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Top stories today:
- Google’s Gemma 4 open models debut as best U.S. open models
- Sam Altman sidelines OpenAI CFO Friar from key financial meetings
- Anthropic makes OpenClaw use on Claude paid beyond subscriptions
- OpenAI COO Lightcap moves to special projects as Simo takes leave
- Cursor launches “agent-first” Cursor 3 to rival Claude Code, Codex
- Supabase said to seek ~$500M at ~$10B valuation, led by GIC
0. Data and calendar
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Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Google’s Gemma 4 open models debut as best U.S. open models
Gemma 4 31B has surpassed GPT-OSS-120B and all models of its size on the Artificial Analysis Intelligence Index:
Gemma 4 31B, 26B A4B (MoE, 4B active), E4B (8B), and E2B (5.1B total, 2.3B active) are the new models.
Apache 2.0 licensed.
Gemma 4 31B is priced at $0.14/$0.40 per million input/output tokens, versus Qwen3.5 27B’s $0.30/$2.40 and Claude 4.5 Haiku’s $1/$6.
All Gemma 4 models have represented a significant intelligence jump from Gemma 3
Gemma 4 31B used 39M output tokens on the Artificial Analysis Intelligence Index
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3. Sam Altman said to sideline OpenAI CFO Friar from key financial meetings
OpenAI has signed ~$665B in server spending through 2030, but Friar was reportedly excluded from server spending talks with a top investor:
Friar said it’s unclear if OpenAI will need heavy AI server spending or if slowing revenue can support it.
Aug. 2025: Friar reportedly shifted from reporting to Altman to AGI CEO Fidji Simo.
OpenAI and Anthropic both aim to reduce AI training’s share of revenue, though:
OpenAI expects to lose money until 2030
4. Anthropic makes OpenClaw use on Claude paid beyond subscriptions
OpenClaw creator Peter Steinberger said in response to users he and Dave Morin “tried to talk sense into Anthropic,” but only delayed the change by a week:
