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A New Era in AI: IPOs, Anthropic Policy Shifts, and Google’s Strategic Gemini Updates Signal Imminent Industry Shifts
Recent developments in the AI sector underscore a critical juncture for business leaders: high-profile IPOs, rapid feature updates, and policy pivots from foundational players are collectively reshaping both opportunity and risk parameters for organizations leveraging artificial intelligence. Below, find a detailed breakdown of the week’s developments, the technological specifics driving business value, and critical changes that will impact API usage, hardware investment, and competitive strategies.
AI IPO Momentum: Cerebras’ Debut Signals Open Market Appetite
The stock market’s response to Cerebras Systems’ initial public offering establishes a significant benchmark for how the capital markets are treating AI hardware companies. Cerebras, an AI chipmaker specializing in wafer-scale hardware designed to train and run large AI models more efficiently than conventional GPU infrastructure, achieved a $95 billion market capitalization after shares jumped 68% in the first day of trading. This outpaced expectations and positioned Cerebras just below the much-watched $100 billion mark—a milestone previously reached by only a handful of tech giants.
Business value takeaway:
Heightened investor interest signals likely robust IPO pipelines for upcoming offerings from other AI titans, e.g., SpaceX, OpenAI, and Anthropic. Companies considering infrastructure upgrades or partnerships can anticipate increased innovation, possibly more favorable partnership terms, and an accelerated evolution in AI hardware offerings.
OpenAI’s Codex Remote Control Access: Productivity for Distributed Workforces
OpenAI released a pivotal feature allowing seamless remote control of Codex agents running on multiple computers directly from mobile devices via the ChatGPT app. This move dramatically broadens the use case for AI-driven autonomous agents—users can monitor, manage, and issue instructions on complex, long-running workflows while away from their primary workstations. The mobile app displays real-time screenshots, file changes, terminal outputs, and approval requests, maintaining full project context and agent memory.
Business value takeaway:
Decentralized teams, knowledge workers, and executives benefit from persistent connectivity to ongoing AI tasks without requiring continuous presence at a desk. The agent’s always-on nature translates into less work interruption during travel or commuting, boosting output consistency and reducing project restart or context-switch costs.
Anthropic’s Programmatic Usage Policy Changes: API Economics and Workflow Impact
A significant and controversial policy change from Anthropic alters standard operating assumptions for developers and businesses using Claude via SDKs or third parties. Starting June 15, programmatic usage for paid Claude subscriptions is no longer deducted from general plan limits; instead, a new capped monthly credit applies, ranging from $20 to $200 depending on the subscription tier. Workflows—including those using agent SDKs, GitHub actions, and tools such as Claude CoWork—will be affected.
Estimates indicate users could experience a 10-40x reduction in included programmatic usage versus the previous model, according to various developer reports. The policy’s classification by interface rather than operational intent means even human-driven workflows via command-line or SDK will be counted within tighter, API-metered pools.
Business value takeaway:
Companies heavily reliant on programmatic or agent-driven workflows through Anthropic must reassess API consumption models and budgeting, as overages will now require direct payment. This cost-structure shift could demand architectural redesigns or negotiations with vendors to maintain cost efficiency and operational continuity.
Google’s Gemini Intelligence and Google Book Laptops: Integrated AI Across Hardware
Google announced Google Books—new laptops integrating Gemini intelligence at the OS level, converging Android and Chrome OS functionalities. Key features include the Magic Pointer, which lets users contextually select elements on-screen and issue spoken commands for actionable tasks (e.g., converting email dates to calendar invites). The system includes tools for voice-to-text cleanup, web search automation, custom widget generation, and multi-step web workflow automation.
The devices are expected to launch within Apple’s entry-level MacBook Neo price bracket and are backed by major hardware partners. The rollout is strategically timed weeks before Apple’s WWDC, intensifying direct competition in AI-enabled personal computing.
Business value takeaway:
Enterprises evaluating hardware cycles gain new options for productivity-centric devices built on proactive, context-aware AI features. The anticipated price points and multi-vendor support may yield competitive procurement opportunities and drive internal adoption of AI-assisted workflows for knowledge management, scheduling, and creative tasks.
US-China AI Talks: Geopolitical Guardrails and Risks to Intellectual Property
Amid ongoing claims of AI model distillation by Chinese firms, the US and China held rare, formal discussions focused on setting high-level guardrails against misuse of frontier models by rogue actors. However, there was no movement on export controls for advanced AI chips, and persistent allegations of unauthorized model distillation remain unaddressed.
Business value takeaway:
Risk mitigation strategies must factor in the persistent threat of intellectual property leakage and potential fragmentation of supply chains. For companies with cross-border operations, ongoing dialogue reflects heightened regulatory scrutiny and the likelihood of evolving compliance requirements around critical AI technologies.
OpenAI and Apple Integration Tensions: Implications for User Growth and Platform Relationships
OpenAI is reportedly considering legal action against Apple over the implementation of ChatGPT within Apple Intelligence—citing subpar integration that supposedly limited user discoverability and conversion to paid subscriptions. With Apple also striking partnerships with Google’s Gemini, the competitive landscape for embedded AI assistants and the associated user data flows is poised for disruption.
