Good morning. It’s Friday, October third.
On this present day in tech history: In 2007Nvidia released CUDA 1.0 to developers, exposing general-purpose compute on GPUs. On the time it was pitched for scientific computing, nevertheless it effectively laid the hardware foundation for the deep learning explosion six years later.
-
OpenAI’s Wild Valuation
-
Google’s Jules
-
Copilot coming for Gmail and Outlook
-
5 Recent AI Tools
-
Latest AI Research Papers
You read. We listen. Tell us what you think that by replying to this email.
In partnership with LMCache
🚀 Speed Up Your LLM Workflows with LMCache
Running retrieval-augmented generation or local LLM deployments? Meet LMCache — an open-source key-value cache manager that accelerates inference by 4–10×.
✅ Lightweight & developer-friendly
✅ Seamlessly integrates into RAG pipelines
✅ Benchmarked, open-source, and able to drop in
Thanks for supporting our sponsors!
Today’s trending AI news stories
OpenAI is the world’s Most worthy private company after private stock sale
OpenAI has officially develop into the world’s Most worthy private company, hitting a $500 billion valuation after employees sold $6.6 billion price of shares in a secondary sale. Since the money went on to shareholders, not the corporate, it doubles as a retention play to maintain talent from drifting to competitors like Meta’s resurgent AI lab. The milestone comes just weeks after a $40 billion raise in August and sits alongside massive infrastructure bets.
Image credit: Tomohiro Ohsumi / Getty Images
The Sora app is already a viral hit, pulling 56,000 day-one downloads and climbing to No. 3 on the U.S. App Store despite being invite-only and limited to the U.S. and Canada. It’s outpacing Claude and Copilot and matching xAI’s Grok launch, with only ChatGPT and Gemini posting stronger day-one numbers.
“Direct Messages” has now been added to the ChatGPT Android app (version 1.2025.273 beta) – codename “Calpico”https://aibreakfast.beehiiv.com/”Calpico Rooms”
Direct messaging was first introduced yesterday in the brand new Sora 2 iOS app, and now code references within the ChatGPT Android app show it includes direct
– Tibor Blaho (@btibor91)
10:16 PM • Oct 1, 2025
ChatGPT itself is now edging into social territory. Recent Android beta builds reveal profile customization. Photos, display names, descriptions and code references to direct messaging further hint at upcoming capabilities. This might allow users to speak and collaborate directly, echoing what’s already available inside ChatGPT Teams and Workspace accounts. Read more.
Google rolls out Jules CLI/API, Gemini “nano-banana” model now with 10 aspect ratios
Gemini 2.5 Flash Image, aka ‘Nano-Banana,’ is now basically availability, supporting ten aspect ratios, from cinematic 21:9 to vertical 9:16. Developers can mix multiple images, preserve character fidelity across outputs, and make precise edits using natural language prompts.
Early adopters are already pushing it: Cartwheel combines it with 3D posing tools for accurate character rendering, while Volley generates live game visuals with sub-10-second latency for multi-turn edits. Gemini 2.5 runs via the Gemini API on AI Studio or Vertex AI, with deployment or GitHub export, priced at $0.039 per image and $30 per 1M output tokens for scale.
Meanwhile, Google’s coding agent Jules now works within the terminal with full CLI and API access. Developers can trigger, monitor, and parallelize tasks, integrate with Slack or CI/CD pipelines, and manage files, memory, and environment variables, keeping complex workflows smooth without leaving the console.
Excited to introduce Dreamer 4, an agent that learns to unravel complex control tasks entirely within its scalable world model! 🌎🤖
Dreamer 4 pushes the frontier of world model accuracy, speed, and learning complex tasks from offline datasets.
co-led with @wilson1yan
– Danijar Hafner (@Danijarh)
5:07 PM • Sep 30, 2025
Rounding out the week, DeepMind’s Dreamer 4 set a brand new offline RL milestone: it mined diamonds in Minecraft using 20,000+ pre-recorded actions without touching the live game. Its high-efficiency transformer world model folds reward prediction and policy optimization right into a single architecture. On the offline diamond benchmark, it beats OpenAI’s VPT and Gemma 3 using roughly 100x less data, delivering faster, more robust learning entirely in simulation. Read more.
Microsoft unifies agents, attacks biosecurity gaps, and arms Copilot for Gmail and Outlook
Microsoft is formally retiring AutoGen and Semantic Kernel, shifting all recent development to its unified Agent Framework. The brand new SDK consolidates multi-agent orchestration (including Magentic One), OpenAPI integration, cross-runtime messaging, and native testing. Governance is embedded on the core: prompt injection shielding, task adherence checks, and PII detection feed into Azure AI Foundry for deployment, monitoring, and lifecycle controls. OpenTelemetry hooks give enterprises visibility into latency, cost, and real-time agent behavior.
