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AI Daily News — 2026-07-05 (Sun)

Daily ReportMorning 06:05 + Evening 18:05 (JST) auto-aggregated
🌅 Morning Report06:05 JST
Source: Google News RSS / official blogs  ·  Past 12 hours  ·  76 articles
AI 統合分析 / AI INTEGRATED ANALYSIS2026-07-05 (Sun) — 🌅 Morning Report · 06:05 JST
## 1.

AI industry trend report (last 12 hours)

## 1. [Overview] The biggest news is that Anthropic has been valued at $96.5 billion, surpassing OpenAI. OpenAI is making notable moves in both financial and political terms, including the $13.8 billion AWS contract with Amazon and Altman's negotiation of offering a 5% stake to the government. On the other hand, model competition continues, including Meta's "Watermelon AI" GPT-5.5 counter theory and Gemini 3's 1M token context deployment.

## 2. [Anthropic / Claude trends] It is said to have temporarily surpassed OpenAI with a reported valuation of $96.5 billion (the reliability of the source must be verified). Announced that it has built an "AI workbench" for scientists on Claude. Meanwhile, TechCrunch has reported that Alibaba has banned its employees from using Claude Code, and moves by Chinese companies to exclude American-made AI tools have surfaced. Regarding Dario Amodei, MLQ.ai reported that there was a 20-day standoff with the Trump administration over the withdrawal of AI models.

## 3. [OpenAI trends] Several media outlets, including Fox News, have reported that Sam Altman is in talks to offer the US government a 5% stake in OpenAI, assuming competitors agree to similar terms. There are also reports that the AWS contract with Amazon is worth $138 billion, and it has also been pointed out that the company relies on Trainium. Regarding the UK investment, The Guardian has raised suspicions that OpenAI failed to inspect major sites.

## 4. [Google AI trends] 9to5Google has organized the upgrade details for Gemini app's "AI Plus" and "AI Pro" plans. FactSet announces partnership with Google Cloud to integrate Gemini AI into its financial platform. Google Maps is reportedly working on a restaurant ordering feature. There are also reports that Gemini 3 was released with 1M token context and advanced inference capabilities (the authenticity of the source must be verified).

## 5. [Trends of other AI companies] Meta claims that its new model "Watermelon AI" is comparable to GPT-5.5, but the benchmarks have not been published or verified (Tech Times). Meta also announced $6.05 billion in cloud and AI investments. xAI released Grok Voice Agent Builder for enterprises, and Tesla limited usage of the AI tool to $200 per week, with Grok as an exception. DeepSeek has reportedly completed more than $7 billion in funding and has surpassed a valuation of $50 billion. While Microsoft will consolidate Copilot into a single app in August, some analysts say the reduction in functionality indicates a stagnation in paid conversions.

## 6. [Remarks and trends of AI celebrities] - Sam Altman (OpenAI CEO): Offers a 5% stake in OpenAI to the US government, conditional on competitors agreeing (Fox News, News18). - Dario Amodei (Anthropic CEO): Reportedly continued negotiations with the Trump administration to withdraw AI models for 20 days (MLQ.ai). An interview video from WEF has also been released. - Elon Musk (xAI Founder/Tesla CEO): Limits Tesla's use of internal AI tools to $200 per week, but makes an exception for his own Grok. Reports surfaced that SpaceX showed investors a smartphone prototype, but Musk himself denied the development, and the stock price temporarily fell. - Jensen Huang (NVIDIA CEO): Announces RTX Spark AI superchip. The Times of India reports that the company is also "planning" to enter the space development field. - Mark Zuckerberg (Meta CEO): Startup Fortune reported that he admitted that the development speed of his company's AI agent was "not fast enough." - Yann LeCun (Meta Chief AI Scientist): ChatGPT-type AI cannot understand the physical world and says it is "hopeless for robotics." It is reported that the company is focusing on investing in machines that can think like rats. - Sundar Pichai (Google/Alphabet CEO): Leader-to-leader diplomacy on AI infrastructure investment with India and France is underway.

## 7. [Breakthroughs and innovations in AI technology] It has been reported that Gemini 3 supports 1M token context, but primary information has not been confirmed. In connection with DeepSeek, research results were announced in a survey of 26,000 students that found that the decline in learning effects due to the use of AI becomes apparent after two years (the-decoder.com). Some analyzes have shown that the cost of using AI can be reduced by up to 97% by using model routers.

## 8. [AI Regulation/Policy/Social Impact] A new law using AI to combat cyberbullying and deepfakes has come into effect in Illinois schools. The Central Bank of Bangladesh has issued a notification banning the entry of sensitive data into AI tools. Sixth Street's Chavez points out that there are "big problems" with U.S. AI regulation. NDTV also reports on cases of law enforcement agencies using AI to investigate crimes.

## 9. [Integrated analysis: What is happening now] In terms of power, Anthropic's reported valuation of $96.5 billion has thrown a wrench in the hierarchy with OpenAI, but OpenAI is taking the lead in both funding and political positioning, including a $138 billion contract with AWS and negotiations to provide equity to the government. On the Chinese side, Alibaba's ban on Claude Code and DeepSeek's valuation of over $50 billion are taking place in tandem, suggesting that the division of AI tools between the US and China is progressing at a practical level. In terms of technology, there have been a number of announcements claiming to be ``competitive with GPT-5.5,'' such as Meta's Watermelon AI and Google's Gemini 3, but they all have one thing in common: they lack benchmark verifiability. Tesla's internal restrictions on AI use and preferential treatment for Grok suggest a tension in the allocation of resources among Musk's own multiple businesses (Tesla, xAI, SpaceX). On the regulatory front, the side effects of practical use are beginning to surface as concrete policy responses, such as long-term data showing negative effects on AI education and concerns about confidential information management.

## 10. [Future points of interest] 1. Confirming Anthropic's reported $96.5 billion valuation and the next move in its funding race with OpenAI 2. How Sam Altman's negotiations to offer stock to the U.S. government will affect competitors 3. Existence of benchmark verification of Meta “Watermelon AI” and Gemini 3

📰 ニュース一覧
👤 Notable People in AI25
  • OpenAI's Altman Pitches U.S. Government a Stake Worth Billions — If Competitors Follow Suit - Lower Bucks Times (Sam Altman / OpenAI CEO) — Lower Bucks Times07/04 20:27 UTC⚠ Source pending
  • OpenAI's Sam Altman wants to negotiate a 5% stake in company for US if competitors agree to key provision - AOL.com (Sam Altman / OpenAI CEO) — AOL.com07/04 17:52 UTC⚠ Source pending
  • Sam Altman's Big AI Bargain? OpenAI Could Offer US Government 5% Stake - News18 (Sam Altman / OpenAI CEO) — News1807/04 13:29 UTC⚠ Source pending
  • Strategy's Michael Saylor Turns Elon Musk's Viral July 4 Video Into A Bitcoin Pitch: 'We Can Still Make Something Ƀetter' - TradingView (Elon Musk / xAI Founder / Tesla CEO) — TradingView07/04 11:14 UTC⚠ Source pending
  • Tesla caps employee AI spending at $200 per week - MSN (Elon Musk / xAI Founder / Tesla CEO) — MSN07/04 18:08 UTC⚠ Source pending
  • SpaceX is reportedly showing investors a phone prototype, months after Musk said "we are not developing a phone" - TechSpot (Elon Musk / xAI Founder / Tesla CEO) — TechSpot07/04 15:35 UTC⚠ Source pending
  • Nvidia CEO Jensen Huang Unveils the RTX Spark AI Superchip - Yahoo Tech (Jensen Huang / NVIDIA CEO) — Yahoo Tech07/04 17:05 UTC⚠ Source pending
  • $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks? - 24/7 Wall St. (Jensen Huang / NVIDIA CEO) — 24/7 Wall St.07/04 13:29 UTC⚠ Source pending
  • Nvidia CEO Jensen Huang 'plans' to join Elon Musk and Sundar Pichai in space as the world's most valuable - The Times of India (Jensen Huang / NVIDIA CEO) — The Times of India07/04 10:06 UTC⚠ Source pending
  • Watch: Anthropic CEO Dario Amodei From World Economic Forum | WSJ Whitecourt Fire (A7qbRV1aXZ) - Mshale (Dario Amodei / Anthropic CEO) — Mshale07/04 16:09 UTC⚠ Source pending
  • Inside Anthropic's 20-Day Standoff With the Trump Administration Over Pulled AI Models - MLQ.ai (Dario Amodei / Anthropic CEO) — MLQ.ai07/04 13:58 UTC⚠ Source pending
  • Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...' - Yahoo Finance (Dario Amodei / Anthropic CEO) — Yahoo Finance07/04 10:34 UTC⚠ Source pending
  • Indian-Origin Leaders Powering Global Technology Ecosystem (2026 Edition) - digital terminal (Sundar Pichai / Google/Alphabet CEO) — digital terminal07/04 14:00 UTC⚠ Source pending
  • After Elon Musk And Sundar Pichai, Jensen Huang Is Now Eyeing Space-Based AI - Times Now (Sundar Pichai / Google/Alphabet CEO) — Times Now07/04 12:01 UTC⚠ Source pending
  • India, France turn to leader-level diplomacy to win AI infrastructure bets - livemint.com (Sundar Pichai / Google/Alphabet CEO) — livemint.com07/04 13:11 UTC⚠ Source pending
  • Meta Predicts AI Gains in Coming Months Despite Internal Challenges - Briefs Finance (Mark Zuckerberg / Meta CEO) — Briefs Finance07/04 19:56 UTC⚠ Source pending
  • Meta’s next AI bet has one major catch for investors - thestreet.com (Mark Zuckerberg / Meta CEO) — thestreet.com07/04 18:47 UTC⚠ Source pending
  • Zuckerberg Admits Meta's AI Agents Are Not Moving Fast Enough - Startup Fortune (Mark Zuckerberg / Meta CEO) — Startup Fortune07/04 11:24 UTC⚠ Source pending
  • Macron and Modi Deploy Personal Diplomacy to Win Billions in AI Infrastructure - finance.biggo.com (Demis Hassabis / Google DeepMind CEO) — finance.biggo.com07/04 18:05 UTC⚠ Source pending
  • AI-gravity and socio-economic operating systems - Trinidad Guardian (Demis Hassabis / Google DeepMind CEO) — Trinidad Guardian07/04 12:31 UTC⚠ Source pending
  • Global dictatorship arrives through artificial intelligence as tech gods and billionaires battle for total control - Bankingnews (Ilya Sutskever / SSI Co-Founder / 元OpenAI) — Bankingnews07/04 11:09 UTC⚠ Source pending
  • OpenAI IPO: $1 Trillion AI Giant & Future Tech Listing - India IPO (Ilya Sutskever / SSI Co-Founder / 元OpenAI) — India IPO07/04 16:57 UTC⚠ Source pending
  • 'Hopeless for robotics': Yann LeCun says ChatGPT-style AI cannot understand the physical world - Storyboard18 (Yann LeCun / Meta Chief AI Scientist) — Storyboard1807/04 10:31 UTC⚠ Source pending
  • Perplexity Co-Founder: AI Safety Is an Excuse to Lock Down Frontier - Decrypt (Yann LeCun / Meta Chief AI Scientist) — Decrypt07/04 16:07 UTC⚠ Source pending
  • Beyond ChatGPT: Why AI pioneer Yann LeCun betting billions on machines that think like a rat - Daily Observer (Yann LeCun / Meta Chief AI Scientist) — Daily Observer07/04 16:09 UTC⚠ Source pending
▶️ AI Videos / Commentary1
Don't trust OpenAI. Use your own models.
Don't trust OpenAI. Use your own models.
All-In Podcast · 07/04 14:00 UTC

👥 AI People Watchlist

Sam Altman ── OpenAI CEO
Dario Amodei ── Anthropic CEO
Daniela Amodei ── Anthropic President
Jensen Huang ── NVIDIA CEO
Satya Nadella ── Microsoft CEO
Sundar Pichai ── Google/Alphabet CEO
Mark Zuckerberg ── Meta CEO
Elon Musk ── xAI Founder / Tesla CEO
Demis Hassabis ── Google DeepMind CEO
Mustafa Suleyman ── Microsoft AI CEO
Lisa Su ── AMD CEO
Ilya Sutskever ── SSI Co-Founder / 元OpenAI
Liang Wenfeng ── DeepSeek Founder
Yann LeCun ── Meta Chief AI Scientist
Geoffrey Hinton ── AI Godfather / Nobel Laureate
Yoshua Bengio ── AI Safety / Turing Award
Fei-Fei Li ── Stanford HAI / World Labs
Andrew Ng ── DeepLearning.AI / LandingAI
Stuart Russell ── UC Berkeley / AI Safety
Marc Andreessen ── a16z Co-Founder
Reid Hoffman ── LinkedIn Co-Founder / AI Investor
Peter Thiel ── Founders Fund / AI Investor
🌆 Evening Report18:05 JST
Source: Google News RSS / official blogs  ·  Past 12 hours  ·  72 articles
AI 統合分析 / AI INTEGRATED ANALYSIS2026-07-05 (Sun) — 🌆 Evening Report · 18:05 JST
## 1.

