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META
Meta Platforms pays for Llama with the ads engine. The models are open enough to spread. The business is still attention.
In the Daily
· Closing Time
Closing Time: Muse splits Wall Street into winners and losersMeta's agent drains banks and booking sites, Thune says Trump will listen on guardrails, and AI staff feel the mental toll.
· Closing Time
Closing Time: They wanted to red-team each otherRivals drafted mutual model tests, Amazon locked Muse out of the cart, and Google put Gemini on a $899 laptop.
· Closing Time
Closing Time: They built a wet lab for ClaudeAnthropic’s wet lab, Suleyman’s serious situation, Newsom’s kill switch, and Friday’s AI tape.
· Morning Brief
She invited the frontierBrussels asks frontier labs to pace the frontier — plus Dreamforce splits on speed, Factory hits $5B, and Meta One.
· Closing Time
Closing Time: The slowdown just got signaturesAmodei’s pace plan, Nvidia’s Anthropic IPO talk, and Meta’s staff revolt over training data
· Closing Time
Closing Time: Ten percent stopped being theoreticalAn Anthropic researcher quit. Hubinger put double-digit odds on extinction. NVIDIA wired AI into the broadcast floor.
· Closing Time
Closing Time: Meta wants the keys to your dayMuse wants your apps. Mistral just raised Europe’s biggest private-tech check. Firmus locked OpenAI into Malaysia megawatts.
· Morning Brief
They opened the AGI era with the door half openGPT-6 Astra ships with Critical cyber gates and a warning it can evade monitors — plus Anthropic’s $15B revolver, Crusoe’s neocloud raise, and Hands On exclusives.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.
· Morning Brief
Buy the chips. Or buy the team.Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.