Business value takeaway:
Vendors supplying AI models for platform-level integrations should closely negotiate terms focused on conversion, discoverability, and exclusivity. Businesses leveraging these integrations must monitor for potential service continuity risks or abrupt changes in third-party AI access triggered by such disputes.
Google IO Preview: Persistent Agents, Multimodal Gemini, and AI-Driven Chrome
Leaks ahead of the Google IO conference indicate Google’s Gemini ecosystem is set for significant expansion: the Gemini 3.2 series—including ‘Spark,’ a persistent 24/7 agent capable of managing inboxes, websites, and connected apps—is reportedly near production. Chrome will adopt Gemini-powered AI for web browsing, summarization, and image editing, set to roll out to US users in late June. Additionally, Android XR smart glasses may be previewed, positioning wearable AI interfaces for practical use. Back-end cost efficiencies (10-20x versus current norms) are anticipated with the pro and flash variants of Gemini 3.2.
Business value takeaway:
Adoption of Gemini-powered services could offer substantial automation and operational cost reductions, especially with always-on agents and improved multimodal capabilities. These features may enable streamlined client communications, task automation, and knowledge retrieval, supporting both SMB and enterprise segments in reducing manual administrative overhead.
Conclusion: Action Points for Business Leaders
Evaluate AI Hardware Partners. Recent IPO momentum and new device categories suggest it’s prime time to reassess hardware strategies, contractual terms, and upgrade cycles for AI-embedded devices.
Reassess API Usage Models. Policy changes in subscription/API alignment require immediate operational review to manage costs and preserve workflow reliability.
Monitor Platform Partnerships. Keep abreast of volatile integration agreements—such as OpenAI-Apple—to anticipate platform support risks and avoid vendor lock-in.
Prioritize Security and Compliance. Geopolitical friction underscores the importance of robust IP protection, especially regarding international workflows and supply chains.
Capitalize on Persistent Autonomous Agents. Google, OpenAI, and competitors are rapidly making always-on agent capabilities available. Review internal workflows for processes ripe for automation.
The coming months will set the tone for AI investment, cost structures, and competitive edge. Organizations should prioritize flexibility, transparency in partner relations, and strategic adoption of agentic AI to maintain resilience and seize new opportunities.
Topics Covered in This Episode:
- OpenAI Codex Remote Control Feature Launch
- Cerebras AI IPO Debut & Market Impact
- Google Book Laptops with Gemini Intelligence
- Anthropic Programmatic Usage Policy Backlash
- US-China Talks on AI Safety Guardrails
- OpenAI Considers Legal Action Against Apple
- Google IO 2024: Gemini 3.2 and Spark Leaks
- AI Industry Partner Updates: AWS, PWC, Meta
Episode Transcript
Jordan Wilson [00:00:19]:
Meet Firefly AI assistant, now live in Adobe Firefly, the all in one creative AI studio. Just describe what you wanna create, and the assistant handles the rest, orchestrating multi step workflows across Photoshop, Premiere, Express, and more in one conversational interface. You direct the outcome. The assistant accelerates execution. This past week in AI news may be the calm before the storm when it comes to a hot AI summer. That's for a few reasons. I mean, we finally have an AI company's IPO in the books with Cerebras, and it was a big one that will set the stage for Anthropic, SpaceX, and OpenAI. Speaking of SpaceX and OpenAI, the Musk versus OpenAI jury deliberations are starting today with a decision expected this month.
Jordan Wilson [00:01:15]:
But the even bigger AI news, at least when it comes to the tech that we all actually get to use, could be coming tomorrow with Google's IO conference starting, which will undoubtedly set off the summer AI release frenzy. So new AI companies going public, old AI drama that's about to wrap. Big AI releases hours away. A lot to cover this week in AI news. Let's get to it. Welcome to everyday AI. If you're new here, my name is Jordan Wilson, and we do this, well, every day. This is your daily livestream podcast and free daily newsletter helping everyday business leaders like you and me not just keep up with all of the AI developments.
Jordan Wilson [00:01:56]:
I help you focus on what matters, tell it to you straight so you can take that information to grow your company and your career. It starts here with the unedited, unscripted livestream podcast, but make sure to go to your everydayai.com. Sign up for our free daily newsletter. That's where we're gonna be recapping not just the highlights from today's show, but that's where you're gonna be able to sign up for our free daily newsletter that's gonna help you become the smartest person in AI in your company or department. Alright. So let's get straight to it. First, sounds like a small update. This one, I'm telling you, is big.
Jordan Wilson [00:02:31]:
This is going to eventually, I think, take some of the, you know, open claw in in Hermes' agent, momentum because codex is becoming a beast. So here's what's new, and we did go over this in our Friday features show. So that's episode seven seventy eight. So just click the back button if you missed it. There's a lot of other AI news that was kinda more feature related that we aren't gonna get to today, so make sure you go check that out. But we did go over this one on Friday. So here's what's new. OpenAI rolled out remote control access to codex inside of the chat GPT mobile app, allowing users to monitor and control codecs agents running on other computers directly from their phones, which marks a major shift in how people interact with long running AI work.
