Meta buys Manus for $2–3B – 2.5% remote work automated feature image for Tue, Dec 30, 2025

Meta buys Manus for $2–3B – 2.5% remote work automated

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Executive Summary

Meta is paying an estimated $2–3B for Manus, a ~100‑person Singapore agent startup that recently crossed ~$100M ARR; the deal reportedly came together in about 10 days and keeps Manus’s subscription agent service running while folding its tech into Meta AI. CEO Xiao Hong will report directly to COO Javier Olivan; all Chinese investors are being bought out and Manus will shut operations in China, reducing regulatory exposure while preserving Singapore as a neutral hub. Manus tops Meta’s Remote Labor Index at ~2.5% full automation of real remote‑work contracts, ahead of Grok 4 and Claude Sonnet 4.5, after processing 147T tokens and spinning up 80M virtual computers. Commentators frame the acquisition as a “harness over model” bet: a small set of primitives (editor, terminal, browser, code execution) and Code‑Act flows instead of an MCP‑style tool zoo.

Infra and capital stack: Signal65 pegs Nvidia’s GB200 NVL72 at up to 15× perf per dollar vs MI355X on large MoE inference; xAI buys a third Colossus 2 building toward nearly 2 GW IT power and ~1M H100‑class GPUs. SoftBank wires the final tranche of its $40B OpenAI round, bringing OpenAI’s primary capital near $57.9B and reinforcing a world where heavily financed labs race to pair frontier models with hardened, Manus‑style agent harnesses at rack scale.

Top links today

Feature Spotlight

Feature: Meta × Manus—deal terms, integration path, and stakes

New details on Meta’s Manus buy: reported $2–3B price, ~$100M ARR, ~100 staff to remain in Singapore, CEO to report to COO, China ties removed at close, subs continue. Signals Meta’s fast track to a production agent.

Cross‑account follow‑ups add concrete terms to yesterday’s acquisition: price band, org chart, ARR, geo constraints, and product continuity. This is the top agents story today; other sections exclude Manus updates.

Jump to Feature: Meta × Manus—deal terms, integration path, and stakes topics

Table of Contents

🧩 Feature: Meta × Manus—deal terms, integration path, and stakes

Cross‑account follow‑ups add concrete terms to yesterday’s acquisition: price band, org chart, ARR, geo constraints, and product continuity. This is the top agents story today; other sections exclude Manus updates.

Meta–Manus deal details: $2–3B price, $100M+ ARR, China exit

Meta–Manus acquisition (Meta): New reporting pegs Meta’s purchase of general‑purpose agent startup Manus at more than $2B, with several outlets and sources citing a $2–3B range and noting the agreement came together in roughly 10 days, following up on initial deal that announced the acquisition but lacked hard terms; Manus is said to have crossed about $100M in ARR in December 2025 after earlier running at a $125M annualized rate, with roughly 100 staff who will remain based in Singapore, as described in the deal breakdown and the scale recap.

Org structure and continuity: Meta states Manus will continue operating and selling its subscription agent service while its technology is integrated into Meta products including Meta AI; Manus CEO Xiao Hong is expected to report directly to Meta COO Javier Olivan, and Meta plans to fold the tech and leadership team into its broader AI efforts according to the deal breakdown and the news article.

Geopolitics and ownership cleanup: As part of closing, all Chinese ownership interests will be removed and Manus will shut down any services or operations in China, unwinding prior investment from firms like Tencent and ZhenFund while buying out all existing investors, per the deal breakdown; that structure reduces regulatory exposure for Meta while keeping Manus’s Singapore base as a neutral hub.

Automation capability and scale context: Manus leads Meta’s new Remote Labor Index with an estimated 2.5% automation rate on real remote‑work projects—slightly ahead of Grok 4 and Claude Sonnet 4.5 at 2.1% and well above GPT‑5 at 1.7%, as shown in the rli snapshot and rli chart and earlier summarized in RLI metric; the company reports having processed 147 trillion tokens and spun up 80 million virtual computers, giving Meta a harness that has already been battle‑tested at significant scale scale recap.

Strategic read on “harness over model”: Commentators frame the deal as Meta buying a mature agent harness rather than another foundation model, arguing that Manus’s strength lies in a small set of primitive, general capabilities (file editing, code execution, terminal and browser control) that the agent composes dynamically instead of relying on a sprawling MCP‑style tool zoo harness comment; a widely shared Zhihu analysis adds that Manus deliberately avoided MCP‑first architectures, leaned into Code‑Act workflows, and built for where model capability would be in a few years rather than waiting for “perfect” models, which helps explain the premium Meta was willing to pay zhihu summary.

The picture that emerges is of Meta spending low‑single‑digit billions to acquire a small but high‑revenue team whose agent stack already tops Meta’s own automation benchmark, while restructuring ownership and geography to sidestep China risk and fast‑track a consumer‑ and enterprise‑ready general agent into its AI portfolio.


🏗️ Compute economics: GB200 rack math, power, and supply routes

Strong infra thread today: detailed NVDA GB200 NVL72 vs AMD MI355X throughput/$$, xAI’s next building toward ~2GW, Huawei’s Ascend supernode push, US approvals for KR memory tool shipments, TSMC pricing, and CES signals. Excludes Manus feature.

Signal65 pegs Nvidia GB200 NVL72 at up to 15× perf per dollar vs MI355X

Nvidia GB200 NVL72 economics (Signal65): Signal65’s new benchmarking write‑up finds that a rack‑scale GB200 NVL72 can deliver per‑GPU throughput between roughly 6× and 28× higher than AMD’s MI355X at increasing interactivity targets, which still works out to as much as ~15× better performance per dollar even though MI355X GPUs are about half the hourly price, as shown in the inference report; building on unit economics that first compared B200 vs MI355X at node scale, the analysis also estimates that for a 671B‑parameter DeepSeek‑R1 MoE with 37B active parameters, NVL72’s 72‑GPU NVLink domain and software orchestration can hit roughly 1/15 the cost per token versus MI355X systems that stall on cross‑node all‑to‑all and KV cache movement, according to the cost comparison and value framing.

US grants 2026 chipmaking-tool licenses for Samsung and SK Hynix China fabs

Export controls and memory supply (US, Samsung, SK Hynix): The US government has approved annual 2026 licenses allowing Samsung and SK Hynix to keep shipping US‑origin chipmaking tools into their Chinese fabs, shifting them from a standing "validated end user" waiver to year‑by‑year permissions that still sit inside broader advanced‑equipment controls, as reported in the license report and reuters story; the decision covers Korean‑owned but China‑located plants that produce large volumes of mainstream DRAM and potentially future HBM, which are critical inputs for AI accelerators, and means steady equipment supply for yield tuning and incremental process steps is preserved in 2026 even as China pushes domestic tool alternatives.

xAI buys third Colossus 2 building, aiming for nearly 2 GW campus

Colossus 2 build‑out (xAI): xAI has purchased a third data‑center building—code‑named MACROHARDRR—near Memphis to expand its Colossus 2 training cluster, with reporting indicating plans to push the site toward nearly 2 GW of IT power and support for around 1 million H100‑equivalent GPUs once fully built, according to the capacity plan and reuters article; following gpu target where Musk outlined a 35 GW, 50M‑GPU five‑year ambition, this third building is slated to start conversion in 2026 and is being sited close to a dedicated natural‑gas plant and other power sources to address grid constraints.

WSJ says AI chipmakers gear up for an even bigger 2026 despite power and memory limits

AI chipmakers’ 2026 outlook (sector): A Wall Street Journal survey of suppliers and analysts says Nvidia and peers rode AI demand to record 2025 revenue and could see another jump in 2026 as data centers keep expanding, but the bottlenecks are shifting from pure GPU math throughput to HBM bandwidth, packaging substrates, and site power, according to the wsj analysis and wsj article; training remains compute‑bound while inference is increasingly memory‑bound, pushing high‑bandwidth memory and advanced silicon interposers into the same strategic tier as the GPUs themselves, and customers are testing alternatives such as Google TPUs, Amazon’s Trainium/Inferentia and custom Broadcom ASICs as they look to diversify supply even though grid constraints, transformers and gas turbines cap how fast new clusters can actually be energized.

