Good morning,
AI is pushing deeper into defense, finance, chips, and even your browser. The lines between consumer tech, enterprise tooling, and national security continue to blur. Today’s stories show just how fast that convergence is happening.
Let’s dive in 👇
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Learn How to Let AI Agents Search GDrive & Send Emails For You
I built an AI agent a month ago that can conversationally search my inbox. Instead of the horrible email search, I can ask questions like “what was [Client]’s thoughts on pricing” or “what’s the status of my package?” and boom, it works.
I decided to level it up.
Now, I can ask it to search my Google Drive, analyze my calendar, and send deeper emails.
→ Find and attach the correct file automatically (latest version, no links to hunt)
→ Pull real availability from my calendar
→ Draft a clean, contextual email
→ Send to one person or ten (individually) with the same prompt
Want to learn how to build it yourself? I give away the guide for free, here.
🪖 AI, Defense & The Workforce
Anthropic Faces Scrutiny Over Military AI Work
Anthropic’s Claude is being used in U.S. defense contexts, raising new ethical and political questions about how frontier models intersect with military operations. The report highlights concerns around transparency, procurement, and whether AI labs can realistically separate commercial use from defense deployment. As major labs deepen government ties, public pressure around guardrails and oversight is likely to intensify.
Jamie Dimon Says AI Will Reshape JPMorgan’s Workforce
JPMorgan CEO Jamie Dimon says AI is already driving workforce redeployment across the bank, with some roles shrinking while others expand. Rather than mass layoffs, Dimon emphasized reskilling and internal mobility as automation improves productivity across departments. For large enterprises, the focus is shifting from replacement narratives to structural reorganization around AI capabilities.
Alibaba Pushes Deeper Into AI Coding
Alibaba is expanding its AI coding ambitions, doubling down on developer tools amid intensifying global competition. The move positions Alibaba more directly against Western coding copilots and foundation model providers. China’s AI ecosystem is increasingly focused on self-reliance and vertical integration, especially in software infrastructure.
🧠 Chips, Creative AI & The Agentic Web
Nvidia Challenger MatX Raises $500M
Nvidia challenger MatX has raised $500 million to build AI chips aimed at competing in the inference and training markets. Investors are betting there is room for alternatives as demand for compute continues to outpace supply. The funding signals sustained appetite for hardware startups that promise efficiency gains in large-scale AI workloads.
Music Generator ProducerAI Joins Google Labs
Music generator ProducerAI is joining Google Labs, giving the tech giant deeper capabilities in AI-powered music creation. The integration suggests Google is accelerating its push into generative media tools for creators. As creative AI matures, consolidation under major platforms is becoming more common.
Google Introduces WebMCP for Agents
Google’s new WebMCP standard aims to help AI agents interact with websites more reliably by exposing structured actions instead of relying on brittle DOM scraping. Instead of guessing which buttons to click, agents can call defined functions like renewSubscription or bookFlight. If widely adopted, this could reshape how SaaS, ecommerce, and travel platforms prepare for agent-driven traffic.
🛠️ Tools of the Day
→ Kiloclaw – AI-powered contract review built for fast legal workflows
→ Notion – Workspace platform integrating deeper AI writing and knowledge features
→ Google – Expanding AI integrations across search and productivity
⚡ Quick Hits
→ Startups rethink AI defensibility as moats shrink
→ Oura launches AI model focused on women’s health
→ Uber engineers built AI version of their CEO
→ Keith Rabois backs Comp to boost HR teams
→ Multiverse Computing releases free compressed AI model
🧾 TLDR
AI is now deeply embedded in defense, banking, hardware, creative tools, and web infrastructure. Enterprises are reorganizing around automation rather than eliminating roles outright, while startups continue to challenge incumbents in chips and software. Meanwhile, standards like WebMCP hint at a future where agents interact directly with structured website functions instead of scraping pages. The stack is maturing quickly, across every layer.
Cheers,
David