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⚙️ Microsoft is building the "open agentic web"

Good morning. Swedish buy-now-pay-later giant Klarna is now making nearly $1 million in revenue per employee (up from $575K) after replacing 700 customer service workers with AI chatbots. The efficiency push comes just as the company filed for its much-anticipated US IPO... only to promptly postpone it after Washington’s tariff announcement sent markets into a tailspin.

— The Deep View Crew

In today’s newsletter:

  • ♋ AI for Good: AI doing big things for equitable cancer care
  • 📓 New NotebookLM app helps you understand anything, anywhere
  • 📈 Microsoft ditches bing to build the open agentic web

♋ AI for Good: AI doing big things for equitable cancer care

Source: CancerNetwork

Up to 30% of breast-cancer cases flagged in screening are ultimately overdiagnosed, sending patients through surgery and chemo they never needed. Researchers say AI can shrink that number by spotting subtler tumor patterns and matching them to precision-medicine profiles.

Medical student Viviana Cortiana and physician Yan Leyfman lay out the roadmap in their April 2025 ONCOLOGY review, calling for population-specific models trained on diverse, high-quality data to curb false positives and tailor treatment, especially in low- and middle-income countries.

Their framework for ethical cancer AI rests on four pillars:

  • Data privacy and security
  • Clinical validation
  • Transparency in model design
  • Fairness through bias checks

Early roll-outs show the concept works:

  1. India’s Telangana state has begun an AI pilot across three districts to screen for oral, breast and cervical cancers, with instant triage to specialists—an approach aimed at easing its radiologist shortage.
  2. AstraZeneca + Qure.ai have processed five million chest X-rays in 20 countries, flagging nearly 50,000 high-risk lung-cancer cases and proving AI triage can scale in resource-strained settings.

“AI has the potential to fundamentally change how we detect, treat and monitor cancer, but realizing that promise… will require collaboration, validation, thoughtful implementation and a commitment to leaving no patient behind,” Leyfman said.

Big picture: Bringing these tools to scale will require collaboration. Health systems can supply de-identified scans, tech firms refine algorithms, NGOs underwrite training and governments streamline approvals. If those players sync, AI could deliver the same diagnostic confidence enjoyed in top clinics to every community, easing overtreatment costs and catching deadly cancers earlier, resulting in smarter care for all.

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📓 New NotebookLM app helps you understand anything, anywhere

Source: Google

NotebookLM just went mobile, giving you a smarter way to learn, organize, and listen. Anytime, anywhere.

After months of user feedback, NotebookLM is now available as a mobile app on both Android and iOS. The app brings key features from the desktop version to your phone or tablet, allowing you to interact with complex information on the go. Early users are already praising its ability to help with research, review, and multitasking in real time.

Whether you’re a student, professional, or knowledge enthusiast, NotebookLM now fits right in your pocket.

The details: NotebookLM is no longer tied to your desktop. With its new mobile release, Google is giving users more flexibility in how they process and interact with information.

  • Available now on iOS 17+ and Android 10+
  • Listen to Audio Overviews offline or in the background
  • Ask questions by tapping "Join" while listening
  • Share content directly from other apps into NotebookLM
  • Ideal for managing information while commuting or multitasking

Google says this is just the start. More updates are on the way, including expanded file support and tighter integration with other Google products. Additional source types will be supported in future updates and annotation tools and editing options are expected soon. Feedback is being collected on X and Discord with future releases that may include deeper AI customization and smarter summaries.

Here’s a great video from a couple of weeks ago talking about NotebookLM turning everything into a podcast. Check it out

Big picture: NotebookLM is evolving into more than a research tool. By going mobile, it becomes a personal learning assistant you can use wherever inspiration hits. The shift is not just about convenience—it is about making high-level thinking mobile. Whether you’re reviewing documents on the train or summarizing sources between meetings, this update turns passive reading into active understanding.

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  • A new study reveals that most AI models still can’t tell time or read calendars
  • Nvidia’s CEO calls Chinese AI researchers “world class” in a nod to global innovation
  • Leaked specs point to a lightweight iPhone 17 Air with a 2,800mAh battery
  • Why AI advancement doesn’t have to come at the expense of marginalized workers
  • China begins assembling its supercomputer in space
  • Google: Machine Learning Engineer, LLM, Personal AI, Google Pixel
  • Deloitte US: AI Engineering Manager/Solutions Architect - SFL Scientific
  • Drift: AI-powered chatbots that qualify leads and book meetings automatically.
  • Regie.ai: AI tool for sales outreach, creating entire email sequences and call scripts in seconds
  • Tiledesk: Combines live chat and conversational AI to automate customer support across multiple channels

📈 Microsoft ditches bing to build the open agentic web

Source: Microsoft

If you can’t beat them, host them. At Microsoft Build, Microsoft announced partnerships to host third-party AI models from xAI, Meta, Mistral, and others directly on Azure, treating these former rivals as first-class citizens alongside OpenAI’s ChatGPT models. Developers will be able to mix and match models via Azure’s API and tooling, all with Microsoft’s reliability guarantees and security wrapper:

  • Meta’s Llama series – the open-source family of large language models from Meta, known for being adaptable and efficient.
  • xAI’s Grok 3 (and Grok 3 Mini) – the new LLM from Elon Musk’s startup xAI, which Microsoft is now hosting in Azure in a notable alliance (Musk once co-founded OpenAI, now he’s indirectly back on Microsoft’s platform).
  • Mistral – a French startup’s model focusing on smaller, high-performance LLMs.
  • Black Forest – models from Black Forest Labs, a German AI firm.

