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In Today’s Issue:
🍎 A 1.2-trillion-parameter Gemini model will power the new "SiriNext"
🦞 Peter Steinberger’s open-source "personal AI employee" hits 10,000 GitHub stars
📈 Zhipu AI and MiniMax successfully debut in Hong Kong
💼 CFO Sarah Friar announces that enterprise revenue is on track to hit 50% of OpenAI's $20B ARR this year
⚠️ EU leaders accelerate the "Cloud and AI Development Act" (CAIDA)
✨ And more AI goodness…
Dear Readers,
A lobster-themed AI project just broke GitHub - 20,000 stars in 24 hours and a promise that sounds almost too good: an AI assistant that actually does things, running entirely on your own hardware. Clawdbot is our featured story, signaling a shift toward user-owned AI that Big Tech never quite delivered - and a hype that gets completely out of control.
But the landscape is moving fast everywhere: Apple is rebooting Siri with Google's Gemini, OpenAI is aggressively courting enterprise clients, and Europe is racing to cut its 83% dependence on American cloud before geopolitics forces its hand. Meanwhile, China's AI startups are going public at jaw-dropping valuations—unprofitable companies trading at 250 times revenue. From personal AI agents to billion-dollar IPO frenzies, let's get into it.
All the best,
🤖 Apple Resets AI With Google
Apple is rebooting its AI strategy by partnering with Google to power two new versions of Siri using Gemini models, marking a major shift away from fully in-house AI. The first upgrade lands in iOS 26.4 with a 1.2-trillion-parameter model, while a fully conversational, ChatGPT-level Siri debuts in iOS 27, potentially running directly on Google’s cloud. Behind the scenes, leadership shake-ups and talent losses signal Apple prioritizing speed and user experience over AI purity - and customers likely won’t mind if Siri finally delivers.
🚀 OpenAI Courts Enterprise AI Buyers
OpenAI is rolling out a new enterprise-focused offering to win back big business clients as Anthropic gains momentum with tools like Claude Code and flexible contracts. Executives are pitching OpenAI as a one-stop AI shop—bundling ChatGPT, Codex, APIs, and workflow automation - while touting major deals: seven customers already signed $100M+ multiyear contracts, and enterprise revenue is on track to hit 50% this year. The message is clear: OpenAI wants to be known not just as a chatbot leader, but as a serious partner for large-scale AI transformations.
⚠️ Europe Braces for Tech Shock
Europe is accelerating plans to cut its deep reliance on U.S. technology amid fears that political tensions - amplified by President Donald Trump’s Greenland threats - could one day disrupt access to critical cloud, AI, and software services. With U.S. firms controlling 83% of Europe’s cloud market and Europeans spending nearly $25B in 2024 on American cloud infrastructure, EU leaders are pushing “technological sovereignty” through new laws, public-procurement preferences, and sovereign cloud offerings from companies like Microsoft, Amazon Web Services, and Google. The goal isn’t a full digital divorce - but enough local control to ensure Europe can function even in a worst-case geopolitical scenario.
So that everyone can join in the hype:
Here's a great guide on how to get Clawd running in just 30 minutes.
Next Phase of Intelligence:
Must watch discussion with Yoshua Bengio, Yuval Harari and more
The AI That Actually Gets Stuff Done
The Takeaway
👉 Clawdbot runs locally on your own hardware, giving users full control over their data and eliminating cloud dependency
👉 The project gained over 20,000 GitHub stars in 24 hours, signaling massive developer interest in self-hosted AI solutions
👉 Unlike conversational chatbots, Clawdbot executes real-world tasks — managing emails, browsing the web, writing code, and controlling smart home devices
👉 The barrier to entry is accessible: a Mac Mini plus an API subscription totals roughly $2,400 annually for a "full-time AI employee” (but actually you don’t even need the Mac)
The AI world has a new obsession — and it has claws. Clawdbot, an open-source personal AI assistant created by Austrian developer Peter Steinberger, has taken Silicon Valley by storm. In just 24 hours, the GitHub project "exploded" with stars soaring by over 20,000, and even Google executives jumped on the bandwagon.
So what makes this lobster-themed project so special? Clawdbot runs entirely on your hardware - whether a Mac, PC, or Raspberry Pi - without relying on external hosted services. You control it through WhatsApp, Telegram, or Slack, and it actually does stuff: organizing files, managing emails, even building applications while you sleep.
For the AI community, this is huge. We've seen countless chatbots promise the moon, but Clawdbot is being called "Claude with hands" - an AI agent that can not only think but also act. Privacy-first, fully customizable, and completely transparent.
Why it matters: Personal AI is shifting from cloud-locked services to user-owned systems. Clawdbot proves that open-source innovation can deliver what Big Tech promised but never quite achieved.
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This guide from Deel breaks down how to build one global hiring system. You’ll learn about assessment frameworks that scale, how to do headcount planning across regions, and even intake processes that work everywhere. As HR pros know, hiring in one country is hard enough. So let this free global hiring guide give you the tools you need to avoid global hiring headaches.
Losing Money, Gaining Billions: China's AI
Beijing is betting big on artificial intelligence, and the stock market is along for the ride. Since December, six Chinese AI and chip startups have gone public in Hong Kong and Shanghai, raising a total of over $4 billion. And more are coming: Kunlunxin, Baidu's chip arm, is seeking up to $2 billion in Hong Kong, while Tencent-backed Enflame just got approved for an $860 million raise.
This IPO frenzy marks a dramatic shift. For years, Chinese regulators virtually froze tech IPO approvals. Now they're opening the floodgates to fuel domestic AI development amid ongoing U.S. tech restrictions.
Here's where it gets wild: these companies are all losing money, yet trading at eye-popping valuations (Reminds you of OpenAI, doesn't it?). Biren Technology trades at 248 times revenue, compared to Nvidia's 24 times. LLM developers Zhipu and MiniMax? Trading at 178 and 252 times revenue respectively, far exceeding OpenAI's implied 57 times multiple.
Investors aren't crazy — they're betting on explosive growth. Chinese AI market cap sits at just 8% of U.S. peers, while cloud spending reaches 18%. That gap spells opportunity. China is building a parallel AI ecosystem independent of American technology. These IPOs signal both ambition and urgency, the race for AI supremacy now has serious capital behind it.
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