Good morning, itās Friday. While Iām still figuring out what āhybrid workā meansāGoogleās going all-in on hybrid AI. Think exaflops, edge devices, and enough cloud spend to make your accountant sweat.
Also on deck: a $2B stealth startup with OpenAI DNA, AI-powered chili spray for bear defense (yes, really), and a robot that can ID chemicals from a photo.
Oh, and for your side quest? Weāll show you how to turn AI into your personal Dungeon Master. š²
š MARKET PULSE
Muratiās Moonshot: Thinking Machines Lab Eyes $2B Seed Round at $10B Valuation
A new AI heavyweight may be forming before our eyes. Mira Murati, the former CTO and interim CEO of OpenAI, is seeking to raise $2 billion in seed capital for her stealth startup, Thinking Machines Lab, at a $10 billion valuation.
If successful, this would be the largest seed round in history, eclipsing even the most well-funded AI launches to date. While the company has yet to unveil a product, it has quietly assembled a high-powered founding teamāreportedly including key OpenAI veterans like Bob McGrew, Alec Radford, and John Schulman. ā Continue reading here.
šļø YOUR DAILY ROLLUP
Top Stories of the Day
š° Amazon Doubles Down on AI and Cloud
Amazon CEO Andy Jassy reaffirmed the companyās multi-billion-dollar commitment to AI, citing it as essential to staying competitive. His annual shareholder letter emphasized expanding AWS infrastructure and integrating generative AI, including Alexa+ with Anthropicās Claude. Despite tariff tensions, Jassy reported stable demand and no slowdown in cloud growth.
šØ Adobe Unveils AI Editing Agents for Creators
Adobe is introducing AI-powered ācreative agentsā to Photoshop and Premiere Pro that can suggest and perform complex editing tasks. These agents analyze your content, recommend context-aware changes, and execute them with a clickāor via natural language prompts. Photoshopās Actions panel simplifies edits like object removal or background blur, while Premiereās agent will assist with rough cuts and color adjustments. Adobe sees this as a boost for human creativity.
š¬ Runway AI Lands $300M to Scale Gen-AI Filmmaking
Runway AI has raised over $300M from backers including NVIDIA and Fidelity, pushing its valuation to $3B as it scales its Gen-4 video model and expands Runway Studios. The New York startup's tech is already used in major productions like Amazonās House of David and Madonnaās tour visuals. Runway aims to redefine film production by offering scalable, high-quality generative toolsāand itās now partnering with studios like Lionsgate to train models on real cinematic content.
ā” Energy Demands From AI Data Centers to Quadruple by 2030
The IEA forecasts AI data centers will quadruple energy use by 2030, surpassing all U.S. heavy industry combined. A single facility could soon match the power demand of 2 million homes. While AI may boost grid and industrial efficiency, only half the surge is likely to be met with renewables and sustainable sources. Critics warn the IEA downplays climate risks, as AI could revive coal, drain freshwater, and reverse energy-saving progress if left unchecked.
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š¤ TRUST
AI Scientists Are More Optimistic Than the Public ā But Wary of Misinformation
The Recap: A global survey of over 4,000 AI researchers finds that most believe AI will bring more benefits than risks, contrasting sharply with public skepticism. While generally optimistic, researchers share public concerns about AIās role in spreading misinformation and misuse of personal data. The study, led by innovation scholar Cian OāDonovan at University College London, underscores the growing call for ethical oversight and public involvement in AI governance.
54% of AI researchers believe the technology will deliver more benefits than risks, compared to just 13% of the UK public.
77% of researchers and 68% of the public agree that AI contributes to the problem of misinformation.
Only 25% of researchers support using publicly available data for AI training without consent, and nearly half want explicit permission from data owners.
Despite the hype, just 21% of AI researchers strongly believe that artificial general intelligence (AGI) is inevitable.
Most researchers want AI development to proceed cautiously rather than rapidly, to better address risks.
The survey reveals a divide between researcher attitudes and some government data policies, such as the UKās proposed opt-out mechanism.
Ekatarina Hertog of Oxford University emphasizes the need for AI systems to reflect the lived realities of users through stronger public engagement.
Forward Future Takeaways:
This survey highlights a critical reality: those building AI systems recognize both their promise and their perils ā and are calling for a more deliberate, ethical approach. The gap between public trust and expert confidence underscores the urgency of transparent governance, inclusive design, and responsible data practices. ā Read the full article here.
