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Google's ad empire under fire
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Good morning, tech enthusiasts. Google just lost a major antitrust case after a federal judge ruled it illegally monopolized the digital advertising market — siding with the Justice Department in a case that could break up the company.
The timing couldn’t be worse. With Meta, Apple, and Amazon also facing antitrust challenges, has Big Tech finally reached its day of reckoning?
In today’s tech rundown:
Google loses key antitrust case
Archer’s electric air taxis in NYC
FDA clears Precision’s brain implant
Scientists find clues to extraterrestrial life
Quick hits on other major tech news
LATEST DEVELOPMENTS
⚖️ Google loses key antitrust case

Image source: Ideogram
The Rundown: A U.S. federal judge ruled on Thursday that Google illegally monopolized online advertising technology markets, dealing a massive blow to the tech giant in an antitrust case brought by the U.S. Department of Justice.
The details:
Google was found to have illegally controlled both publisher ad servers and the ad exchanges that allow marketplaces to connect publishers with ads.
By tightly integrating and tying these tools together through contracts and technology, Google was able to exclude competitors and extract high fees.
In a 115-page ruling, the judge said that Google’s dominance “substantially harmed” publishers, the competitive process, and, ultimately, the consumers.
The ruling marks Google’s second major antitrust defeat in less than a year and opens up the door for prosecutors to seek the breakup of its ad business.
Why it matters: This highly anticipated verdict has the potential to not only reshape Google but also the entire online ad business that website publishers depend on to monetize their content. It also highlights the U.S. government's ongoing efforts to rein in Big Tech’s anticompetitive practices.
ARCHER AVIATION
✈️ Archer’s electric air taxis in NYC

Image source: Archer Aviation
The Rundown: Archer Aviation, in collaboration with United Airlines, is planning to launch an electric air taxi network in New York, ferrying passengers from vertiports in Manhattan to nearby airports in minutes.
The details:
The startup announced that its proposed air taxi service would allow United Airlines passengers to add on an Archer ride to their airline tickets.
Archer is still waiting on the FAA’s approval for its aircraft—Midnight, a five-seat eVTOL (electric vertical takeoff and landing vehicle)—before testing routes.
One of Archer’s longstanding partners is Stellantis, which holds exclusive rights to manufacture its eVTOLs at a newly completed facility in Georgia.
Techcrunch reports that United will help with aircraft storage, maintenance, charging setup, and setting up vertiports at airports.
Why it matters: Archer aims to start with five eVTOLs in NYC before reaching its goal of flying hundreds of aircraft across cities in a few decades. The startup says it will build 650 Midnights a year by 2030. Its rival, Joby Aviation, also has plans to launch in NYC—but both startups need the FAA’s nod before making that happen.
PRECISION NEUROSCIENCE
🧠 FDA clears Precision’s brain implant

Image source: Precision Neuroscience
The Rundown: Precision Neuroscience received FDA clearance for a core component of its brain impact system, a minimally invasive brain implant that the startup hopes will eventually help paralyzed patients regain speech and movement.
The details:
The approved piece of the system is the Layer 7 Cortical Interface, which is thinner than a human hair and contains 1,024 electrodes.
It is designed to sit on the brain’s surface and record, monitor, and stimulate neural activity for up to 30 days.
The implant can be inserted through a sub-millimeter incision without penetrating brain tissue—making it a reversible surgical procedure.
Rivals in the space include Elon Musk’s Neuralink and Synchron, backed by Amazon founder Jeff Bezos and Microsoft co-founder Bill Gates.
Why it matters: This is a major win for the four-year-old company, with the long-term goal of helping paralyzed patients regain functions such as speech and movement by translating neural signals into digital commands. Also, Precision’s approach is notably less invasive than that of Neuralink, which penetrates the brain’s cortex.
NASA/UNIVERSITY OF CAMBRIDGE
🔭 Scientists discover clues to extraterrestrial life