AI news analysis report (last 12 hours)

## 1. [Overview] OpenAI's $1 trillion IPO report and Anthropic's lifting of export restrictions are the main focus of the IPO race. Google Gemini's agent function expansion and Meta/Tesla's cost management enhancement are progressing in parallel. On the regulatory front, the government's shareholding debate and the lack of legal status for AI agents are in focus.

## 2. [Anthropic / Claude trends] The US government has lifted export restrictions on Claude AI, removing a major hurdle in Anthropic's IPO preparations, Stocktwits reported. Includes Fable and Mythos models. Meanwhile, Anthropic is facing a $7.5 billion lawsuit from a group of authors over copyright infringement. Dario Amodei said that AI racing is "focused on making the models as smart and capable as possible." Microsoft is adding Claude Sonnet 5 to Copilot.

## 3. [OpenAI trends] Speculation about OpenAI's $1 trillion IPO is spreading, and it is also having an impact on surrounding companies, including a drop in SoftBank's stock price. The Motley Fool believes Microsoft will be the biggest beneficiary. There are also reports that the US government is considering investing in OpenAI, and a proposal for granting 5% equity has been floated (Stocktwits). Sam Altman has said that AI will "reshape the material conditions of human life."

## 4. [Google AI trends] Gemini 3.5 Flash gained computer use functionality for AI Agent (Memeburn). Google Maps plans to integrate food ordering functionality with Gemini. On the other hand, Google's new home speaker has been described as ``even with more AI, the ease of use has not improved'' (SMH.com.au). Reports related to Demis Hassabis suggest that Macron and Modi secured a $200 billion AI contract with Google through personal diplomacy, and that the UK was late to the party.

## 5. [Trends of other AI companies] (Meta, Microsoft, xAI, DeepSeek, etc.) Tesla has set a weekly cap of $200 per employee for the use of AI tools, with Grok as an exception. Mark Zuckerberg called the AI reorganization "miscalculated" and expressed remorse after cutting 8,000 jobs. In response to backlash over Teams' AI features, Microsoft added a feature that allows users to turn off Copilot, etc. during meetings. Ahead of the V4 announcement, DeepSeek was attended by Tsinghua University scholarship student Gu Yuxian. Google reportedly rejected Meta's request to hire Gemini, highlighting tensions within the industry.

## 6. [Remarks and trends of AI celebrities] - Sam Altman (OpenAI CEO): Said that AI will "reshape the material conditions of human life." He has been the focus of media coverage as a central figure in government investment discussions for the IPO. - Dario Amodei (Anthropic CEO): Reiterated his commitment to improving the capabilities of his models. - Mark Zuckerberg (Meta CEO): Admitted that the AI reorganization was a "mistake" and suggested a course correction after cutting 8,000 people. Meta shares rose 10% on reports of the sale of excess computing power. - Elon Musk (xAI Founder / Tesla CEO): Denies reports of SpaceX's AI-equipped terminal as "completely false." Tesla has tightened AI budget management. - Jensen Huang (NVIDIA CEO): The leather jacket he wore was auctioned at Sotheby's. NVIDIA is strengthening recruitment of AI human resources in the space field. - Yann LeCun (Meta Chief AI Scientist): Points out that current AI lacks understanding of the real world. A report that ``AI writes more than 80% of its own code'' was also mentioned in the context of LeCun. - Geoffrey Hinton (AI Godfather / Nobel Laureate): 60 Minutes interview becomes a hot topic again.

