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The Hater's Guide To The AI Bubble | Where’s Your Ed At

Technology writer Ed Zitron tears apart what he calls the overhyped generative-AI gold rush, warning it’s propped up by wishful thinking and unsustainable spending. As he bluntly puts it, “We’re in a god damn bubble,” prompting a no-holds-barred discussion on whether the boom will burst.

https://www.wheresyoured.at/the-haters-gui/

Trump administration to supercharge AI sales to allies, loosen environmental rules | Reuters

Washington’s latest AI blueprint combines export zeal with lighter green rules, aiming to outpace China by shipping full “AI stacks” to friendly nations. Kicking off the push, Trump proclaimed, “America is the country that started the AI race,” a line sure to spark global tech-power chatter.

https://www.reuters.com/legal/government/trump-administration-supercharge-ai-sales-allies-loosen-environmental-rules-2025-07-23/

Microsoft launches AI-based Copilot Mode in Edge browser | Reuters

Microsoft’s new Copilot Mode turns Edge into a chat-powered helper that can juggle tabs, organize research, and even take voice commands. The update greets users with “a single input box combining chat, search and web navigation features,” a neat cue for how browsing may soon feel.

https://www.reuters.com/business/microsoft-launches-ai-based-copilot-mode-edge-browser-2025-07-28/

China's AI startup Zhipu releases open-source model GLM-4.5 | Reuters

Beijing-based Zhipu has open-sourced GLM-4.5, pitching it as fresh fuel for intelligent agents and adding yet another model to China’s bulging roster. The company says the new release is “designed for intelligent agent applications,” a phrase hinting at growing ambitions beyond plain chatbots.

https://www.reuters.com/technology/chinas-ai-startup-zhipu-releases-open-source-model-glm-45-2025-07-28/

Short readings:

Hunyuan3D World Model 1.0 | X

Tencent’s Hunyuan team just dropped its first open-source engine for instant, explorable 3D worlds, stirring excitement across game and VR circles. Their launch tweet beams, “We’re thrilled to release & open-source Hunyuan3D World Model 1.0!,” inviting hosts to imagine the possibilities.

https://x.com/TencentHunyuan/status/1949288986192834718

Introducing Opal: describe, create, and share your AI mini-apps | Google Developers Blog

Google Labs has unwrapped Opal, a drag-and-drop playground where non-coders can chain models and prompts into bite-sized AI apps. The post kicks off with “We’re excited to announce Opal,” a line that invites makers everywhere to start remixing AI workflows.

https://developers.googleblog.com/en/introducing-opal/

Announcing Toad – a universal UI for agentic coding in the terminal | Will McGugan’s Essays

Developer Will McGugan has prototyped “Toad,” a flicker-free terminal UI meant to tame and turbo-charge agentic coding workflows. He quips, “I’m a little salty that neither Anthropic nor Google reached out to me before they released their AI coding agents,” throwing playful shade.

http://willmcgugan.github.io/announcing-toad/

Alibaba launches open-source AI coding model, touted as its most advanced to date | Reuters

Alibaba’s new Qwen3-Coder model enters the code-generation fray, claiming boosts that rival both domestic peers and Western heavyweights. The company pitches it as “its most advanced coding tool to date,” a boast that raises the stakes in China’s escalating model wars.

https://www.reuters.com/world/china/alibaba-launches-open-source-ai-coding-model-touted-its-most-advanced-date-2025-07-23/

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• Announcing molab (marimo)
  Marimo debuts molab, a free, cloud‑hosted workspace for running and sharing reactive Python + SQL notebooks straight from the browser.
  https://marimo.io/blog/announcing-molab
• OpenAI LLM Claims IMO Gold
  Researcher Alexander Wei says an experimental OpenAI model solved 5 of 6 problems from the 2025 International Math Olympiad—good for a human‑level gold medal—and hints at new post‑RL training tricks.
  https://threadreaderapp.com/thread/1946477742855532918.html
• Exposing the Unseen: Mapping MCP Servers Across the Internet (Knostic)
  Knostic scanned the web and found 1,862 publicly exposed Model Context Protocol servers, all leaking unauthenticated tool inventories.
  https://www.knostic.ai/blog/mapping-mcp-servers-study
• Honey, AI Capex is Eating the Economy (Paul Kedrosky)
  Kedrosky argues that runaway AI‑datacenter spending could reach roughly 2 % of U.S. GDP—enough to nudge macro growth on its own.
  https://paulkedrosky.com/honey-ai-capex-ate-the-economy/
• Do US Hyperscalers’ Sovereign Clouds Reduce the Risk of US Government Access?
  Cloud‑law scholars doubt whether new “sovereign cloud” offerings from AWS, Microsoft, and Google can truly shield European data from U.S. surveillance.
  https://www.linkedin.com/pulse/do-us-hyperscalers-sovereign-clouds-reduce-risk-access-dave-michels-ulmcf
• AWS API MCP Server (Developer Preview)
  AWS opens a preview of an MCP server that lets foundation‑model agents translate plain‑English requests into scoped AWS CLI calls, guarded by IAM.
  https://aws.amazon.com/about-aws/whats-new/2025/07/aws-api-mcp-server-available
• Agent Leaderboard (Galileo)
  Galileo’s open leaderboard pits LLMs against enterprise‑style agent tasks; current numbers show GPT‑4.1 leading with a 62 % Action Completion score.
  https://github.com/rungalileo/agent-leaderboard
• Introducing Amazon S3 Vectors (Preview)
  AWS adds native vector‑embedding storage and sub‑second queries to S3, claiming up to 90 % cost savings for vector search workloads.
  https://aws.amazon.com/blogs/aws/introducing-amazon-s3-vectors-first-cloud-storage-with-native-vector-support-at-scale/
• Rethinking CLI Interfaces for AI
  Developer Ryan calls for redesigning CLIs and APIs—richer docstrings, structured outputs, smarter wrappers—so LLM agents stop looping and thrashing.
  https://www.notcheckmark.com/2025/07/rethinking-cli-interfaces-for-ai/