OpenAI launches GPT-5-Codex with dynamic reasoning that works autonomously for 7+ hours, targeting GitHub Copilot in the $500M+ AI coding market. The specialized model promises enterprise appeal but faces fierce competition from Cursor and Claude Code.
AI adoption is splitting along wealth lines globally as businesses automate 77% of tasks. Singapore uses Claude 4.6x more than expected while India lags at 0.27x. The concentration threatens to widen economic gaps rather than close them.
Good Morning from San Francisco, Women now own ChatGPT. The user base flipped to 52% female, crushing early 2023'
Explore how Runway's Gen-4, an AI-driven technology, is poised to transform Hollywood's traditional filmmaking rules.
Runway just fired a shot across Hollywood's bow. Their new AI video generator, Gen-4, claims to do what others can't: create consistent characters and scenes that actually make sense.
The tool keeps characters looking like themselves across different shots - a neat trick that's harder than it sounds. Users just feed it a reference image and some instructions, and Gen-4 handles the rest. Want your protagonist in different lighting? Done. Need them walking through various locations? No problem.
But here's where things get sticky. Runway won't reveal where they got their training data, probably because they're already neck-deep in a lawsuit from artists who aren't thrilled about their work being used without permission. The company plays the "fair use" card, but the courts will have the final say.
Meanwhile, Runway's dancing all the way to the bank. They're reportedly seeking funding that would value them at $4 billion, with hopes of hitting $300 million in revenue this year. Impressive numbers for a company that might need to keep some lawyers on speed dial.
The real drama? Hollywood's watching this show with gritted teeth. A recent study suggests AI tools like Gen-4 could disrupt over 100,000 entertainment jobs by 2026. Those aren't exactly the kind of special effects the industry was hoping for.
Why this matters:
Read on, my dear:
AI startup Perplexity bids $34.5B for Google's Chrome—nearly double its own valuation—as federal judge prepares antitrust ruling. The timing isn't coincidental. Browser control becomes the new battleground in AI search competition.
While AI music rivals face billion-dollar lawsuits for copyright infringement, ElevenLabs took a different approach: they asked permission first. Their new music generator launched with licensing deals already signed.
Chinese startup Z.ai's new AI model costs 87% less than DeepSeek while running on half the chips. Built despite US trade restrictions, GLM-4.5 uses 'agentic' approach that breaks tasks into steps—potentially reshaping how AI works.
Chinese startup Moonshot AI released Kimi K2, an open-source model that matches GPT-4.1 performance while costing five times less. Silicon Valley's response? OpenAI delayed their planned open-source release hours after K2 launched.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
