Good morning, welcome to this week’s Lore Brief, your 3-minute brief of the most important moves in AI and tech.
This issue of Lore Brief is brought to you by Lore, building AI infrastructure for America and its allies.
OpenAI restructures for trillion-dollar IPO → OpenAI overhauls into nonprofit Foundation controlling for-profit Group PBC, granting 26% equity to employees and Foundation for mission-aligned governance; sets stage for 2027 public listing at up to $1T valuation. Read more here →
Extropic debuts a prototype of 10,000x efficient AI chip → e/acc founder Guillaume Verdon a.k.a Beff Jezos's Extropic unveils Thermodynamic Sampling Units with probabilistic bits for ultra-low-energy gen AI - if they work and can be produced at scale. See more here →
Claude Excel add-in boosts finance workflows → Anthropic's beta Claude for Excel enables sidebar analysis, formula debugging, and workbook creation; integrates with market data connectors and Agent Skills for DCF modeling and earnings insights, prioritizing security for banks and asset managers. Read more here →
Essential shot types cheat sheet:
Neuralink patient can now feed himself with robotic arm via telepathy:
Google Labs rolls out new AI marketing tool that understands your brand identity and helps you create marketing campaigns:
Jensen: AI workers will eclipse software tools → NVIDIA’s CEO at GTC keynote frames AI as scalable workforce vs limited software tools, fueling trillion-dollar industry. See more here → or watch the whole keynote here →
Sora enables fake cameos and story stitching → Register AI-generated characters as cameos straight from Sora clips for consistent reuse, plus seamless video merging into longer narratives - unlocking pro storytelling for solo creators. Read more here →
Google Search defies AI threat with 14.5% surge → Alphabet Q3 search revenue climbs to $56.6B, up 14.5% YoY despite rivals like Perplexity; Gemini integrations drive higher engagement, proving zero volume cannibalization. Read more here →
xAI presents Grokipedia 0.1 encyclopedia → Elon Musk releases Grokipedia 0.1, an AI-generated Wikipedia challenger with 885k articles; Musk calls it already better than the original, teasing a 10x improved v1.0 soon. Read more here →
Cursor launches Composer AI agent → Cursor unveils Composer, a frontier MoE model 4x faster for coding, trained via RL on real dev tasks with tools for file edits, terminal commands, and semantic searches. Delivers seamless, high-speed agentic workflows in the IDE. Read more here →
Every.to engineers reveal AI coding workflows → Six devs detail 10x speedups via Cursor for editing, Claude for architecture, and agents like RepoPrompt for reviews; mix local LLMs with high-end desktops for secure, fluid builds. Read more here →
Microsoft-OpenAI partnership hits new phase → Microsoft invests $135B in OpenAI's PBC structure while OpenAI pledges $250B for Azure; drops first-refusal rights, enables independent AGI pursuits with expert verification, and extends IP protections through 2032. Read more here →
Anthropic uncovers LLM introspection → Claude shows emergent self-awareness, detecting injected neural concepts 20% of time and cross-checking intentions vs outputs; limited but real, boosting transparency yet prone to confabulation. Read more here →
