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Issue #152: Factory Takes the Top Spot in Agentic Coding Benchmarks

PLUS: NVIDIA x OpenAI mega-infra, ChatGPT Pulse, Anthropic in Copilot

Author

Nathan Lands
September 26, 2025

Good morning, welcome to this week’s Lore Brief, your 3-minute brief of the most important moves in AI and tech.

This issue is brought to you by Factory.

Congrats to them on their just announced $50M round and hitting #1 on Terminal-Bench (a leading coding-agent benchmark)!

  • NVIDIA and OpenAI Announced The Biggest AI Infrastructure Partnership in History → The two major AI companies plan to deploy at least 10 GW of AI compute with millions of GPUs and up to $100 B investment, starting token generation in late 2026. Read more →

  • “ChatGPT Pulse” just launched → OpenAI rolls out a life dashboard inside ChatGPT, surfacing summaries and insights from chats, memory, and connected apps like calendar and email. It’s a major step toward turning ChatGPT into a true assistant that does more than just respond. Read more →

  • Microsoft adds Anthropic to 365 Copilot → You can now switch Copilot’s “Researcher” and Copilot Studio to Claude Sonnet 4 / Opus 4.1—a notable diversification beyond OpenAI. Worth a peek if you build internal agents. Read more →

Arc pushes biology into the AI era with genomes, antibodies, and million-base-pair editing

Behind The Scenes at Factory HQ With Robert Scoble

ChatGPT Now Checks In On You Every Day With Pulse

  • What: Memelord helps you create viral memes and videos with AI. It might sound silly, but they’ve already got a lot of major companies using it.

    • It scans the internet for trending meme formats, then lets you generate memes and short videos with AI. Idea to script to storyboard to scenes to final edit in one app for just $42 per month with a free trial.

  • Why it matters: There is a reason Elon Musk and even the White House are now posting memes. They influence culture. And in the age of AI, with tons of AI written slop, memes are a great way to stand out in marketing.

Watch The Next Wave Podcast

  • Levelsio hits $150K MRR → Prominent indie developer Pieter Levels shares how his Photo AI project reached the significant milestone -  with 87 % margins in nearly 1 000 days of bootstrapping - an insightful breakdown of product, tech stack and marketing. Read more →

  • Suno launches v5 → Suno’s new model delivers richer, more authentic vocals and immersive audio, setting a new bar for AI music generation - worth a listen to the samples. Read more →

  • Elon Musk teases “MacroHard” → Musk posts about naming a future AI software effort MacroHard, a playful shot at Microsoft and Bill Gates as their “friendly” rivalry continues. Read more →

  • Abu Dhabi to become AI-native by 2027 → The emirate plans fully AI-powered digital services within two years, aiming for 100 % automation and major GDP growth through a $13 B investment. Read more →

  • Meta preps AI-powered Ray-Ban launch with pop-up shops → $799 smart glasses hit Sept 30; demo bookings in NY/LA/Vegas are already filling up. Read more →

  • Cohere adds $100M, now valued at $7B → Extension round and a deeper AMD partnership for enterprise AI. Read more →

  • Sam Altman’s “Abundant Intelligence” → OpenAI’s CEO argues that weekly gigawatt-scale compute factories could unlock AI-driven abundance - from curing diseases to reshaping the economy - and calls for U.S. leadership. Read more →

That’s it for this week’s Lore Brief.

See you next week!