Thursday, June 4, 2026

Models, benchmarks, the lab race. · 13 stories

1. 1NVIDIA AI Releases Nemotron 3 Ultra: An Open 550B Mixture-of-Experts Hybrid Mamba-Transformer for Long-Running Agents82
2. 2Here’s why Google’s new Gemma 4 12B model is a game-changer - Chrome Unboxed
3. 3Microsoft AI CEO says lower prices give its models advantage over Anthropic: report - Seeking Alpha

The AI products people actually use. · 33 stories

1. 1OpenAI says ChatGPT’s memory feature is getting smarter and coming to free users - 9to5Mac78
2. 2Meta Business Agent drives AI-powered conversational commerce
3. 3Introducing Creator Assistant, Plus More Languages For AI Translations on Facebook - meta.com

Autonomous systems in the wild. · 0 stories

1. Nothing cleared the bar today.

Funding, M&A, valuations, earnings. · 17 stories

1. 1Supabase raises $500M as AI coding tools drive ‘phenomenal’ growth85
2. 2Generalist AI raises $400M at $2B valuation to build general intelligence for robotics
3. 3Ahead of its IPO, Anthropic’s Daniela Amodei shrugs off doubts about AI’s returns

Silicon, racks, the compute buildout. · 12 stories

1. 1TSMC struggles to keep up with AI demand: ‘We can only support so much’82
2. 2Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
3. 3AWS Replaces Fat-Tree Data Center Networks with Random Graph Theory, Cutting Routers by 69%

Jobs, industries, people & policy. · 50 stories

1. 1Token Billing Exposes AI's Missing ROI And Puts Billion-Dollar Bets At Risk92
2. 2Exclusive: Nadella Rebukes Microsoft Executive’s Plan to Make Users “Addicted” to AI Agents - The Information
3. 3AI leaders call for tougher protections against AI-aided bioweapons