AI Updates on 2025-07-31

AI Model Announcements

  • Google releases Veo 3 Fast and Veo 3 with image-to-video capabilities, now available in the Gemini API for creating high-quality videos with sound and enhanced creative control @googleaidevs
  • Qwen releases Qwen3-Coder-Flash (30B model) with native 256K context support, optimized for code generation and agent workflows @Alibaba_Qwen
  • Cohere launches Command A Vision, a multimodal generative model excelling at understanding visual and multilingual data across enterprise domains @cohere
  • Black Forest Labs releases FLUX.1 Krea [dev], a new open-weights model focused on photorealistic image generation without the typical "AI look" @bfl_ml
  • Mistral announces Codestral 25.08 with significant upgrades including 30% increase in accepted completions and 50% fewer runaway generations @sophiamyang
  • Google DeepMind introduces AlphaEarth Foundations, an AI model functioning as a virtual satellite for analyzing Earth's land and coastal waters with 16x less storage requirements @GoogleAI
  • Mysterious Horizon Alpha model appears on OpenRouter, rumored to be the new GPT-5 model, demonstrating superior performance in coding and creative tasks @deedydas

AI Industry Analysis

  • Anthropic reaches $4.5B annualized revenue and becomes the fastest growing software company in history, overtaking OpenAI to become the market leader in LLM API cost @deedydas
  • OpenAI doubles revenue to $12 billion annualized in first seven months of 2025, reaching 700 million active users while increasing cash burn projection from $1B to $8B @AndrewCurran_
  • Enterprise LLM API spend explodes from $3.5B to $8.4B by mid-year, with only 11% of enterprises showing high open source model usage preference @deedydas
  • AI compute spend shifts from 24% to 48% inference, with training and model development falling out of favor as companies prioritize deployment @deedydas
  • Microsoft reports 100 million monthly active users across Copilot family, with Azure surpassing $75 billion revenue and processing over 500 trillion tokens through Foundry APIs @satyanadella
  • FAL raises $125M Series C at $1.5B valuation, averaging 40% month-over-month growth as generative media infrastructure platform @AndrewCurran_
  • Meta reportedly in discussions to acquire video generation startups including Pika, Higgsfield, and Runway as competition intensifies in AI video space @AndrewCurran_
  • Amazon invests in "Netflix of AI" startup Fable, planning monthly subscription model for content creation with free viewing, signaling major platforms' move into AI-generated entertainment @AndrewCurran_
  • Figma IPO sees stock triple to $110 on first day from $33 IPO price, reaching over $50 billion valuation after UK regulators blocked Adobe's $20 billion acquisition in 2023 @AndrewCurran_

AI Ethics & Society

  • MIT study in NEJM finds that many people, including experts, overtrust AI-generated medical advice and often cannot distinguish between doctor-written and LLM-generated medical guidance @medialab
  • Stanford research reveals that labeling content as AI-generated affects its persuasiveness, with scholars evaluating how authorship labels impact perception of AI-written policy messages @StanfordHAI
  • Public ChatGPT queries are being indexed by Google and other search engines, raising privacy concerns about AI conversation data becoming searchable @TechCrunch
  • xAI announces support for EU AI Act's Code of Practice while criticizing portions as "profoundly detrimental to innovation" and calling copyright provisions "over-reach" @xai

AI Applications

  • Perplexity launches Comet Shortcuts, allowing users to automate repetitive web workflows with natural language prompts accessible via /commands, with plans for sharing and monetizing custom shortcuts @AravSrinivas
  • NotebookLM introduces video overviews feature, advancing toward infinite content repurposing and reformatting capabilities @OfficialLoganK
  • Tesla AI begins rolling out invites for Bay Area ride-hailing service, expanding autonomous vehicle deployment @Tesla_AI
  • Microsoft study shows 90% correlation between predicted and actual AI job overlap, validating 2023 economic predictions about which occupations would be most affected by AI @emollick
  • Amazon acquires Bee, a startup building wearables that constantly record environment to turn real-life conversations into reminders and tasks @TechCrunch
  • MIT develops new eldercare robot that assists with sitting, standing, and can catch users if they fall, advancing aging-in-place technology @MIT

AI Research

  • Anthropic research team extends attribution graph approach to include attention, providing new insights into why models attend to specific concepts during inference @ch402
  • NVIDIA releases over 26 million lines of synthetic data used to train Llama Nemotron Super v1.5 model, promoting transparency in model training datasets @NVIDIAAIDev
  • Andrew Ng warns that China has tremendous momentum in AI with vibrant open-weights ecosystem and aggressive semiconductor development, potentially surpassing US despite current American lead @AndrewYNg
  • Multiple AI lab leaders report seeing signs of self-improvement in AI systems, with Mark Zuckerberg among those making vague statements about this development @emollick
  • MIT develops fully autonomous platform for identifying, mixing, and characterizing novel polymer blends to optimize material combinations for sustainable applications @MIT
  • Step 3 model proposes new infrastructure-level optimization of Attention and FFN disaggregation, demonstrating model and infrastructure co-design approach @Xianbao_QIAN