Microsoft 365 Premium, meanwhile, is taking a swing at ChatGPT Plus with a $19.99 plan that folds AI into the complete Office suite. Subscribers get desktop Word, Excel, PowerPoint, Outlook, and OneNote, plus Copilot and two agents previously limited to enterprises: Researcher, powered by OpenAI’s Deep Research model, and Excel’s Analyst for turning messy data into structured outputs. The tier also unlocks GPT-4o’s highest rate limits, Vision, image generation, Actions, Podcasts, upcoming Photos Agent, Agent Mode, Office Agent, Defender, and 1TB of storage. Personal, Family, and Copilot Pro users are being upgraded robotically.
Recent techniques are coming into play to halt malevolent proteins of their tracks. Image: Getty
In a brand new study, Microsoft researchers have flagged a brand new biological “zero-day” risk: AI-designed toxins that slip past current DNA screening. In a digital red-team test, Eric Horvitz’s team digitally redesigned known toxins so their genetic signatures wouldn’t trigger safeguards utilized by DNA synthesis providers. Vendors were alerted and patches issued, but researchers admit some AI-designed molecules can still slip through, framing biosecurity as a moving goal. Critics argue defenses must shift into the AI models themselves, not only screening pipelines.
Copilot can also be quietly gaining deeper integration and recent personalities. “Copilot Connectors” will let the assistant search, read, and analyze content across Outlook, Gmail, Google Drive, Calendar, and Contacts via user-controlled toggles. Outlook integration is designed as a real inbox and calendar agent, hinting at a coming email assistant. A brand new chat persona, “Coco,” is in testing with a hotter, lifestyle-oriented tone and will roll out alongside as much as eight selectable interaction modes. Read more.
-
Anthropic hires recent CTO with concentrate on AI infrastructure
-
Perplexity’s Comet goes free while Max users get a ‘background AI assistant’
-
Mira Murati’s Considering Machines Lab launches its first product
-
Grok is on the lookout for a human “tutor” on methods to make video games
-
Apple shelves Vision headset revamp to prioritize Meta-like AI smart glasses
-
Netflix can pay you as much as $700k per yr—and allow you to work fully distant—in case you can harness AI to make employees more productive
-
Harvard researchers develop first ever constantly operating quantum computer
-
Zhipu AI’s recent GLM-4.6 tops Deepseek, trails Sonnet in code tasks
-
Watch: ‘Global Objects’ project uses Azure and NVIDIA to construct the world’s largest photorealistic 3D asset library
-
Concrete “battery” developed at MIT now packs 10 times the ability
-
Gaia sets a brand new benchmark for AI calls with sub-second latency and human-level flow
-
Watch: $80,000 humanoid robot brutalized by YouTuber in shocking test
-
Princeton AI restores missing fusion data to enhance reactor control
-
Music’s biggest labels are weeks away from major AI licensing deals
-
Salesforce launches AI ‘trust layer’ to tackle enterprise deployment failures plaguing 80% of projects
-
Nuclear fusion, the ‘holy grail’ of power, was at all times 30 years away—now it’s a matter of when, not if, fusion comes online to power AI
-
Hume AI released Octave TTS 2 model with multi-language support and EVI 4 mini, designed for live translations
-
Pathways’ recent AI model “Dragon Hatchling” is inspired by how brains learn
-
Ex-OpenAI researcher dissects considered one of ChatGPT’s delusional spirals
-
‘Western Qwen’: IBM wows with Granite 4 LLM launch and hybrid Mamba/Transformer architecture
-
Intel in early talks so as to add AMD as foundry customer
-
Meta plans to sell targeted ads based on data in your AI chats
-
Anthropic integrates Claude with Slack, enabling direct app access and smarter message referencing
-
Watch: China’s recent Wuji Hand delivers 20 joints, precision grip, and 20kg lift in a 600g frame at $5.5K
-
Google opens applications for global AI film award with $1 million prize for AI film creators
-
Watch: Leju Robotics opens 10,000m² training hub to shut AI’s reality gap
-
Engineers create first artificial neurons that might directly communicate with living cells
-
Citi begins retraining 175,000 employees in working with AI: ‘great prompting versus basic prompting to generate impactful results’
-
Amazon says its AI will let NBA fans track brand-new stats
-
Sony adds audio sharing to flagship headphones with recent firmware update for Android users
-
‘Embodied’ AI in virtual reality improves programming student confidence
-
AI model can manipulate time to make higher predictions in a big selection of fields
5 recent AI-powered tools from around the online
arXiv is a free online library where researchers share pre-publication papers.
Your feedback is priceless. Reply to this email and tell us how you think that we could add more value to this text.
All in favour of reaching smart readers such as you? To develop into an AI Breakfast sponsor, reply to this email or DM us on 𝕏!
