Folding Codex, agents, and chat into one app makes sense for users and even more sense for the valuation.
INVESTMENT
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AI Week Recap: Model Drops, Memory Overhaul, IPO, and Federal Bill
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The past week in AI was genuinely wild. Model launches. A $965B IPO filing. Memory that rewrites itself. And a federal AI bill nobody saw coming. Here's your May 31–June 5 recap What we're covering:
→ 6 major model drops
→ ChatGPT memory overhaul
→ Google's new personal -
CEO Billionaire Proposes Proof-Gated Evolution Constitution for AI: GoalOS
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RSI was missing a constitution. Not “AI improves itself.” Proof-gated evolution: Aim → Act → Prove → Evolve. No proof, no evolution.
No eval, no propagation.
No rollback, no release. AEP-001: GoalOS https://
github.com/MontrealAI/pro
of-gradient/blob/main/docs/standards/AEP-001/GoalOS_Proof-of-Evolution-Constitution_AEP001_v12.1_Institutional_Final.pdf
… #GoalAI #MontrealAI #QuebecAI -
SpaceX/xAI gives up frontier model race by arming competitors
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Whether SpaceX/ Xai is making money on the deals with Google and Anthropic or losing money, they are waving the towel on winning the frontier model race— by arming their competitors rather than themselves.
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Trump targets AI, Europe and France without global giants
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Trump wants to take stakes in AI giants. Even the homeland of the free market now considers AI a strategic asset. In China, it's even more blatant… And Europe? It hasn't created a single global AI giant. And France? It has neither the giants, nor
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Elon Musk, deemed crazy, sees Google rent Colossus for $1B monthly
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Incredible! Elon Musk, considered "crazy" by industry "experts," takes it all. Again. GOOGLE signs and asks ELON MUSK to use Colossus to run their AI for $1 billion per month. This announcement follows Anthropic, creator of the AI
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Scobleizer on AI boardyai accessing email and calendar
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I've been talking to @boardyai lately. And gave it access to my email and calendar. Which is mighty scary. It is an AI that talks to me on Google Meet, or, sometimes, calls me on my phone. It is doing the same thing with thousands of founders and thousands of investors. It's
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Pope Leo XIV excommunicates ChatGPT, the soulless AI but shareholder
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Someone had to eventually excommunicate ChatGPT. It will be the Pope. Leo XIV, the first American pope in history, has just brought before the court of morality the most American industry there is. The algorithm has no soul. But it has a shareholder.
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Creating good public AI benchmarks offers huge alpha opportunity
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the amount of alpha you can have right now creating good public AI benchmarks is wild, such a big opportunity