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Semafor Technology
🟡 Semafor Tech: Actually OpenAI
In this edition, OpenAI’s new open-source models could shift the competition, and Perplexity’s CEO on the challenges of launching web browser Comet.
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Zuckerberg’s new manifesto reveals Meta’s shape-shifting strategy
Mark Zuckerberg’s understanding that his “real asset isn’t any app, it’s attention” might make it harder for Meta to deliver new products, an analyst said.
Joey Pfeifer/Semafor
OpenAI debuts GPT-5, calling it ‘major upgrade’ from previous models
The model is still not ‘AGI’ but CEO Sam Altman says it’s a significant step in that direction.
Ken Cedeno/Reuters
Jim Acosta’s talk with Parkland shooting victim’s avatar sparks AI debate
The parents of Joaquin Oliver said they created the avatar as a way to hear their son’s voice and advocate against gun violence.
Jim Acosta/Substack
DeepMind’s new AI Genie 3 could change physics modeling
The accuracy of the new model at predicting how physics works suggests that neural networks could eventually replace physics modeling, impacting fields like robotics and science.
Google DeepMind/YouTube
US’ Anduril to open Taiwan office, sell AI drones
Taiwan’s chipmaking prowess is of strategic importance to the US and its AI ambitions, even as President Trump attempts to reshore chip manufacturing.
Ann Wang/File Photo/Reuters
Why Perplexity’s CEO couldn’t wait for perfection to launch an operating system for the AI era
The AI search engine startup is releasing products that anticipate where AI will be in the future.
OpenAI launches new open models, rivaling offerings by DeepSeek and Meta
Sam Altman’s firm hopes its latest models will create a one-stop shop for businesses currently using multiple services.
Why Figma’s IPO was a defining moment for investor Iconiq
Figma’s blockbuster IPO was not just one of tech’s biggest success stories of the year, but also a big day for Iconiq, which invested in 2013.
Beijing preps national security countermeasures to US’ hawkish AI stance
China summoned Nvidia to address concerns that its chips have backdoors to allow the US access, and is also considering measures to thwart Starlink satellites.
AI-assisted cooking device picking up steam in India
The robot, which can do nearly all the cooking for you, is made by startup Upliance.ai.
Big Techs ramp up billions in bottomless spending on AI
Meta, Microsoft, and Alphabet have spent a collective $186 billion on capital expenditures over the past year, more than the revenue of 96% of S&P 500 companies.
Startup Writer builds corporate AI agent that doesn’t go off-script
Writer’s “Action Agent” builds virtual computers and gives AI full rein over those devices, something that would be dangerous if done on a corporate laptop.
Stanford’s new VR headset uses AI to fix device problem
Virtual reality headsets are still hamstrung by the hardware, but AI could help solve the issue by widening the devices’ field of view.
Brown University lab to build AI that is safe for therapy
A new institute created at the university is developing a generation of chatbots that can better interpret an individual’s behavioral needs and foster a safer environment for therapy.
Trump may not replace Biden-era AI rule
The unclear plans for a replacement ‘diffusion’ rule are part of a broader softening on chip controls targeting China.
Trump’s AI plan calls for more open-sourcing despite China concerns
The new framework suggests a strong US open-source AI network has “geostrategic value” because it could underpin businesses and academic research globally.
AI helps traditional Japanese fish-killing method get a robotic upgrade
Shinkei Systems’ Poseidon robot intends to promote fish quality and humane harvesting by utilizing the Japanese ike jime method of killing fish for US customers.
Abu Dhabi AI university draws US students
Mohamed bin Zayed University of Artificial Intelligence sees record interest from American undergraduates for a research internship.