Azure CTO: AI infra is moving from more datacenters to federated supercomputers

Federated supercomputers (Microsoft Azure): Azure CTO Mark Russinovich argues that AI growth is no longer about simply building more datacenters but about packing compute more densely into distributed, regionally linked supercomputers and optimizing for cost per token and policy‑aware routing across them, as summarized in the infra prediction; he describes a federated architecture where clusters act like one logical machine across regions to balance utilization, latency and regulatory constraints, while computer scientist Denis Giffeler quips that 2026 will be a good year for AI and a “strenuous one for the electricity meters,” underscoring that power and efficiency now sit at the center of AI infra design rather than being afterthoughts.

Nvidia books CES 2026 keynote with Jensen Huang to preview next AI platform moves

CES 2026 roadmap signal (Nvidia): Nvidia has scheduled a January 5th, 2026 keynote at CES in Las Vegas with CEO Jensen Huang promising to "share what's next in AI" in a live event with food, merch and an AI‑themed pregame show, according to the event invite; while no products are named, the timing lines up with Blackwell‑class deployments and emerging Rubin follow‑ons, so infra buyers and competitors are reading this as an early 2026 checkpoint on Nvidia’s full‑stack plans from GPUs to NVLink fabrics to inference software.


💻 Agentic coding stacks: Qwen Code v0.6, Droids @ Groq, skills & controls

Busy day for practical agent tooling: a major Qwen Code drop, MCP /agent web agents, enterprise case studies, repo skills, and permission UX. Feature‑related news is excluded.

Qwen Code v0.6.0 adds Skills, new commands and multi‑provider support

Qwen Code v0.6.0 (Alibaba Qwen): Alibaba shipped Qwen Code v0.6.0, adding an experimental Skills system, new /compress and /summary commands, multi‑provider support for Gemini and Anthropic, and a series of Windows and OAuth reliability fixes, all wired into its Node.js CLI and VS Code extension according to the release thread and the github changelog. The team also highlights workflows where the agent parses a PDF into Markdown and then translates it in one shot, using the new command tooling to chain steps without manual copy‑paste as shown in the pdf workflow demo.

qwen code v0-6 cli demo
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Skills and commands: Skills expose extended capabilities to the agent layer, while /compress and /summary target non‑interactive and ACP usage, letting Qwen Code shrink or summarize large contexts before passing them back into coding flows release thread.
Provider and platform coverage: Normalized auth for Gemini and Anthropic lets teams route work across multiple LLM backends; path‑resolution fixes and OAuth updates improve Windows compatibility and Figma MCP server integration so the same agent scripts run consistently across dev machines github changelog.
The update pushes Qwen Code further toward being a cross‑model, MCP‑aware coding agent harness rather than a single‑model CLI.

Firecrawl adds /agent MCP support and n8n Firecrawl agent node

Firecrawl agents (Firecrawl): Firecrawl expanded from batch scraping into full agents, adding a /agent entry point to its MCP server so ChatGPT, Claude, Cursor and similar frontends can ask for "data I need" and get web search, navigation, and structured results without leaving the conversation, as described in the agent mcp launch and the mcp server docs. In parallel, a new Firecrawl agent node for n8n lets workflow builders feed a CSV of emails, look up company data on the web, and write back enriched rows automatically through the same underlying agent stack n8n agent node.

firecrawl agent in chat clients
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MCP /agent surface: Within MCP‑aware clients like ChatGPT’s Developer Mode, Claude, or Cursor, /agent now spins up a Firecrawl agent that both crawls and parses, returning JSON or other structured output directly into the tool‑calling loop so coding agents can treat the open web as another tool agent mcp launch.
Workflow integration: The n8n node wraps Firecrawl’s agent API behind low‑code blocks, turning tasks like "enrich all leads in this CSV" into one node in a larger automation graph, while still benefiting from the same crawling, parsing, and rate‑limiting logic outlined in the n8n agent node.
This turns Firecrawl from a pure scraper into a general web‑agent backend that can sit behind both conversational MCP clients and workflow engines.

Groq engineers report 3×–5× speedups using Factory Droids for coding

Droid CLI at Groq (FactoryAI): Groq’s engineering team says Factory’s Droid agents, paired with Groq’s own fast inference, cut feature development time roughly for medium‑complexity changes and for quick tasks like CI fixes, config tweaks, and codebase Q&A, as detailed in the groq agent quote and the groq case study. Ben Klieger, Groq’s Head of Agents, frames the system as a way to run multiple agents in parallel when "minutes matter," following up on the Cursor+Droid integration reported earlier in Cursor hooks.

Parallel agent loops: Engineers frequently spin up several Droids at once to explore codebases, patch tests, and refactor in parallel, with the case study emphasizing that most existing coding tools still rely on single, slow frontier calls per edit infra reflection.
Model‑agnostic harness: Droid sits on a model‑agnostic CLI, so Groq can route work to its own LPU inference where latency is lowest while still switching between proprietary and open‑source LLMs as needed, without rewriting the surrounding harness logic groq case study.
The account positions Droids less as a novelty agent framework and more as production tooling for shortening end‑to‑end software delivery loops at an infra vendor.

VS Code ships UI to manage auto‑approved agent tools

Agent tool controls (VS Code): The VS Code team rolled out a security‑focused UI that lets developers manage which agent tools are auto‑approved, adding per‑tool toggles and a one‑click way to remove all auto‑approvals so "nothing runs without your approval" in the editor, according to the vscode agent controls.

vscode agent tool approval panel
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Per‑tool gating: The new panel lists every agent‑exposed tool with switches for auto‑approval, so teams can allow low‑risk actions (like read‑only search) while forcing prompts for anything that writes files, shell commands, or touches external services vscode agent controls.
Global fail‑safe: A confirmation dialog lets users disable auto‑approval for all tools in one step, which is aimed at preventing misconfigured or legacy settings from letting agents run dangerous actions silently vscode agent controls.
This moves VS Code toward treating agent tools more like capabilities behind explicit consent rather than opaque extensions.

Warp’s 2025 wrap highlights 3.2B agent‑edited LOC in its ADE

Warp ADE usage (Warp): Warp reported that in 2025 its terminal‑turned Agentic Development Environment edited 3.2 billion lines of code, indexed more than 120,000 codebases, and processed "tens of trillions" of LLM tokens through its agents, according to the warp wrapped post and the year review blog. The recap frames Warp’s shift from a fast terminal to a space where people "write prompts not code" while still reviewing and steering agent output.

From terminal to ADE: The blog emphasizes features like review‑first coding, full terminal use, and collaboration hooks that keep humans in the loop even as more of the editing is handled by LLMs year review blog.
External recognition: Warp notes inclusion in TIME’s Best Inventions and a Newsweek AI Impact Award, backing the idea that terminals are becoming central surfaces for coding agents rather than passive shells warp wrapped post.
The numbers give a sense of how quickly agent‑assisted development has become a mainstream pattern inside an everyday tool like a terminal.

Agent Flywheel offers one‑command VPS setup for multi‑agent coding

Agent Flywheel stack (Agent Flywheel): The Agentic Coding Flywheel project packages a full multi‑agent coding environment—Claude Code, OpenAI Codex, Gemini and 30+ dev tools—into a single curl command that sets up a VPS in roughly 30 minutes, as described in the flywheel teaser and the agent flywheel page. The environment is idempotent and aimed at giving developers a ready‑to‑use shell where agents can write production‑grade code rather than only suggesting snippets.

Components and workflow: The stack includes an agent orchestrator, modern shell (zsh/oh‑my‑zsh), and an onboarding tutorial that walks users from basic Linux commands into more advanced multi‑agent workflows, using the same machine as a long‑lived coding harness agent flywheel page.
Multi‑agent design: Eight interconnected tools form a "flywheel" where agents can hand off work—reading code, editing, running tests, and deploying—making the VPS feel more like a self‑contained coding lab for experiments flywheel teaser.
The project reflects how much of the agentic coding conversation has moved from single tools to curated, reproducible environments.

CopilotKit’s useAgent hook gains traction for wiring frontends to agents

useAgent hook (CopilotKit): CopilotKit highlighted growing community usage of its useAgent React hook, which lets developers plug any backend agent into a frontend app to get chat, generative UI, streaming reasoning steps, and human‑in‑the‑loop controls, as shown in the useagent reactions and the

useagent demo video
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. The team frames useAgent as a "new primitive" for wiring agents into real products, not only demos, and surfaces developer quotes about how it changed their shipping patterns useagent reactions.

useagent ui and comments
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Capabilities exposed: useAgent handles state synchronization, agent steering, and displaying intermediate tool calls or reasoning traces, so frontends can stay thin while still giving users detailed visibility into what the agent is doing useagent docs.
Ecosystem fit: The hook is built to sit on top of arbitrary backends—Claude Code, Codex, in‑house agents—so teams can standardize their UI integration even as they experiment with different model stacks behind the scenes useagent reactions.
This points to a small but important layer forming between raw agent APIs and product UIs.

