The Model Hardware Standard would let agents drive microscopes and robot arms. Anthropic is keeping it to trusted partners for now, which leaves open who at each site writes the rules about what must not be touched.
Reality
- Evidence35
- Adoption8
- Hype gap+30
- Incentives65
- Confidence55
Oriol Vinyals has left Google DeepMind to build Discovery Loop with Jeff Dean, Sanjay Ghemawat and Quoc Le, on the argument that AI already writes the code and runs the experiments while idea generation and judging results lag.
Reality
- Evidence45
- Adoption15
- Hype gap+20
- Incentives75
- Confidence45
Zeki Data's flow numbers put Anthropic at 22-to-1 and Google DeepMind at 2-to-1. Staffers blame pay, morale and the Gemini mandate; Zeki's founder blames the publication rules.
Reality
- Evidence48
- Adoption
- Insufficient
- Hype gap+22
- Incentives68
- Confidence52
Veeda AI raised $90 million three months after being founded, co-led by Khosla Ventures and Radical Ventures. The pitch: simulated reality is the infrastructure layer robotics is missing.
Reality
- Evidence38
- Adoption
- Insufficient
- Hype gap+52
- Incentives74
- Confidence44
Gemini 3.5 Pro is two months past its promised June date with no explanation, Jeff Dean has left after 27 years, and OpenAI's valuation held flat at $852bn through a $7bn buyback.
Reality
- Evidence38
- Adoption34
- Hype gap+32
- Incentives55
- Confidence36