🍉 Meta's 'Watermelon' vs GPT-5.5
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📖3 min read
🍉 Meta's 'Watermelon' Model Wants GPT-5.5's Lunch
- Meta's AI boss says their new 'Watermelon' model is training RIGHT NOW and already matches GPT-5.5. It's chugging 10x more compute than the last one, with a coding-focused update incoming.
- Meta is going all in on the open-source AI race - this is them saying "we can throw hands with OpenAI." No because the model is named after FRUIT and it still slaps??
💻 The AI Chip Money Printer Goes BRRR
- Samsung expects an 18X profit jump off AI memory chip demand, SK Hynix is raising $28 billion in the US, Unimicron is raising $1.4 billion for chip parts, and Solstice might merge for $27 billion to supply data center chemicals.
- The people selling shovels in this gold rush are the ones getting rich. Chips are lowkey the safest bet in the whole AI casino.
🦄 90 Unicorns Appeared And Investors Are Feral
- A whopping 90 new unicorns got minted this year (mostly AI). Smart glasses maker Even Realities hit $1 billion, Bending Spoons went public at $25 billion, and robot maker Agility Robotics announced a $2.5 billion merger.
- Investors are throwing money at anything with "AI" in the pitch deck. Both apps AND physical robots are hitting public markets. We love to see it (?).
⚡ AI Quick Hits: Anthropic, Midjourney & Smart Rings
- Anthropic's Fable model is going worldwide, Alibaba banned Claude from work computers over user-check concerns, Midjourney is fighting Disney in court, and Oasis dropped a $289 smart ring for AI voice control.
- The AI world moves fast - we've got legal wars over training data AND we've got AI jewelry now. It's giving chaoscore.
🛑 Amazon Pulls The Plug On Mechanical Turk
- Amazon is blocking new sign-ups for Mechanical Turk on July 30, 2026. The platform was the hidden human workforce behind early AI - but now it's full of bots and workers using AI to do the tasks. The irony I-
- End of an era for human data labeling. The machines got so good they replaced the humans who trained the machines. Poetic!!
📉 Indian IT Firms Are Getting AI-Squeezed
- India's top IT companies expect a slow Q1 thanks to AI pricing pressure and weak client spending. Clients are using AI to write software faster, so firms are slowing hiring and rethinking everything.
- AI agents are disrupting the $315 billion Indian IT sector. Even the giants have to adapt or get left in the dust. Not great!!
🍪 AI Is Now Baking Your Cookies
- L'Oréal and Mondelez are using AI to invent new shampoos and bake better cookies 4x faster. Also, Lenovo dropped a $44 AI Student Phone in China with a homework-help button and strict parent controls.
- AI isn't just software anymore - it's literally inventing the physical stuff you buy. Sir, the algorithm is in the cookie dough.
🌍 Market Watch: HK IPOs, Uber, Crypto & Aussie Jobs
- A record wave of IPO lock-up shares is flooding Hong Kong (including major AI firms), Uber paused its European expansion, Trump memecoin investors lost $3.8 BILLION as the token crashed, and Australian job ads dropped as demand cools.
- AI is booming but the broader markets are still rocky. Reminder that memecoins are still... a choice.