Good morning,

Today brings a wave of major AI model releases, geopolitical competition, and unexpected boardroom fallout. Google pushes the frontier with Gemini 3 and a new AI first coding environment while OpenAI faces new turbulence and Adobe angles toward a blockbuster acquisition. There is also rising anxiety about AI slop information wars and a surge in global AI infrastructure funding.

Let's dig in👇

💰 Money Moves

🚀 Google drops Gemini 3 with record benchmarks

Google just launched Gemini 3 with new coding tools and early tests show it outperforming major frontier models across reasoning, code generation, and multimodal tasks. The release matters because it positions Google as the strongest technical contender to OpenAI after months of lagging sentiment. If the momentum holds, enterprise adoption could shift quickly as developers compare Antigravity with OpenAI’s ecosystem.

🧲 Antigravity becomes Google's AI first IDE

Google revealed its Antigravity environment in full and early reactions compare it to a next gen Cursor experience. This matters because an AI native IDE removes traditional tooling constraints and offers real time planning, refactoring, and debugging in a unified workspace. If Antigravity proves reliable, it could accelerate AI engineered software development and reshape expectations for dev environments.

💼 Larry Summers leaves OpenAI board after Epstein Files leak

TechCrunch reports that the Epstein Files have claimed their first OpenAI related exit as Larry Summers resigned following public pressure tied to released documents. The departure matters because OpenAI governance remains under scrutiny and every board change raises questions about oversight and stability. With more files expected, OpenAI may face additional external pressure that influences its public posture and internal decision making.

🚨 Big Developments

📈 Adobe nears a nineteen billion dollar SEMrush acquisition

Reuters reports that Adobe is nearing a nineteen billion dollar deal for SEMrush as the company accelerates its shift toward AI driven marketing automation. This matters because SEMrush gives Adobe access to massive SEO and keyword datasets that strengthen its generative content pipeline. If the deal finalizes, Adobe will likely integrate SEMrush signals into Firefly and enterprise marketing clouds to compete with Google and HubSpot.

🌐 AI slop is fueling global propaganda pushes

NBC reports researchers found that online propaganda campaigns are using AI slop at scale to overwhelm social platforms with low quality narratives. This matters because content volume, not content quality, is becoming a powerful influence tool across political messaging ecosystems. The trend signals an era where misinformation is automated, harder to trace, and capable of shaping public sentiment more quickly.

🇨🇳 China races ahead in AI patents

Bloomberg highlights that China’s Tsinghua University is outpacing the US in AI patents and leading breakthroughs in model compression and low power training. This matters because intellectual property shifts can predict long term strategic dominance in both research and commercialization. The trend suggests the geopolitical AI race will depend as much on patents and academic engineering as on corporate model releases.

🛠️ Tools of the Day

→ Alloy Manage all your cross platform AI integrations in one dashboard
→ Google Antigravity A next generation AI powered IDE
→ Snippets AI Turn long videos into structured notes with one click

🧠 Prompt of the Day

Give me ten ways to use AI agents in my daily workflow that save me at least one hour a day and explain each idea in one sentence.

⚡ Quick Hits

→ New AI agent learns CAD from sketches and designs 3D objects with supervision
→ Anthropic and Microsoft expand Azure to boost multimodal performance
→ Yale radiologists report higher accuracy and reduced fatigue with new AI tools
→ AI detects cancer earlier in lung scans and improves survival rates
→ Harvard launches AI coursework assistant for undergrads
→ TikTok adds controls for how much AI generated content users see
→ Hugging Face CEO says we are in an LLM bubble, not an AI bubble
→ Brookfield is raising ten billion dollars for a new global AI infrastructure fund

🧾 TLDR

Today’s stories highlight major model releases, governance shakeups, and rising global competition across patents and propaganda. Google reclaims momentum with Gemini 3 while Adobe and China escalate strategic moves. The theme is clear, AI is accelerating at every level from research to infrastructure and the pressure on governance keeps rising.

Cheers,
David