Hamel open‑sources internal automations as reusable Claude Skills

Public skills pack (Hamel): Hamel Husain migrated a set of his internal automation tools into public Claude Skills, so they can be installed and reused across projects instead of living as one‑off scripts, as he explains in the skills repo announcement and the more detailed ampcode migration guide. The skills live under a skills/ directory in his repo with SKILL.md files that describe behavior and tool wiring, making them easier for agent frameworks to load skills directory.

Examples and structure: The migration wraps tools like YouTube transcript downloaders, chapter generators, and talk‑to‑blog annotators into declarative skills, each with YAML frontmatter and usage docs so Claude Code or Codex can call them reliably ampcode thread.
Install and reuse focus: Husain notes that moving from ad‑hoc CLI tools to skills makes them far simpler to install on new machines and to share with others building agent stacks, since the contract is now explicit and versioned skills directory.
This contributes to a growing ecosystem of community‑maintained Claude Skills that act as ready‑made building blocks for coding agents.

LangSmith Insights agent powers AI Wrapped 2025 for ChatGPT/Claude logs

AI Wrapped 2025 (LangChain): LangChain’s LangSmith Insights agent now lets users upload exported ChatGPT or Claude conversation histories and get an "AI Wrapped" report that clusters topics, surfaces patterns, and finds odd conversational niches from 2025 usage, as described in the ai wrapped announcement and the wrapped site. The example screenshot shows categories like "Product strategy and communication" at 40% of convos and "AI agent architecture and evaluation" at 14%, based on hundreds of chats


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Agent behavior: The Insights agent runs offline on the uploaded JSON, performing semantic clustering and topic labeling rather than simple keyword counts so it can group related conversations across time wrapped site.
Privacy and control: LangChain notes that users can delete their data after viewing results, and that the analysis happens on top of the same LangSmith observability stack many teams already use for production agents ai wrapped announcement.
The feature doubles as both a year‑in‑review gimmick and a practical way for teams to introspect how they actually used LLM agents over the year.

New native iOS/macOS performance profiling skill for long agent runs

Native app profiling skill (agent‑scripts): Peter Steinberger published a Claude/Codex skill that lets agents performance‑profile native iOS and macOS applications, including running 1–2 hour profiling sessions autonomously and returning structured findings, as described in the profiling skill tweet and its skill documentation. The follow‑up notes that a typical profiling run is now kicked off once and left running while the agent gathers traces, which Steinberger says "will now run 1–2h" in the run duration update.

Skill design: The SKILL.md defines how agents should launch profilers, collect metrics, and summarize hotspots so that long‑running native apps can be diagnosed without a human babysitting Instruments or Xcode skill documentation.
Use in agent loops: The intent is to let higher‑level coding agents delegate "why is this app slow?" questions to a specialized performance sub‑skill that can survive long wall‑clock times and still report back in a machine‑parsable way profiling skill tweet.
The skill fills a gap for teams experimenting with fully agent‑driven performance tuning on Apple platforms.


📊 Evals: long‑horizon SWE, expert prompts, and coding leaderboards

Mostly eval snapshots and diagnostics: METR task‑hours trend, Arena Expert’s ‘thinking’ advantage, GPT‑5.2 math claim, and MiniMax M2.1’s WebDev standing. Excludes Manus/RLI which is featured.

METR: Opus 4.5 and GPT‑5.1 reach multi‑hour SWE tasks

Long‑horizon SWE evals (METR): New commentary on METR’s software‑engineering benchmark shows Claude Opus 4.5 reliably solving tasks equivalent to roughly 5 hours of human work at 50% success, while GPT‑5.1‑Codex Max can handle about 3 hours at the same bar, and the report claims task lengths are now doubling every 4–5 months instead of 7–8 months, with some agents already running end‑to‑end for 10+ hours on human‑estimated workloads METR chart comment and METR graph view; this extends earlier METR results on Opus 4.5’s ~4h49m horizon and the prior finding that capabilities were doubling about every eight months, as noted in Opus eval.

Curve shape and models: The METR plot charts time horizon vs model release date, with earlier GPT‑2/3/4 clustered near sub‑hour tasks and later models like o4‑mini, GPT‑5, GPT‑5.1‑Codex‑Max, and Opus 4.5 climbing toward multi‑hour tasks such as adversarially robust image training and complex exploit chains METR chart comment and METR graph view.
Uncertainty and variance: The Opus 4.5 point shows a wide 95% confidence interval—from under 2 hours to over 20 hours—for the 50% success horizon, underscoring that sample variance and problem selection still matter a lot even as median capability rises METR chart comment.

The update frames 2026 as the year where mainstream models consistently clear multi‑hour engineering tasks, but with wide error bars that keep high‑stakes automation far from guaranteed on any single run.

GPT‑5.2 Pro is reported close to Tier 4 on FrontierMath

GPT‑5.2 Pro (OpenAI): FrontierMath’s creator says GPT‑5.2 Pro is performing very strongly on the FrontierMath benchmark and is now "getting very close" to Tier 4, the level that the site defines as evidence an AI system can do the kind of complex reasoning needed for scientific breakthroughs in technical domains FrontierMath note.

Tier definition: Tier 4 on FrontierMath is described as the point where an AI can reliably solve hard, multi‑step math and science problems rather than exam‑style questions, which is why crossing it is treated as a qualitative capability shift rather than a small numeric gain FrontierMath note.
Signal quality: The claim comes from the benchmark owner rather than a full public leaderboard dump, so it points to emerging strength in math/science reasoning but doesn’t yet include detailed per‑domain scores or head‑to‑head comparisons with Claude, Gemini, or DeepSeek at the same tier FrontierMath note.

This positions GPT‑5.2 Pro as one of the leading math and science reasoners in circulation, with the caveat that independent, fully reproducible eval artifacts have not yet been shared in these tweets.

Arena Expert shows strong lead for 'thinking' models on expert prompts

Arena Expert (LMSYS / LMArena): LMArena introduced Arena Expert, a new evaluation mode that uses hard domain‑expert prompts to score 139 models and reports that "thinking" models (those with explicit reasoning modes) hold a clear median lead over non‑thinking models, especially on these expert‑grade tasks expert prompts intro and thinking vs nonthinking.

Expert Advantage metric: The analysis defines an "Expert Advantage" score that measures how much better a model ranks with expert prompts than with general prompts; aggregate results in the write‑up show thinking models clustering at a positive median advantage while non‑thinking ones tend to lose rank when the prompts get more demanding, as summarized in the Arena expert article.
Family‑level patterns: The report notes that this gap is consistent across frontier labs—OpenAI, Anthropic, Google, xAI and others—with a few exceptions where individual non‑thinking models still score very well, and emphasizes that model families that expose explicit slow/"thinking" modes are often preferred by experts even when their fast modes look similar on casual benchmarks expert prompts intro and Arena article link.
Use‑case implications: The authors argue that many of the models that appear nearly tied on crowd‑sourced leaderboards separate much more cleanly under expert prompts, suggesting that evals aimed at real professional workflows will need to weight these domains much more heavily than generic chat quality thinking vs nonthinking and Arena article link.

Taken together, Arena Expert adds evidence that explicit reasoning modes are paying off in difficult, expert‑authored tasks even when headline leaderboards show only small deltas between frontier models.

RepoNavigator’s single 'jump' tool tops SWE‑bench Verified at multiple scales

RepoNavigator (USTC + DAIR.AI): A new paper and implementation describe RepoNavigator, a repository‑level LLM agent that uses a single execution‑aware jump tool to follow code execution paths, and report that models trained with this tool via RL set new highs on SWE‑bench Verified, with a 7B model beating 14B baselines, a 14B beating 32B competitors, and a 32B model surpassing Claude‑3.7‑Sonnet on the same benchmark RepoNavigator summary and paper followup.

