, In your AI Brief this week:   Frontier models know when they're being tested, Meta releasing Ray-Bans with on lens displays and Figure's got a big new client...
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Briefing startups on the most important news in AI this week

Huang

Timeline:  The U.S. refused to let China have the best AI chips, then the U.S. opened the doors in exchange for a cut and then Wednesday China decided they don't want them anyway.

bananas

Gemini’s mobile adoption has been soaring since the August launch of its image editor model, Nano Banana, and now tops the App Store.

Meta-Ray-Ban-Display-Meta-AI-1

Meta Connect 2025:  Doubling down on the metaverse, Ray-Bans with displays have arrived and Oakley joins the game with some new wraparounds. 

sneaky

New research shows that frontier AI models know when they're being tested - and change their behavior- to avoid being caught lying, sandbagging and faking alignment.

figure

Figure says they're on track to ship 100,000 humanoids in the next 4 years after teasing a 2nd huge client and it's speculated to be one of Walmart, Amazon or Apple.

Anthropic's Refusal to Let Models Do Citizen Surveillance Irks White House

We Now Know Who the New Owners of TikTok Will Be

Verbatim:  Zuck on AI Glasses, Superintelligence, Neural Control, and More

Instant Reaction:  Nvidia Bets $5B on Intel

Analysis:  Deep Seek Writes Code With Major Security Flaws For Falun Gong

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