AI Updates on 2025-07-03

Veo 3 video generation model is now shipping globally for all Gemini Pro users, providing 3 video generations per day with daily credit replenishment @demishassabis
DeepSeek releases R1T2 model that is 200% faster than R1-0528 and 20% faster than R1, with significantly better performance on GPQA and AIME 24 benchmarks @reach_vb
Kyutai releases streaming text-to-speech model with ~2B parameters, ultra-low latency (220ms), and ability to serve up to 32 users with less than 350ms latency on a single L40 @reach_vb
Apple releases diffusion-based coding LLMs on Hugging Face @reach_vb

Figma files for IPO at ~$20B valuation with $821M ARR growing 46% YoY, marking the first S-1 to call out AI as a risk factor @deedydas
Oracle's mysterious $30 billion annual deal is likely connected to new Stargate data center sites across Texas, Michigan, Wisconsin, Wyoming, New Mexico, Georgia, Ohio and Pennsylvania @AndrewCurran_
93% of retailers are increasing AI investment in 2025, with generative AI reshaping retail marketing from content creation to targeting @NVIDIAAI
Demand for AI Engineers with real-world AI application experience at startups far outstrips supply, creating significant opportunities for developers to transition into this field @GergelyOrosz
The "overemployed" phenomenon reveals how AI tools enable some developers to work multiple jobs simultaneously using hardware mouse jigglers, AI assistance, and remote-only positions @deedydas
Reid Hoffman warns of an "AI shock" that could be bigger than the China shock, affecting cognitive and professional work across all industries simultaneously rather than regionally @reidhoffman
Despite AI capabilities, survey data and internal adoption rates suggest AI is not yet having a significant impact on employment in a measurable way @emollick
AI infrastructure must become more efficient to stay competitive as reasoning models grow bigger and more expensive to run, making smarter inference the new engine of enterprise value @NVIDIAAI

AI Now Institute warns that it's nearly impossible to regulate the tech industry once harmful business models become entrenched, emphasizing the critical nature of the current regulatory moment @AINowInstitute
Jeff Clune describes the AI development experience as like being an astronomer who sees aliens coming but nobody believes the warnings, while simultaneously helping the aliens arrive by building the technology @FinancialSense_
The Soham Parekh case reveals vulnerabilities in remote hiring practices, where one individual with fabricated credentials was hired by over 10 AI startups simultaneously, highlighting trust issues in distributed work @GergelyOrosz
Cloudflare introduces Pay per Crawl tool that would charge AI bots every time they scrape a website, potentially reshaping how AI companies access web content @TechCrunch

Cursor 1.2 introduces agents that plan ahead with structured to-do lists, can search PRs, queue follow-up messages, and includes significant performance improvements to the Tab model @cursor_ai
Perplexity adds Morningstar's financial research reports for free and is working on bringing sell-side research from banks to make financial analysis more accessible @AravSrinivas
Stanford researchers develop "RadGPT" to help patients understand their radiology reports, making medical information more accessible @StanfordHAI
Google UX Engineer uses Gemini 2.5 Pro to generate text-to-video prompts for Veo 3, creating paper engineering stop-motion animations by crafting meta-prompts for consistent high-quality video generation @GoogleAI
Successful autonomous robot training using ACT for 10 hours on 100 episodes of data, demonstrating a self-driving screwdriver that completed its first successful inference on the fifth attempt @jackvial89
Pinwheel introduces a smartwatch for kids that includes an AI chatbot feature @TechCrunch
Meta introduces chatbots that proactively message users first as a new engagement strategy @TechCrunch

Chinese AI models can now pass the Gaokao exam with Gemini 2.5 Pro scoring 655/750, barely making the cut for Tsinghua University admission, representing top 1% performance @deedydas
New benchmark created by Valentina Pyatkin shows frontier AI models achieving less than 50% accuracy, with a significant 30-point gap between o3 and Gemini 2.5 Pro performance @natolambert
Research on NaturalThoughts finds that diversity in reasoning strategies matters more than topic diversity for data curation, and challenging questions are more sample-efficient for distilling reasoning capabilities @jaseweston
François Chollet discusses the ARC Prize and path to AGI, explaining the shift from scaling to test-time adaptation and the importance of compositional reasoning in AI development @ycombinator
Arvind Narayanan explains that while LLMs have become indispensable tools for software engineers, there are no user-visible changes in software quality or price yet, as writing code was never the sole bottleneck @random_walker
TNG Technology advances model splicing techniques, demonstrating how to combine chunks of different models or slot specific experts into MoEs for customizable open-source models @natolambert