The TL Podcast for July 14th: Nvidia and other all-time highs Nvidia, Texas Instruments and Microsoft are among stocks hitting new all-time highs. Plus, what to do with CoreWeave and Circle, and an interview with one of the sharpest fund managers in tech.
BIG TECH
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xAI Grok Companions, Meta Supercluster, AI Automation Tools
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Top stories in AI today: – xAI launches Grok AI companions
– Zuck reveals Meta’s AI supercluster plan
– Automate your career growth with Tasks
– Cognition snags Windsurf after Google talent grab
– 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/grok-goes-wi
ld-with-ai-companions
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Industrial Research Units Must Build Own Foundation Models
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Another similar saying is, you'd better have your own models instead of only papers (citation counts/impact aside), if you are industrial research unit for foundation model
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Open Source Impact: From VS Code to Billion-Dollar AI Startups
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With all the saga around @windsurf_ai over the last 72 hours, it’s worth looking back to 2015, when VS Code was launched and open-sourced. The decision to open source ultimately led to at least 2 startups valued at $12bn+ in total. There are many stories to be told: pivots,
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Grok 4 Gets AI Companions Feature Amid Musk Fertility Irony
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Elon Musk rajoute la fonction "Companions" à Grok 4
— VISION IA (@vision_ia) 15 juillet 2025
Oui, une copine IA virtuelle 🤣
Pas sur que ça aide beaucoup pour les taux de fertilité qu'il souhaite remonter ! pic.twitter.com/3hsEDMDo36Elon Musk rajoute la fonction "Companions" à Grok 4 Oui, une copine IA virtuelle Pas sur que ça aide beaucoup pour les taux de fertilité qu'il souhaite remonter !
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Elon Musk Claims Optimus 3 Will Match Human Agility
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Elon Musk affirme une percée à venir avec optimus 3 : "il sera aussi agile qu'un humain".
— VISION IA (@vision_ia) 15 juillet 2025
Pour rappel voici la V. 2.5 : https://t.co/KP5YkLR2mM pic.twitter.com/UpG39Sr3guElon Musk affirme une percée à venir avec optimus 3 : "il sera aussi agile qu'un humain". Pour rappel voici la V. 2.5 :
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Anthropic Launches Claude App Directory with Major Integrations
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Anthropic launched a directory of apps that can now connect with Claude
— The Rundown AI (@TheRundownAI) 15 juillet 2025
This list includes a range of apps and tools, including Canva, Figma, Linear, Notion, and Stripepic.twitter.com/UBEw8aBKP3Anthropic launched a directory of apps that can now connect with Claude This list includes a range of apps and tools, including Canva, Figma, Linear, Notion, and Stripe
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AWS Kiro Agentic IDE Challenges Cursor with Production-Ready AI
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AWS launched Kiro, a new agentic IDE taking on Cursor
— The Rundown AI (@TheRundownAI) 15 juillet 2025
It combines agentic coding with spec-driven development to bridge the gap between AI prototypes and production-ready apps — even when they get too complex
Free preview now availablepic.twitter.com/Vf1QkeAp96AWS launched Kiro, a new agentic IDE taking on Cursor It combines agentic coding with spec-driven development to bridge the gap between AI prototypes and production-ready apps — even when they get too complex Free preview now available
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xAI Launches Anime AI Companions for SuperGrok Subscribers
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Elon Musk's xAI just introduced anime AI companions for SuperGrok subscribers
— The Rundown AI (@TheRundownAI) 15 juillet 2025
Users can have voice chats with avatars like Ani (a flirty anime character) and even unlock new features, like NSFW options, by reaching higher relationship levelspic.twitter.com/0zv0gheJXhElon Musk's xAI just introduced anime AI companions for SuperGrok subscribers Users can have voice chats with avatars like Ani (a flirty anime character) and even unlock new features, like NSFW options, by reaching higher relationship levels
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xAI Launches 3D AI Avatars with Voice Conversation on Grok
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AI NEWS: xAI just launched AI companions on Grok — 3D avatars that can hold voice conversations and develop relationships with users Plus, more news from Meta, Cognition, Google, AWS, and Anthropic. Here's everything you need to know: