A $500,000 ad, made with AI

👋 Good morning/evening (wherever you are). It’s Thursday.

In June 2017, eight researchers at Google published Attention Is All You Need, the paper that introduced the transformer architecture.

It quietly rewrote the future.

Every major AI model today stands on this foundation.

Take a moment to browse the Wikipedia page.

Switching gears:

The NBA aired this 100% AI-generated ad during Game 3 of the Finals.

It was created by one person in under 3 days.

PJ broke it down in an X thread.

Now, let’s look at an extreme example from Jeff Synthesized.

(If the name rings a bell, he’s the mastermind behind Newton’s Cradle)

He made this 30-second Apple spec ad in just 4 hours. Posted on LinkedIn.

Not long ago, ads like this cost $500K and took 6 weeks.

OK let’s keep going ↓

Here’s what you should know:

• Mattel and OpenAI announce strategic collaboration

  Mattel will incorporate OpenAI’s advanced AI tools like ChatGPT Enterprise into its business operations to enhance product development and creative ideation, drive innovation, and deepen engagement with its audience. With OpenAI, Mattel will have advanced AI capabilities that can power the development and operations of consumer products and experiences.

• Google DeepMind and Google Research launch preview of Weather Lab

  This interactive website features Google’s AI weather models and experimental AI-based cyclone predictions.

• Microsoft’s Copilot Vision is available in the U.S.

  Copilot Vision on Windows is an all-new way to engage with your Windows PC, assisting you when needed. When you choose to enable it, Copilot Vision can see what you see and talk to you about it in real time. It acts as your second set of eyes, able to analyze content, help when you’re lost, provide insights, and answer your questions as you go.

• AMD unveils new AI chips

  AMD unveiled the Instinct MI350 Series GPUs, setting a new benchmark for performance, efficiency and scalability in generative AI and high-performance computing. Today, seven of the 10 largest model builders and Al companies are running production workloads on Instinct accelerators. Among those companies are Meta, OpenAI, Microsoft and xAI.

• AMD Instinct MI355X Coming to OCI

  Oracle will be among the first hyperscalers to offer an AI supercomputer with AMD Instinct MI355X GPUs.

• Oracle shares hit record high as AI cloud demand propels forecast

  Oracle expects total revenue to be at least $67 billion for fiscal 2026, CEO Safra Catz said on a post-earnings call.

• BlackRock reveals AI analyst (‘Asimov’) to scan filings

  "While everyone else is sleeping at night, we have these virtual AI agents that are scanning research notes, company filings, emails, to generate portfolio insights," said Rob Goldstein, BlackRock’s Chief Operating Officer.

• AI-designed peptides outperform semaglutide in early tests

  ImmunoPrecise Antibodies Ltd., a leader in AI-powered drug discovery and biotherapeutics, announced compelling in vitro results demonstrating that its AI-designed GLP-1 receptor agonist (GLP-1RA) peptide sequences achieve comparable or superior receptor activation to Semaglutide, a benchmark GLP-1 therapy and one of the most commercially successful drugs in the world.

• Joint Commission teams with CHAI on AI for health systems

  Together, the organizations will use their scale and expertise to co-develop a suite of AI playbooks, tools, and a new certification program rooted in The Joint Commission’s platform for evidence-based standards, and CHAI’s consensus-based best practices for health AI.

• Business Insider launches AI audio briefing

  Business Insider has launched a new audio briefing feature, powered by AI. This dynamic tool provides AI-generated voice-over summaries of Business Insider's top stories, updated in real-time. The audio briefing feature provides not only a new way to discover Business Insider journalism but also a means to interact with the content.

• Meta is taking action against nudify apps

  Meta filed a lawsuit against the entity behind CrushAI. They are also building new technology to detect ads for nudify apps and sharing signals about these apps with other tech companies so they can take action too.

The numbers:

• Lovable rebranded from GPT Engineer in late 2024, hit $17M ARR and 30K paid users within 3 months, and is now in talks to raise at a $1.5B+ valuation led by Accel.

• Multiverse Computing raised $215M to scale CompactifAI, its quantum-inspired platform for LLM compression and enterprise deployment.

• Ellipsis Health raised $45M to scale Sage, its AI care manager that automates patient check-ins, emotional-tone detection, and follow-up.

• FERMÀT raised $45M Series B led by VMG Partners to scale its AI-native commerce platform (Pierre Strategize AI, Commerce Brain) and expand enterprise and agency partnerships.

• Conveyor secured a $20M Series B to expand its AI agents that automate RFPs, security reviews, and compliance workflows.

• Farsight secured $16M Series A led by SignalFire to automate finance workflows (pitch decks, comps, financial models) with full-stack AI execution inside Excel and PowerPoint.

Thought starters:

• Are we making AI too human?

• Unpacking AI Agents

Meme of the day:

Thanks for reading,

Eddie

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