Image source: NASA, CSA, ESA, J. Olmsted (STScI)
The Rundown: Scientists using NASA’s James Webb Space Telescope (JWST) identified “the strongest evidence yet” of potential biological activity beyond our planet, marking a pivotal moment in the search for extraterrestrial life.
The details:
JWST found signs of at least one of two life-associated molecules—dimethyl sulphide or dimethyl disulphide—in the atmosphere of exoplanet K2-18b.
The telescope’s advanced instruments are optimized for exoplanet transit spectroscopy and wide-field surveys of faint galaxies.
Since these gases are produced by marine phytoplankton and bacteria on Earth, scientists think K2-18b could be teeming with simple life.
The quantity of these gases also appears thousands of times higher than that on Earth, suggesting the gases are being replenished.
Why it matters: Even though K2-18b is 700 trillion miles away, JWST is powerful enough to analyze its atmospheric chemistry by studying light filtered through the red dwarf it orbits. It’s a thrilling breakthrough—but scientists urge caution until more evidence emerges.
QUICK HITS
📰 Everything else in tech today
Perplexity is reportedly set to debut as a built-in voice assistant on the upcoming Motorola Razr foldable smartphones—to be unveiled on April 24.
Tesla may face a class action lawsuit alleging that it intentionally accelerates vehicle odometers so they fall out of warranty faster and get excluded from free repairs.
Tech company Infinite Reality, which just purchased Napster, agreed to acquire agentic AI startup Touchcast for $500M, hitting a valuation of $15.5B.
OpenAI is reportedly developing a social network prototype, with a strong focus on integrating ChatGPT’s image generation capabilities into a social feed.
Alphabet is spinning off its moonshot project Chorus, which develops AI-driven tools and sensor tech to provide real-time visibility into business supply chains.
Fitness platform Strava purchased the popular UK-based running app Runna for an undisclosed amount.
OpenAI is in talks to buy Windsurf, the maker of a popular AI coding assistant, for $3B, according to Bloomberg.
Deezer, the global music streaming platform, reports that 18% of all new music uploaded to its service is fully AI-generated.
Instagram launched a new feature called Blend, designed to create a personalized, shared Reels feed between you and your friends directly within your DMs.
Smashing, an AI-powered reading curation app by the founder of Goodreads, is shutting down due to its inability to scale.
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Rowan, Jennifer, and Joey—The Rundown’s editorial team
Gemini 2.5 Flash 'thinks' on a budget
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Good morning, AI enthusiasts. The AI reasoning revolution just got a lot more affordable — with Google launching its new Gemini 2.5 Flash in preview with performance rivaling top models at significantly lower costs.
With a toggle to control when thinking kicks in and a “budget” for balancing quality, speed, and cost, could this be the model that finally scales reasoning to the masses?
P.S. — our next workshop is TODAY at 4 PM EST. Learn how to unlock the full potential of o3, o4-mini, and GPT-4.1 and build with OpenAI’s newest models. RSVP here.
In today’s AI rundown:
Google’s Gemini 2.5 Flash with ‘thinking budget’
Profluent finds scaling laws for protein‑design AI
Transform your spreadsheets with AI in Google Sheets
Meta’s FAIR shares new AI perception research
4 new AI tools & 4 job opportunities
LATEST DEVELOPMENTS
🤔 Google’s Gemini 2.5 Flash with ‘thinking budget’

Image source: Google
The Rundown: Google just launched Gemini 2.5 Flash — a hybrid reasoning AI in preview that matches o4-mini, outperforms Claude 3.5 Sonnet on reasoning/STEM benchmarks, and introduces a new ‘thinking budget’ to optimize cost vs. quality.
The details:
2.5 Flash shows significant reasoning boosts over its predecessor (2.0 Flash), with a controllable thinking process to toggle the feature on or off.
The model shows strong performance across reasoning, STEM, and visual reasoning benchmarks, despite coming in at a fraction of the cost of rivals.
Developers can also set a “thinking budget” (up to 24k tokens), which fine-tunes the balance between response quality, cost, and speed.
It is available via API through Google AI Studio and Vertex AI, and is also appearing as an experimental option within the Gemini app.
Why it matters: OpenAI may have dominated the conversation this week, but Google is shipping right alongside them. The controllable, budgeted reasoning is an interesting customization, with users able to hit the feature only when a task needs it — unlocking affordable, high‑volume use cases and saving thinking for more complex jobs.
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COMPANY
🧬 Profluent finds scaling laws for protein‑design AI

Image source: Profluent
The Rundown: Profluent announced ProGen3, a new family of AI models that can design complex proteins from scratch — with the results marking the first evidence of AI scaling laws in biology, proving larger models and more data create stronger results.
The details:
The Biotech company's 46B model was trained on 3.4B protein sequences, surpassing previous datasets and showing improved protein generation.
It successfully designed new antibodies matching approved therapeutics in performance, yet distinct enough to avoid patent conflicts.
The platform also created gene editing proteins less than half the size of CRISPR-Cas9, potentially enabling new delivery methods for gene therapy.
Profluent is making 20 "OpenAntibodies" available through royalty-free or upfront licensing, targeting diseases that affect 7M patients.
Why it matters: If scaling trends hold, Profluent’s approach could turn drug and gene‑editor design from years‑long lab work into a faster, more predictable engineering problem — rewriting how new therapies are discovered. These trends also suggest we're just at the beginning of AI's impact on drug discovery and medicine.
AI TRAINING
🔢 Transform your spreadsheets with AI in Google Sheets

The Rundown: In this tutorial, you will learn how to use Google Sheets' new AI formula to generate content, analyze data, and create custom outputs directly in your spreadsheet—all with a simple command.
Step-by-step:
Open Google Sheets through your Google Workspace account (it’s slowly being rolled out).
In any cell, type =AI("your prompt", [optional cell reference]) with specific prompts like "Summarize this customer feedback in three bullet points."
Apply your formula to multiple cells by dragging the corner handle down an entire column for batch processing.
Combine with standard functions like IF() and CONCATENATE() to create powerful workflows, and use "Refresh and insert" anytime you need updated content.
Pro tip: You can also include formatting instructions directly in your prompt, such as "in table format" or "as a numbered list," to control how your output appears in the cell.
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META
🔬 Meta’s FAIR shares new AI perception research

