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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

MUSK ASKS SUPPLIERS TO MOVE AT ‘LIGHT SPEED' ON NEW CHIPMAKING PLAN

Elon Musk's Terafab team has reached out to chip industry suppliers for price quotes and delivery times for a variety of chipmaking gear. The outreach suggests Musk is continuing with the project in the face of scepticism from the semiconductor industry. Musk's representatives have asked for speedy price estimates while providing minimal information about the products to be made. The project is offering to pay a considerable amount above quoted figures if suppliers give Terafab priority.

GEMINI 3.1 FLASH TTS: THE NEXT GENERATION OF EXPRESSIVE AI SPEECH

Google's Gemini 3.1 Flash TTS enhances text-to-speech with improved expressivity and controllability, featuring a notable Elo score of 1,211 on the Artificial Analysis TTS leaderboard. The model supports over 70 languages and introduces audio tags for granular control of vocal style, allowing easy manipulation via natural language commands. All generated audio is watermarked with SynthID to ensure authentic content, preventing misinformation.

REDESIGNING CLAUDE CODE ON DESKTOP FOR PARALLEL AGENTS

The Claude Code desktop app has been redesigned to support parallel agentic workflows, featuring a new sidebar for managing multiple sessions across different repos. Developers can now review and ship work without leaving the app, thanks to an integrated terminal, in-app file editor, faster diff viewer, and drag-and-drop pane layout. The update is available to all Claude Code users on Pro, Max, Team, and Enterprise plans, as well as via the API.

OPENAI'S AMBITIOUS (AND UNREALISTIC?) ADVERTISING TARGETS

OpenAI aims to reach $100 billion in ad revenue within five years despite still being in early testing. Its strategy relies on two pillars: rapid growth of ChatGPT and strong purchase intent from its users that can drive higher conversion rates. It already has over 900 million weekly users and projects 2.75 billion by 2030, which would be on par with Facebook or Instagram, and ahead of TikTok. In the first six weeks of testing, more than 600 advertisers ran campaigns on the chatbot and generated over $8 million in monthly revenue. The company expects growth to $2.6 billion this year and over $100 billion by 2030 while it builds ad tools and proves it can monetize its audience.

SIRI ENGINEERS SENT TO AI CODING BOOTCAMP AS APPLE PREPARES TO DELIVER SIRI OVERHAUL

Apple is sending a large portion of its Siri engineers to a multi-week bootcamp on learning how to code with AI. Around 60 members of the Siri development team will continue working on Siri, with another 60 evaluating how the assistant is performing. Apple is expected to unveil a smarter, more capable version of Siri in two months at WWDC. The new Siri is under testing to ensure it meets Apple's safety standards and can interpret and execute commands from users.

ARTEMIS II WAS A BLOCKBUSTER. LANDING ON THE MOON WILL BE A LOT HARDER

The Artemis III mission next year will help NASA and its contractors set up an attempt at one or more visits to the moon in 2028. Both SpaceX and Blue Origin have run into delays in developing spacecraft for the missions. A landing operation with astronauts within the next few years may not be achievable. Both companies have key tests coming up that will inform their lunar work and vehicles.

FRONTIER SYSTEMS FOR THE PHYSICAL WORLD

The paradigm is shifting to robot learning, autonomous science, and human-machine interfaces. These are not entirely separate efforts and thematically form a group of emerging frontier systems for the physical world. They share common technical primitives and are mutually reinforcing in ways that create compound dynamics across domains. These domains create a structural flywheel for extending AI into the physical world. This post looks at the technical primitives underlying these domains and examines why they present frontier opportunities.

OPENAI UPDATES ITS AGENTS SDK TO HELP ENTERPRISES BUILD SAFER, MORE CAPABLE AGENTS

OpenAI has introduced a number of new features designed to help businesses create their own agents using its agents software development toolkit. This includes a sandboxing ability that allows agents to operate in controlled computer environments. There is a new in-distribution harness for frontier models that allows agents to work with files and approved tools within a workspace. The new features are designed to allow users to build long-horizon agents on their own infrastructure.

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