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Jon Keegan

Meta launches stand-alone AI app

If you want to use Meta AI today, you can find it tucked into a zillion weird places across all of Meta’s apps.

Like when you’re searching on Facebook, making a post in Instagram, writing a message in WhatsApp, or... talking with your Meta AI glasses.

But if you’re tired of looking everywhere for that sweet, sweet Meta AI (powered by Meta’s latest Llama 4 open-source model), now you can use a stand-alone app or access it on the web.

The Meta AI app is free to use and includes a “voice demo built with full-duplex speech technology” so you can test out a more conversational voice chat feature.

Meta is sort of achieving AI app feature parity with this release; you can generate images, search the web, and get recommendations for things. The app also remembers your history, which will definitely be useful when Meta eventually incorporates ads (how Meta makes 98% of its revenue).

But Meta does have something that OpenAI and other startups lack: a massive social graph of users and their friends. So, Meta is rolling out a “Discover” feed, “a place to share and explore how others are using AI. You can see the best prompts people are sharing, or remix them to make them your own.”

The Meta AI app is free to use and includes a “voice demo built with full-duplex speech technology” so you can test out a more conversational voice chat feature.

Meta is sort of achieving AI app feature parity with this release; you can generate images, search the web, and get recommendations for things. The app also remembers your history, which will definitely be useful when Meta eventually incorporates ads (how Meta makes 98% of its revenue).

But Meta does have something that OpenAI and other startups lack: a massive social graph of users and their friends. So, Meta is rolling out a “Discover” feed, “a place to share and explore how others are using AI. You can see the best prompts people are sharing, or remix them to make them your own.”

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Figure robot sorting packages GIF

Figure’s robots just sorted packages for 200 hours straight

What started as a 10-hour human-versus-robot challenge turned into a continuous marathon shift spanning nine days of continuous work.

tech

Report: Uber considers full Delivery Hero takeover to take on DoorDash outside the US

Uber appears to be considering upping its competition with DoorDash outside the US, exploring a potential full takeover of Frankfurt-listed Delivery Hero, Bloomberg reports. Earlier this week the US-based ride-hailing service disclosed a 19.5% stake in the food delivery company, but now that could go higher.

The $11.8 billion German company could be particularly vulnerable to a takeover right now, with its CEO having recently stepped down following pressure from activist investors to sell off assets. A full acquisition would give Uber a massive foothold in over 60 countries to combat DoorDash’s European-focused Wolt unit.

Uber has been involved in a lot of deal-making of late, mostly in the autonomous vehicle space, where it now has more than 30 partnerships globally.

Uber extended its losses on the news and is currently down around 1.7%.

The $11.8 billion German company could be particularly vulnerable to a takeover right now, with its CEO having recently stepped down following pressure from activist investors to sell off assets. A full acquisition would give Uber a massive foothold in over 60 countries to combat DoorDash’s European-focused Wolt unit.

Uber has been involved in a lot of deal-making of late, mostly in the autonomous vehicle space, where it now has more than 30 partnerships globally.

Uber extended its losses on the news and is currently down around 1.7%.

tech

Meta released a Reddit dupe. Reddit investors don’t like it.

Fresh on the heels of releasing a Snapchat dupe, which sent Snap down earlier this month, Meta seems to be meddling with Reddit, quietly releasing a Reddit-like Facebook app called Forum yesterday. After news of the “dedicated space built for deeper discussions, real answers and the communities you care about,” Reddit’s stock is down 4.5% today.

Last month, Reddit’s earnings report handily beat analysts’ expectations, but it continues to struggle with the perception that bigger tech companies — including Meta — investing heavily in AI will eat its lunch. The stock is down nearly 40% year-to-date.

tech
Jon Keegan

Report: OpenAI’s Q1 revenue was $5.7 billion, beating Anthropic

The neck-and-neck race between OpenAI and Anthropic as the AI companies barrel toward their expected IPOs this year is shaking out some internal numbers for would-be investors to ponder.

The Information is reporting that OpenAI’s first-quarter revenue was ~$5.7 billion, about $1 billion ahead of Anthropic’s revenue for the same period.

The Wall Street Journal recently reported that Anthropic is on course to more than double its first-quarter revenue of $4.8 billion to $10.9 billion in the second quarter. It is not known what OpenAI is projecting for Q2.

Recently, The New York Times reported that Anthropic’s current fundraising round seeking to raise between $30 billion and $50 billion comes with a valuation of up to $950 billion, putting it ahead of OpenAI’s latest reported valuation of $850 billion.

The Wall Street Journal recently reported that Anthropic is on course to more than double its first-quarter revenue of $4.8 billion to $10.9 billion in the second quarter. It is not known what OpenAI is projecting for Q2.

Recently, The New York Times reported that Anthropic’s current fundraising round seeking to raise between $30 billion and $50 billion comes with a valuation of up to $950 billion, putting it ahead of OpenAI’s latest reported valuation of $850 billion.

tech
Rani Molla

Alphabet’s Waymos are still getting caught in floods after recall

Waymo, the self-driving subsidiary of Alphabet, has paused operations in Atlanta after a new report of a vehicle driving into a flooded roadway and getting stuck, TechCrunch reports. The news comes just weeks after the company recalled its fleet of nearly 4,000 driverless cars to deal with a previous flood incident in San Antonio, where the service is also paused.

After that incident, Waymo instituted an “interim remedy” to make the vehicles “exclude additional operating conditions that present an elevated risk of encountering a flooded, higherspeed roadway,” but added that it was still “developing the final remedy for this recall.”

As we’ve noted, Waymo has mostly kept its rollout — now public in 11 cities — to more temperate climates, as severe weather poses more challenges to autonomous vehicles.

After that incident, Waymo instituted an “interim remedy” to make the vehicles “exclude additional operating conditions that present an elevated risk of encountering a flooded, higherspeed roadway,” but added that it was still “developing the final remedy for this recall.”

As we’ve noted, Waymo has mostly kept its rollout — now public in 11 cities — to more temperate climates, as severe weather poses more challenges to autonomous vehicles.

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