Good morning. It's Friday, February 20, and we're covering Amazon’s AI usage tracking, Toto fueling the AI memory boom, Google’s Gemini 3.1 Pro, and more.
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🗞 YOUR DAILY ROLLUP
Top Stories of the Day

🥇 Gemini 3.1 Pro Posts Leading Benchmark Scores
Google unveiled Gemini 3.1 Pro, reporting a verified 77.1% score on ARC-AGI-2 and stating it delivers more than double Gemini 3 Pro’s reasoning performance. Third-party rankings (e.g., Artificial Analysis) place it at or near the top. Priced the same as Gemini 3 Pro in the Gemini API, it’s rolling out via the Gemini app, NotebookLM, Gemini API, and Vertex AI.
📈 OpenAI Nears $100B Raise At $850B Valuation
OpenAI is reportedly finalizing a funding round exceeding $100 billion at a valuation that could exceed $850 billion, per Bloomberg. Bloomberg also reports a $730 billion pre-money valuation—about $20 billion above earlier expectations—with Amazon, SoftBank, NVIDIA, and Microsoft among the early participants. The raise comes as OpenAI begins testing ads in ChatGPT in the U.S.
💾 Reload Launches Shared Memory for AI Agents
Reload debuted Epic, an AI workforce tool that gives coding agents shared, persistent project memory. The startup also raised $2.275 million led by Anthemis. Epic maintains product requirements, system design, and decision history across agents and sessions, aiming to prevent context loss. The platform integrates with AI code editors like Cursor and Windsurf.
🇮🇳 NVIDIA Expands Early-Stage AI Push in India
NVIDIA is expanding its early-stage outreach in India, partnering with venture firms and ecosystem groups to engage AI founders before they formally launch companies. The effort includes backing from ’s $75 million debut fund and a collaboration with aimed at supporting more than 10,000 early-stage founders over the next 12 months.
🤔 FRIDAY FACTS
The First Website Ever Created Is Still Online…
What was it, who built it, and why does it still exist? Answer below. 👇️
📺 FORWARD FUTURE LIVE
Today on Forward Future Live

👨💼 AI ADOPTION
Amazon Tracks Employee AI Usage in ‘Clarity,’ Ties Adoption to Promotions

The Recap: The Information reported that Amazon is using an internal system called “Clarity” to track how often employees use AI tools—and, in some cases, which tools—while incorporating AI usage into promotion reviews across key teams. The tracking extends to units like Supply Chain Optimization Technologies (SCOT), where employees seeking advancement must now document specific, measurable AI-driven efficiency gains. The move comes as Amazon trims tens of thousands of corporate roles, even as CEO Andy Jassy insists recent cuts were “not AI driven” but cultural.
Highlights:
Amazon’s internal system Clarity tracks team-level AI usage and, for some managers, which tools employees use, including its coding assistant Kiro, according to two people familiar with the system.
In July 2025, SCOT VP expanded promotion criteria to require all candidates—not just those above L7—to detail measurable AI-driven efficiency gains and customer impact.
Manager-level reviews in SCOT now ask how leaders have “accomplished more with less” and “force-multiplied using AI” without increasing headcount.
The policy shift comes alongside 30,000 corporate layoffs (14,000 in October 2025 and 16,000 in January 2026), though CEO Andy Jassy has said the cuts were about culture, not AI.
Forward Future Takeaways:
Amazon’s internal AI tracking signals a broader shift: generative AI adoption is moving from optional experimentation to a measurable performance benchmark inside major tech firms. By tying promotions to documented efficiency gains—especially in cost-sensitive units like supply chain—Amazon is effectively redefining productivity in AI terms. → Read the full article here. (Paywall)
🔲 SEMICONDUCTORS
Toto’s Chipmaking Ceramics Power AI Memory Boom

Japan’s Toto, best known for Washlet bidets, is drawing investor attention for its advanced ceramics business, which supplies electrostatic chucks (ESCs) used in cryogenic etch tools for advanced 3D NAND. Recent investor materials estimate Advanced Ceramics contributes over half of operating profit.
UK activist fund has taken a stake, calling Toto “the most undervalued and overlooked AI memory beneficiary” and urging greater disclosure and capital allocation toward ceramics. → Read the full article here.
🛰 NEWS
What Else is Happening

😒 Altman-Amodei Snub Goes Viral (Paywall): At India’s AI Summit on February 19, 2026, rivals Sam Altman and Dario Amodei avoided hand-holding in a Modi photo op, fueling rivalry buzz.
👥 Group-Evolving Agents Top Human Designs: UC Santa Barbara’s GEA helped AI agents share innovations, scoring 71% on SWE-bench vs. 56.7% baseline—matching expert-built systems.
🦞 OpenClaw Seeks New Maintainers: Peter Steinberger called for security-minded open-source developers to help lead the OpenClaw project, inviting contributors to email via GitHub.
🚩 AI Passwords Crack Easily: Irregular found ChatGPT, Claude, and Gemini generate predictable, duplicate “strong” passwords—Claude produced 20 repeats in 50 tries—exposing security risks.
🛍️ Reddit Tests AI Shopping Search: Reddit is piloting AI-powered search carousels showing community-recommended products with pricing and buy links, as weekly search users climb to 80 million.
💰 Freeform Raises $67M Series B: The metal 3D-printing startup will scale its AI-driven, multi-laser platform from 18 to hundreds of lasers, targeting mass production of mission-critical parts.
🧰 TOOLBOX
Trending AI Tools
📊 Nyota: AI analytics platform delivering actionable insights for smarter business decisions.
✍️ Wordtune: AI writing assistant that rewrites, refines tone, and boosts clarity across emails, docs, and copy.
📚 Wikiwand: Modern Wikipedia interface with cleaner design, better navigation, and customizable themes.
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🤔 FRIDAY FACTS
The Web’s Original Homepage Is Still Live
The world’s first website was created in 1991 by Tim Berners-Lee at CERN. Its purpose? To explain what the World Wide Web was and how to use it. In other words, the internet’s first webpage was essentially a user manual for the internet itself.
The site ran on a NeXT computer at CERN and lived at info.cern.ch. It contained simple text, hyperlinks, and instructions for setting up a web server. No ads. No autoplay videos. No cookie pop-ups asking you to accept 742 tracking partners. Simpler times.
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Matthew Berman & The Forward Future Team
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