This brings Azure’s catalog to 1,900+ models available for customers. Microsoft CEO Satya Nadella, who spoke via hologram with Elon Musk during the keynote, touted the multi-model approach as “just a game-changer in terms of how you think about models and model provisioning,” Nadella said. “It’s exciting for us as developers to be able to mix and match and use them all.” In effect, Microsoft is positioning itself as an impartial arms dealer in the AI race – happy to rent you any model you want, so long as you run it on Azure.

Go deeper: Microsoft introduced an automatic model selection system inside Azure (part of the new Azure AI Foundry updates). Dubbed the Model Router, it routes each AI query to the “best” model available based on the task and user preferences. This behind-the-scenes dispatcher can optimize for speed, cost, or quality – for example, sending a quick question to a smaller, cheaper model, but a complex query to a more powerful (and expensive) model. It also handles fallbacks and load balancing if one model is busy. For developers, it promises easier scalability and performance without manual model wrangling.

Yes, but: The catch? All this convenience further ties developers into Microsoft’s ecosystem. The Model Router makes Azure the brain that decides which model handles your requests – a useful service, but one that subtly increases dependency on Microsoft’s cloud. By making multiple models available under one roof (and even one API), Microsoft reduces any incentive for customers to shop around elsewhere. Choice is abundant – as long as Azure is the one providing it.

Another standout Build announcement was NLWeb, an open-source initiative aimed at turning every website into a model-callable endpoint that can talk back in plain language. Microsoft’s CTO Kevin Scott introduced NLWeb as essentially the HTML for the AI era.

The idea: with a few lines of NLWeb code, website owners can expose their content to natural language queries. In practice, it means any site could function like a mini-ChatGPT trained on its own data – your data – rather than ceding all search and Q&A traffic to external bots.

Each NLWeb-enabled site runs as a Model Context Protocol (MCP) server, making its content discoverable to AI assistants that speak the protocol. In one demo, food site Serious Eats answered conversational questions about “spicy, crunchy appetizers for Diwali (vegetarian)” and generated tailored recipe links – all via NLWeb and a language model, without an external search engine in the middle. Microsoft is pitching this as an “agentic web” future where AI agents seamlessly interact with websites and online services on our behalf.

In other Microsoft news, GitHub Copilot is graduating from autocomplete to autonomous agent. At Build, Microsoft previewed a new Copilot capability (a “coding agent”) that can take on full software tasks by itself. We talked about these AI powered dev tools in yesterday’s edition.

Microsoft is betting big on becoming the infrastructure layer for AI. After last week’s layoff of about 6,000 workers—the firm’s second-biggest cut ever—the company is plowing cash into GPUs, data centers and a catalog of 1,900+ models. The new Model Router lets Azure decide which model handles each query, tightening the lock-in loop.

Bing’s near-absence says it all. Search got only a footnote—mainly news that the standalone Bing Search APIs will be retired this summer, folded into Azure “grounding” services for agents. Microsoft doesn’t need to win consumer search if it can own the pipes every AI request flows through.

Agents stole the Build spotlight, but many reporters we’ve spoken to (for a role we’re hiring… click here to apply if you’re smart and like to write about AI :) call agent hype overblown. Microsoft is leaning in anyway—because agents will need a home, and Azure already has the keys.

Up next: Google I/O is happening today, and it’s a safe bet Sundar Pichai and team will have their own AI twists and turns to announce. We’ll cover how Google’s vision stacks up in our next edition. Stay tuned.

Which image is real?

Login or Subscribe to participate in polls.

🤔 Your thought process:

Selected Image 1 (Left):

  • “I spent 5 minutes thinking about how donkeys/mules walk and decided that the guy in [the other Image] would have had both legs on the right hand side moving in the same direction, not oppositionally.”
  • “The grass in the foreground looks duplicated and the tree line in the distance looks too uniform and obviously fake. I went with [this image] because the color cast is consistent throughout and not Ai optimized.”

Selected Image 2 (Right):

  • “Oof, this was hard. It looked like it had more details, but the other one was a better picture.”
  • “the donkey in [the other image]… what happened to his ear and the background is too distorted for the type of shot taken. Even though I am having trouble with the saddle sash on the first [this] one I still think the [other] one is AI.”

TOP STORIES

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article-image1
May 21, 2025
Jakob Grøn berg

⚙️ Sam Altman’s copyright defense is that GenAI is basically human


Good morning. The U.S. and China have agreed to slash tariffs from 125% to 10% for 90 days, sending markets soaring and Treasury Secretary Scott Bessent gushing about "the equanimity" of Swiss scenery.

In today’s newsletter:

🌿 AI for Good: Filling the gaps in biodiversity knowledge

🧱 LegoGPT brings endless designs to the forefront

🦜 Klarna and Duolingo learn the limits of going AI first

🔮 Google enters the competition for equity in AI startups

🌿 AI for Good: Filling the gaps in biodiversity knowledge

Source: McGill University

AI could close five of the seven largest blind spots in global biodiversity knowledge, a review led by Laura Pollock, a biologist at McGill University, and computer scientist David Rolnick finds. Existing tools tackle only two gaps, leaving questions on species traits, interactions and evolution mostly unanswered. “It was also surprising to see just how narrowly AI is being applied when it has so much potential to address many of these shortfalls,” Rolnick notes.

Key findings

Scope – Fewer than one in 10 biodiversity papers that cite AI go beyond distribution mapping or trait detection.

Potential – Models blending remote sensing and eDNA can map ranges, infer food webs and flag extinction risk in near real time.

Equity risk – Temperate-region data dominate, so bias-correction methods must accompany model rollout.

Next steps – Open data standards, algorithm transparency and safeguards for Indigenous knowledge can keep new tools from widening research gaps.

