We begin with an in-depth discussion of Microsoft’s not-quite acquisition of Inflection AI and the billion-dollar startup’s recent large language model (LLM), which appears to approach GPT-4-level performance. We carry on with the LLM roundup with a review of Grok-1’s open-source debut, Apple’s discussions with Google about using Gemini for the iPhone, GPT-4.5 and GPT-5 rumors, Perplexity’s rumored unicorn status, Together AI’s funding round and more.

Of course, we also hit on NVIDIA’s Blackwell announcement and the rise of GR00T. Figure 01 may have raised over $600 million for its humanoid robot startup, but NVIDIA’s announcement was more impactful. Now that NVIDIA and Tesla both have active humanoid robot programs, you have two companies that know how to scale manufacturing in the segment. While I don’t expect this industry to hit acceleration anytime soon, NVIDIA and Tesla will help push the innovation envelope faster and bring plans for mass production.

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