Top stories today:

1. Jeff Bezos said to raise $100B AI fund for industrial buyouts
2. OpenAI plans desktop “superapp” merging ChatGPT, Codex, Atlas
3. Anthropic adds Claude Code channels for Telegram, Discord access
4. Lilly’s retatrutide shows 36.6 lb weight loss, A1C down as much as 2%
5. Cursor launches Composer 2 coding agent for autonomous tasks
6. Google upgrades AI Studio for prompt-to-production apps

0. Data and calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. Jeff Bezos said to raise $100B AI fund for industrial buyouts

• Bezos has reportedly traveled to the Middle East and Singapore to raise funding.

• The fund is described as a “manufacturing transformation vehicle” targeting sectors like chipmaking, defense, and aerospace.

• It would sit within Project Prometheus’ parent company and invest in firms that can leverage its technology.

• Up to $6B is also being sought by Project Prometheus in reported fundraising talks.

3. OpenAI plans desktop “superapp” merging ChatGPT, Codex, Atlas browser

• OpenAI Applications CEO Fidji Simo will oversee the shift, focusing on enterprise and sales execution.

• OpenAI President Greg Brockman will help oversee the product roadmap and organizational changes.

• Sam Altman, CRO Mark Chen, and Simo have reviewed the product portfolio in recent weeks to identify areas to deprioritize.

• The “superapp” is expected to unify teams and focus research on a single core product.

• The mobile ChatGPT app will remain unchanged.

Separately, OpenAI has acquired Python tooling startup Astral to expand its coding push

• The deal will bring Astral’s team into OpenAI’s Codex effort.

• Codex has 2M+ users, up 3× since early 2026, OpenAI said.

• The deal has not yet closed.

4. Anthropic adds Claude Code channels to control sessions via Telegram, Discord