Why it matters:
Without baseline data on where species live and how they interact, conservation strategies remain guesswork. AI can sift satellite imagery, camera-trap photos and environmental-DNA records at scales fieldwork cannot match, accelerating risk assessments for the world’s most threatened ecosystems. Most of these capabilities are underused. Pollock and Rolnick emphasize the need for better data-sharing, algorithmic transparency and ethical safeguards to avoid reinforcing scientific and geographic inequities.

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🧱 LegoGPT brings endless designs to the forefront

Source: Arvix

A new generative-AI model called LegoGPT can create LEGO structures that you can build at home from natural language prompts. It goes beyond generating creative designs by making sure each structure is physically stable through physics-aware modeling.

Trained on a dataset of over 47,000 human-designed LEGO builds, LegoGPT produces realistic constructions that pass stability checks before being rendered. Unlike previous models that generate visually appealing but unstable results, LegoGPT prioritizes functional, buildable outputs.

How it works:

Prompt-to-Design Generation: Transformer-based architecture to generate 3D LEGO models from natural language descriptions.

Layer-by-Layer Placement: It builds models one layer at a time, mirroring how humans construct physical LEGO sets.

Stability Simulation: Generated structures are run through a physics simulator that tests for mechanical stability. Unstable outputs are discarded.

Token-Level Brick Planning: Each “token” in the model corresponds to a brick’s position, color, and type, ensuring fine-grained control and coherence.

Why it matters:
Models and assistants are starting to crop up in CAD software like Autodesk’s Fusion, Zoo and many others. LegoGPT is an early example of physics-aware AI design. Rather than relying on rules of thumb or human intervention, it embeds stability checks into the generation loop itself. If software can learn the laws of motion, tomorrow’s design tools won’t just imagine what’s possible, they’ll help get those designs into your hands.

ACI.dev: The Only MCP Server Your AI Agents Need

ACI.dev’s Unified MCP Server turns every API your AI agents will need into two simple MCP tools on one server—search and execute. One connection unlocks 600+ integrations.

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Saudi crown prince launches new company to develop AI technologies.

Abu Dhabi’s Mubadala pours $10B into TWG Global.

Why an AI data center on the Prairie is sitting empty.

Argentina hopes to attract Big Tech with nuclear-powered AI data centers.

👨🏻‍🔬 OpenAI - Enterprise Security Engineer

💭 Captions - Software Engineer, Full-Stkac

🐼 Sanctuary - Executive Assistant to the CEO

Granola: A great notetaker I use just released an iOS version

Vapi: The place to build AI voice agents

Runway ML: A now classic that I think does a great job of video gen… maybe we start exploring more mediums for “AI or Not”??

🦜 Klarna and Duolingo learn the limits of going AI first

Source: ChatGPT 4o

Klarna’s gamble on replacing customer support staff with AI is being walked back. CEO Sebastian Siemiatkowski said the Stockholm fintech will start hiring again so customers can “always have the option to speak to a live representative.” He did not give head-count targets but told Bloomberg Klarna will recruit students and rural talent to rebuild its support ranks after boasting last year that AI handled the work of 700 agents.

Duolingo, which shifted to an AI-first model last month, is facing a social media revolt rather than a staffing crunch. TikTok users have flooded the language app’s comment section with complaints such as “Mama, may I have real people running the company” after jumping on the “Mama, may I have a cookie” trend. Critics accuse the firm of firing contractors to pad margins while undermining education quality.

A Duolingo spokesperson said the Pittsburgh company is not replacing learning experts, calling AI “a tool they use to make Duolingo better.” Shares remain near record highs after the company raised its 2025 sales forecast, but the backlash underscores consumer unease. A World Economic Forum survey found 40% of employers plan to cut jobs as automation spreads, while nearly half of Gen Z job seekers fear AI is devaluing their degrees.

The big picture: Klarna’s retreat and Duolingo’s blowback show that moving too quickly to an AI-first model can bruise customer trust and brand image, even when the technology promises lower costs.

🔮 Google enters the competition for equity in AI startups

Source: ChatGPT 4o

Google unveiled the AI Futures Fund on May 12, an always-open program that writes equity checks (size undisclosed) and gives startups early access to DeepMind’s latest large models, plus Google Cloud credits and direct collaboration with Google researchers and designers. There are no cohorts or deadlines; the team invests whenever a company fits its thesis. Here’s what startups part of the fund get: Early access to Gemini, Imagen and Veo; embedded Google Labs/DeepMind staff; six-figure Cloud credits; stage-agnostic equity.

Google Labs executive Jonathan Silber is listed as “Co-Founder and Director” and so far, 12 startups have been announced through the program. The full list can be found here. A few highlights:

Toonsutra – an Indian webtoon and comic platform using Gemini to auto-translate across multiple Indian languages.

Viggle – an AI-powered meme generator leveraging Gemini, Imagen and Veo to experiment with new video formats.

Rooms – a collaborative 3D space creation platform that’s prototyping richer avatar and content experiences using Gemini APIs.

Google has tried this approach before, but not with full model access. In 2017 Google launched Gradient Ventures, an in-house VC fund that took minority stakes and offered AI mentorship, but it didn’t bundle DeepMind models or cloud credits. The new fund fuses Gradient’s investing with an accelerator-style services stack, giving Google tighter product alignment with each company.

There’s a growing number of companies spinning up investment funds targeting these AI startups. A few examples:

Company

Program

Structure & size

Sweeteners

OpenAI

Startup Fund

$175 M evergreen VC vehicle (plus SPVs)

Equity + priority GPT-4/APIs

Anthropic

Anthology Fund (with Menlo Ventures)

$100 M, Menlo-financed

Equity, $25 K Claude credits, safety mentorship

Microsoft

Founders Hub

Non-equity; up to $150 K Azure + $2.5 K GPT-4 credits

1-on-1 Azure AI advisers

Amazon AWS

Generative AI Accelerator

10-week, non-equity; up to $300 K AWS credits

Mentors, GTM with Bedrock & Trainium

Meta

AI Startup Program (Station F)

5-startup European accelerator

FAIR mentoring, free Scaleway compute, open-source Llama stack

Each firm also makes ad-hoc bets (e.g., OpenAI in Harvey, Figure, Anysphere and many others).