Jordan Wilson [00:03:21]:
So access is available now. It's working. I have it running. I'll go over the pros and cons here in a minute. So all you really need is a standard chat GPT plan. You can even do this on the free, version. It works best, obviously, if you have the paid version in terms of limits. So all you need is the normal chat GPT app on iOS or Android, and then the codex app running on any computer.
Jordan Wilson [00:03:46]:
Actually, right now, the remote control feature is not yet available for Windows. So according to OpenAI, more than 4,000,000 people now use codex weekly, and this update is designed to support longer, more autonomous workflows without requiring users to stay at their desks. So the mobile app now mirrors the live state of connected machines. Yes. That's with an s. Machines showing real time screenshots, terminal outputs, file changes, test results, and approval requests while all files, credentials, and permissions remain securely on the host computer. So users can approve actions, change directions, or add new instructions from anywhere, meaning codex jobs can continue running while someone is commuting, traveling, or if you're just away from your primary workstation. So OpenAI says this is not just screen sharing or task control, but persistent access to full project context, active threads, plugins, and agent memory, which keeps context, which keeps complex work moving without restarting or losing progress.
Jordan Wilson [00:04:54]:
So here's my takeaway so far. I've been using this for a couple of days. Like Claude Dispatch, it is a little buggy. However, nothing like Claude Dispatch in terms of capabilities. So if you, remember, Anthropic came out with a very similar feature called the Claude Dispatch. The downside is Claude Dispatch only worked in Claude CoWork. It didn't work with your normal Claude chat on desktop. It didn't work with Claude Code on desktop.
Jordan Wilson [00:05:24]:
And then the bad thing is is you literally only had one running thread, which to me made no sense. So if you had all these different things running in co work, you couldn't really control them all. It was just one kind of threaded conversation, and mine broke literally all the time. So the remote control feature inside the chat g p t mobile app with codex is completely different. When I say it's a little buggy, I mean a little. Right? Whereas, Anthropics, dispatch, literally, I couldn't use it. I'd uninstalled Claude on my machine, uninstalled the, the the iOS app. It just didn't work.
Jordan Wilson [00:05:59]:
So this is actually comparatively light years better. It is so good. Like, especially for me, one thing I really love with this is I have multiple, you know, Macs that are running codecs on the same account. So the cool thing is is you can connect your different, computers as well. So I was firing off new threads. I was, continuing, you know, old, conversations with long running agents. So things that are absolutely great. And, again, I did a show on codex last week, so don't think of the word code in codex.
Jordan Wilson [00:06:32]:
This is literally, I think a general knowledge workers dream in inside codex. You know, what so one thing, you you know, kinda some of the pros and the cons. Some syncing issues initially, and I think those got a little bit better. Also, for whatever reason, starting kind of new, chats, in codecs didn't always sync as well as picking up ones that had previously started from your actual machine. So, I'm sure the OpenAI team is addressing those things, but, this for me and by far is the first time that I feel we've had a general use case always on autonomous agent that just works. Right? Yes. There's OpenClaw, but OpenClaw requires, like, so much setup. Right? A lot of, like, duct tape to get it to work and something that was working, you know, a couple weeks ago might not be working as good now.
Jordan Wilson [00:07:26]:
Codec's remote control in the chat g p t app is wild. Wild. Right? And for me, it's it's it was kind of like nostalgic in a weird way because I hadn't really been using the chat g p t app a ton because I've only been using codex, almost exclusively. Right? So I went over that in the codec show, last week. So it was almost weird, like, going back into the chat gbt app on my phone where, you know, maybe I'd go in there, you know, couple times a week. Whereas before, you know, I was spending a lot of time in there. So alright. Pretty big news regardless.
Jordan Wilson [00:07:56]:
Alright. And our next piece of AI news, Cerebras. Yeah. So Cerebras Systems just delivered on one of the biggest tech IPOs in years with shares jumping 68% on the first day of trading Thursday after they went public and closed with a market cap of $95,000,000,000, which is much higher than even some of the bullish analysts were talking about. So this is pretty noteworthy because it places a relatively young AI chipmaker just shy of the rare $100,000,000,000 first day valuation club, historically reached only by a handful of tech giants. So if you don't know Cerebras, well, they build kind of these wafer scale AI chips and high speed inference systems designed to train and run large AI models faster than traditional GPU based infrastructure. So, yes, Cerebra is talking about so close. Right? $5,000,000,000 off in in, market cap.
