All that's needed for the AI takeover of Google search to be complete is to display the full AI overview, remove its header, and add a "Links" header below.
MARKET TRENDS
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OpenAI acquisition strategy: software over team talent
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Crazy. Makes me think OpenAI just wanted the software but wasn't interested in the team?
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Windurf Acquisition: OpenAI and DeepMind Competition Intensifies
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Is this real life? One week Windurf is getting acquired by OpenAI… Now they're going to DeepMind?
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Largest Tech Acquisitions in History Incoming
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Only getting started. We’re going to see the largest acquisitions in history. Because everything is up for grabs
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Mobile Uploads: From Hard Problem to Trivial Task
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Interviewed a candidate today whose big hard job 10 years ago was "mobile uploads". At the time people thought it was a really hard problem. Absolutely crazy to think how far we've come.
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Grok 4 Dominates Humanity’s Last Exam Intelligence Benchmark
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Humanity's Last Exam (HLE) is a rigorous intelligence benchmark featuring over 2500 problems crafted by experts in mathematics, natural sciences, engineering, and humanities. Most models score single-digit accuracy. Grok 4 and Grok 4 Heavy outperform all others.
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Grok 4 Unveiled as World’s Smartest AI Model
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We just unveiled Grok 4, the world’s smartest artificial intelligence. 🧵
— xAI (@xai) 11 juillet 2025
Grok 4 outperforms all other models on the ARC-AGI benchmark, scoring 15.9% – nearly double that of the next best model – and establishing itself as the most intelligent AI to date. pic.twitter.com/0PADgAXNpEWe just unveiled Grok 4, the world’s smartest artificial intelligence. Grok 4 outperforms all other models on the ARC-AGI benchmark, scoring 15.9% – nearly double that of the next best model – and establishing itself as the most intelligent AI to date.
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LM Arena Benchmark Relevance Decline Among AI Makers
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It is weird that leading LM Arena went from being the big benchmark every AI maker was aiming for to being not mentioned much in recent releases. Post-Llama 4 reputation hit? Post GPT-4o Sycophantic Apocalypse realization that arena scores were easily optimized? Temporary blip?
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Columbia Seligman’s Paul Wick on AI Investment Strategy
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Please enjoy my interview with Columbia Seligman's Paul Wick Seligman’s Paul Wick likes the midyear setup Fund manager and longtime tech observer Paul Wick of Columbia Seligman continues to be a big believer in the AI trade, but he’s not so enamored of acquisition-hungry,