The startup credit war is intensifying. AWS has issued >$6B in credits over a decade, while Microsoft pushes GPT-4 via Azure, and Google just earmarked an unspecified – but presumably large – sum for AI Futures Fund. The strategy is identical: subsidize compute today to secure long-term platform rents.

Go deeper: Equity + infra ties could leave tomorrow’s unicorns dependent on a handful of cloud providers. The U.S. FTC is already probing whether free credits create an unfair moat in AI infrastructure. Without a disclosed size or check-range, it’s unclear how many startups Google can realistically back. Google is also a major investor in Anthropic. How will conflicts be managed when both arms chase the same deal?

Big Tech has traded acquisition sprees for “capital plus models plus compute” bundles. The prize isn’t just financial return; it’s ecosystem capture. Whoever supplies the brains, GPUs and distribution rails for new AI companies will skim value from every downstream success. Google’s AI Futures Fund is a response to Microsoft-OpenAI’s head start – blending its world class research bench with a Google sized checkbook. If founders flock to Big-Model-as-a-Service deals, the next wave of AI unicorns may look less independent than the last: brilliant, well-funded, yet forever plugged into the cloud that raised them.

And the money keeps coming. Sovereign-wealth giants from Riyadh, Abu Dhabi and Singapore, plus multibillion-dollar VC megafunds, are chasing the same few generative-AI bets. With hundreds of billions in “dry powder” hunting unicorns, capital is plentiful – but differentiated access to compute and distribution is scarce. That imbalance only amplifies the leverage of platforms like Google.

Which image is real?
⬆️ Image 1
⬇️ Image 2
Login or Subscribe to participate in polls.

🤔 Your thought process:
Selected Image 1 (Left):
“Always look at the hands. The monkey in the [other] image has an extra finger on his lower hand. ”

“In [the other] image the monkey's right arm seemed to be growing out of his rib cage!”

Selected Image 2 (Right):
“The monkey [in the other image] doesn't look like it is really taking a bit of the banana and didn't like it was truly in the environment it was shown in.”

“[The other image] is almost completely in focus throughout the frame which would not be the case in a photographic image with depth of field challenges ”

Would you like to see more AI or Not mediums?
Yes
Video
Voice
Text
Other (share more)
Login or Subscribe to participate in polls.

Thank you 🙂
Thanks for reading today’s edition of The Deep View!

We’ll see you in the next one.

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image
May 21, 2025
Jakob Grøn berg

⚙️ A description, prediction and prescription: AI as a normal technology


Good morning. The U.S. and China have agreed to slash tariffs from 125% to 10% for 90 days, sending markets soaring and Treasury Secretary Scott Bessent gushing about "the equanimity" of Swiss scenery.

In today’s newsletter:

🌿 AI for Good: Filling the gaps in biodiversity knowledge

🧱 LegoGPT brings endless designs to the forefront

🦜 Klarna and Duolingo learn the limits of going AI first

🔮 Google enters the competition for equity in AI startups

🌿 AI for Good: Filling the gaps in biodiversity knowledge

Source: McGill University

AI could close five of the seven largest blind spots in global biodiversity knowledge, a review led by Laura Pollock, a biologist at McGill University, and computer scientist David Rolnick finds. Existing tools tackle only two gaps, leaving questions on species traits, interactions and evolution mostly unanswered. “It was also surprising to see just how narrowly AI is being applied when it has so much potential to address many of these shortfalls,” Rolnick notes.

Key findings

Scope – Fewer than one in 10 biodiversity papers that cite AI go beyond distribution mapping or trait detection.

Potential – Models blending remote sensing and eDNA can map ranges, infer food webs and flag extinction risk in near real time.

Equity risk – Temperate-region data dominate, so bias-correction methods must accompany model rollout.

Next steps – Open data standards, algorithm transparency and safeguards for Indigenous knowledge can keep new tools from widening research gaps.

Why it matters:
Without baseline data on where species live and how they interact, conservation strategies remain guesswork. AI can sift satellite imagery, camera-trap photos and environmental-DNA records at scales fieldwork cannot match, accelerating risk assessments for the world’s most threatened ecosystems. Most of these capabilities are underused. Pollock and Rolnick emphasize the need for better data-sharing, algorithmic transparency and ethical safeguards to avoid reinforcing scientific and geographic inequities.

Learn Million Dollar AI Strategies & Tools in this 3 hour AI Workshop. Join now for $0

Everyone tells you to learn AI but no one tells you where.

We have partnered with Growthschool to bring this ChatGPT & AI Workshop to our readers. It is usually $199, but free for you because you are our loyal readers 🎁

Register here for free – valid for next 24 hours only!

This workshop has been taken by 1 Million people across the globe, who have been able to:

Build business that make $10,000 by just using AI tools

Make quick & smarter decisions using AI-led data insights

Write emails, content & more in seconds using AI

Solve complex problems, research 10x faster & save 16 hours every week

You’ll wish you knew about this FREE AI Training sooner (Btw, it’s rated at 9.8/10 ⭐)

Save your seat for $0 now! (Valid for 100 people only)

🧱 LegoGPT brings endless designs to the forefront

Source: Arvix

A new generative-AI model called LegoGPT can create LEGO structures that you can build at home from natural language prompts. It goes beyond generating creative designs by making sure each structure is physically stable through physics-aware modeling.

Trained on a dataset of over 47,000 human-designed LEGO builds, LegoGPT produces realistic constructions that pass stability checks before being rendered. Unlike previous models that generate visually appealing but unstable results, LegoGPT prioritizes functional, buildable outputs.

