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Two Tone Blue Vintage Car at Grocery Store
Amazon is hoping its customers take fewer trips to the grocery store (Getty Images)

Amazon more than doubled its same-day grocery cities since August

Perishables likes blueberries and avocados are now same-day delivery bestsellers for the retail giant.

Rani Molla

When Amazon announced its free same-day Prime delivery of perishable groceries in 1,000 US cities in August, investors and analysts rejoiced while shares of the tech giants grocery competitors — including Walmart, Kroger, Albertsons, and Instacart — fell.

Today, the e-commerce giant announced that the program has reached its goal of expanding to 2,300 locations in 2025 and forecasts “continued expansion to even more areas coming in 2026” — growth that will likely have a similar effect on the competition. In that time, Amazon’s perishable selection has also grown 30% and available locations have spread from usual suspects like Los Angeles, Dallas, and Chicago to smaller locales like Fort Collins, Colorado, Sugar Land, Texas, and Kennesaw, Georgia. The company also said its perishable grocery sales have grown 30x since January, though it didn’t provide a baseline.

But perhaps more interesting is what Amazon consumers have been buying in the meantime. Amazon said in areas where the service is available, nine of the top 10 bestselling items are now perishables — all fruit. No. 10 is a 12-pack of toilet paper.

Bestsellers for grocery
Amazon

If one were to look back before the same-day delivery announcement this summer, stuff like batteries and beauty products were more likely to top the list.

"Were seeing customers combine their fresh grocery orders with their regular Amazon purchases, like electronics, gifts, clothes, and household essentials, in ways that make their lives easier and save them valuable time,” Doug Herrington, CEO of Worldwide Amazon Stores, said in the press release.

Regional preferences are also emerging. Here are some particularly popular perishables in different parts of the US, according to Amazon:

  • Northeast: Chocolate chip muffins, broccoli florets, raw shrimp.

  • South: Atlantic salmon, lemonade, chicken pot pies.

  • West: Cold brew coffee, chicken thighs, probiotic drinks.

  • Midwest: Wheat bread, bacon, pepperoni pizza.

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Microsoft loses exclusive access to OpenAI’s models and tools while ending revenue-sharing deal with ChatGPT maker

Microsoft shares dropped as it announced a revised agreement with OpenAI.

The amended agreement ends revenue-sharing payments from Microsoft to OpenAI, and also ends Microsoft’s exclusive access to OpenAI’s intellectual property (i.e. models and products).

OpenAI’s revenue sharing with Microsoft will end in 2030, is subject to a total cap, and is no longer dependent on its achieving artificial general intelligence.

Amazon, a likely beneficiary of this lack of exclusivity, initially popped on the news but erased those gains.

This is a developing story.

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China just blew up one of Meta’s key AI bets

China has ordered Meta to unwind its $2 billion acquisition of Manus, a Chinese startup (since relocated to Singapore) that makes AI agents and was central to Meta’s push to turn its massive AI investments into a real business. The move is part of the Chinese government’s effort to stop US firms from gaining access to Chinese talent and intellectual property, as Washington continues to restrict sales of advanced AI chips to Chinese companies.

Unlike its tech peers, which can sell AI through cloud services, Meta mainly uses AI to improve its existing ad business rather than as a stand-alone revenue driver. The decision strips away one of Meta’s clearest paths to monetizing AI — leaving it spending like a hyperscaler, without a hyperscaler business model.

Unlike its tech peers, which can sell AI through cloud services, Meta mainly uses AI to improve its existing ad business rather than as a stand-alone revenue driver. The decision strips away one of Meta’s clearest paths to monetizing AI — leaving it spending like a hyperscaler, without a hyperscaler business model.

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Jon Keegan

DeepSeek releases new V4 series models highlighting efficiency and long context

Chinese AI lab DeepSeek has released a major new version of its eponymous open-source AI models that are nipping at the heels of leading frontier models in some areas.

The most significant DeepSeek-V4 Pro and DeepSeek-V4 Flash both have a 1 million-token context — the amount of information the model can actively work with in a single session — which is a crucial feature for complex, long-running coding tasks.

DeepSeek rebuilt how the models process information under the hood, making them substantially more efficient — and that efficiency is what makes the large context window actually usable.

Also, the new models’ coding skills have closed the gap with the major frontier models from Anthropic, OpenAI, and Google.

The authors of the model acknowledge some of V4’s shortcomings, such as its lower scores on reasoning benchmarks, saying that V4 “trails state-of-the-art frontier models by approximately 3 to 6 months.”

As open-weight models, V4 can be run on any user’s own hardware, making the V4 models among the top-performing open-source models out there. V4’s large context and token efficiency are especially significant among open-source models.

But like with earlier DeepSeek models, don’t ask it about Tiananmen Square.

DeepSeek rebuilt how the models process information under the hood, making them substantially more efficient — and that efficiency is what makes the large context window actually usable.

Also, the new models’ coding skills have closed the gap with the major frontier models from Anthropic, OpenAI, and Google.

The authors of the model acknowledge some of V4’s shortcomings, such as its lower scores on reasoning benchmarks, saying that V4 “trails state-of-the-art frontier models by approximately 3 to 6 months.”

As open-weight models, V4 can be run on any user’s own hardware, making the V4 models among the top-performing open-source models out there. V4’s large context and token efficiency are especially significant among open-source models.

But like with earlier DeepSeek models, don’t ask it about Tiananmen Square.

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