Jordan Wilson [00:08:54]:
So they narrowly missed joining companies like Alibaba and, Meta, which both crossed the $100,000,000,000 mark on their first trading day with Alibaba closing its 2014 debut at more than $231,000,000,000. So for context, Facebook ended its first, day as a public company in 2012. Yeah. That's crazy. It's like fifteen years ago with a market value of roughly a $104,000,000,000 despite reporting $3,700,000,000 in annual revenue at the time. So Cerebro's momentum is tied in part to a multiyear contract with OpenAI valued at more than $20,000,000,000 announced in January and a partnership with AWS launched in March. So the strong debut is being closely watched as a potential signal that public markets are again open to massive tech offerings after a slower IPO period. Analysts say the Cerebras listing could help set the stage for potential blockbuster debuts from private heavyweights such as SpaceX, OpenAI, and Anthropic later this year.
Jordan Wilson [00:09:59]:
So, yeah, actually, great news for those three companies. Due to the fact that Cerebras came in much higher than expected. They actually had to adjust their, pre market, position because they were oversubscribed. There's just more and more people wanting an action, wanting action of their IPO, in pretty pretty high numbers. Right? Because, even if you go back and look at some of the, you know, kind of early rumors or early projections at where Cerebus was gonna end at, you didn't have anyone talking about them potentially being a, you know, $100,000,000,000, market cap company on the first day. Yeah. So even the most bullish estimates were not really in that category. So this, if nothing else, is great news, for the other three AI related companies that are likely, going public this year.
Jordan Wilson [00:10:51]:
The first being SpaceX, which we will probably see some, some official news on later this month. And then OpenAI and Anthropic expected either in quarter three or quarter four, this year. So, pretty monster debut for Cerebras. Right? And if you don't follow the chip space, right, all I can say is go go open codex, and go find, click the more models. And it's technically, an older model, but go use, g b t five three codecs spark. It is one of the wildest experiences, doing computer use with g b t five three codecs spark. It's like, and go compare that to, you know, your clawed desktop computer use, and it's like watching someone that's never used a computer before in clawed desktop versus watching, you know, like, a college graduate, use it. It is that fast.
Jordan Wilson [00:11:47]:
It is that good. So big things, ahead for Cerebras. Alright. Our next piece of AI news. Yes. Even before Google's IO, they actually released a ton of at least hardware and some more information on their new Gemini intelligence. So Google announced a new category of laptops called Google Books at the Android show, positioning them as a hybrid that combines Android and Chrome OS with Gemini AI at the center, signaling a major shift in how Google approaches personal computing. So according to Google, the core idea behind Google Books is Gemini intelligence, which is designed to offer proactive context aware help directly on the screen, aiming to reduce the steps needed to complete everyday tasks.
Jordan Wilson [00:12:41]:
So the first Google Book laptops are expected to launch this fall and are expected to heavily compete with Apple's newly launched entry level $600 MacBook Neo. So we don't have prices on the new Google Books yet, but they are expected to be in the MacBook Neo range. In one headline feature, which was really cool to watch. If you didn't check this out in our daily newsletter, we'll link to it again. But the new magic pointer, so that allows users to select anything on their screen. Essentially, you kind of shake or hover your mouse over something, and then you can talk, to the Google book slash Gemini intelligence, and it can understand what you're pointing at, and it understands the context of everything else on your screen, and then can take some actions on your behalf. So as an example, you can point at a date in an email and have it create a calendar event or selecting two image, images to visualize them together. There's another AI feature called create my widget, which lets users generate custom desktop widgets using information from the web and personal Google apps, like Gmail and calendar included guided setup or text free prompts.
Jordan Wilson [00:13:55]:
So who who's getting these new Google books? Well, partners now on the hardware side include Acer, Asus, Dell, HP, and Lenovo, and Google says the devices will feature premium materials and a distinctive new glow bar, though its exact function has not yet been explained. So a little bit more on the underlying, technology here, Google Intelligence. So, yeah, this one's interesting timing from Google, not just the fact that, you know, they announced it the week before their IO conference, but the fact that it's coming less than a month before Apple's WWDC conference. So, yeah, remember the whole Apple intelligence thing that Apple couldn't deliver on, and then they had to pay a $250,000,000 class action lawsuit for essentially lying to the public? Well, it's pretty pretty interesting jab here from Google, you know, essentially, because it looks like Google's delivering Google intelligence over the course of, like, hey. We're announcing it, and it's coming out pretty much immediately. So it's, highlighting the growing AI rivalry as both companies face pressure to deliver, on long promised personal AI features. So the Gemini intelligence as we zoom out on what it is, what it does, and how it works, it bundles five AI driven tools right now, including smarter web search in Chrome, AI autofill for forms, voice to text cleanup in g board, custom widget creation in multi step automation like booking classes or building shopping carts, all aimed at reducing everyday friction for users. So despite Google's AI head start, many features echo Apple intelligence capabilities first shown at WWDC twenty twenty four, but they're obviously still missing, raising questions about whether Gemini's promise summer rollout will meaningfully change how people work, communicate, or run small businesses.
Jordan Wilson [00:15:58]:
So, we'll obviously have more on Google's, AI plans with their upcoming IO conference toward the end of today's news roundup. Alright. Next, little bit of drama. Alright. So if you weren't following this one, not a good look for Anthropic. Yikes. So Anthropic is facing the sharp criticism online, and that's putting it nicely from developers specifically after announcing a change to how paid Claude subscriptions handle programmatic usage, and that is set to take effect in less than a month starting June 15. So, yeah, this was a huge mess.
