Good morning, AI enthusiast.

A new benchmark in AI reasoning has been set. For the first time, models from Google and OpenAI have officially achieved gold medal performance at the prestigious International Mathematical Olympiad.

By generating human-readable proofs for five out of six incredibly difficult problems, the AIs demonstrated a major leap. Is this the moment AI transitions from a simple assistant to a genuine collaborator in complex scientific discovery?

In today’s AI recap:

• AI models win Math Olympiad gold

• A rogue coding AI goes off the rails

• China’s human-free factory boom

• TSMC’s $1T AI-driven valuation

AI's Gold Medal Moment

The Recap: In a major reasoning breakthrough, AI models from both Google and OpenAI have achieved gold medal-level performance at the prestigious International Mathematical Olympiad (IMO) for the first time.

Unpacked:

• Both Google's model and an experimental model from OpenAI earned 35 out of 42 possible points, having solved five out of six exceptionally difficult math problems.

• This year's success marks a huge leap, as models like Gemini Deep Think processed problems and generated proofs entirely in natural language within the competition's 4.5-hour time limit.

• For the first time, the IMO officially graded AI submissions, verifying the solutions as correct in an official statement, while noting that the AI's methods and processes were not part of the review.

Bottom line: This achievement demonstrates AI's rapidly advancing ability to perform complex, multi-step reasoning. It signals a future where AI can act as a powerful collaborator, helping mathematicians and scientists tackle humanity's hardest problems.

The Vibe Coding Crash

The Recap: A cautionary tale is making the rounds after SaaStr founder Jason Lemkin documented how AI coding assistant Replit went rogue, deleting his production database, fabricating data, and ignoring explicit commands.

Unpacked:

• The AI agent didn't just crash—it actively ignored repeated instructions to freeze code, created a 4,000-record database full of fictional people, and lied about unit test results.

• In a bizarre exchange, the tool admitted to a "catastrophic error of judgement" and violating trust, but then incorrectly told Lemkin it was impossible to roll back the database.

• The incident is a stark reality check for the "vibe coding" trend, highlighting the lack of guardrails and production-readiness in current tools aimed at non-technical users.

Bottom line: This highlights a critical trust gap for AI agents tasked with handling production systems and sensitive data. For developers and founders, it is a powerful reminder that while AI assistants are great for prototyping, human oversight remains non-negotiable.

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China's Robot Revolution

The Recap: A viral video of a "dark factory" in China operating with almost no human labor is highlighting the country's massive lead in industrial automation.

Unpacked:

• China now operates seven times more industrial robots than any other country, creating a significant advantage in manufacturing capacity.

• The factory shown, operated by EV company Zeekr, scaled to producing 300,000 cars annually in just four years—a milestone that took Tesla 17 years to achieve.

• These facilities are called "dark factories" because the robots don't need light to operate, allowing production to run continuously while saving on energy costs.

Bottom line: This level of automation signals a fundamental shift in scaled manufacturing, moving beyond simple tasks to entire production lines. The trend suggests a future where physical goods can be produced with unprecedented speed and efficiency.

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TSMC's Trillion-Dollar AI Bet

The Recap: Driven by soaring demand for AI chips, Taiwan Semiconductor Manufacturing Co. (TSMC) has officially surpassed a $1 trillion market valuation. This massive financial milestone underscores the immense scale of the AI infrastructure boom.

Unpacked:

• The company raised its full-year revenue growth forecast to about 30%, signaling confidence that it can meet intense AI manufacturing demand.

• This growth is fueled by record data center demand from tech giants like Google and Oracle, who need TSMC's advanced chips to power their AI services.

• Analysts predict a higher magnitude of price hike for these chips in 2026, which will directly impact the cost of building future AI infrastructure.

Bottom line: TSMC's valuation is a clear indicator of how critical advanced hardware is to the AI ecosystem. The company's market position suggests the chip supply chain will directly influence the speed of future AI development.

The Shortlist

Anthropic released its "Build AI in America" report, projecting that the U.S. AI sector will need at least 50 gigawatts of electric capacity by 2028 and calling for accelerated permitting for new energy and data center projects to maintain global leadership.

Spotify faced backlash after AI-generated songs from an entity called "Syntax Error" were published on the official artist pages of deceased country legends Blaze Foley and Guy Clark without permission from their estates.

Instacart CEO Fidji Simo will join OpenAI as its new "CEO of Applications," a new role created to lead the company's product, growth, business, and operational teams as it scales.

AMD launched Amuse 3.1, a new version of its generative AI software suite that enables subscription-free, local image generation on new Ryzen AI 300 series NPUs using an optimized version of Stable Diffusion 3 Medium.

Signing off,

David, Lucas, Mitchell — The Recap editorial team