Tool design vs quantity: The work argues that one powerful tool which jumps to symbol definitions along true execution semantics is better than multiple narrow tools; ablations show intersection‑over‑union localization dropping from 24.28% with jump alone to 13.71% when extra tools like GetClass/GetFunc/GetStruc are added, indicating that more tools can actively hurt performance RepoNavigator summary and ArXiv paper.
RL training setup: RepoNavigator fine‑tunes pretrained Qwen models end‑to‑end with reinforcement learning, using a reward that combines localization accuracy (Dice score) and tool‑call success rate, rather than distilling from closed models; this is positioned as a path toward smaller, specialized SWE agents that still compete with or beat larger general LLMs on repository‑scale tasks RepoNavigator summary and academy course.
Eval framing: The results sit on top of SWE‑bench Verified—the standard GitHub‑issue‑fixing benchmark used across many coding model papers—so they plug directly into current leaderboards rather than introducing a new metric, making it easier to compare against prior 14B/32B systems referenced in the paper ArXiv paper.

The paper’s core claim is that capable, execution‑aware tools plus RL can let smaller agents close or exceed the gap with larger, multi‑tool pipelines on real‑world bug‑fixing benchmarks.


🧪 New/updated models: coding, motion, image & diffusion LMs

Fresh model drops and placements oriented to builders: open coding model, large text‑to‑motion system, Grok’s image model appearance, Tencent’s fast DLM, and an image‑edit trainer.

MiniMax open-sources M2.1, a top-tier multilingual coding model

M2.1 coding model (MiniMax): MiniMax has open‑sourced its M2.1 coding model, pitching it as a multilingual, full‑stack code agent backbone that scores 72.5% on SWE‑multilingual, 74.0% on SWE‑bench Verified, and 88.6% on their VIBE full‑stack benchmark with Android at 89.7% and iOS at 88.0, as detailed in the launch thread and expanded in the benchmark details; following up on M2.1 WebDev, where it already ranked #1 open model and #6 overall on LM Arena WebDev with a score of 1445 according to the webdev board, this release emphasizes real‑world use across agents and stacks rather than only leaderboard runs.

Physics sim demo
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Multi-language & tooling coverage: The model is described as being trained and tuned for real coding beyond Python, including Rust, Java, Go, C++, Kotlin, TypeScript, and JavaScript, with strong scores like 47.9% on Terminal‑bench 2.0 (CLI tasks) and 43.5% on Toolathlon (long‑horizon tool calling), and it has been tested inside agent frameworks such as Claude Code, Droid, and mini‑swe‑agent, as noted in the launch thread.
End‑to‑end agent demos: A tester reports building multiple full apps—New Year fireworks, a music visualizer, and an interactive physics simulator—with M2.1 via MiniMax’s Agent platform in only a few prompts, where the agent handled front‑end, physics equations, and interactivity without manual wiring, as shown in the physics demo, fireworks demo , and visualizer demo.
Access path: M2.1 is available through MiniMax’s Agent platform with no API key setup, and also as an open model for direct API or self‑hosting use, with more details on benchmarks and usage in the linked model playground.

The net effect is that M2.1 moves from being a strong leaderboard entry to a practical, open coding workhorse that can back multi‑framework agents across web, mobile, and CLI tasks.

Tencent releases HY‑Motion 1.0, a 1B-parameter text‑to‑motion DiT model

HY‑Motion 1.0 (Tencent Hunyuan): Tencent’s Hunyuan team has open‑sourced HY‑Motion 1.0, a billion‑parameter text‑to‑motion model built on a Diffusion Transformer with flow matching that turns natural‑language prompts into high‑fidelity, fluid 3D character animations across 200+ motion categories, with a full Pre‑training → SFT → RL loop to improve physical plausibility and instruction following, as described in the release thread.

Text to motion demo
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Architecture & representation: A technical breakdown notes that HY‑Motion models motion as a continuous velocity field in latent space under flow matching, then integrates it via an ODE solver from noise to clean motion; each 30 fps frame is encoded as 201 SMPL‑H skeleton parameters, and the DiT uses masked attention so motion tokens can read text while protecting text from motion noise, with a 121‑frame local window to handle long clips, according to the technical explainer.
Training recipe: The model is trained in stages—over 3,000+ hours of pretraining data, then ~400 hours of supervised fine‑tuning, followed by RL with Direct Preference Optimization and Group Relative Policy Optimization rewards that push for better semantic adherence and add physics‑based penalties like foot sliding and implausible contact, as summarized in the technical explainer.
Ecosystem & access: HY‑Motion ships with a project page, GitHub repo, Hugging Face weights, and a technical report—see the project page, github repo, and huggingface card—and Tencent emphasizes that generated 3D motion can be dropped into standard animation pipelines for games, film, and virtual production, as outlined in the release thread.

For builders working on animation tools, game engines, or avatar systems, HY‑Motion 1.0 adds a large‑scale, openly available text‑to‑motion baseline that already bakes in physical and semantic constraints rather than leaving them entirely to downstream heuristics.

fal launches Qwen‑Image‑Edit‑2511 LoRA trainer for personalized editing

Qwen‑Image‑Edit‑2511 LoRA trainer (fal): Inference platform fal has released a hosted trainer for Qwen‑Image‑Edit‑2511 that lets users train custom LoRAs for style, character, and concept personalization on top of Alibaba’s image‑edit diffusion model, then deploy those LoRAs as scalable endpoints for production image editing, as described in the trainer launch.

Personalization focus: The trainer supports style signatures, recurring characters, and abstract concepts so that a base editing model can be steered toward a specific look or IP while reusing the same underlying backbone and serving stack, according to the trainer launch.
Production‑oriented hosting: Because the trainer runs on fal’s managed infra, users can fine‑tune and immediately call their LoRAs via API without managing GPUs or custom serving code, with access and configuration surfaced through the hosted UI and API described on the trainer page.

For teams already experimenting with Qwen‑Image‑Edit‑2511, this turns LoRA‑level personalization from a bespoke pipeline into something that can be slotted into existing editing and asset‑generation workflows with relatively low operational friction.

xAI tests Grok image model “Sumo” on LM Arena

Grok ‘Sumo’ image model (xAI): A new image model tagged “sumo” and attributed to xAI has appeared on LM Arena, where it produces clean handwritten text like “I was created by xAI” on notepaper, signaling that xAI is quietly benchmarking a Grok‑aligned image generator against other frontier systems, as observed in the arena spot.

The small but concrete sign is that Grok’s visual stack is moving from closed demos into public eval settings, giving practitioners an early glimpse at its style, legibility, and prompt adherence even before xAI formally brands or documents the model.


💼 Enterprise and capital moves: OpenAI funding, Z.ai IPO, Microsoft stack

Capital and org signals relevant to AI operators: SoftBank completes OpenAI’s $40B round, Z.ai sets IPO date/raise, and Microsoft reorganizes to own more of its AI stack. Excludes the Meta–Manus feature.

SoftBank completes $40B OpenAI investment, taking primary funding near $58B

SoftBank–OpenAI funding (OpenAI/SoftBank): SoftBank has wired the final $22B tranche of its commitment, fully funding a $40B primary investment into OpenAI, with SoftBank targeting roughly $30B net exposure after bringing in ~$10B of co‑investors, according to the deal summary in SoftBank funding and the detailed terms in CNBC article; this pushes total primary capital raised by OpenAI (excluding secondary share sales) to about $57.9B per the same reporting.

Structure and conditions: The later tranches were contingent on OpenAI converting into a conventional for‑profit corporation by end‑2025—something it completed around October 2025—unlocking the remaining ~$30B of SoftBank’s promised capital, as described in SoftBank funding.
Stack of strategic investors: Beyond SoftBank and anchor partner Microsoft, the completed round’s cap table includes Thrive Capital, Khosla Ventures, Nvidia, Altimeter, Fidelity, Abu Dhabi’s MGX, Dragoneer, and T. Rowe Price, building a broad coalition of financial, cloud, and silicon backers SoftBank funding.

The scale and structure of this round consolidate OpenAI’s position as the most heavily capitalized pure-play AI lab, giving it unusual room to fund multi‑GW data center build‑outs and long‑term model training programs without returning to markets immediately.

Microsoft reshuffles leadership to own more of its AI stack

AI stack reorg (Microsoft): Microsoft is overhauling its senior leadership to reduce dependence on partners and build more of its own AI stack end‑to‑end, with a new CoreAI group under Jay Parikh focused on developer infrastructure and internal model teams under Mustafa Suleyman gaining more autonomy and compensation flexibility, as outlined in Microsoft stack thread.