āļø CLOUD NEXT
Google Bets on AI Everywhere
The Recap: At its Cloud Next event in Las Vegas, Google unveiled a sweeping set of AI-focused updates, from powerful new TPUs to agent interoperability protocols and broader private cloud integration. While "hybrid AI" wasnāt named explicitly, the announcements collectively point to a strategy centered on flexible AI workloads spanning public cloud, on-premises infrastructure, and even edge devices. Tech analyst Bob OāDonnell argues this convergence makes distributed, hybrid AI applications not just viable, but inevitable.
Google introduced its 7th-generation TPU, "Ironwood", designed for inference and offering 10x performance improvements over previous models.
The AI Hypercomputer architecture can now connect up to 9,216 TPUs, delivering a theoretical max of 42.5 exaflopsāover 24x the compute power of the worldās fastest current supercomputer.
Google launched an Agent Development Kit (ADK) within Vertex AI, allowing developers to build multi-agent systems more easily.
A new Agent2Agent (A2A) protocol enables standard communication between agents and is compatible with Anthropicās Model Context Protocol (MCP).
MCP allows standardized access to distributed data and model functions, paving the way for applications that bridge cloud, on-prem, and device-based environments.
Google announced support for bringing Gemini models, Agentspace, and Vertex AI tools to private clouds via Google Distributed Cloud starting Q3 2025.
Forward Future Takeaways:
Googleās Cloud Next announcements signal a maturing vision for hybrid AI ecosystemsāones that let organizations intelligently split workloads across public and private infrastructure. The ability to deploy LLMs flexibly while maintaining data sovereignty could become a competitive edge for enterprises wary of full-cloud dependency. ā Read the full article here.
AI as a Fantasy RPG Dungeon Master
AI Dungeon Masters are revolutionizing tabletop roleplaying by generating custom D&D campaigns on the fly ā with evolving storylines, adaptive NPCs, and intricate world-building tailored to your party's every choice. Whether you're a seasoned DM or a total newcomer, AI can co-create fantasy adventures that are just as unpredictable and thrilling as human-crafted ones. ā Continue reading here.
š°ļø NEWS
What Else is Happening
šļø James Cameron Eyes AI for Films: Legendary director James Cameron discusses leveraging AI to slash production costs in blockbuster movies. He sees technology as a tool to enhance storytelling.
š©āš» Canva Expands with AI and Coding: Canva introduces an AI assistant, coding tools, and Sheets, boosting its creative platform. This update aims to streamline design tasks and enhance user experiences.
š¬ RESEARCH PAPERS
FSU Chemists Use AI and Robotics to Decode Chemical Makeup from a Snapshot
Florida State University researchers have developed an AI-powered system that can identify chemical compositions in salt solutions from a single photoāwith nearly 99% accuracy. The method, enabled by robotic sample prep and a hefty image database, drastically reduces the cost and complexity of traditional chemical analysis.
Designed with input from NASA, the technique could be a lightweight alternative for space missions and a practical tool for fields like law enforcement, medicine, and environmental safety. As one researcher put it: why ship a spectrometer to Saturn when a smart camera might do the trick? ā Read the full paper here.
š½ļø VIDEO
Gemini 2.5 Pro Everywhere
Google Cloud Next reveals Gemini 2.5 Pro everywhereāpowering code, agents, video, voice, and more. New AI tools, TPUs, and cross-agent collabs take center stage. Get the full scoop in Mattās latest video! š
š¤ FRIDAY FACTS
Jack Park Canny Dope Man: The Travis Scott Song That Wasn't
The track, titled āJack Park Canny Dope Man,ā wasnāt the work of a chart-topping rapperābut of a creative agency experimenting with neural networks. They trained an AI on the lyrics and musical style of Travis Scott, generating everything from the beat to the melody to the lyrics.
Then came the final twist: a human impersonator laid down the vocals, drenched in autotune and attitude, delivering a performance eerily in sync with Scottās signature sound.
The result? A convincingly weird, Travis Scottāstyle banger⦠minus Travis Scott.
It never hit the Billboard charts, but it did go viralāequal parts impressive and unsettling. And it raised a pressing question: if an AI is trained on your work and sounds just like youāare you a collaborator, or a victim of digital mimicry?
Welcome to the age of AI ghostwriters, where you can go viral without ever stepping into the studio. š¤š¤
Thatās a Wrap!
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