JS Wei (Jack) Sun

OpenAI buys bio ops, DeepSeek opens DeepInfer, SEA's $1T target slips to 2035

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Sources

OpenAI acquires Orchestra Bio openai.com

OpenAI is acquiring Orchestra Bio to bring AI-powered operations to life sciences R&D, helping biopharma teams accelerate drug development and advance new treatments.

OpenAI acquires startup Orchestra Bio⁠ to beef up its biotech business techcrunch.com

OpenAI says it’s adding Orchestra’s team and technology to work on Rosalind, its AI model for life sciences research, and to its related Rosalind Workbench tool, a harness that aims to help researchers plan experiments and analyze results.

(AINews) DeepSeek DeepInfer: Open Source SOTA Inference running 155T toks/day/cluster making $22m/day at ~80% margin for a 81 day payback latent.space

An open source “bomb” drops from China

(AINews) not much happened today latent.space

Congrats to DeepSeek V4.1 Flash 1017, MiniMax M3.1 Flash, and Mercury 3 (details below) but they’re not going to be in super wide use just yet.

Southeast Asia’s digital economy to hit $368 billion blog.google

Cover image for the e-Conomy SEA 2026 report titled Building the intelligent economy by Google, Temasek, and Bain and Company. A 3D illustration features a glowing yellow star surrounded by miniature scenes representing digital sectors, including data cen

Meta Muse exposes users’ personal and business secrets when they share conversations arstechnica.com

Meta suspended the Muse assistant’s share feature after security firm Claroc found more than 6,800 shared conversation URLs exposed through public DNS records. The leaked chats included personal and business secrets, prompting an internal privacy investigation while the sharing option stays offline.

Meta pauses Muse sharing after researchers find AI chats on the web theverge.com

Meta says it paused a Muse feature that lets you share conversations with the AI assistant after researchers found the URLs publicly available on the web, as reported by Ars Technica. In a report published this week, researchers at the security firm Claroc say they found more than 6,800 Muse links through public DNS records. […]

Anthropic pitches AI safety bill that may block a model if 50+ people could be killed techcrunch.com

Anthropic’s proposed federal bill lets regulators halt a model only when 50 or more deaths are plausible, and even then requires a judge’s sign-off. Critics say the framing looks protective but strips agencies of unilateral authority to pull dangerous releases.

US orders federal agencies to remove China’s DeepSeek AI from their systems techcrunch.com

Federal civilian agencies must remove DeepSeek products and any third-party services built on its models, citing national security risks tied to the Chinese developer. The directive extends existing Pentagon and congressional bans to the wider executive branch.

Latest open artifacts (#25): DeepSeek V4.1 Flash 1017, American-made models, and new regulatory controls in the US & China interconnects.ai

The 25th open-artifacts digest covers DeepSeek’s V4.1 Flash 1017 release alongside a wave of American-made open weights, framing a Western push to reclaim ground. It also catalogs new regulatory controls landing in both Washington and Beijing.

Anthropic’s cloud partnerships are getting messy techcrunch.com

Anthropic is reportedly having trouble locking in enough GPU capacity as hyperscaler partners increasingly treat it as a rival. Infrastructure spending is climbing fast before a planned November IPO, straining deals with the same clouds that resell its models.

SpaceX’s AI business is beating expectations techcrunch.com

SpaceX turned profitable in the third quarter with $4.4 billion in net income, and AI was the main engine behind the swing. The business is outpacing internal projections, bolstering Elon Musk’s Grok and xAI ambitions alongside the launch operation.

Google has joined Amazon in attacking Nvidia’s stronghold with AI app developers techcrunch.com

Google released a developer tool that lets PyTorch users move workloads to its TPUs with minimal rewrites, mirroring an Amazon push for Trainium. The two clouds are chipping at Nvidia’s grip on the AI app developer stack where CUDA has long dominated.

Eka is worth $1.45B thanks to a physical AI model that has experts raving techcrunch.com

Eka Robotics may be the first robotic arm that is actually good at picking up a wide range of objects, and it is so smooth and human-like, it is wowing the industry.

Google’s more personalized Gemini AI is heading to your car theverge.com

Google is bringing Personal Intelligence to Gemini AI in your car. With this update, Gemini in Android Auto and cars with Google built-in can tap into your information across Google apps, including Gmail, Calendar, Maps, Photos, YouTube, and Search. As an example, Google says you can ask Gemini about your flight status if you’re driving […]

Gemini’s Personal Intelligence is coming to cars arstechnica.com

It’s probably time to audit your Gemini settings.

Franchisee reconciles cash in 94% less time with ChatGPT Work openai.com

An independent Schlotzsky’s and Cinnabon franchisee cut menu repricing time by 95% and built a workflow that could free up $100K in cash flow.