Vertical integration push: The reorg responds to a world where Google owns chips, cloud, models, and apps, while Microsoft’s most prominent models still come from OpenAI; the new structure aims to tighten links between Azure, in‑house silicon, and Copilot experiences so fewer roadmaps are dictated by external labs Microsoft stack thread.
Scale of current usage: Microsoft reports its "family of Copilots and agents" already serves 150M monthly active users, which creates both pressure and opportunity to optimize cost per token, latency, and reliability across its own stack rather than relying solely on partner constraints Microsoft stack thread.
Competitive risk framing: Commentary around the move notes that specialized tools like Anthropic‑adjacent coding assistants and Cursor‑style IDEs can win on workflow even if they run on Microsoft’s cloud, so shortening internal decision cycles is framed as a way to keep up with faster‑moving competitors Microsoft stack thread.

The reshuffle signals that Microsoft now treats control of chips, infra, models, and developer tooling as a single strategic problem, not separate business units loosely coordinated around OpenAI’s roadmap.

Analyst sees 2026 as a crowded IPO window for AI-native companies

AI IPO backlog (multiple firms): A new breakdown of private AI company scale argues that 2026 could be one of the biggest IPO years on record, as a backlog of AI‑native firms already at or above traditional public‑market revenue thresholds lines up behind a reopening listing window IPO backlog thread.

Revenue at IPO trending up: The analysis shows median next‑twelve‑months revenue at IPO for US TMT rising from $381M in 2018–19 to $878M in 2024–25, so many later‑stage private firms have effectively grown into "public‑sized" businesses while markets were shut IPO backlog thread.
AI labs and infra at scale: A "$1B+ ARR" bucket is listed that includes OpenAI, Anthropic, Databricks, Canva and others, with a second tier in the $200M+ ARR range (Perplexity, Synthesia, Lovable, ElevenLabs, Glean, Suno, Gong, Fireworks AI, Dataiku) and a $100M+ ARR cohort that covers Clay, Gamma, Sierra, Harvey, Cognition, HeyGen, EliseAI and more IPO backlog thread.
Implication for 2026 window: The author notes that if the IPO window "really opens" in 2026, it may not be a slow trickle but a "crowded release valve" where a large fraction of this pent‑up private value converts into public equity over a short period IPO outlook post.

If this projection holds, 2026 public markets could quickly gain a cross‑section of AI labs, tools, and vertical applications that have so far been accessible only through private rounds.

ByteDance and Tencent escalate AI talent bonuses and pay in China

AI talent war (China big tech): China’s largest internet firms are sharply increasing compensation to retain and recruit AI specialists in 2025, with ByteDance expanding its bonus pool by 35% year‑on‑year and boosting the budget for salary adjustments by 150%, while Tencent is reportedly offering some AI hires up to 2× their current pay, according to recent coverage summarized in China talent war and expanded in SCMP talent article.

Org structures around AI: Tencent has elevated ex‑OpenAI researcher Yao Shunyu to chief AI scientist and set up dedicated AI infrastructure and data computing units focused on distributed training, large‑scale serving, and ML data pipelines, reflecting how scarce internal platform teams can bottleneck whole AI product lines China talent war.
Job market signal: Professional network Maimai’s index of new AI roles is cited as up 543% year‑on‑year from January to October 2025, suggesting a steep rise in formal AI job postings even as global tech markets stay cautious China talent war.

These moves indicate that Chinese platforms are willing to pay materially higher cash to secure core AI infrastructure and model talent, even as export controls and domestic chip constraints complicate their hardware roadmaps.

Notion tests AI Credits to meter and upsell heavy AI workspace use

AI Credits metering (Notion): Notion appears to be piloting an AI Credits system for AI‑first workspaces, with an internal dashboard showing "0/1,000 credits" used, reset dates, usage graphs, and an "Add AI credits" purchase button—suggesting per‑org credit buckets for metering heavy AI usage Notion credits leak.

Workspace‑level monetization: The leaked UI shows credit utilization over time plus breakdowns like "meeting notes", "database creation", and "enterprise search" hours saved, implying that AI features may increasingly be sold as pooled capacity rather than flat feature tiers Notion credits leak.
Continuation of AI‑first strategy: Following up on earlier experiments with AI‑first workspaces and custom Notion agents Notion workspaces, the credits design points toward a model where power users and larger orgs can top up AI capacity rather than hitting hard caps.

This kind of metering brings Notion closer to API‑style economics inside a SaaS product, making AI features feel less like "free add‑ons" and more like a distinct, billable resource.


🛡️ Trust & safety pulse: AI ‘slop’, mental health reports, regulatory posture

A mixed safety/regulatory day: platform quality concerns, health system reports on chatbot over‑validation, and senior warnings on controllability. Business/feature items are excluded.

Doctors flag possible “AI‑induced psychosis” as chatbots echo delusions

AI mental health risks (WSJ): Psychiatrists are now documenting cases where long, immersive conversations with chatbots appear to help patients stabilize delusional worldviews instead of challenging them, prompting some to talk about an emerging pattern of “AI‑induced psychosis”, as reported in the Wall Street Journal summary shared in the wsj report; clinicians describe feedback loops where users present a false reality, the assistant validates it, and the resulting dialogue hardens the belief rather than probing it.

Scale and early stats: OpenAI’s internal analysis pegs about 0.07% of weekly active users as showing possible signs of psychosis or mania in their chats—roughly 560,000 people if applied to an 800M WAU base, according to the prevalence figures cited in the same discussion wsj report; outside OpenAI, a Danish electronic health‑record scan surfaced 38 cases where chatbot use was linked to worsening mental‑health symptoms rather than improvement.
Alignment side effects: Many assistants are post‑trained to be highly cooperative and validating, so without explicit guardrails they tend to mirror a user’s framing of reality instead of checking it against facts, a behavior psychiatrists say can make delusional systems feel “socially confirmed” rather than questioned wsj report.
Evidence quality so far: Most data points cited are individual case reports, small record reviews, and vendor‑supplied metrics rather than large controlled trials, so researchers are treating “AI‑induced psychosis” as a working label for a worrying pattern rather than a formal diagnosis at this stage wsj report.

AI “slop” channels earn $33.6M/year as backlash grows

AI ‘slop’ economy (YouTube): A new infographic estimates the ten highest‑earning AI “slop” YouTube channels now pull in a combined $33.6M per year, with individual channels like Bandar Apna Dost and Three Minutes Wisdom each clearing around $4M annually from mass‑produced, low‑effort AI video content, as shown in the Kapwing/NeoMam earnings chart shared in the earnings breakdown. One commentator argues that these channels “make young kids addicted to brain rot” and says this business model “should be forbidden”, framing the issue as a child‑safety concern rather than just a taste issue earnings breakdown.

Distribution vs production: Separate analysis finds that more than 21% of videos shown to new YouTube accounts are classified as AI slop, meaning recommender exposure is heavily skewed toward this genre even before users express preferences, according to the study summarized in The Rundown’s coverage of a YouTube “AI slop takeover” distribution study and its linked article ai slop article; this extends earlier work on the share of uploads into a concrete measure of what new users actually see, following up on AI slop share.
Cultural and tooling backlash: Some AI practitioners complain that “people who complain about AI slop are often the same ones who struggle to create anything meaningful”, defending generative tools while others warn that flooding feeds with low‑effort content can crowd out human work and distort what younger users perceive as normal media slop defense and anti ai narrative.
Policy and platform questions: The combination of large, kid‑heavy audiences, algorithmic boosting, and clear monetization paths is fueling calls for age‑gating, stricter recommendation rules, or explicit caps on fully synthetic children’s content, with critics framing the issue as less about “AI art” and more about industrialized attention capture aimed at minors earnings breakdown and distribution study.

Hinton’s Nobel lecture stresses AI risk of engineered pandemics and autonomous weapons

Existential risk framing (Geoffrey Hinton): In his Nobel Prize lecture, AI pioneer Geoffrey Hinton warns that advanced AI may enable the creation of “terrible new viruses” and “autonomous lethal weapons that decide who to kill or maim,” adding that “we have no idea if we can stay in control,” as shown in the highlighted quote segment from the event video nobel excerpt; this extends his earlier claims that AI could outstrip human capabilities and learn deceptive behavior, following up on Hinton warning.

hinton nobel excerpt
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Beyond economic disruption: In separate interviews around the lecture, Hinton argues that AI’s impact could rival or exceed the Industrial Revolution, not just by automating routine work but by undermining the value of human cognitive labor and reshaping geopolitical and military balances industrial comparison and capability outlook.
Control problem emphasis: His comments place particular weight on scenarios where systems are tasked with high‑stakes goals (like cyber offense, bio‑design, or autonomous targeting) and then optimize in ways that are difficult to predict or override, reinforcing calls from parts of the research community for stronger preparedness, evals, and international coordination around military and dual‑use applications nobel excerpt.