How it works:

Prompt-to-Design Generation: Transformer-based architecture to generate 3D LEGO models from natural language descriptions.

Layer-by-Layer Placement: It builds models one layer at a time, mirroring how humans construct physical LEGO sets.

Stability Simulation: Generated structures are run through a physics simulator that tests for mechanical stability. Unstable outputs are discarded.

Token-Level Brick Planning: Each “token” in the model corresponds to a brick’s position, color, and type, ensuring fine-grained control and coherence.

Why it matters:
Models and assistants are starting to crop up in CAD software like Autodesk’s Fusion, Zoo and many others. LegoGPT is an early example of physics-aware AI design. Rather than relying on rules of thumb or human intervention, it embeds stability checks into the generation loop itself. If software can learn the laws of motion, tomorrow’s design tools won’t just imagine what’s possible, they’ll help get those designs into your hands.

ACI.dev: The Only MCP Server Your AI Agents Need

ACI.dev’s Unified MCP Server turns every API your AI agents will need into two simple MCP tools on one server—search and execute. One connection unlocks 600+ integrations.

Plug & Play – Framework-agnostic, works with any architecture.

Secure – Tenant isolation for your agent’s end users.

Smart – Dynamic intent search finds the right function for each task.

Reliable – Sub-API permission boundaries to improve agent reliability.

Fully Open Source – Backend, dev portal, library, MCP server implementation.

Skip months of infra plumbing; ship the agent features that matter.

Try it and contribute—drop us a ⭐ on GitHub.

Join us on Discord

Saudi crown prince launches new company to develop AI technologies.

Abu Dhabi’s Mubadala pours $10B into TWG Global.

Why an AI data center on the Prairie is sitting empty.

Argentina hopes to attract Big Tech with nuclear-powered AI data centers.

👨🏻‍🔬 OpenAI - Enterprise Security Engineer

💭 Captions - Software Engineer, Full-Stkac

🐼 Sanctuary - Executive Assistant to the CEO

Granola: A great notetaker I use just released an iOS version

Vapi: The place to build AI voice agents

Runway ML: A now classic that I think does a great job of video gen… maybe we start exploring more mediums for “AI or Not”??

🦜 Klarna and Duolingo learn the limits of going AI first

Source: ChatGPT 4o

Klarna’s gamble on replacing customer support staff with AI is being walked back. CEO Sebastian Siemiatkowski said the Stockholm fintech will start hiring again so customers can “always have the option to speak to a live representative.” He did not give head-count targets but told Bloomberg Klarna will recruit students and rural talent to rebuild its support ranks after boasting last year that AI handled the work of 700 agents.

Duolingo, which shifted to an AI-first model last month, is facing a social media revolt rather than a staffing crunch. TikTok users have flooded the language app’s comment section with complaints such as “Mama, may I have real people running the company” after jumping on the “Mama, may I have a cookie” trend. Critics accuse the firm of firing contractors to pad margins while undermining education quality.

A Duolingo spokesperson said the Pittsburgh company is not replacing learning experts, calling AI “a tool they use to make Duolingo better.” Shares remain near record highs after the company raised its 2025 sales forecast, but the backlash underscores consumer unease. A World Economic Forum survey found 40% of employers plan to cut jobs as automation spreads, while nearly half of Gen Z job seekers fear AI is devaluing their degrees.

The big picture: Klarna’s retreat and Duolingo’s blowback show that moving too quickly to an AI-first model can bruise customer trust and brand image, even when the technology promises lower costs.

🔮 Google enters the competition for equity in AI startups

Source: ChatGPT 4o

Google unveiled the AI Futures Fund on May 12, an always-open program that writes equity checks (size undisclosed) and gives startups early access to DeepMind’s latest large models, plus Google Cloud credits and direct collaboration with Google researchers and designers. There are no cohorts or deadlines; the team invests whenever a company fits its thesis. Here’s what startups part of the fund get: Early access to Gemini, Imagen and Veo; embedded Google Labs/DeepMind staff; six-figure Cloud credits; stage-agnostic equity.

Google Labs executive Jonathan Silber is listed as “Co-Founder and Director” and so far, 12 startups have been announced through the program. The full list can be found here. A few highlights:

Toonsutra – an Indian webtoon and comic platform using Gemini to auto-translate across multiple Indian languages.

Viggle – an AI-powered meme generator leveraging Gemini, Imagen and Veo to experiment with new video formats.

Rooms – a collaborative 3D space creation platform that’s prototyping richer avatar and content experiences using Gemini APIs.

Google has tried this approach before, but not with full model access. In 2017 Google launched Gradient Ventures, an in-house VC fund that took minority stakes and offered AI mentorship, but it didn’t bundle DeepMind models or cloud credits. The new fund fuses Gradient’s investing with an accelerator-style services stack, giving Google tighter product alignment with each company.

There’s a growing number of companies spinning up investment funds targeting these AI startups. A few examples:

Company

Program

Structure & size

Sweeteners

OpenAI

Startup Fund

$175 M evergreen VC vehicle (plus SPVs)

Equity + priority GPT-4/APIs

Anthropic

Anthology Fund (with Menlo Ventures)

$100 M, Menlo-financed

Equity, $25 K Claude credits, safety mentorship

Microsoft

Founders Hub

Non-equity; up to $150 K Azure + $2.5 K GPT-4 credits

1-on-1 Azure AI advisers

Amazon AWS

Generative AI Accelerator

10-week, non-equity; up to $300 K AWS credits

Mentors, GTM with Bedrock & Trainium

Meta

AI Startup Program (Station F)

5-startup European accelerator

FAIR mentoring, free Scaleway compute, open-source Llama stack

Each firm also makes ad-hoc bets (e.g., OpenAI in Harvey, Figure, Anysphere and many others).

