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Top stories today:
- Anthropic launches Claude Opus 4.5, calls it its “best model” for coding
- NVIDIA dips on Meta-Google TPU talks report while Alphabet surges
- OpenAI device could arrive in <2 years, Altman, Ive say
- Trump seeks to preserve Xi truce while reassuring Japan
- Bitcoin ETFs see $3.5B outflows as crypto heads for worst month
- ChatGPT rolls out free GPT-5 mini–powered shopping research tool
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Anthropic launches Claude Opus 4.5, calls it its “best model for coding and agents”
Claude Opus 4.5 has slightly outperformed OpenAI’s GPT-5.1-Codex-Max and Google’s Gemini 3 Pro on SWE-bench Verified, per Anthropic:
Uses 48% fewer tokens than Sonnet 4.5 while delivering a 4.3-point performance boost at its highest effort level, Anthropic said.
Costs $5/M input and $25/M output tokens, vs. Opus 4.1 at $15/$75, GPT-5.1 at $1.25/$10, Gemini 3 Pro at $2/$12, and Sonnet 4.5 at $3/$15.
Claude Code now includes Opus 4.5 Plan Mode and is available via the Claude desktop app.
The Claude app can maintain chats indefinitely and automatically summarize earlier context when hitting the context-window limit.
Claude for Chrome and Claude for Excel are now out of pilot and broadly available.
Elon Musk is building the Tesla Smart Home.
Apple is doubling down with new Face-ID locks and smart displays.
The world’s biggest tech giants are battling for dominance in the $158B smart home market, growing 23% each year.
Big Tech is pouring billions— the race is officially on.
Just like how Google acquired Nest for $3.2 Billion and Amazon snapped up Ring for $1.2 Billion, investors are hunting for the next smart home breakout.
As Tesla and Apple race ahead, one startup is riding the wave—leading a massive, overlooked category - smart shades. And RYSE is dominating it.
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200% annual growth
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3. NVIDIA dips on Meta-Google TPU talks report while Alphabet surges on Gemini
NVIDIA’s shares slumped as much as 2.7% in after-hours trading, while Alphabet gained 2.7%:
2027: Meta is said to spend billions on Google’s AI chips to use in data centers.
2026: Meta may also rent chips from Google’s cloud division.
Google has discussed aiming for 10% of NVIDIA’s revenue with its TPU chip business.