Terminal X matches senior investor judgment 88.6% with GPT-6.1 openai.com

Terminal X’s Eval Agent grades outputs against a 54-criterion rubric, catching 25% more deviances from a fund’s mandate with GPT-6.1 Sol.

Figma co-founder Dylan Field thinks MCP is not a perfect protocol techcrunch.com

Figma said it plans to support as many standards as possible without exposing all of its data.

Meta drops the word “train” from its commercial TOS after AI backlash arstechnica.com

Meta changes AI scraping policy but won’t add language respecting robots.txt.

A visit to Samsung’s massive new semiconductor hub technologyreview.com

Generative AI models run on powerful chips known as GPUs, which depend on stacks of specialized memory chips packaged with the processor. To meet growing demand for memory, Samsung is building a massive new semiconductor manufacturing complex in Pyeongtaek, South Korea. Three fabs already operate around the clock, and a fourth is coming online. Construction…

Spotify pulled 50 million AI slop and spam tracks from its recommendations theverge.com

Spotify says it has removed more than 50 million songs considered AI-generated slop or spam from user recommendations over the past year. That’s according to an announcement on Tuesday that says Spotify has also made changes to its recommendation system to highlight more music made by human artists. “Our editors hold the same standard and […]

Meta’s Muse hits 10M US downloads in 40 days, a milestone reached by only 11 other apps techcrunch.com

New data also shows Muse is retaining users at higher rates than its AI rivals.

Meta tries to scapegoat staff who downloaded torrents to spare execs arstechnica.com

Meta argues nobody “decided” to pirate books to train AI.

The new economics of enterprise AI technologyreview.com

Imagine your company just discovered electricity. At first only a few machines run on it, and nobody worries about efficiency — consumption is low and the value is obvious. But once electricity becomes infrastructure, every process depends on it, and the question changes from “can we use it?” to “how efficiently are we using it?”…

The Programmable Data Center — Evan Conrad, SF Compute latent.space

From GPU trading to physical settlement, independent markets, and programmable compute

Hugging Face CEO warns that Netflix’s OpenAI hack documentary isn’t accurate techcrunch.com

Before you share the Netflix documentary “AI Gone Rogue,” take note. Clem Delangue, Hugging Face’s co-founder who is featured in the film, says it went “full doomer mode” and isn’t accurate.

Ex-Nvidia-turned-VC Amulya Vishwanath: ‘Physical AI is in its LEGO era’ techcrunch.com

It’s the moment everyone is waiting for — the ChatGPT moment for robotics, Amulya Vishwanath explained to TechCrunch’s Equity.

Otter AI raises $320M from General Catalyst’s growth fund for its meeting tool techcrunch.com

Otter.ai said that it will use these funds for enterprise growth, go-to-market strategy, international expansion, and product innovation.

Ukraine’s drone rescue of wounded soldier puts much touted idea into practice arstechnica.com

Ukraine’s latest drone innovation may boost bleak odds of evacuating casualties.

AI adoption by industry shows what other sectors can learn technologyreview.com

The current narrative around artificial intelligence in the workplace is largely driven by Silicon Valley. But treating the tech sector as an island misses the actual trends in technology adoption–tech is just the first industry in line. As generative AI and automation tools mature, the shifts currently reshaping software engineering and product management will inevitably…

AI for the Fortune 2000: How Tenex Builds an AI-Native SDLC — Alex Lieberman & CJ Hess latent.space

Listen now (44 mins) | Paying for outcomes, building with agents, and the last mile of enterprise AI adoption

AI game clones are making indie developers afraid to show their work arstechnica.com

Delayed Steam Next Fest demo is a sign of a growing problem for indie devs.

Disney found a way to buy Character.AI without buying its lawsuits arstechnica.com

Character.AI faces claims its bots encouraged minors to self-harm and kill their parents.

Making the internet better for AI agents might make it worse for everyone else technologyreview.com

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Until recently, you could divide internet users into just two categories: bots and people. Websites have long allowed bots to perform automated tasks, like capturing the content of web pages, but rules…

Import AI 477: In which I tell the IMF the Singularity has begun importai.substack.com

What do you think?

Accused OpenAI spy had folder called “Saudi Gov Docs,” FBI says arstechnica.com

US fears Saudi government will help ex-OpenAI engineer flee spying charges.

ChatGPT now lets you lock your chats techcrunch.com

The company says the feature is designed for situations where users might be discussing something personal or planning a surprise and want to keep those conversations private when handing their device to friends or family to show them something in another chat.

Eric Schmidt reportedly owns about half as much of Anthropic as CEO Dario Amodei techcrunch.com

Eric Schmidt’s fortune is about to get even bigger.

Plants can speak using electricity, so this startup built an AI model to decipher their language techcrunch.com

Electric Plant has built an AI-powered translator to help humans listen to what plants are saying with the subtle electricity coursing through their stems.

