Good morning, AI enthusiast.

Mark Zuckerberg has outlined a new roadmap for Meta's AI ambitions, shifting the company's focus toward creating a "personal superintelligence" for every individual. This strategy aims to build AI for personal empowerment, charting a different course than competitors in the race to AGI.

This ambitious vision is backed by massive capital and a more guarded approach to open-sourcing its most advanced models. With Meta betting that personal devices like smart glasses will be the primary interface, will this consumer-first strategy redefine the AI race as a battle for everyday interaction?

In today’s AI recap:

• Meta's personal superintelligence vision

• Anthropic's new $170B valuation

• The 'Netflix of AI' platform arrives

• The staggering price of AI's power

• 8 New AI Tools

Meta's Superintelligent Vision

The Recap: Mark Zuckerberg has laid out a new vision for Meta's AI ambitions, shifting focus to creating a "personal superintelligence" for every individual. This strategy aims to build AI for personal empowerment, setting a different course from competitors in the race to AGI.

Unpacked:

• This vision pits Meta directly against rivals like OpenAI by framing its goal as personal growth and creativity, contrasting with what Zuckerberg describes as others' focus on automating work.

• The push for superintelligence signals a potential shift in the company's open-source strategy, with Zuckerberg suggesting Meta will be more careful about which advanced models it releases publicly.

• Meta is backing this vision with massive capital, including a $14.3B stake in Scale AI and lavish pay packages to poach top AI talent from competitors.

Bottom line: Meta is going all-in on a consumer-first AGI strategy, betting that personal devices like smart glasses will be the primary interface. This frames the AI race not just as a battle for enterprise customers, but as a competition for the future of everyday human-computer interaction.

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Anthropic's Valuation Soars to $170B

The Recap: AI safety and research company Anthropic is reportedly closing a massive $5 billion funding round, sending its valuation skyrocketing to $170 billion. The new funding round nearly triples the company's value from just a few months ago.

Unpacked:

• Iconiq Capital is expected to lead the round, with sovereign wealth funds from Qatar and Singapore also in discussions to participate.

• The deal marks an incredible 9x valuation increase for Anthropic in less than 18 months, highlighting the intense investor demand for leading AI model developers.

• This new valuation places Anthropic well ahead of Elon Musk's xAI ($113B) but still significantly behind its main rival, OpenAI ($300B).

Bottom line: The flood of capital into companies like Anthropic shows the high-stakes race to build foundational AI is far from over. For professionals, this means more powerful and accessible AI tools are on the horizon as competition fuels rapid innovation.

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The 'Netflix of AI' Arrives

The Recap: Backed by Amazon, a new AI-native streaming platform called Showrunner has launched. It allows users to generate and remix entire TV shows, starting with an original animated satire of Silicon Valley elite.

Unpacked:

• The platform moves beyond passive viewing, enabling users to generate new episodes, remix existing storyworlds, or even insert themselves as characters into a show.

• Showrunner introduces a creator-first business model with a credit-based subscription and a revenue-sharing model, paying creators when others use their IP.

• The platform's first original series, Exit Valley, is a satire of Silicon Valley built on Fable’s proprietary SHOW-2 model, with community creation happening on its Discord server.

Bottom line: This signals a shift in media from passive consumption to interactive co-creation. Future entertainment platforms may function less like distributors and more like creative toolkits for fans.

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The Price of AI Power

The Recap: A joint venture between Tallgrass and Crusoe is building an AI data center near Cheyenne, Wyoming, that will initially consume more electricity than every home in the state combined. The project highlights the staggering real-world energy demands of the global AI buildout.

Unpacked:

• The facility will start at a massive 1.8 gigawatts of power—enough for nearly two million homes—and is designed to scale up to five times that size.

• While the tenant is unconfirmed, speculation points to OpenAI, as its developer Crusoe recently built a data center for them in Texas, and the company is actively scouring the U.S. for new sites.

• Wyoming’s appeal comes from its cool weather, which helps reduce cooling costs, and its status as a top energy exporter with its own dedicated power sources for the project.

Bottom line: This project starkly illustrates the immense physical and energy infrastructure required to power the ongoing AI boom. It also shows how the AI industry is actively reshaping local economies and energy grids in unexpected places.

The Shortlist

Researchers found millions of images containing passports, credit cards, and other personal data in a major open-source training set, estimating the total number of compromised documents in the full dataset could be in the hundreds of millions.

Google agreed to sign the EU's AI Code of Practice, a set of voluntary guidelines for AI Act compliance, creating a strategic split with Meta, which has refused to sign.

MIT researchers developed a provably efficient algorithm for machine learning on symmetric data, a breakthrough that could lead to more powerful and accurate models for drug and materials discovery.

Google DeepMind unveiled AlphaEarth Foundations, a "virtual satellite" AI model that integrates vast Earth observation data to create a unified digital representation of the planet for scientists.

Signing off,

David, Lucas, Mitchell — The Recap editorial team