Jordan Wilson [00:16:41]:
My gosh. So let's let's unroll it if you missed it. And it is actually really important because I do think it is going to, completely shift, the landscape of how AI is used via the API. Anthropic, obviously, thinking this move is going to bring them in more revenue. I'm not sure. So we'll see. So here's what happened. So according to Anthropic, paid Claude users will no longer have programmatic usage counted, against their normal subscription limits.
Jordan Wilson [00:17:09]:
And instead, we'll receive a separate, monthly agent SDK credit ranging from $20 to $200. So essentially, whatever plan that you're on, you know, whether the $20 plan, the $100 max plan, $200 max plan, you essentially get an agent credit. So this is different whereas before and with Chatt GBT as an example, you can log in to your Chatt GBT, account through a variety of third party services and, you know, use your normal limits that way. The big difference here is, well, you're gonna have to connect a card and you're gonna run into some overage pretty soon. Also, the key change is that workflows using Claude p or that's kind of the programmatic shortcuts, the eight the Claude agent SDK, GitHub actions, or third party Claude Co tools will now draw from this smaller API metered credit pool rather than the broader subsidized subscription use, usage that many developers and everyday users previously relied on. So that's the big shift here. Right? So, Anthropic was kind of saying, hey. Nothing's gonna change.
Jordan Wilson [00:18:19]:
Right? You can still you know, now you can use your, you know, your API in OpenClaw, you know, your anthropic account. And everyone's like, no. Not really. Right? Because before, it was, well, truly subsidized. Alright? Maybe this is a concept I'll tackle, maybe in our start here series. Right? But for the most part, if you look as an example, what you can get out of a $200 quad max plan or a $200, CHEJPT, you know, pro plan, and if you were to, match that up with what that would cost if you were using it on the API, you know, depending on this it depends on the service of the estimate. But normally, you're at, like, minimum 50 x. Right? You're gonna get 50 x more, on the, you know, quote, unquote, subsidized plan than if you were just paying for the API usage.
Jordan Wilson [00:19:09]:
So, anthropic here, Adobe just introduced an entirely new way to create, bringing the power and precision of its creative suite into one conversational experience. Meet Firefly AI assistant, now live in the Adobe Firefly app, the all in one creative AI studio. Powered by Adobe's creative agent, Firefly AI assistant lets you start with your vision, just describe what you want, and shape the outcome as it takes form with the assistant. The assistant orchestrates multi step workflows, drawing on 60 plus pro grade tools across Adobe Creative Cloud apps, including Photoshop, Illustrator Premiere, Lightroom Express, and more to help bring your ideas to life. You can also get started with creative skills, a growing library of pre built workflows for common creative tasks, like batch editing photos, creating mood boards, portrait retouching, and creating social variations. Every step the assistant takes is visible, so you can refine, redirect, or take over at any time. You stay in the driver's seat as the creative director. Adobe Firefly AI assistant now in public beta.
Jordan Wilson [00:20:21]:
See it today at firefly.adobe.com. This isn't my, you know, my wording. You know, this is everyone else online. They they've been getting roasted, calling, pulling the rug, bait and switch, and just lying. Right? Developers are saying that, Anthropic is lying to them and how they actually, announce this in their announcement post and in the rollout. And, well, I probably agree with that. So, essentially, an in Tropic employee posted on x that users don't pay extra, quote, unquote, under the new policy, and the post actually received a community note on Twitter. Right? Which is essentially a, user added fact check, on x, to design, to add missing context or correct potentially misleading claims.
Jordan Wilson [00:21:15]:
So the community note explained that while subscription prices stay the same, programmatic usage that was previously covered by normal Claude subscriptions limits will now consume a separate 20 to $200 monthly credit at standard API rates. That's the big thing there, underscoring why many developers say how Anthropic has tried to spin this, and they're saying it's bad PR, a money grab, and a slap in the face to the devs that help Anthropic gain traffic over the years. So developers reacted strongly because Anthropic framed the change as a new benefit. Oh my gosh. When I read this, even before I I I looked at the comments and the reactions, I literally face faulted. I'm like, I can't believe Anthropic actually tried to put this out as a new benefit when everyone knows this is a a money grab or at least, you know, they're trying to, move away from subsidized pricing. So I guess you can't blame Anthropic for that. Right? But if everyone else is still playing the subsidized game and Anthropic spins this or they attempt to spin this as a new benefit, it's an absolutely terrible look when it comes to PR.
