▎ 🌏 THE BIG MOVES
▎ - Microsoft committed $10B to Japan for AI infrastructure (2026-2029), partnering with SoftBank. Sakura Internet stock
jumped 20%.
▎ - Google CEO Sundar Pichai called AI a "generational" investment opportunity, name-dropping SpaceX and Anthropic as
targets.
▎ - Alphabet planning $185B in AI spending this year — and says it still won't be enough.
▎ 🤖 MODEL WARS
▎ - Google Gemini 3.1 launched with a 2 MILLION token native multimodal context window
▎ - Gemma 4 dropped as the most intelligent open model yet
▎ - Leaked "Claude Mythos" document hints Anthropic trained a step-change beyond current capabilities
▎ ⚡ EFFICIENCY REVOLUTION
▎ - New research cuts AI energy use by 100X while improving accuracy
▎ - Google's TurboQuant (ICLR 2026) slashes KV cache memory overhead
▎ - The narrative is shifting: smarter AI is replacing bigger AI
▎ ⚖️ WASHINGTON AT WAR
▎ - Senate bill: force companies to report AI-driven job cuts
▎ - House bill: require human oversight of AI hiring decisions
▎ - White House pushing "minimal regulation" executive order
▎ - UBI reemerging as a 2028 campaign issue
▎ 🎬 Watch today's AI Money Minute:
▎ https://www.youtube.com/watch?v=ALHJ6jpjEr0 | https://www.tiktok.com/@stevekaplanai/video/7626315284449676558 |
https://www.instagram.com/reel/DW3Y5sKDI7j/ | https://x.com/HiSteveKaplan/status/2041808055180865764
▎ — Steve Kaplan
▎ Follow: @stevekaplanai everywhere