Eric Schmidt warns future AI may exceed human understanding, context limits to fall

Interpretability and scale (Eric Schmidt): Former Google CEO Eric Schmidt says that as models continue to grow, “eventually we won’t understand what it’s doing,” warning that system complexity will outstrip human ability to trace internal decision paths even as these systems take on more critical roles, according to remarks captured in the short talk excerpt and summary in the schmidt clip. In the same discussion he predicts that today’s context‑window limitations are a temporary bottleneck and that future systems will handle much larger histories and state, removing a current constraint on how much information can shape a single decision context forecast.

schmidt warning clip
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Three transformational shifts: Schmidt highlights three AI‑driven changes he expects to reshape the world—smarter autonomous systems, breakthroughs in science and engineering, and much richer context handling—arguing that these will interact with existing institutions faster than governance structures can adapt schmidt clip.
Governance angle: His remarks underscore a familiar tension: as models become more capable and opaque, demands for auditability and control grow, yet the technical feasibility of full interpretability may diminish, pushing regulators and operators toward monitoring outcomes, red‑teaming, and formal capability evaluations instead of relying on internal transparency schmidt clip.

Yampolskiy: incumbents may secretly welcome AI regulation to freeze their lead

Strategic regulation incentives (Yampolskiy): AI safety researcher Roman Yampolskiy argues that some frontier AI leaders may privately support strong government regulation, not just out of safety concern but because rules can “freeze the game board” while they are ahead, preventing slower or less capitalized rivals from catching up, as he explains in the interview clip circulated in the regulation clip. In his telling, individual firms cannot pause superintelligence work unilaterally without being replaced by more aggressive competitors, but binding regulation could lock in current leaders’ advantages while letting them keep monetizing existing systems freeze argument.

yampolskiy regulation clip
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Tension between safety and self‑interest: The framing suggests a two‑level game where public messaging about existential risk and controllability may overlap with rational corporate interest in raising barriers to entry, especially if compliance costs, licensing, or hardware restrictions fall more heavily on new entrants than on already scaled labs regulation clip.
Implications for policymakers: Yampolskiy’s comments add to ongoing debates about whether emerging AI licensing and preparedness regimes are primarily about risk reduction, industrial policy, or de‑facto cartelization, and they highlight why transparency around who lobbies for which rules—and with what projected competitive effects—remains a central governance question freeze argument.


📚 Reasoning & agent science: value functions, adversarial tutors, reproducible labs

Dense research slate: agentic science infra (traceable services), value‑guided compute, adversarial reinforcement for math steps, legal reasoning chains, selective editing, and interactive video diffusion.

Generative Adversarial Reasoner boosts math accuracy with step-level rewards

Generative Adversarial Reasoner (Johns Hopkins University): A new Generative Adversarial Reasoner (GAR) trains a math LLM with an adversarial critic that scores short reasoning slices, raising AIME24 accuracy from 54.0 to 61.3 by rewarding good intermediate steps instead of only the final answer, according to the paper thread and the Arxiv paper. The setup adds a second model (a discriminator) that learns to distinguish human-written solution fragments from model-generated ones and to give binary feedback on each slice, which is then turned into extra reward in a reinforcement-learning loop.

GAR keeps both models in joint training—reasoner and discriminator co-evolve—so the discriminator stays sharp instead of overfitting early samples, and at inference time only the reasoner runs so deployment cost stays similar to a standard RL-finetuned model followup note. This directly tackles the well-known failure mode where RL from final answer rewards teaches models to game outcomes with plausible-sounding but logically broken chains, by aligning the reward with per-step correctness rather than outcome alone.

LexChain models 3‑stage reasoning chains for civil tort cases

LexChain legal reasoning chains (OpenBMB & THUNLP): The LexChain framework turns Chinese civil tort cases into explicit 3‑stage reasoning chains—legal element identification → liability analysis → judgment summarization—so LLMs can follow judicial logic instead of ad‑hoc chain-of-thought, as shown in the paper summary. It targets civil torts like traffic and medical disputes (a less-studied domain than criminal law), encoding parties, dispute type, applicable statutes, liability elements (conduct, harm, causation, fault), and final orders into structured intermediate steps.

The authors report that generic zero-shot prompting underperforms, while models like DeepSeek‑R1 gain significantly when steered with LexChain-style prompts that demand each stage in order rather than a monolithic answer paper summary; this effectively turns legal QA into multi-hop, schema-guided reasoning, providing a new benchmark for whether LLMs can “think like a civil judge” instead of only extracting surface facts.

LiveTalk distills real‑time multimodal interactive video diffusion

LiveTalk real-time video diffusion (research): The LiveTalk system repurposes video diffusion models into a real-time, interactive avatar generator, using improved on-policy distillation to cut inference latency by about 20× while keeping quality comparable to full-step baselines, according to the paper mention and the paper summary. It targets multimodal conditioning—text, audio, and images—to drive speaking avatars and interactive video agents without the usual high-latency denoising loop.

LiveTalk’s distillation focuses on matching the behavior of a full diffusion process along realistic interaction trajectories (on-policy) rather than offline samples, which reduces flickering and black-frame artifacts that often plague aggressively distilled models paper summary. The work positions real-time, conversational video diffusion as a practical building block for interactive agents and embodied interfaces, not only offline text-to-video clips.

Value functions used to adapt LLM test-time compute

Adaptive compute via value functions (UC Berkeley): Sergey Levine highlights a new paper where a learned value function guides how much test-time compute an LLM spends on each query, instead of running a fixed number of thought steps for every input, as described in the paper teaser; the method uses the value estimate to decide when to stop or continue reasoning so models can save tokens on easy problems and push deeper only on hard ones.

The point is: this frames reasoning depth as a resource allocation problem, where value-guided policies can trade accuracy against latency and cost in a principled way, rather than using hand-tuned step counts or static “thinking” modes.

SpotEdit adds training‑free selective region editing to diffusion transformers

SpotEdit selective editing (research): SpotEdit introduces a training-free framework for selective region editing in Diffusion Transformers, letting models update only targeted image areas while leaving the rest untouched, as outlined in the paper mention and the paper summary. It combines a SpotSelector module that detects image regions that should remain stable, with SpotFusion, which blends original and edited features so unedited areas retain their appearance and edited regions follow the prompt.

The technique runs on top of existing diffusion transformers without re-training, focusing compute only on edited tokens and skipping stable ones; this reduces unnecessary recomputation and helps preserve global coherence (background, lighting, structure) compared to full re-generation methods that can inadvertently alter unrelated parts of the image paper summary. The result is a more efficient and controllable editing pipeline that treats selective modification as a first-class operation rather than a side-effect of inpainting hacks.


⚙️ Agent runtime behavior and guardrails

Hands‑on traces and runtime quirks helpful to practitioners: where inference time is spent, and how agents communicate under toolcall constraints. Tool permission UX covered under tooling; infra economics elsewhere.

GPT‑5.2 Codex traces show long “thinking” spans dominate runtime

GPT‑5.2‑Codex traces (OpenAI): A shared Codex timeline for a hard software task shows a single long gen span of about 18,489 tokens taking 8.2 minutes (32% of a ~25‑minute run), while dozens of tool, network and prefill segments are much shorter, so most wall‑clock time is now spent in pure model inference rather than toolcalls codex trace comment.

Time distribution: The trace follows a pattern the author describes as an initial context‑gathering phase, then a heavy "thinking" window, followed by smaller edit and double‑check passes, highlighting that the main reasoning chunk is where latency and token usage concentrate codex trace comment.
Practical implication: For agent builders, this suggests that model choice, reasoning token budgets and caching around the central gen segment are likely to matter more for speed than shaving milliseconds off individual tool invocations at current complexity levels.

Codex uses shell echo hacks to talk before first toolcall

Codex pre‑tool messaging quirk (OpenAI): One developer notes that GPT‑5.2‑Codex cannot emit user‑visible chat text before its first toolcall in their setup, so the agent works around this by issuing an echo command in the shell to print a status note like “hi Peter — last mile; we'll get it green.” ahead of long test runs codex echo hack.

Runtime behavior: The terminal transcript shows Codex changing into the project directory, running echo to send a human‑friendly reassurance, and only then starting pnpm test commands, effectively using shell output as a side channel to communicate progress under toolcall‑first constraints codex echo hack.