Jordan Wilson [00:22:27]:
So, even though, you know, many power users are going to effectively lose their significant included capacity or have to pay to maintain the same workflows. So critics argue the policy classifies usage by interface rather than intent, meaning that even human directed workflows that run through the command line interface or the SDK are treated the same as fully automated agents. Yeah. That part to me, again, bonkers. So according to developer estimates shared on social media, some users could see a 10 to 40 times reduction in included programmatic usage compared to what they previously consumed under subscription limits. So the backlash was amplified by recent mixed signals from Anthropic, including, what they said were higher usage limits announced on May 6 at their dev day. Right? So they said, this one was was funny. They said, you know, higher, you know, five hour, you know, limits, but your weekly limits stayed the same.
Jordan Wilson [00:23:33]:
So, yeah, it's it's it's been a let's just say May has not been a good month, for Anthropic in this one. Yeah. They're gonna have to claw their way out of it, not to, play on the pun here with the open claw. But, you know, one of the reasons I think that, you know, anthropic was able to gain its initial prominence, in late twenty twenty three and 2024 was being developer friendly. Right? I actually had a podcast. I don't know. I'd say in the 2024, maybe it was early twenty twenty five, all the years blend together. But I essentially said that Anthropic had abandoned general business use cases, because they were that, you you know, heavy tilted toward, developers.
Jordan Wilson [00:24:15]:
And I said, if Anthropic doesn't pivot in the next year, they're not going to exist. Obviously, they pivoted and they pivoted hard, you know, really going after verticalized, industries such as legal, you know, such as finance, etcetera. Also now pivoting towards small businesses, with the recent offering there. But seemingly not just abandoning developers, but what looks like on paper just constant smacks in the face. So not sure how this one's gonna play out, especially as OpenAI is seemingly there, you know, to pick up the pieces. And, obviously, I think Google, is gonna be continuing with what they may be announcing to scoop up some of, anthropic what is they're gonna undoubtedly leave, on the table. Alright. Our next piece of AI news, The, The United States and China held rare and formal talks in Beijing focused on setting guardrails for AI, reflecting a growing concern in both countries about AI safety risks and global stability.
Jordan Wilson [00:25:25]:
So negotiations were led by US Treasury Secretary Scott Besant, signaling that Washington views AI not just as a tech issue, but as a core economic and national security priority with long term consequences for global markets and jobs. So a central focus of the talks was preventing non state actors, including hackers and terrorist groups, from accessing or, from accessing or abusing Frontier AI models as both sides discuss joint best practices to reduce the risk of catastrophic misuse. So president Trump said The US pushed for light touch high level guardrails designed to reduce extreme risks without slowing innovation, reflecting concern that overregulation could hurt American companies and workers competing in the economy. Secretary Besant said The US was only willing to engage in talks with China because it believed that it maintained a clear lead in advanced AI, allowing Washington to shape global standards in ways that favor US firms and values. But the elephant in the room was, well, semiconductor policy, and that has remained a point of friction as the summits produced no agreement on easing US exports, controls on advanced NVIDIA AI chips despite NVIDIA CEO Jensen Wong attending as part of The US business delegation. The other couple other big things, while president Trump said China acknowledged the issue, on the chips, but, emphasized its desire to build domestic chip capabilities, underscoring the ongoing technology decoupling that affects global supply chains and hardware talks, costs. And the talks took place against a pretty tense backdrop after a White House memo, just about a month ago accused Chinese firms of running large scale efforts to copy or distill American AI models, an allegation Beijing denied. So that is ultimately going to be, I think the, the story that will decide whether these, quote, unquote, AI talks, between The US and China are just one time and more for, show to show that both sides are, you know, trying to do the right thing when it comes to ethical AI versus if they will actually be able to come to, you know, some sort of formal agreement.
Jordan Wilson [00:28:04]:
Right? So, I think at this point, this is a good effort on both sides, but talk is cheap. This is actually a global concern, not just when it comes to the economic ramifications, but also the national security, concerns for both countries. I mean, when you talk about military use, you can't overlook that as well because I do think that most, you know, future, wars will be fought cyber first. So when it comes to distillation model distillation, from China, so, obviously, the big AI labs in The US White House, have accused Chinese companies of distilling or essentially stealing, all of this American innovation. So, I was maybe on a personal side, I was expecting, the distillation to, be more of a focus because ultimately, that supersedes everything else. Right? Because you can talk about guardrails and chips and all this all you want. Right? But if The US is going to continue, to let China distill models, as the, big tech companies have alleged and as the White House has confirmed, I don't see how these talks are, fruitful at at all. Right? And if I'm, if I'm a CEO of a big, tech company, I'm not looking at these talks even though they are rare.
Jordan Wilson [00:29:33]:
Right? It was a good, step for The US and the China, and, China to meet, you know, definitely bitter rivals when it comes to AI. But, yeah, if I'm an AI CEO looking at this and and not, you know, seeing anything on the distillation front, I'm not too excited. I'm not too happy about that because, these companies are losing billions of dollars a month, because of distillation. If you look, you know, even as an example at OpenRouter and just the, you know, the companies, the Chinese companies that have been accused of distillation, and if you look at just the trillions of tokens that they're, you know, charging just via open router, and then the billions of dollars a month, what that's taking away from American companies. I'm not super happy, right, if I'm in their shoes, but I'm not. I'm just here talking about it. Alright. Speaking of tensions running high.
