Happy Tuesday.
Words we like:
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Enjoy today's news.
Nolla Health begins offering AI-generated acne prescriptions in Utah, the first U.S. state to pilot AI-led diagnosis and treatment with a path to removing doctor oversight.
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a16z reports ChatGPT leads consumer AI in traffic, users, and U.S. spending, as power users drive 80% of market growth.
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TikTok launches an AI Shopping Assistant, taking users from product discovery to purchase inside the app.
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OpenAI seeks a $30B round at a $1.4T valuation, with UAE funds and BlackRock in talks to invest.
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Honda partners with Taisei to test wireless road-charging technology, aiming to recharge moving electric vehicles at highway speeds.
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OpenAI introduces a new visual ad format in ChatGPT, helping users discover products while expanding tools for advertisers.
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Reflection AI debuts Beam, its first open-weight model designed to compete with Chinese models on coding and agentic tasks.
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Meta rolls out walking navigation and new audio controls for Ray-Ban smart glasses.
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Wing and Walmart expand drone delivery to Denver and Seattle in 2027, bringing the network to nearly 20 U.S. metros.
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Mistral launches Large 4, a 1T-parameter multimodal model outperforming open-weight rivals from the U.S. and Europe across key benchmarks.
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Cognition adds persistent memory and daily dreaming to Devin, helping the AI engineer remember preferences and improve over time.
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Ghost raises $11M to build Core, a $3,499 personal computer designed to run autonomous AI agents locally.
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Dynamite launches a real-time website personalization engine, using behavior and conversion data to optimize pages automatically.
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New Sourcery episode: Molly O'Shea sits down with Stripe co-founder John Collison to discuss agentic commerce, why computer use is AI's next leap, and why Stripe sees 2026 as the "singularity epoch."
🍿 28 m
New a16z Show episode: a16z Editorial Partner Elena Burger sits down with investing partners Olivia Moore and Josh Elman to unpack the top 100 consumer AI apps, power-user spending trends, and why subscription models might fail to scale consumer AI.
🍿 50 m
New David Senra episode: Colossus editor-in-chief Jeremy Stern shares insights from profiling Mark Zuckerberg, Palmer Luckey, Josh Kushner, and Scott Wu.
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As promised, tech and startups in a minute.
See you tomorrow.
P.S. Home-field advantage 😅
