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What's happening in the industry? (103)
We follow AI, search and digital marketing news and add our own reading.
Meta launches Muse, a personal AI agent for everyone
Muse books tickets, schedules appointments, fills in forms and shops for you. US only for now, with free, $20 and $100 plans.
Read News · Funding 1 min readMistral raises €3 billion at a valuation above €21 billion
French AI company Mistral announced its Series D on September 8, co-led by Samsung Electronics, the EQT-managed Scaleup Europe Fund and PSG Equity.
Read News · Infrastructure 1 min readBroadcom's AI chip revenue tripled; the stock barely moved
Broadcom's AI chip revenue rose 221% to $16.7 billion. Guidance came in just under Wall Street's estimate and the stock stayed flat.
Read News · Models 1 min readOpenAI launches GPT-6 Astra and declares an AGI era
OpenAI released GPT-6 Astra on September 3, calling it its most intelligent and aligned model. So far the benchmark numbers come only from OpenAI.
Read News · Models 1 min readGoogle releases Gemini 3.8 Flash and a cybersecurity model
Google updated its Flash line: 3.8 Flash improves at coding and agent tasks, and 3.8 Flash Cyber is limited to trusted defenders.
Read News · Models 1 min readClaude Fable 5.1 launches; Mythos 5.1 stays restricted
Anthropic announced Fable 5.1 and Mythos 5.1 on September 1. They are the same model with different safeguards and access.
Read News · Ads 1 min readChatGPT ads hit a $1 billion annual run rate in under 200 days
On August 31 OpenAI said ChatGPT ads had reached a $1 billion annualised run rate. Ads Manager opened in Europe the same day.
Read News · Funding 1 min reada16z raises a $1.1 billion fund for the physical side of AI
Andreessen Horowitz's Machine Age Fund will back hardware, from chips, memory, networking and storage up to data centers, robotics and home AI devices.
Read News · Payments 1 min readCoinbase x402: AI agents made 14 million payments in 30 days
Nearly all of them were in USDC. By late August the protocol had passed 205 million agent transactions and $53 million in volume.
Read News · Models 1 min readAsk Gemini arrives in Google Chat as a single command line
Rolling out from August 26, it is limited for now to accounts set to English. Usage limits are promotionally higher until October 1.
Read News · Funding 1 min readAI agent Instinct, built by a 23-year-old, hits $2.5 billion
Instinct, which works through a user's apps, texts and calls, raised $250 million. Its broad permissions drew criticism.
Read News · Infrastructure 1 min readNvidia reports $96.2 billion in quarterly revenue
Nvidia's revenue more than doubled in a year. Jensen Huang's summary: "Now, compute is revenue."
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