Jordan Wilson [00:30:29]:
Yeah. Here's one, open AI and apple are apparently, well, sour apples. So according to Bloomberg reporter Mark Gurman and a new report as well in the New York Times, OpenAI is considering legal action against Apple, raising questions about the future of their, high profile AI partnership. So the dispute centers on Apple's integration of chat g b t in its Apple intelligence features, which were announced in 2024. OpenAI reportedly believes that Apple failed to meet key terms of the agreement by making chat g b t difficult for users to find and access within Apple Intelligence, and I absolutely agree with that. Right? It was pretty pretty hard. Anyways, one of OpenAI's main expectations was that Apple's massive user base would drive new paid chat GPT subscriptions, but internal results reportedly fell short of those expectations. So tensions increased after Apple confirmed in January that it has also struck a deal with Google to use Gemini to power parts of Apple intelligence, including the long awaited AI overhaul of Siri.
Jordan Wilson [00:31:45]:
So Apple is now or sorry. OpenAI is now reportedly weighing whether to serve Apple with a formal breach of contract notice according to the New York Times, potentially opening the door to a lawsuit. So this news came shortly after Apple agreed to that $250,000,000 settlement in a class action lawsuit over claims it failed to deliver promised AI features, though Apple did not admit wrongdoing. So if the partnership weekends or ends, it could affect how Apple users experience AI tools like Siri and how quickly advanced AI features roll out across Apple devices. So, yeah, if you never saw or experienced this integration, it was supposed to be kind of seamless. Right? So, essentially, Apple kind of admitted that their Siri wasn't any good and that, you know, if you asked it a basic question, their internal models would handle it. But if you asked it a more complex question, it was supposed to, kind of seamlessly kick that query over to chat g p t, which it didn't really do. Right? I even, you know, manually enabled it, and it barely worked.
Jordan Wilson [00:32:52]:
Right? And so that's me, a paid chat g p t user, trying to force, you know, Siri to use that, that chat g p t integration versus using its own internal, technology because the internal technology is, well, useless. So I can see this point from OpenAI's perspective. Right? That because an initial reporting said that there was no monetary, tied to this. Right? So it wasn't like OpenAI was getting, you know, a $2,000,000,000 or $5,000,000,000 a year deal, for this providing this service. It was supposed to be that, well, Apple was supposed to kind of push people over, to chat g p t, and then OpenAI was, expecting to convert a lot of those into paid users. So, at least according to reports, it seems like Apple may have fallen short on that promise just as they fell short on their ability to deliver Apple intelligence that they actually marketed, but didn't actually bring to market. Alright. And our last big AI story, and this one is actually gonna be playing out, tomorrow and Wednesday.
Jordan Wilson [00:34:03]:
But Google IO conference is starting tomorrow, and it's shaping up to be a pretty big one. So multiple credible leaks suggest that Google is already testing a new version of their Gemini model with the 3.2 series, including a flashlight live variant showing up in the Google Cloud Council indicating near term production readiness rather than a research demo or something that might be available later. Also, there's a higher impact rumor that's centers on Gemini Spark, described by testing catalog as a persistent twenty four seven agent that could manage inboxes, website users that are or or sorry, websites that users are logged into, connected apps in multistep online tasks, which would mark a major shift from Gemini still being more or I'd say less agentic, than Claude and, Copilot and, ChatGPT. So moving away from just the chat based assistant to the always on automation. So, yeah, Google, inside Gemini, they have released, some agent features, but they really haven't rolled out to the majority of their users. So we may see an announcement, on Gemini Spark. So keep an eye out on that. We'll be covering it in our newsletter.
Jordan Wilson [00:35:30]:
So Google has officially also confirmed their Android XR glasses will be previewed at IO following earlier teasers with expected partnerships involving companies like Samsung and x real positioning smart glasses as a practical Gemini powered interface rather than a concept device. Also, the Google book. Right? So we talked about that, is expected to get deeper platform and developer details at IO. So not sure if we'll get pricing, but I'm guessing we should get some more hardware and software, information on the new Gemini intelligence that powers Google Book. Also, Google says Chrome will become an AI agent surface with Gemini and Chrome handling tasks like browsing, summarizing, and image editing built on Gemini 3.1 and rolling out in The US starting in late June for eligible users. Alright. That's not all of the leaks, that we've heard because there's also the Gemini Omni. So, yeah, we could get a refreshed, video generation, model.
Jordan Wilson [00:36:37]:
So, reports have called this Gemini Omni, and it's appeared in multiple leaks reported by outlets like Gadgets three sixty and Testing Catalog. But Google has obviously not confirmed these features yet. Some more of a multimodal, version versus it just being, you know, v o three, or sorry, v o 3.1. So we may see a newer version of Gemini that has more, multimodal capabilities built into it all in one. So last year at IO, Google rolled out Gemini 2.5 pro and Flash, v o three, flow, as well as the Google AI Ultra plan, AI mode, and a lot more. So I would expect a ton of announcements from Google. We may see, you know, Gemini 3.2 pro, although we haven't really seen a lot of leaks on that. We have seen or heard, through various sources that there may be a much more cost efficient version of the Gemini 3.2 Flash, which would really cut into Anthropic's, kind of revenue stream there.
Jordan Wilson [00:37:44]:
Some of the reports are saying, it may be about 95%, at Frontier level for about 20, about, I think 10 to 20 x more efficient. So, if that is the case, I mean, that's gonna take a huge chunk out of Anthropic's, book. But, you know, Google is a big investor in Anthropic. So I guess, in that case, if that is the case, they'll win either way, but Anthropic may not like that one. Alright. That's not it. That's our big stories, but let's quickly go over the what's new and what's next. Some of these are, rumors.
Jordan Wilson [00:38:21]:
Some of these are smaller updates that have already dropped. Some other AI news stories that didn't make our, big cut, but here we go. So, OpenAI launched Daybreak for AI assisted cybersecurity, kind of their version of Mythos from Anthropic. OpenAI also launched a connected personal finance, platform inside of Chad GPT right now only for pro users. The Musk Altman trial testimony has concluded, and a federal jury will begin deliberations today. Anthropic and PWC expanded their enterprise, AI alliance. Microsoft started canceling most of their internal CloudCo's licenses and shifting toward GitHub instead. AWS released Cloud platform on AWS, giving customers direct access to Anthropic's native Cloud services.
Jordan Wilson [00:39:14]:
Apple reportedly is exploring ways to allow AI agents in the App Store. A new Gallup poll found that 71% of Americans oppose local data centers and prefer nuclear plants nearby instead. Open, a new OpenAI memo revealed a reorganization, internally. So, kind of getting some new leadership in there, unifying Chad GPT and codex under president Greg Brockman, in the new structure. Any report said that Microsoft is looking at a potential inception acquisition. Anthropic reportedly signed a term sheet for a $30,000,000,000 funding round at a $900,000,000,000 valuation. Anthropic launched Claude for small business. OpenAI and Microsoft reportedly capped revenue sharing at $38,000,000,000 as part of their, updated agreement.
Jordan Wilson [00:40:07]:
Meta rolled out Muse Spark conversation mode with fast voice chat, web search, and vision, in a very similar release. Probably a little more impressive, I'd say. Thinking Machines, previewed real time interaction AI models enabling continuous multimodal human collaboration. That one is pretty impressive. I haven't really seen a live model like that that can, you know, the new, OpenAI GPT model, GPT real time, is fairly close, but the, thinking machines well, we'll see when and if it comes out, but it looks pretty good. Google is reportedly hiring hundreds of engineers to help clients adapt its AI. Infropic is reportedly close to acquiring developer tools startup stainless for 300,000,000, which Google and OpenAI both use. US senators Bernie Sanders and AOC introduced bills pausing all AI data center construction, threatening billions in local jobs.
Jordan Wilson [00:41:06]:
OpenAI is reportedly developing a codex setting allowing Mac use while the device is locked. Oh, I'm gonna like that one. One third of Thinking Machines Lab founders reportedly departed after their initial equity vested. According to a report, that's not good for them. Anthropic is in talks for a oh, no. We already covered that one. Sorry. Alright.
Jordan Wilson [00:41:27]:
Next, over 50 x AI researchers, reportedly departed after the SpaceX acquisition. Many who joined Meta and Thinking Machine Labs. Amazon killed Rufus, their AI assistant instead launched Alexa for shopping, obviously powered by AI. And last but not least, Cursor added teams delegation and cloud agent development environments. Alright. That is a wrap for this week. Yeah. Believe it or not, this is the calm before the storm.
Jordan Wilson [00:42:00]:
So like I said, expect a ton of AI fireworks this week. Everything with, the Musk versus OpenAI, deliberations starting today. Google's IO starting tomorrow. It is going to be a hot AI summer, and we're just getting warmed up. Alright. We're gonna be covering it, obviously, every step of the way. So on Mondays, we do the AI news that matters. On Wednesdays, we usually do a demo, show going hands on with AI at work on Wednesdays.
Jordan Wilson [00:42:31]:
On Fridays, we go over our features. Fridays going over new AI features that have been released. And on Tuesdays and Thursdays, we have rotating shows. So if you're new here, thank you for tuning in. Please, if you haven't already, subscribe to the podcast. It takes you, like, five seconds. It really helps us. If you could also leave us a rating, I'd appreciate that.
Jordan Wilson [00:42:50]:
So thank you for tuning in. I hope to see you back tomorrow and every day for more everyday AI. Thanks, y'all. Meet Firefly AI assistant now live in Adobe Firefly, the all in one creative AI studio. Just describe what you want to create in your own words, and the assistant handles the rest, orchestrating multistep workflows across Adobe Creative Cloud apps, including Photoshop, Premiere, Express, and more in one conversational interface. You direct the outcome while the assistant accelerates execution. Stay in control with the ability to step in and refine at any time. See it today at firefly.adobe.com.