Bill Gates says AI is coming for 2 jobs

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

According to The New York Times, the Trump administration is reportedly considering a ban on DeepSeek in the U.S.

Makes you wonder…how close is the AI race really? Just this Tuesday, the White House moved to further restrict Nvidia’s AI chip sales to China.

OK let’s keep going ↓

Here’s what you should know:

• Bill Gates says AI is coming for 2 kinds of jobs

  He mentioned this on an episode of “People by WTF" last week.

• OpenAI releases o3 and o4-mini

  In short, o3 is for deeper reasoning…and o4-mini is for quick hits. Here’s METR’s preliminary evaluation. They also launched Codex CLI, a coding agent.

• Most companies just test-driving AI agents: KPMG

  Despite a rise in agents that are being piloted, full-scale deployment of the technology has remained flat, a survey by the Big Four accounting firm found.

• Tariff Uncertainty May Be Reshaping AI Investment Landscape

  The Trump administration’s on-again, off-again tariff policy is creating a wave of uncertainty.

• Tyler Cowen has seen enough…says AGI is already here.

  This is a hot topic on X right now…

• Grok now remembers your conversations:

The numbers:

• OpenAI is reportedly in talks to buy Windsurf for $3 billion.

• Infinite Reality (iR), a company focused on digital media and ecommerce through extended reality (XR), artificial intelligence (AI), and other immersive technologies, announced that the company has entered into a definitive agreement to acquire Touchcast, an agentic AI company, for $500 million in a combination of cash and stock.

• AI data platform company Hammerspace announced that several venture investors have invested $100 million in growth capital in the company.

• hellocare, which offers AI-enabled virtual care delivery for smart hospital rooms, has secured $47 million in an oversubscribed funding growth round.

• Well, an AI-driven health engagement company, raised $30 million.

• IUNU, a startup using AI and machine vision to monitor greenhouse efficiency, raised $20 million in new funding.

• Doss, an AI ERP and data platform, raised $18 million in Series A funding.

• Loti AI, a likeness protection technology startup, raised a $16.2 million Series A.

• Deck raised a $12 million Series A round to ‘Plaid-ify’ any website using AI.

• Capsule, an AI video editing assistant for marketing, sales, and media teams, raised $12 million in a Series A funding round.

Thought starters:

Former Google CEO, Eric Schmidt:

"We believe that in the next year, the vast majority of programmers will be replaced by AI.”

“Within three to five years, we’ll have AGI.”

“And in six years, artificial superintelligence, or ASI — a computer that is smarter than the sum of all humans...”

He jokes it’s dubbed the “San Francisco consensus” because everyone who believes it lives in SF.

Watch the full video on YT.

Meme of the day:

Thanks for reading,

Eddie

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