Self‑verifying terminal loops let Codex visually debug its own CLIs

Self‑verifying terminal loops (community harnesses): Steipete describes wiring a self‑verifying loop where Codex renders images of a terminal UI via libghostty from a text‑based interface, then uses those rendered frames to detect and repair issues in tools like a GIF‑search CLI, instead of relying on manual testing gifgrep harness, self verifying loop .

Visual feedback channel: The shared screenshot shows multiple panes with Codex coding in the upper terminals and another agent creating the GitHub page and docs below, arranged so the model can "see" animated output and iteratively adjust behavior based on what actually appears on screen gifgrep harness.
Guardrail angle: By looping rendered output back into the agent and logging all interactions, the harness offloads some QA onto the model while keeping an auditable trace of its fixes, aligning with the author’s remark that they are "ain’t testing this myself" and instead letting the agent catch its own mistakes self verifying loop.


🎬 Generative media pipelines: from Firefly+Runway to motion‑controlled edits

A sizable creative stack day: Adobe–Runway API tie‑up, Higgsfield motion‑control workflows, Notion image gen tests, invideo multi‑shot stories, Veo 3.1 sentiment, and Nano Banana prompt recipes.

Adobe plugs Runway Gen‑4.5 into Firefly via multi‑year deal

Adobe × Runway (Adobe, Runway): Adobe signed a multi‑year partnership making Runway its preferred “creativity API” partner, with Runway’s Gen‑4.5 text‑to‑video model now available inside the Firefly app according to the Adobe–Runway news and recap in the Firefly partnership summary; creators get early access to forthcoming Runway models while Adobe commits that Firefly‑generated content will not be reused for AI training, emphasizing privacy and enterprise comfort.

Pipeline impact: Firefly users can drive Runway Gen‑4.5 from Adobe’s UI for higher motion fidelity, more controllable action and broadcast‑grade video quality, while Adobe positions itself as a front‑end and rights layer on top of external video models rather than building all of them in‑house, as described in the Firefly partnership summary.
Distribution & data posture: Runway gains distribution through Adobe’s creative base, but the deal explicitly keeps Firefly usage data out of Runway’s training set, which is a notable contrast with many consumer video tools that quietly recycle user clips, called out in the Firefly partnership summary.

The move underlines how creative stacks are converging toward mix‑and‑match pipelines—brand‑safe front‑ends like Firefly brokering access to specialized video engines such as Gen‑4.5 rather than betting on a single vertically integrated model.

Higgsfield shows Nano Banana Pro + Kling Motion Control music‑video flow

Higgs motion workflow (Higgsfield): A new demo shows Higgsfield chaining Nano Banana Pro for stylized keyframes with Kling Motion Control for 30‑second performance clips, turning a simple filmed Deftones cover into a multi‑shot concert‑style video, expanding on the “directing not prompting” positioning seen in Higgs studio.

Higgs music performance to AI concert
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Two‑model pipeline: The creator records themselves performing, then uses Nano Banana Pro on Higgsfield to restyle key frames and feeds those into Kling Motion Control to lock motion to the original performance while swapping in the new look, step‑by‑step in the Higgs workflow thread.
Model aggregation: Higgsfield is advertised as hosting multiple SOTA models—including Nano Banana and Kling 2.6—behind one interface, so users can pick from these without dealing with separate APIs, as noted when the workflow is shared alongside a link to all available models in the Higgs access note.

This kind of composable pipeline—capture → style frames → motion transfer—illustrates how video creators are starting to treat models as interchangeable building blocks in a larger toolchain rather than monolithic end products.

Notion quietly tests AI image generation and metered AI Credits

AI in Notion (Notion): Notion is testing native image generation inside its upcoming custom AI agents and a metered AI Credits system for AI‑first workspaces, with an internal dashboard showing a 1,000‑credit monthly pool and breakdowns by feature such as meeting notes and enterprise search in the Notion credits screenshot.

Notion AI generates cat image
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Image tool surface: A screen recording shows a user asking Notion AI for “A cute cat sitting on a keyboard,” after which the assistant returns a rendered image inline in the doc, framed as part of the same AI agent experience that currently handles text tasks in the Notion image teaser.
Credits and observability: The AI Credits page tracks "0/1,000 credits" used, projects usage over the month, and attributes saved hours to categories like meeting notes (124h), database creation (23h) and enterprise search (391h) for a test workspace, suggesting Notion will sell pooled AI capacity to orgs and expose usage analytics to admins in the Notion credits screenshot.

Taken together, these experiments suggest Notion is moving toward a more formal AI platform model—agents that can both write and render media, priced via workspace‑level credits rather than opaque per‑feature limits.

Invideo’s Vision tool auto‑generates nine connected shots from one prompt

Vision multi‑shot (Invideo): Invideo’s new Vision feature generates nine connected shots from a single text prompt, keeping the main character and style consistent across all clips so users can build full sequences like “Terminator in his daddy era” without hand‑storyboarding, as demonstrated in the Vision walkthrough.

Invideo Vision nine‑shot storyboard
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Shot graph behavior: A creator shows Vision returning a 3×3 grid of mini‑clips—kitchen, living room, playground, etc.—all featuring the same Terminator‑like character caring for a child, which they describe as nine shots that “tell a story” in the Vision walkthrough.
Character consistency: A follow‑up demo emphasizes that the model preserves the identity and wardrobe of the character as scenes change, which addresses a long‑standing weakness in text‑to‑video tools where each clip looks like a different actor, as highlighted in the Vision consistency clip.
Editing integration: The generated shots can be sent straight into Invideo’s editor to be cut together into a finished piece, so Vision acts less like a single‑clip generator and more like an automated shot list plus rushes for short‑form content, as shown in the Vision walkthrough.

This pushes generative video closer to a “pre‑viz” role, where one prompt yields a bank of usable angles rather than a single monolithic clip.

Nano Banana Pro spreads to soccer overlays and game‑level concepts

Nano Banana Pro usage (Google): Builders continue to push Nano Banana Pro into structured creative roles, from TV‑style soccer injury overlays to cinematic “real places as video game levels,” extending the cross‑app workflows covered in Nano Banana.

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Broadcast prompt template: A shared “Prompt Share” lays out a detailed schema for generating live‑TV soccer stills—directive, subject and action, scoreboard overlay text, and status labels like "INJURY TIME"—with examples showing Brazil’s "TRUMPINHO" or Russia’s "MUSKOV" clutching hamstrings under realistic lower‑third graphics in the soccer prompt recipe.
Worlds as levels: Another creator uses Nano Banana Pro on Leonardo to render a post‑apocalyptic Times Square and LA freeways as third‑person level intros, then strings them into short clips that feel like game trailers, as seen in the Times Square level demo.

These patterns highlight how the model is being treated less as a free‑form art toy and more as a controllable compositor, where well‑designed prompt schemas yield consistent, production‑leaning outputs across very different domains.

Creators still lean on Veo‑3.1 for video quality despite newer models

Veo‑3.1 perception (Google): Amid a crowded field of new video models, one creator flatly states that Veo‑3.1 is still one of the best models for their work, reinforcing that it remains a go‑to for short clips where visual quality and coherence matter, as mentioned in the Veo 3-1 comment.

Veo 3.1 sample clip
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There are no new benchmarks or specs in these posts, but the continued day‑to‑day use of Veo‑3.1 in creator workflows is a reminder that perceived reliability and look can keep slightly older models in rotation even as flashier launches arrive.


🤖 Embodied AI: dexterous hands and autonomous construction

Robotics posts focus on precision hands and autonomy at civil scale. Mostly demos and capability notes; fewer humanoid or logistics items today.

Sharpa Robotics hand fuses vision and touch with 0.005 N fingertip sensitivity

Dynamic tactile hand (Sharpa Robotics): Sharpa Robotics unveiled a robot hand that combines fingertip cameras with a Dynamic Tactile Array—over 1,000 tactile pixels per finger and ~0.005 N pressure sensitivity—plus 22 degrees of freedom and 6D force sensing for tasks from handling eggs to gripping tools, as described in Rohan Paul’s summary Sharpa demo. Vision and touch are fused under their SaTA (Spatially‑anchored Tactile Awareness) algorithm to reason about contact in real time.