The startup credit war is intensifying. AWS has issued >$6B in credits over a decade, while Microsoft pushes GPT-4 via Azure, and Google just earmarked an unspecified – but presumably large – sum for AI Futures Fund. The strategy is identical: subsidize compute today to secure long-term platform rents.

Go deeper: Equity + infra ties could leave tomorrow’s unicorns dependent on a handful of cloud providers. The U.S. FTC is already probing whether free credits create an unfair moat in AI infrastructure. Without a disclosed size or check-range, it’s unclear how many startups Google can realistically back. Google is also a major investor in Anthropic. How will conflicts be managed when both arms chase the same deal?

Big Tech has traded acquisition sprees for “capital plus models plus compute” bundles. The prize isn’t just financial return; it’s ecosystem capture. Whoever supplies the brains, GPUs and distribution rails for new AI companies will skim value from every downstream success. Google’s AI Futures Fund is a response to Microsoft-OpenAI’s head start – blending its world class research bench with a Google sized checkbook. If founders flock to Big-Model-as-a-Service deals, the next wave of AI unicorns may look less independent than the last: brilliant, well-funded, yet forever plugged into the cloud that raised them.

And the money keeps coming. Sovereign-wealth giants from Riyadh, Abu Dhabi and Singapore, plus multibillion-dollar VC megafunds, are chasing the same few generative-AI bets. With hundreds of billions in “dry powder” hunting unicorns, capital is plentiful – but differentiated access to compute and distribution is scarce. That imbalance only amplifies the leverage of platforms like Google.

Which image is real?
⬆️ Image 1
⬇️ Image 2
Login or Subscribe to participate in polls.

🤔 Your thought process:
Selected Image 1 (Left):
“Always look at the hands. The monkey in the [other] image has an extra finger on his lower hand. ”

“In [the other] image the monkey's right arm seemed to be growing out of his rib cage!”

Selected Image 2 (Right):
“The monkey [in the other image] doesn't look like it is really taking a bit of the banana and didn't like it was truly in the environment it was shown in.”

“[The other image] is almost completely in focus throughout the frame which would not be the case in a photographic image with depth of field challenges ”

Would you like to see more AI or Not mediums?
Yes
Video
Voice
Text
Other (share more)
Login or Subscribe to participate in polls.

Thank you 🙂
Thanks for reading today’s edition of The Deep View!

We’ll see you in the next one.

P.S. Enjoyed reading? Take The Deep View with you on the go! We’ve got exclusive, in-depth interviews for you on The Deep View: Conversations podcast every Tuesday morning. Subscribe here!

If you want to get in front of an audience of 450,000+ developers, business leaders and tech enthusiasts, get in touch with us here.

article-image
May 21, 2025
Jakob Grøn berg

⚙️ Your AI strategy needs industry-specific orchestration


Good morning. The U.S. and China have agreed to slash tariffs from 125% to 10% for 90 days, sending markets soaring and Treasury Secretary Scott Bessent gushing about "the equanimity" of Swiss scenery.

In today’s newsletter:

🌿 AI for Good: Filling the gaps in biodiversity knowledge

🧱 LegoGPT brings endless designs to the forefront

🦜 Klarna and Duolingo learn the limits of going AI first

🔮 Google enters the competition for equity in AI startups

🌿 AI for Good: Filling the gaps in biodiversity knowledge

Source: McGill University

AI could close five of the seven largest blind spots in global biodiversity knowledge, a review led by Laura Pollock, a biologist at McGill University, and computer scientist David Rolnick finds. Existing tools tackle only two gaps, leaving questions on species traits, interactions and evolution mostly unanswered. “It was also surprising to see just how narrowly AI is being applied when it has so much potential to address many of these shortfalls,” Rolnick notes.

Key findings

Scope – Fewer than one in 10 biodiversity papers that cite AI go beyond distribution mapping or trait detection.

Potential – Models blending remote sensing and eDNA can map ranges, infer food webs and flag extinction risk in near real time.

Equity risk – Temperate-region data dominate, so bias-correction methods must accompany model rollout.

Next steps – Open data standards, algorithm transparency and safeguards for Indigenous knowledge can keep new tools from widening research gaps.

Why it matters:
Without baseline data on where species live and how they interact, conservation strategies remain guesswork. AI can sift satellite imagery, camera-trap photos and environmental-DNA records at scales fieldwork cannot match, accelerating risk assessments for the world’s most threatened ecosystems. Most of these capabilities are underused. Pollock and Rolnick emphasize the need for better data-sharing, algorithmic transparency and ethical safeguards to avoid reinforcing scientific and geographic inequities.

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🧱 LegoGPT brings endless designs to the forefront

Source: Arvix

A new generative-AI model called LegoGPT can create LEGO structures that you can build at home from natural language prompts. It goes beyond generating creative designs by making sure each structure is physically stable through physics-aware modeling.

Trained on a dataset of over 47,000 human-designed LEGO builds, LegoGPT produces realistic constructions that pass stability checks before being rendered. Unlike previous models that generate visually appealing but unstable results, LegoGPT prioritizes functional, buildable outputs.

How it works:

Prompt-to-Design Generation: Transformer-based architecture to generate 3D LEGO models from natural language descriptions.

[@portabletext/react] Unknown block type "contentBreak", specify a component for it in the `components.types` prop

Layer-by-Layer Placement: It builds models one layer at a time, mirroring how humans construct physical LEGO sets.

Stability Simulation: Generated structures are run through a physics simulator that tests for mechanical stability. Unstable outputs are discarded.

Token-Level Brick Planning: Each “token” in the model corresponds to a brick’s position, color, and type, ensuring fine-grained control and coherence.

Why it matters:
Models and assistants are starting to crop up in CAD software like Autodesk’s Fusion, Zoo and many others. LegoGPT is an early example of physics-aware AI design. Rather than relying on rules of thumb or human intervention, it embeds stability checks into the generation loop itself. If software can learn the laws of motion, tomorrow’s design tools won’t just imagine what’s possible, they’ll help get those designs into your hands.

ACI.dev: The Only MCP Server Your AI Agents Need

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Smart – Dynamic intent search finds the right function for each tas

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k.

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Skip months of infra plumbing; ship the agent features that matter.

Try it and contribute—drop us a ⭐ on GitHub.

Join us on Discord

Saudi crown prince launches new company to develop AI technologies.

Abu Dhabi’s Mubadala pours $10B into TWG Global.

Why an AI data center on the Prairie is sitting empty.

Argentina hopes to attract Big Tech with nuclear-powered AI data centers.

👨🏻‍🔬 OpenAI - Enterprise Security Engineer

💭 Captions - Software Engineer, Full-Stkac

🐼 Sanctuary - Executive Assistant to the CEO

Granola: A great notetaker I use just released an iOS version

Vapi: The place to build AI voice agents

Runway ML: A now classic that I think does a great job of video gen… maybe we start exploring more mediums for “AI or Not”??

🦜 Klarna and Duolingo learn the limits of going AI first

Source: ChatGPT 4o

Klarna’s gamble on replacing customer support staff with AI is being walked back. CEO Sebastian Siemiatkowski said the Stockholm fintech will start hiring again so customers can “always have the option to speak to a live representative.” He did not give head-count targets but told Bloomberg Klarna will recruit students and rural talent to rebuild its support ranks after boasting last year that AI handled the work of 700 agents.

Duolingo, which shifted to an AI-first model last month, is facing a social media revolt rather than a staffing crunch. TikTok users have flooded the language app’s comment section with complaints such as “Mama, may I have real people running the company” after jumping on the “Mama, may I have a cookie” trend. Critics accuse the firm of firing contractors to pad margins while undermining education quality.

A Duolingo spokesperson said the Pittsburgh company is not replacing learning experts, calling AI “a tool they use to make Duolingo better.” Shares remain near record highs after the company raised its 2025 sales forecast, but the backlash underscores consumer unease. A World Economic Forum survey found 40% of employers plan to cut jobs as automation spreads, while nearly half of Gen Z job seekers fear AI is devaluing their degrees.

The big picture: Klarna’s retreat and Duolingo’s blowback show that moving too quickly to an AI-first model can bruise customer trust and brand image, even when the technology promises lower costs.

🔮 Google enters the competition for equity in AI startups

Source: ChatGPT 4o

Google unveiled the AI Futures Fund on May 12, an always-open program that writes equity checks (size undisclosed) and gives startups early access to DeepMind’s latest large models, plus Google Cloud credits and direct collaboration with Google researchers and designers. There are no cohorts or deadlines; the team invests whenever a company fits its thesis. Here’s what startups part of the fund get: Early access to Gemini, Imagen and Veo; embedded Google Labs/DeepMind staff; six-figure Cloud credits; stage-agnostic equity.

Google Labs executive Jonathan Silber is listed as “Co-Founder and Director” and so far, 12 startups have been announced through the program. The full list can be found here. A few highlights:

Toonsutra – an Indian webtoon and comic platform using Gemini to auto-translate across multiple Indian languages.

Viggle – an AI-powered meme generator leveraging Gemini, Imagen and Veo to experiment with new video formats.

Rooms – a collaborative 3D space creation platform that’s prototyping richer avatar and content experiences using Gemini APIs.

Google has tried this approach before, but not with full model access. In 2017 Google launched Gradient Ventures, an in-house VC fund that took minority stakes and offered AI mentorship, but it didn’t bundle DeepMind models or cloud credits. The new fund fuses Gradient’s investing with an accelerator-style services stack, giving Google tighter product alignment with each company.

There’s a growing number of companies spinning up investment funds targeting these AI startups. A few examples:

Company

Program

Structure & size

Sweeteners

OpenAI

Startup Fund

$175 M evergreen VC vehicle (plus SPVs)

Equity + priority GPT-4/APIs

Anthropic

Anthology Fund (with Menlo Ventures)

$100 M, Menlo-financed

Equity, $25 K Claude credits, safety mentorship

Microsoft

Founders Hub

Non-equity; up to $150 K Azure + $2.5 K GPT-4 credits

1-on-1 Azure AI advisers

Amazon AWS

Generative AI Accelerator

10-week, non-equity; up to $300 K AWS credits

Mentors, GTM with Bedrock & Trainium

Meta

AI Startup Program (Station F)

5-startup European accelerator

FAIR mentoring, free Scaleway compute, open-source Llama stack

Each firm also makes ad-hoc bets (e.g., OpenAI in Harvey, Figure, Anysphere and many others).

The startup credit war is intensifying. AWS has issued >$6B in credits over a decade, while Microsoft pushes GPT-4 via Azure, and Google just earmarked an unspecified – but presumably large – sum for AI Futures Fund. The strategy is identical: subsidize compute today to secure long-term platform rents.

Go deeper: Equity + infra ties could leave tomorrow’s unicorns dependent on a handful of cloud providers. The U.S. FTC is already probing whether free credits create an unfair moat in AI infrastructure. Without a disclosed size or check-range, it’s unclear how many startups Google can realistically back. Google is also a major investor in Anthropic. How will conflicts be managed when both arms chase the same deal?

