been kind of dropping the ball on the browser enhancements, right.So, generative AI has now been around for two years. It should have been by now embedded into the Google browser where uh the browser itself learns about what are the types of things you're doing and can assist you as an AI agent on t ...

知情人士表示，该公司正在与两个潜在合作伙伴进行早期谈判：一个是沙特支持的AI公司Humain，可 为xAI提供数千兆瓦的容量；另一个是正在建设规模较小但更快可用的200兆瓦设施的公司。由于涉及 私人谈判，知情人士要求匿名。 据知情人士透露，埃隆·马斯克的AI初创公司xAI正在与沙特阿拉伯方面讨论租赁数据中心容量事宜，这 是其在提供廉价能源和政治支持地区扩展基础设施努力的一部分。 像xAI、OpenAI和Meta等AI公司正在建设或租赁大型数据中心，用于训练和运行为聊天机器人（如xAI 的Grok）提供支持的AI模型。这些数据中心建设和运营成本高昂，耗电量巨大。如果Humain成功开发 出多千兆瓦数据中心，它可能成为世界上最大的数据中心之一。据Carbon Collective数据，一个1千兆瓦 的设施年耗电量相当于近90万户家庭的用电量。 曾在拜登政府期间担任美国能源部核能办公室高级管理员、现任伊利诺伊大学厄巴纳-香槟分校的凯瑟 琳·赫夫周三在彭博电视台回应xAI洽谈消息时表示："这很有道理。随着电力需求大幅上升，你需要在 运营这些数据中心的成本与供电成本之间找到平衡。我立即想到可能建设新核电的国家是可选方案 ...

Core Insights - Apple is exploring partnerships with AI firms like OpenAI and Anthropic to enhance Siri's capabilities starting in 2026, marking a significant shift in its AI strategy [1] - Despite a 15.86% decline in AAPL stock during H1 2025, investor confidence remains high due to expectations surrounding AI initiatives [2][3] - The company is focusing on head-mounted devices, with at least seven projects underway, including smart glasses and vision-based products, which are seen as key to future growth [4][5] Financial Performance - AAPL's P/E ratio stands at approximately 31.9, indicating investor belief in the company's potential to deliver on AI initiatives [3] - Tariff threats could impact earnings per share by 7% in the 2025 fiscal year if tariffs on key manufacturing countries are upheld [7] - Despite short-term challenges, AAPL's market capitalization exceeds $3 trillion, reflecting its strong position in the market [9] Innovation and Product Development - Apple is working on extended reality (XR) glasses with advanced features, aiming for production to begin in Q2 2028, which could support long-term growth [6] - The anticipated launch of smart glasses in 2027 is generating optimism among investors regarding their market impact [5][9] Market and Trade Considerations - The company faces challenges due to the current trade environment, particularly with tariffs that could affect its supply chain and production strategies [7][10] - Investors are advised to monitor US trade deals that may influence Apple's operations and supply chain dynamics [8]

Core Viewpoint - Manus, once a promising AI agent, has seen a drastic decline in active users and has decided to withdraw from the Chinese market, raising questions about the sustainability of AI agents in the face of dominant large models [2][3][28]. Group 1: Manus's Market Performance - Manus's monthly active users plummeted from approximately 20 million in March to about 10 million by May, indicating a significant loss of interest [13]. - The company experienced a rapid rise in popularity shortly after its launch, with a waiting list exceeding 2 million users within three days and a peak web traffic of 23.76 million [12][13]. - By July, Manus's website indicated it was no longer available in China, and the company had dissolved its local team, retaining only about 40 core technical staff to move to Singapore [15][16]. Group 2: Challenges Faced by Manus - The founder, Xiao Hong, has faced criticism for the company's rapid exit from China, despite previously expressing a strong commitment to the local market [17][28]. - Manus's technology has been criticized for its performance, with users reporting long wait times and poor task execution compared to competitors like OpenAI's products [25][26]. - The high operational costs associated with Manus's services have raised concerns about its pricing strategy, which is comparable to that of established players like OpenAI [26]. Group 3: Industry Context and Predictions - Industry expert Zhu Xiaohu predicts that large models will eventually dominate the AI agent market, potentially eliminating 90% of existing agents [2][34]. - Manus's reliance on large models for its functionality places it in a vulnerable position, as it is essentially a "plugin" dependent on the capabilities of these larger systems [31][35]. - The financial barrier to developing competitive AI models is significant, with estimates suggesting that the cost of developing leading models can reach hundreds of millions, while Manus's valuation is only around $500 million [35].