Claude and Multi-Layer AI at Google

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Google just ran a three-layer strategy move in one day at their Cloud Next conference. They announced new TPU chips, Chrome is turning into an AI coworker, and a multi-billion dollar compute deal with Miriam Miranti, the former, uh, co-founder of OpenAI, her company Thinking Machine Labs. I think this is one of the clearest signals for me so far that Google is structurally perhaps ahead of OpenAI and Amazon in the AI stack. Before that, though, I wanna talk about the fact that OpenAI is teaming up with Infosys to get ChatGPT into sixty-plus countries of enterprise deals. Bloomberg reports an unauthorized group breached Anthropic's new cyber tool, Mythos, and there is a new research lab called Neo Cognition that has landed forty million dollars to build agents that actually specialize like humans. So we're gonna get into all of that on the show today. Our first story is that 10X Science, this is a Stanford spin-out of a Nobel laureate Carolyn Bertozzi's lab, they just closed a four point eight million dollar seed, which was led by Initialized Capital. What they're doing that's so fascinating to me is that, uh, basically, there's this problem where models like DeepMind's protein predictor, they're spitting out thousands of drug candidates. So there's t- there's just thousands and thousands of these drug candidates, and there's a huge bottleneck in pharma where it's not just about, you know, getting all of these candidates, but it's actually triaging them. It's actually figuring out, like, which of all the candidates is worth, uh, pursuing to try to make medicine or therapeutics. And basically, the standard triage tool is just mass spectrometry, so it's