🔥 Advancements and exploitation
Oct. 1st, 2025 | The e-commerce space is changing, again
🐾 IN TODAY'S WILD
Hey everyone,
Good morning and happy Wednesday!
+ The news of this week 🗞️ “+ The news of this week 🗞️ “OpenAI and NVIDIA have announced a monumental strategic partnership to deploy at least 10 gigawatts (GW) of NVIDIA’s advanced systems to power OpenAI’s next-generation AI infrastructure. To support this massive build-out, NVIDIA plans to invest up to $100 billion in OpenAI, cementing a relationship that is both financial and technical.” Continue reading here.
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OpenAI has unveiled Sora 2, its next-generation video generator, which reportedly creates more realistic motion and better obeys the laws of physics. In the e-commerce space, ChatGPT now accounts for a significant portion of Walmart’s referral traffic, while Amazon is working to block AI shopping agents.
A recent Deloitte survey reveals that consumer trust, loyalty, and spending on AI products can be boosted by combining strong data responsibility with innovation. This comes as a new study highlights that a large percentage of U.S. consumers are now daily active users of generative AI chatbots, with companies racing to differentiate their models.
In research and development, a new framework for generative diffusion models aims to make them more efficient and reduce computational costs. Google Research has also used an AI coding agent, AlphaEvolve, to advance theoretical computer science. Finally, AI is being used to create diverse virtual training grounds for robots, enhancing their versatility.
🦾 AI daily pulse
OpenAI debuts next-gen video model
Tech behemoth OpenAI has unveiled Sora 2, its latest video generator. The artificial intelligence model’s enhanced capabilities include more realistic depictions of motion and speech that better obey “the laws of physics,” reports NBC News. [LINK]
ChatGPT is now 20% of Walmart’s referral traffic — while Amazon wards off AI shopping agents
According to Similarweb, ChatGPT is 20% of Walmart’s referral traffic. Great headline! Context, though: referral is 5% of Walmart traffic. “ChatGPT, what is 20% of 5%?” [LINK]In the gen AI economy, consumers want innovation they can trust
Deloitte’s 2025 Connected Consumer Survey reveals that, by pairing strong data responsibility with bold innovation, tech companies can win greater trust, loyalty, and spending. [LINK]
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⚡️ Top trends
[Google Research] AI as a research partner: Advancing theoretical computer science with AlphaEvolve
We invoke AlphaEvolve, an LLM-based coding agent, to find and verify combinatorial structures that improve results on the hardness of approximately solving certain optimization problems. [LINK]OpenAI makes its first product? Something like 10-15% of US consumers are daily active users of generative AI chatbots, so everything is still to play for. But how do you differentiate when the underlying models keep converging on roughly the same experience? [LINK]
💻 Top techies
Interrupting encoder training in diffusion models enables more efficient generative AI
A new framework for generative diffusion models was developed by researchers at Science Tokyo, significantly improving generative AI models. The method reinterpreted Schrödinger bridge models as variational autoencoders with infinitely many latent variables, reducing computational costs and preventing overfitting. By appropriately interrupting the training of the encoder, this approach enabled development of more efficient generative AI, with broad applicability beyond standard diffusion models. [LINK]Using generative AI to diversify virtual training grounds for robots
Chatbots like ChatGPT and Claude have experienced a meteoric rise in usage over the past three years because they can help you with a wide range of tasks. Whether you’re writing Shakespearean sonnets, debugging code, or need an answer to an obscure trivia question, artificial intelligence (AI) systems seem to have you covered. The source of this versatility? Billions or even trillions of textual data points across the Internet. [LINK]
🔮 What else
Tiktok resolution?
After almost a year of uncertainty, Donald Trump now claims to have a TikTok deal. We don’t quite know what that is, however. TikTok’s US operation will be run by a new JV, with a majority of US investors including Oracle, which will run it. [LINK]
Pavel Durov: Telegram, Freedom, Censorship, Money, Power & Human Nature | Lex Fridman Podcast
🙌🏼 On Substack
A detailed analysis of why Geoff Hinton (godfather of machine learning) was completely wrong when he said that ML would replace radiologists. Expert work is almost never about how well you process a file.
