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- 💸 NVIDIA Buys Intel’s Friendship
Read time: 5 minutes
Meta’s Ray-Bans just crashed their own demo by overloading servers. NVIDIA and Intel signed a $5B chip deal that could reset the AI hardware race. And an open-source model leapt straight into the top 5 without warning…
What are on FIRE 🔥
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AI INSIGHTS
The open-model race is getting tighter than ever. September brought new players, shifts in rank, and a fight where every point matters.
🏆 Holding Strong
Qwen-3-235b-a22b-instruct → still #1 (overall #8)
Kimi-K2-0711-preview → steady at #2 (overall #8)
DeepSeek-R1-0528 → holds #3 (overall #9)
GLM-4.5 → stays at #4 (overall #13)
Mistral-Small-2506 → steady at #9 (overall #53)
✨ New Entry
Longcat-flash-chat → debuts at #5 (overall #20)
➡️ Movers
MiniMax-M1 → #5 → #6
Gemma-3-27b-it → #6 → #7
GPT-OSS-120b → down to #8
Nemotron-Ultra-253b → slips to #10
🚪 Dropout
Command-A-03-2025 → out of the top 10
Why it matters: Open models are closing the gap fast. The top 3 are now only 2 points apart. New players like Longcat can jump straight into the top 5, showing how quickly the space is moving. For builders, this means more options, faster progress, and tougher competition at the very top.
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TODAY IN AI
AI HIGHLIGHTS
😬 Meta’s smart glasses crashed live at Meta Connect - not because of Wi-Fi, but because thousands of Ray-Bans in the room all triggered at once, basically DDoS’ing their own dev server. One staffer was later fired with no explanation.
🎤 Higgsfield dropped Lipsync Studio, their most realistic lip-sync tool yet. Free until Sept 22 with unlimited generations + 6 wild examples bundled.
🎥 Luma just released Ray3, the world’s first reasoning video model that critiques its own outputs and delivers full 4K HDR footage. Draft mode gives previews in 20s, then upgrades to cinematic quality in under 5 minutes.
⚠️ Anthropic CEO Dario Amodei said there’s a 25% chance AI development goes “really, really badly.” His bluntest warning yet about disaster risk.
AI SOURCES FROM AI FIRE
NEW EMPOWERED AI TOOLS
🎬 MagicLight turns any script into cinematic story videos in minutes
📚 Theneo generates Stripe-like API docs and tests workflows in one click
🎙️ ElevenLabs Studio 3.0 creates lifelike voices with built-in editing & sound effects
🌐 Google Chrome with AI becomes a smart AI browser powered by Gemini
AI QUICK HITS
🌐 Notion 3.0 launched with AI agents that run workflows for up to 20 minutes
📰 Meta is in talks with Axel Springer, Fox & News Corp on AI licensing deals
💥 Mark Zuckerberg warned that an AI bubble “collapse” is “definitely a possibility”
🎧 OpenAI and Jony Ive are building AI gadgets like smart speakers, glasses & pins
💻 Windows 11 added yet another Copilot button to the taskbar preview
AI CHART
We’ve gone from reading DNA → writing DNA → now designing DNA.
A team just used AI to build the first fully synthetic genomes - moving beyond single proteins or CRISPR systems into complete, functional phages.
How they did it:
Custom gene annotation pipeline → solved overlapping gene problem in ΦX174.
Fine-tuned Evo models → trained on 14,000+ Microviridae genomes to generate viable sequences.
Screening protocols → rapid testing of 285 synthetic genomes; 16 worked in real E. coli hosts.
Results:
Each successful phage had 67–392 novel mutations.
Some combined genetic parts never seen in nature (e.g., new packaging proteins).
AI-designed phages even beat bacterial resistance that blocked natural phages.
Why it matters:
This is the first proof that AI can design whole genomes, not just tweak existing genes.
Opens a path to custom phage therapies for antibiotic-resistant bacteria.
Shows AI can explore evolutionary space that natural selection hasn’t designing life with rules nature never tried.
From Sanger’s first sequencing in 1977 → to full chemical synthesis in 2003 → to AI design in 2025. Genomics just entered a new chapter.
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The AI Fire Team
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