🗞 YOUR DAILY ROLLUP

Top Stories of the Day

🚀 AgentKit Shrinks Months of Agent Building into Hours
The toolkit combines four building blocks: Agent Builder lets you design workflows on a visual canvas; ChatKit embeds chat‑based experiences into your app; a Connector Registry securely links to data sources; and Evals for Agents helps you test and optimize prompts and models. Early adopters like Ramp report cutting iteration cycles by 70% and achieving higher accuracy.

🛠️ Apps Turn ChatGPT into an App Store
OpenAI’s Apps platform allows ChatGPT users to call services from partners like Booking.com, Expedia, Spotify, Figma, Coursera, Zillow and Canva by name or let ChatGPT suggest them. The preview Apps SDK lets developers build and monetize their own conversational tools. The system works seamlessly within ChatGPT and surfaces apps contextually, making the assistant feel more like an operating system than a chat bot.

🤝 AMD and OpenAI Forge a 6 GW Compute Alliance
Over several years, OpenAI will deploy six gigawatts of AMD Instinct GPUs, beginning with one gigawatt of MI450 units in late 2026. AMD granted OpenAI warrants to purchase up to 160 million shares as capacity milestones are met. AMD’s CFO expects the partnership to generate tens of billions of dollars in revenue.

📈 ChatGPT Soars to 800 Million Weekly Users
At OpenAI’s DevDay, Sam Altman revealed that ChatGPT has 800 million weekly active users, processes over 6 billion tokens per minute, and has attracted more than 4 million developers. The surge sets the stage for the new Apps ecosystem and highlights ChatGPT’s entrenched position in productivity workflows.

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👨‍💻 CODING

Replit’s Rise: From Stagnation to 9‑Figure Revenue

After nearly a decade of stalled revenue and strategic pivots, Replit has pulled off a dramatic turnaround—growing from $2.8 million to $150 million in annualized revenue in under a year, thanks to its AI coding assistant and a bold shift away from pro developers. The company’s new focus? Empowering everyday knowledge workers to build software, not just seasoned engineers.

That move, combined with a lean 110-person team and gross margins as high as 90% on enterprise deals, just earned it a $250 million raise and a $3 billion valuation. But with foundation model giants like OpenAI and Anthropic eyeing the same space, Replit’s edge will be tested. → Read the full article here.

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🏗️ INFRASTRUCTURE

Is the AI Infrastructure Boom Headed for a Bust?

The Recap: Surging investment in AI data centers, projected to hit $5.2 trillion globally by 2030, is raising fears of a bubble reminiscent of the 1990s telecoms crash. While demand for generative AI remains uncertain, firms like OpenAI and NVIDIA are driving massive, debt-fueled infrastructure projects in remote regions. The Economist explores how novel factors, such as financing from private lenders, risky tenants, and isolated locations, could spell trouble if expectations don’t match reality.

Highlights:

  • McKinsey projects $5.2 trillion in global AI infrastructure spending by 2030 — a figure it may soon raise.

  • AI data centers are being built in remote areas to access renewable energy, but their isolation increases investment risk.

  • Financing is shifting from public REITs to private credit firms and sovereign wealth funds, pushing more risk onto debt markets.

  • Newer tenants like OpenAI and GPU-renting startups have weaker credit profiles than traditional cloud giants, raising default concerns.

  • Rapid hardware cycles and easy land availability heighten the risk of data center obsolescence and stranded assets.

Forward Future Takeaways:
This story underscores how AI's future isn't just about algorithms, it's increasingly about physical infrastructure, finance, and risk tolerance. The scramble to build generative-AI capacity may outpace real-world demand, exposing tech and financial systems to a familiar boom-bust cycle. As investment surges ahead of returns, the key question is whether AI’s economic promise will arrive in time to justify the colossal bet. → Read the full article here. (Paywall)

🛡️ SECURITY

Gemini Trifecta: Lessons from Google’s Patched Vulnerabilities

Security researchers have uncovered three serious vulnerabilities—dubbed the “Gemini Trifecta”—in Google’s Gemini AI that exposed users to prompt injection, cloud exploitation, and data exfiltration. The flaws affected key components like Gemini Cloud Assist, the Search Personalization model, and the Browsing Tool, allowing attackers to manipulate AI behavior and siphon sensitive user data via poisoned logs, browser histories, and embedded prompts.

Google has patched the issues, but the findings underscore a growing concern: AI tools aren’t just targets—they’re becoming attack vectors. As adoption accelerates, securing these systems is now a frontline priority. → Read the full article here.

🛰 NEWS

What Else is Happening

🧠 Teen Builds AI Memory API, Snags Top Backers: 19-year-old Dhravya Shah raised $2.6M for Supermemory, an AI tool that extracts insights from messy data, Google and Cloudflare are in.

👨‍🔧 CodeMender Tackles Code Bugs Autonomously: Google researchers unveiled CodeMender, an AI agent that spots and patches security flaws, 72 fixes shipped already.

Codex Now Generally Available: OpenAI’s AI coding agent rolls out with Slack integration, SDK access, and admin tools, daily use is up 10x, with GPT-5-Codex serving 40T tokens in 3 weeks.

🤔 Eufy Paid Users for Staged Thefts: Anker offered $2 per video to Eufy camera owners—even for faked crimes—to train AI, sparking new concerns over privacy, data use, and transparency.

💸 Figma Stock Jumps on ChatGPT Integration: Shares rose 7% after Sam Altman demoed how users can run Figma tasks directly in ChatGPT—monetization tools for third-party apps en route.

📟 PROMPT OF THE WEEK

The Alternate You

Tired of predictable answers? Talk to yourself, from a parallel universe.

Act as an alternate version of me who’s lived the same life but made different choices. Tell me:

1. What am I missing or blind to?
2. What would you do differently?
3. Give me 3 future paths — one safe, one bold, one absurd but intriguing.
4. End with a metaphor or mental model that reframes how I see things.
🧰 TOOLBOX

Trending AI Tools

  • 🧪 Inquisite: Accelerate research with AI tools for papers, grant writing, and discovery.

  • 🩺 Hedy AI: Automate patient chats with HIPAA-compliant tools for care, reminders, and engagement.

  • ⚙️ AugmentCode: Speed up coding with AI suggestions, real-time debugging, and smart optimizations.

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Matthew Berman & The Forward Future Team

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