## 7. [Breakthroughs and innovations in AI technology] An analysis states that ``recursive self-improvement, where AI automatically generates more than 80% of its own code, is approaching a tipping point,'' leading to alarm from regulators (finance.biggo.com). SK Telecom has announced a goal to build a 15GW AI data center by 2035. Palantir and NVIDIA collaborate on AI infrastructure for the US government, causing Palantir stock to rise 14.5%.

## 8. [AI Regulation/Policy/Social Impact] In South Korea, a system that would impose fines for citing AI-generated fictitious precedents is being discussed. Regulatory authorities have repeatedly pointed out that AI Agent does not comply with existing legal systems (Memeburn). In Bangladesh, it was reported that the use of AI in traffic cases has exposed legal gaps. The US government's consideration of investing in OpenAI has become a new policy issue regarding the relationship between AI companies and the state.

## 9. [Integrated analysis: What is happening now] The IPO race between OpenAI and Anthropic is starting to define the industry landscape. While Anthropic took the lead in lifting export restrictions, OpenAI is shifting to a strategy of strengthening ties with nations through government funding. This structure shows that the relationship between AI companies and the government is changing from a mere regulatory target to one of investment and partnership partners. Meta/Tesla is moving to strengthen cost discipline, and a shift from the large-scale investment phase to the profitability/efficiency phase has become apparent in terms of capital allocation. On the technological front, advances in self-improving AI code generation are raising the alarm of regulators, and the Google-Palantir-NVIDIA government AI infrastructure partnership is accelerating the formation of geopolitical factions. The cases in which France and India won large contracts with Google through personal diplomacy show that diplomatic competition for AI supremacy has moved to the national level.

## 10. [Future points of interest] 1. Outcome of OpenAI government investment talks and Anthropic IPO timing competition 2. Impact of DeepSeek V4 announcement on Anthropic/OpenAI’s home market 3. Specifying the responses of regulatory authorities in each country regarding the legal status of AI Agents