Big Tech has traded acquisition sprees for “capital plus models plus compute” bundles. The prize isn’t just financial return; it’s ecosystem capture. Whoever supplies the brains, GPUs and distribution rails for new AI companies will skim value from every downstream success. Google’s AI Futures Fund is a response to Microsoft-OpenAI’s head start – blending its world class research bench with a Google sized checkbook. If founders flock to Big-Model-as-a-Service deals, the next wave of AI unicorns may look less independent than the last: brilliant, well-funded, yet forever plugged into the cloud that raised them.

And the money keeps coming. Sovereign-wealth giants from Riyadh, Abu Dhabi and Singapore, plus multibillion-dollar VC megafunds, are chasing the same few generative-AI bets. With hundreds of billions in “dry powder” hunting unicorns, capital is plentiful – but differentiated access to compute and distribution is scarce. That imbalance only amplifies the leverage of platforms like Google.

Which image is real?
⬆️ Image 1
⬇️ Image 2
Login or Subscribe to participate in polls.

🤔 Your thought process:
Selected Image 1 (Left):
“Always look at the hands. The monkey in the [other] image has an extra finger on his lower hand. ”

“In [the other] image the monkey's right arm seemed to be growing out of his rib cage!”

Selected Image 2 (Right):
“The monkey [in the other image] doesn't look like it is really taking a bit of the banana and didn't like it was truly in the environment it was shown in.”

“[The other image] is almost completely in focus throughout the frame which would not be the case in a photographic image with depth of field challenges ”

Would you like to see more AI or Not mediums?
Yes
Video
Voice
Text
Other (share more)
Login or Subscribe to participate in polls.

Thank you 🙂
Thanks for reading today’s edition of The Deep View!

We’ll see you in the next one.

P.S. Enjoyed reading? Take The Deep View with you on the go! We’ve got exclusive, in-depth interviews for you on The Deep View: Conversations podcast every Tuesday morning. Subscribe here!

If you want to get in front of an audience of 450,000+ developers, business leaders and tech enthusiasts, get in touch with us here.

image
May 20, 2025
Jakob Grøn berg

⚙️ Report: How AI will shape the future of energy​​​​‌‍​‍​‍‌‍‌​‍‌‍‍‌‌‍‌‌‍‍‌‌‍‍​‍​‍​‍‍​‍​‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌‍‍‌‌‍​‍​‍​‍​​‍​‍‌‍‍​‌​‍‌‍‌‌‌‍‌‍​‍​‍​‍‍​‍​‍‌‍‍​‌‌​‌‌​‌​​‌​​‍‍​‍​‍‌‍‌​‌‍‌‌‌‍‌‌‌​​‌‌‍‌‍‍‌‌‍‌‌‌‌​‍‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‍‌‌‍‍‌‌​‌‍‌‌‌‍‍‌‌​​‍‌‍‌‌‌‍‌​‌‍‍‌‌‌​​‍‌‍‌‌‍‌‍‌​‌‍‌‌​‌‌​​‌​‍‌‍‌‌‌​‌‍‌‌‌‍‍‌‌​‌‍​‌‌‌​‌‍‍‌‌‍‌‍‍​‍‌‍‍‌‌‍‌​​‌‌‍​‌​​‍‌‍​​‌​​‌‌​‌‌‌‍​‌​​‍​‍‌​​​‌​​​‌‌‍​‍​‍‌​‌​‌‍​​‍‌​‍‌​‍‌​‍‌‌‍​‍​​‌​‌​‍‌​‍‌​‌​‍​​‌​​‍​‌‍‌‍​‍​​‍​‌‍​‍‌‍​‍​​‍‌‍​‌​‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍​‌‌​‍‌‌​‌‍‍‌‌‍​‌‍​‌‍‌‌‌​​‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‌‍​‍‌‍​‌‌​‌‍‌‌‌‌‌‌‌​‍‌‍​​‌‌‍‍​‌‌​‌‌​‌​​‌​​‍‌‌​​‌​​‌​‍‌‌​​‍‌​‌‍​‍‌‌​​‍‌​‌‍‌‍‌​‌‍‌‌‌‍‌‌‌​​‌‌‍‌‍‍‌‌‍‌‌‌‌​‍‍‌​‌‍​‌‌‍‍‌‍‍‌‌‌​‌‍‌​‍‍‌​‌‌​‌‌‌‌‍‌​‌‍‍‌‌‍​‍‌‍‌‍‍‌‌‍‌​​‌‌‍​‌​​‍‌‍​​‌​​‌‌​‌‌‌‍​‌​​‍​‍‌​​​‌​​​‌‌‍​‍​‍‌​‌​‌‍​​‍‌​‍‌​‍‌​‍‌‌‍​‍​​‌​‌​‍‌​‍‌​‌​‍​​‌​​‍​‌‍‌‍​‍​​‍​‌‍​‍‌‍​‍​​‍‌‍​‌​‍‌‍‌‌​‌‍‌‌​​‌‍‌‌​‌‌‍​‌‌​‍‌‌​‌‍‍‌‌‍​‌‍​‌‍‌‌‌​​‍‌‍‌​​‌‍​‌‌‌​‌‍‍​​‌‌‌​‌‍‍‌‌‌​‌‍​‌‍‌‌​‍‌‍‌​​‌‍‌‌‌​‍‌​‌​​‌‍‌‌‌‍​‌‌​‌‍‍‌‌‌‍‌‍‌‌​‌‌​​‌‌‌‌‍​‍‌‍​‌‍‍‌‌​‌‍‍​‌‍‌‌‌‍‌​​‍​‍‌‌

Nvidia CEO Jensen Huang's trip to Taiwan, after visiting the Middle East with Trump, has sparked "Jensanity" as adoring fans mob him for autographs on books, posters, and even baseballs. The Taiwan-born billionaire — whose company is now selling official Jensen-branded merch at a pop-up store — prompted confusion from his US-based colleagues (where he walks around fairly unnoticed).