Yelp can now call on your behalf to check wait times at a restaurant techcrunch.com

Yelp is embedding numerous new AI features into its app that can do everything from call to check on restaurant wait times to create personalized recommendations that remember your preferences.

Judge dismisses Sam Altman’s sister’s sexual abuse lawsuit theverge.com

On Tuesday, US District Judge Zachary Bluestone dismissed the lawsuit Ann Altman filed last year alleging that her brother, OpenAI CEO Sam Altman, had sexually abused her throughout her childhood. As reported earlier by The Guardian, the judge wrote that over the past year, Ann had failed to appear for an independent medical examination or […]

Adobe Lightroom mobile can now open closed eyes in photos with a simple tap theverge.com

Adobe announced yesterday that the mobile version of Lightroom, available for iOS, iPadOS, and Android, can now open closed eyes in photos using generative AI with just a single tap. When the app detects a person, or a group of people, have their eyes closed in a photo it will automatically present users with a […]

How I built my ‘everything’ app bensbites.com

AI can customise your home devices, like your TV

References

TechTarget — DeepSeek makes DeepInfer open source techtarget.com

the release excludes three critical components: a KV cache management system, prefill/decode disaggregation, and replica-level load balancing

VentureBeat — V4.1 Flash 1017 arrives as U.S. bans it venturebeat.com

the U.S. Department of Homeland Security issued a directive ordering federal agencies to remove and exclude all DeepSeek technology … sending export-controlled data to DeepSeek’s hosted API still constitutes a regulated export

Hacker News discussion (2,200+ points) news.ycombinator.com

seeing ‘cold hard numbers’ helped quell arguments that AI remains fundamentally unprofitable … but manual inspection of model weights for ‘hidden triggers’ remains practically impossible

Tech-Insider — Huawei Ascend 950PR analysis tech-insider.org

the 950PR delivers roughly 1.56 petaflops of FP4 performance … NVIDIA’s market share in China could tumble from 40% toward single digits as Huawei captures more than half of local demand

Milkroad — Why Anthropic, OpenAI and DeepSeek face a pricing collapse milkroad.com

OpenAI introduced GPT-6 Luna at $0.10/$0.50 … Anthropic released Claude Haiku 5.5 at the same price point … Chinese open-weight models grew from 2% to over 50% of token consumption on OpenRouter

Dealroom dealroom.co

Orchestra Bio was founded in 2022 by Ashoka Rajendra (CEO, ex-Benchling PM) and Andy Xu (CTO, 19 years at Microsoft), and had raised roughly $20M led by Andreessen Horowitz and 8VC prior to the acquisition.

r/labrats discussion of Anthropic’s Coefficient Bio claims reddit.com

Some computational biologists noted that they had been studying these systems for years and suggested that Anthropic’s model might have been trained on their unpublished data.

Hacker News thread news.ycombinator.com

The ‘hard part’ remains the prohibitively expensive clinical and regulatory phases, which require physical validation rather than digital reasoning… pharma giants are unlikely to cede intellectual property to an AI provider without significant, proven advantages.

tech-insider.org on GPT-Rosalind tech-insider.org

OpenAI classified its latest ChatGPT Agent as having ‘High’ biological capability, acknowledging they could help beginners navigate dangerous biological procedures.

Pharmaceutical Technology pharmtech.com

Novo Nordisk CEO Mike Doustdar: ‘Our partnership with OpenAI will help translate this scale into faster R&D and commercial execution, while maintaining the governance.’

Kingy.ai analysis kingy.ai

Commentators have noted the irony of naming a closed-source, gated model after Rosalind Franklin, a scientist whose data was famously used without her credit or consent.

e27 (Sainul Abudheen K.) e27.co

Southeast Asia’s US$1T digital dream slips five years, and AI is the new reason to keep believing

stepto.net (‘Tokenmaxxing’) stepto.net

Amazon and Meta recently shuttered internal AI usage leaderboards after employees began assigning redundant tasks to autonomous agents just to inflate their rankings

Gulf Times — Malaysia data centre scrutiny gulf-times.com

Data centre electricity consumption is forecast to surge from 7% in 2026 to 31% of total national demand by 2035

impact.com (AI product discovery survey) impact.com

Roughly 80% of regional shoppers use AI for product discovery and price comparison, [but] only about 24% to 26% are comfortable allowing an AI agent to execute a purchase autonomously

Stanford Digital Economy Lab digitaleconomy.stanford.edu

Employment for individuals aged 22–25 in AI-exposed roles sits 19% below historical trends

Jack Sun

Jack Sun, writing.

Engineer · Bay Area

Hands-on with agentic AI all day — building frameworks, reading what industry ships, occasionally writing them down.

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