📰 ニュース一覧
👤 Notable People in AI24
  • How Sam Altman Became the Face of ChatGPT - Yahoo News UK (Sam Altman / OpenAI CEO) — Yahoo News UK07/05 06:51 UTC⚠ Source pending
  • If AI firms really want to give back, they could put shares in ‘Trump accounts’ - The Observer (Sam Altman / OpenAI CEO) — The Observer07/05 04:09 UTC⚠ Source pending
  • OpenAI Reportedly Floats Giving 5% Stake To Government Amid IPO Race With Anthropic - Stocktwits (Sam Altman / OpenAI CEO) — Stocktwits07/04 21:32 UTC⚠ Source pending
  • Elon Musk Calls Report on SpaceX AI Handheld Device ‘Utterly False’ After Claims of an iPhone Rival Sparks Online Buzz - Yahoo Finance (Elon Musk / xAI Founder / Tesla CEO) — Yahoo Finance07/04 21:33 UTC⚠ Source pending
  • SpaceX explores AI device and direct mobile service push - MSN (Elon Musk / xAI Founder / Tesla CEO) — MSN07/05 01:18 UTC⚠ Source pending
  • Wikipedia Is Battling for the Soul of the Internet - The New York Times (Elon Musk / xAI Founder / Tesla CEO) — The New York Times07/05 09:00 UTC⚠ Source pending
  • Jensen Huang's Leather Jacket Auctioned at Sotheby’s - 조선일보 (Jensen Huang / NVIDIA CEO) — 조선일보07/05 04:04 UTC⚠ Source pending
  • Nvidia ramps up hiring for its AI ambitions in space - Storyboard18 (Jensen Huang / NVIDIA CEO) — Storyboard1807/05 05:50 UTC⚠ Source pending
  • AI Semiconductor Stocks July 2026: NVDA, AMD, INTC Investment Analysis - Intellectia AI (Jensen Huang / NVIDIA CEO) — Intellectia AI07/05 00:16 UTC⚠ Source pending
  • Anthropic CEO Dario Amodei On AI Race: Focused On Making Our Models As Smart And Capable As Possible Beatles Museum London (Tx0nDyy8dJ) - Mshale (Dario Amodei / Anthropic CEO) — Mshale07/05 06:25 UTC⚠ Source pending
  • India AI Summit Ends With A Small Show Of Defiance | DW News Volcano (r6o9Tuv3i2) - Mshale (Dario Amodei / Anthropic CEO) — Mshale07/05 02:19 UTC⚠ Source pending
  • Authors sue Anthropic for $75M over alleged AI copyright theft - Crypto Briefing (Dario Amodei / Anthropic CEO) — Crypto Briefing07/04 23:19 UTC⚠ Source pending
  • From Macron to Modi, governments are rolling out the red carpet for AI giants - MSN (Sundar Pichai / Google/Alphabet CEO) — MSN07/05 02:31 UTC⚠ Source pending
  • Goldman Sachs top economist agrees that millions of Americans will lose jobs to AI; but rejects the idea - The Times of India (Sundar Pichai / Google/Alphabet CEO) — The Times of India07/05 07:36 UTC⚠ Source pending
  • As riding costs hurt, Tesla tells employees: You cannot spend more than $200 on… - The Times of India (Sundar Pichai / Google/Alphabet CEO) — The Times of India07/05 06:16 UTC⚠ Source pending
  • Zuckerberg Says Meta 'Miscalculated' AI Overhaul After 8,000 Job Cuts - outlookbusiness.com (Mark Zuckerberg / Meta CEO) — outlookbusiness.com07/05 06:08 UTC⚠ Source pending
  • Meta’s next AI bet has one major catch for investors - Yahoo Finance Singapore (Mark Zuckerberg / Meta CEO) — Yahoo Finance Singapore07/04 21:47 UTC⚠ Source pending
  • Meta shares jump 10% after reports company is selling excess AI computing power - AOL.com (Mark Zuckerberg / Meta CEO) — AOL.com07/05 03:41 UTC⚠ Source pending
  • India to Champion Edge AI for Real-World Impact at Research Symposium:Ashwini Vaishnaw - DD News (Demis Hassabis / Google DeepMind CEO) — DD News07/05 04:01 UTC⚠ Source pending
  • How Macron and Modi's personal diplomacy secured over $200bn in AI deals while UK lost out - upday News (Demis Hassabis / Google DeepMind CEO) — upday News07/04 22:51 UTC⚠ Source pending
  • Experts say current AI still lacks real-world understanding - United News of Bangladesh (Yann LeCun / Meta Chief AI Scientist) — United News of Bangladesh07/05 05:49 UTC⚠ Source pending
  • Recursive Self-Improvement Nears Tipping Point: AI Now Writes Over 80% of Its Own Code, Triggering Regulatory Alarms - finance.biggo.com (Yann LeCun / Meta Chief AI Scientist) — finance.biggo.com07/04 23:25 UTC⚠ Source pending
  • RAISE Summit: Last Places - Use Your Cointribune Promo Code - Cointribune (Yann LeCun / Meta Chief AI Scientist) — Cointribune07/05 08:05 UTC⚠ Source pending
  • "Godfather Of AI" Geoffrey Hinton: The 60 Minutes Interview Jason Kenney (GYcEHzobpY) - Mshale (Geoffrey Hinton / AI Godfather / Nobel Laureate) — Mshale07/05 06:30 UTC⚠ Source pending

👥 AI People Watchlist

Sam Altman ── OpenAI CEO
Dario Amodei ── Anthropic CEO
Daniela Amodei ── Anthropic President
Jensen Huang ── NVIDIA CEO
Satya Nadella ── Microsoft CEO
Sundar Pichai ── Google/Alphabet CEO
Mark Zuckerberg ── Meta CEO
Elon Musk ── xAI Founder / Tesla CEO
Demis Hassabis ── Google DeepMind CEO
Mustafa Suleyman ── Microsoft AI CEO
Lisa Su ── AMD CEO
Ilya Sutskever ── SSI Co-Founder / 元OpenAI
Liang Wenfeng ── DeepSeek Founder
Yann LeCun ── Meta Chief AI Scientist
Geoffrey Hinton ── AI Godfather / Nobel Laureate
Yoshua Bengio ── AI Safety / Turing Award
Fei-Fei Li ── Stanford HAI / World Labs
Andrew Ng ── DeepLearning.AI / LandingAI
Stuart Russell ── UC Berkeley / AI Safety
Marc Andreessen ── a16z Co-Founder
Reid Hoffman ── LinkedIn Co-Founder / AI Investor
Peter Thiel ── Founders Fund / AI Investor
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