McDonald's leak, $4T Nvidia & more (July 10, 2025)

Good morning!

AI is rewriting the rules of the web, the workforce, and even copyright law, all in one day. From Musk’s Grok 4 shaking benchmarks to the EU cracking down on transparency, it’s a big one.

Let’s jump in👇

💸 Market Moves & Mishaps

💰 Nvidia Becomes First $4T Company

Nvidia just became the first company ever to hit a $4 trillion market cap, surpassing Microsoft and Apple. The rise is fueled by a gold rush in AI chips and enterprise deals, cementing its role as the literal infrastructure of the AI revolution.

🤖 McDonald’s AI Bot Leaks Candidate Data

An AI hiring assistant deployed by McDonald’s leaked sensitive candidate information due to a misconfigured data endpoint. The breach exposed names, emails, and resumes, raising new questions about AI compliance and data governance in HR systems.

🧑‍💻 OpenAI Raids Tesla, Meta & xAI for Stargate

OpenAI just poached four top engineers from Tesla, Meta, and xAI to build its Stargate data center. Among them: Tesla’s VP of software engineering and two minds behind xAI’s Colossus. The move follows Meta’s own AI talent blitz—and stokes the Musk vs. Altman drama once again.

🧠 Model Upgrades & Browser Battles

🚀 Grok 4 Launches with AGI-Level Ambitions

xAI’s Grok 4 and Grok 4 Heavy are here, boasting SOTA results on Humanity’s Last Exam and Arc-AGI-2. Grok 4 now comes with voice, vision, 128K context, and a 256K-token API tier. Elon says it might start discovering new physics this year. It also follows a rocky Grok 3 rollout marred by controversy, so the pressure’s on.

🌐 Perplexity’s New Comet Browser is AI-First

Perplexity unveiled Comet, an AI-native browser with a sidebar assistant that automates tasks, books meetings, and manages your calendar while you surf. With deep workflow integrations and a sleek UX, it could finally threaten Chrome’s dominance, especially for agentic browsing fans.

🧑‍⚖️ EU Drops Sweeping AI Copyright Code

The EU officially rolled out its AI Code of Practice, requiring companies to disclose whether copyrighted works were used in model training. The goal: boost transparency while giving creators new leverage. Unlike voluntary AI pacts, this one has legal bite under the EU AI Act.

🛠️ Tools of the Day

• Coachvox – Clone your voice to coach clients
• Gemini CLI – Rename image files with AI for SEO
• Marey – AI model for filmmakers, trained on licensed footage

💬 Prompt of the Day

“Rename all images in this folder using AI to generate descriptive, SEO-optimized filenames.”

⚡ Quick Hits

• OpenAI browser with chat + agents coming soon
• Microsoft saved $500M with AI call center automation
• Google brings Gemini voice to smartwatches
• OpenAI finalizes Jony Ive acquisition
• AI2 unveils FlexOlmo to train without raw data exposure

🧾 TLDR

Grok 4 is here and it’s not just talking, it’s reasoning at PhD+ levels. Nvidia’s AI-fueled climb makes it the most valuable company on earth, Perplexity is challenging Chrome with an AI-native browser, and the EU's cracking down on copyright transparency in AI models. Also, don’t let your hiring bot leak resumes.

See you tomorrow,

David