Sep 19, 2025 6 min read Daily Rundown

🛎️ Grok 5 Leaking

Plus: Future of Commerce, Two Products Two Moats

Good Morning, AI Enthusiasts!

A new architecture of intelligence is quietly taking shape, far from the spotlight, deep within the rhythms of another market entirely.

LEAKING

Musk Turns Grok 5 Into a Public Spoiler Reel

Grok 5 starts training in a few weeks https://t.co/muKxPT6LEq
— Elon Musk (@elonmusk) September 17, 2025

📌 What’s happening: Musk is leaking Grok 5 like a hype campaign. Training begins within weeks, release is expected by year-end, and he insists it has a real shot at AGI. Unlike his usual bluster, the details sound surgical with bigger data, tighter loops and hardware firepower few can match.

🧠 How this hits reality: Grok 5 is not just another “GPT-next.” Musk says it will be trained on streams no one else can touch, including Tesla FSD cameras, Optimus robots and X’s live feed, effectively turning the real world into a training set. Beneath it all sits Colossus, a supercluster with 230k GPUs and 30k Blackwells, built to process reality-scale data at unprecedented speed.

🛎️ Key takeaway: Musk’s Grok 5 spoilers show one thing clearly. The model may miss AGI, but it is already rewriting the playbook on how to build for it.

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RETAIL

Amap Fuses Maps, AI, and Retail Into a New Commerce Engine

📌 What’s happening: Alibaba’s Amap rolled out “Street Stars,” an AI ranking system that turns navigation into retail discovery. It uses real-world movement data, showing where people actually go rather than what they click, and connects it with coupons, hotels, restaurants and ride-hailing. Maps stop being neutral guides and start steering transactions across Alibaba’s retail empire.

🧠 How this hits reality: This is the first serious attempt to merge AI, offline retail, and navigation at scale. Every time a user looks up directions, Amap can redirect foot traffic to preferred merchants, backed by subsidies and data-driven credibility. For brick-and-mortar retail, this is existential. Store visibility no longer depends on location or signage but on algorithmic ranking inside a map app. Physical landlords just woke up to a new landlord, the map itself.

🛎️ Key takeaway: AI has made the map the mall. Tomorrow’s retail war isn’t fought on Main Street, it’s fought on the screen you check before you walk there.

REPORTS

Two Reports, Two Realities

📌 What’s happening: OpenAI and Anthropic both dropped usage reports. ChatGPT now has 700M weekly active users (≈10% of global adults), with 80% of activity tied to writing, guidance, and information-seeking. Claude’s data tells a different story, with one-third of consumer work use focused on coding and 77% of enterprise API calls devoted to full-task automation.

🧠 How this hits reality: The split is sharp. ChatGPT has locked PMF as an “advisor,” serving as a universal copilot for drafting, learning, and decision support. Claude is leaning hard into “agent” mode, trusted to execute higher-cost, automation-heavy workflows. For teams building on top, this divergence defines strategy: GPT is the tool to capture broad user mindshare; Claude is the system to wire into enterprise backends.

🛎️ Key takeaway: GPT is where you ask; Claude is where you offload. Two products, two moats, and two futures.

QUICK HITS

Google is making Chrome an AI-native browser with Gemini integration and an autonomous agent for tasks like search, summarization, and shopping.
ServiceTitan launched Atlas, an AI sidekick that automates contractor operations end-to-end for greater efficiency and profitability.
OpenMind released OM1, an open-source “Android for robots” OS that lets developers quickly build and deploy intelligent robot applications across platforms.
OpenAI’s latest research shows that AI models not only hallucinate but also deliberately lie, posing a small risk today yet a growing threat for the future.
Notion launched its first AI agent to automate data analysis and task management across pages, databases, and external platforms.

TRENDING

Daily AI Launches

Envelope has launched a tool that instantly creates a registration page, invites, and more from a simple event description.
Stack Overflow has launched stackoverflow.ai, an AI-powered search tool that helps developers get answers instantly and modernizes its user experience.
Sudo AI has launched a unified API for LLMs that offers a faster, cheaper way to route requests across major providers without vendor lock-in.
Paste has released version 6 of its smart clipboard manager for Mac and iOS, featuring a new "Liquid Glass" design for a more fluid and modern experience.

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