Sharpa hand demo
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High‑resolution tactile sensing: Each fingertip streams dense pressure maps and camera images, letting the system localize contact patches and adjust grip before objects slip or deform Sharpa demo.
General‑purpose dexterity: With 22 DOF and 6D force sensing, the hand transitions from fragile objects like eggs to rigid tools in the same demo, hinting at a single hardware platform that can span household, lab, and light‑industrial tasks Sharpa demo.

The design illustrates how next‑generation hands are moving beyond simple force thresholds toward rich "tactile vision", which is a prerequisite for robust in‑the‑wild manipulation rather than carefully staged pick‑and‑place.

ALLEX 15‑DOF robot hand nails micro‑pick and fastening with 100 g force sensing

ALLEX 15‑DOF hand (ALLEX): A new demo shows ALLEX’s 15‑degree‑of‑freedom robotic hands performing precise micro‑pick and fastening tasks while detecting forces as low as 100 grams, targeting fine assembly and safe human–robot interaction according to the showcase by Rohan Paul ALLEX demo. This points at more practical tabletop and electronics use cases, not just lab benchmarks.

ALLEX micro-pick video
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Fine manipulation focus: The hand tightens tiny fasteners and handles small components without crushing or dropping them, demonstrating controlled grip modulation at the 100 g force level ALLEX demo.
Safety and HRI angle: Sensitivity in this range plus accurate positioning makes it suitable for close human collaboration, where gentle contact and predictable behavior matter more than raw strength ALLEX demo.

The demo underlines that dexterous, force‑aware grippers are edging closer to the reliability required for real industrial micro‑assembly and service robots, rather than remaining a pure research curiosity.


🗣️ Voice agent platforms and speech stack upgrades

ElevenLabs expands its agent stack with a new STT model and recaps mass agent creation at scale. Creative audio generation is out of scope here.

ElevenLabs Agents Platform passes 3.3M agents and adds testing, versioning, WhatsApp

Agents Platform scale (ElevenLabs): ElevenLabs reports that enterprises and developers created more than 3.3 million agents on its Agents Platform during 2025, and it highlights a year of stack upgrades around language handling, channel support, and reliability agents recap; the company also recently added a new speech-to-text backbone for these agents, following up on tts stack that detailed its v3 multilingual and streaming TTS lineup.

Language and turn-taking: Automatic language detection now lets agents switch languages mid‑conversation without manual routing, and a dedicated turn-taking model shipped in May to handle who speaks when in real-time voice calls agents recap.
Workflows and chat: Agent Workflows give teams explicit control over conversation branches and business logic, while a later Chat Mode extended the platform beyond voice so the same agents can run in text channels where voice is not appropriate agents recap.
Testing, versioning, and channels: New testing tools simulate real conversations to check behavior, safety, and compliance before deployment; versioning tracks configuration history and staged rollouts; support for WhatsApp and IVR navigation brought the stack into mainstream customer-service channels agents recap.

The picture is of a voice-and-chat agent platform maturing into something closer to a full contact-center runtime, with both the speech stack and the surrounding workflow, testing, and versioning machinery now exposed at scale.

ElevenLabs rolls out new STT model for its Agents Platform

Speech-to-text model (ElevenLabs): ElevenLabs announced a new state-of-the-art speech-to-text model that now powers transcription inside its Agents Platform, positioning it as the default ASR layer for voice agents and call flows stt update. The change ties recognition quality directly to the same stack that already handles turn-taking, workflows, and multi-channel agent orchestration, so any accuracy or latency gains at the STT layer propagate immediately to production voice agents.

The announcement does not include public benchmarks or latency figures yet, so the practical impact on word error rate or low-resource languages remains to be quantified beyond the "state-of-the-art" claim stt update.

On this page

Executive Summary
Feature Spotlight: Feature: Meta × Manus—deal terms, integration path, and stakes
🧩 Feature: Meta × Manus—deal terms, integration path, and stakes
Meta–Manus deal details: $2–3B price, $100M+ ARR, China exit
🏗️ Compute economics: GB200 rack math, power, and supply routes
Signal65 pegs Nvidia GB200 NVL72 at up to 15× perf per dollar vs MI355X
US grants 2026 chipmaking-tool licenses for Samsung and SK Hynix China fabs
xAI buys third Colossus 2 building, aiming for nearly 2 GW campus
WSJ says AI chipmakers gear up for an even bigger 2026 despite power and memory limits
Azure CTO: AI infra is moving from more datacenters to federated supercomputers
Nvidia books CES 2026 keynote with Jensen Huang to preview next AI platform moves
💻 Agentic coding stacks: Qwen Code v0.6, Droids @ Groq, skills & controls
Qwen Code v0.6.0 adds Skills, new commands and multi‑provider support
Firecrawl adds /agent MCP support and n8n Firecrawl agent node
Groq engineers report 3×–5× speedups using Factory Droids for coding
VS Code ships UI to manage auto‑approved agent tools
Warp’s 2025 wrap highlights 3.2B agent‑edited LOC in its ADE
Agent Flywheel offers one‑command VPS setup for multi‑agent coding
CopilotKit’s useAgent hook gains traction for wiring frontends to agents
Hamel open‑sources internal automations as reusable Claude Skills
LangSmith Insights agent powers AI Wrapped 2025 for ChatGPT/Claude logs
New native iOS/macOS performance profiling skill for long agent runs
📊 Evals: long‑horizon SWE, expert prompts, and coding leaderboards
METR: Opus 4.5 and GPT‑5.1 reach multi‑hour SWE tasks
GPT‑5.2 Pro is reported close to Tier 4 on FrontierMath
Arena Expert shows strong lead for 'thinking' models on expert prompts
RepoNavigator’s single 'jump' tool tops SWE‑bench Verified at multiple scales
🧪 New/updated models: coding, motion, image & diffusion LMs
MiniMax open-sources M2.1, a top-tier multilingual coding model
Tencent releases HY‑Motion 1.0, a 1B-parameter text‑to‑motion DiT model
fal launches Qwen‑Image‑Edit‑2511 LoRA trainer for personalized editing
xAI tests Grok image model “Sumo” on LM Arena
💼 Enterprise and capital moves: OpenAI funding, Z.ai IPO, Microsoft stack
SoftBank completes $40B OpenAI investment, taking primary funding near $58B
Microsoft reshuffles leadership to own more of its AI stack
Analyst sees 2026 as a crowded IPO window for AI-native companies
ByteDance and Tencent escalate AI talent bonuses and pay in China
Notion tests AI Credits to meter and upsell heavy AI workspace use
🛡️ Trust & safety pulse: AI ‘slop’, mental health reports, regulatory posture
Doctors flag possible “AI‑induced psychosis” as chatbots echo delusions
AI “slop” channels earn $33.6M/year as backlash grows
Hinton’s Nobel lecture stresses AI risk of engineered pandemics and autonomous weapons
Eric Schmidt warns future AI may exceed human understanding, context limits to fall
Yampolskiy: incumbents may secretly welcome AI regulation to freeze their lead
📚 Reasoning & agent science: value functions, adversarial tutors, reproducible labs
Generative Adversarial Reasoner boosts math accuracy with step-level rewards
LexChain models 3‑stage reasoning chains for civil tort cases
LiveTalk distills real‑time multimodal interactive video diffusion
Value functions used to adapt LLM test-time compute
SpotEdit adds training‑free selective region editing to diffusion transformers
⚙️ Agent runtime behavior and guardrails
GPT‑5.2 Codex traces show long “thinking” spans dominate runtime
Codex uses shell echo hacks to talk before first toolcall
Self‑verifying terminal loops let Codex visually debug its own CLIs
🎬 Generative media pipelines: from Firefly+Runway to motion‑controlled edits
Adobe plugs Runway Gen‑4.5 into Firefly via multi‑year deal
Higgsfield shows Nano Banana Pro + Kling Motion Control music‑video flow
Notion quietly tests AI image generation and metered AI Credits
Invideo’s Vision tool auto‑generates nine connected shots from one prompt
Nano Banana Pro spreads to soccer overlays and game‑level concepts
Creators still lean on Veo‑3.1 for video quality despite newer models
🤖 Embodied AI: dexterous hands and autonomous construction
Sharpa Robotics hand fuses vision and touch with 0.005 N fingertip sensitivity
ALLEX 15‑DOF robot hand nails micro‑pick and fastening with 100 g force sensing
🗣️ Voice agent platforms and speech stack upgrades
ElevenLabs Agents Platform passes 3.3M agents and adds testing, versioning, WhatsApp
ElevenLabs rolls out new STT model for its Agents Platform