Image source: Meta FAIR
The Rundown: Meta’s FAIR research arm just published five new open-source AI research projects focused on perception and reasoning, showcasing advances in computer vision, 3D understanding, and collaborative AI capabilities.
The details:
Perception Encoder shows SOTA performance in visual understanding, excelling at tasks like ID’ing camouflaged animals or tracking movements.
Meta also introduced the open-source Meta Perception Language Model (PLM) and a PLM-VideoBench benchmark, focusing on video understanding.
Locate 3D enables precise object understanding for AI, with Meta publishing a dataset of 130,000 spatial language annotations for training.
Finally, a new Collaborative Reasoner framework tests how well AI systems work together, showing nearly 30% better performance vs. working alone.
Why it matters: This research batch focuses on AI building blocks like perception, 3D understanding, and reasoning — key steps toward more capable embodied agents and machine intelligence. We’re officially crossing into new territory, with systems that can finally understand and interact with the physical world in advanced ways.
QUICK HITS
🛠️ Trending AI Tools
🎯 Gamma 2.0 – Easily craft stunning AI presentations, interactive websites, social carousels and more from simple text prompts*
🧠 o3 and o4-mini - OpenAI’s new models with visual reasoning and tool use
⚙️ Codex CLI - OpenAI’s open-source coding agent for users’ terminals
🖥️ Copilot Computer Use - Build agents that can use and navigate GUIs
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📰 Everything else in AI today
OpenAI’s new o3 model scored a 136 (116 offline) on the Mensa Norway IQ test, surpassing Gemini 2.5 Pro for the highest score recorded.
UC Berkeley’s Chatbot Arena AI model testing platform is officially breaking out from its research project status into its own company called LMArena.
Perplexity reached a deal with Motorola and is reportedly in talks with Samsung to integrate its AI search platform into their phones as the default assistant or an app.
xAI’s Grok rolled out memory capabilities for remembering past conversations, also introducing a new Workspaces tab for organizing files and conversations.
Alibaba released Wan 2.1-FLF2V-14B, an open-source model that allows users to upload the first and last frame image inputs for a coherent, high-quality output.
Music streaming service Deezer reported that over 20K AI-generated songs are being published daily, with the company using AI to filter out the content.
OpenAI reportedly explored acquiring Cursor creator Anysphere before entering the current $3B discussions with rival Windsurf for its agentic coding platform.
COMMUNITY
🎥 Join our next live workshop
Join our next workshop today at 4 PM EST with Dr. Alvaro Cintas, The Rundown’s AI professor. By the end of the workshop, you’ll be ready to start building with OpenAI’s latest models — o3, o4-mini, and GPT-4.1.
RSVP here. Not a member? Join The Rundown University on a 14-day free trial.
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Hugging Face's open-source humanoid
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Good morning, robotics enthusiasts. Hugging Face just acquired the creators of an open-source humanoid — a bold step that fuses open-source AI with robotics in a whole new way.
While critics warn that open-source robots could be easy targets for malicious hackers, Hugging Face is going all in on accessibility — hoping that “democratized” humanoids will fuel the next wave of innovation.
In today’s robotics rundown:
Hugging Face buys Pollen Robotics
Harvard’s RoboBee gently lands on a leaf
RLWRLD raises $15M for robotics AI
ABB spins off massive $2.3B robotics division
Quick hits on other robotics news
LATEST DEVELOPMENTS
HUGGING FACE
🤖 Hugging Face buys Pollen Robotics

Image source: Pollen Robotics
The Rundown: Hugging Face — the leading platform for open-source AI models, data, and other resources — just acquired Pollen Robotics, the French startup behind open-source Reachy 2 humanoid, as part of its mission to “democratize” robotics.
The details:
Reachy 2, which can be teleoperated with VR equipment, is fully open source, can be programmed in Python, and features stereo vision and spatial audio.
The robot moves on a wheeled mobile base and has advanced robotic arms with seven degrees of freedom and a 3kg lifting capacity (per arm).
It is already in use at leading research institutions, such as Cornell and Carnegie Mellon, and can be purchased for research and education at $70K.
The move follows Hugging Face’s 2024 launch of LeRobot, a robotics initiative led by former Tesla robotics lead Remi Cadene.
Why it matters: Hugging Face is blending open-source AI with robotics to unlock new avenues for experimentation and real-world use. It’s a bold sign of where innovation is headed, and part of HF’s push to keep physical AI open, collaborative, and transparent. The company argues this approach actually enhances security, not weakens it.
HARVARD
🐝 Harvard’s RoboBee gently lands on a leaf

Image source: Harvard John A. Paulson School of Engineering and Applied Sciences
The Rundown: Harvard’s RoboBee—a microbot that can fly, dive, and hover—has been outfitted with a new set of long, jointed legs inspired by the crane fly, marking a breakthrough in its ability to softly land on leaves and branches.
The details:
RoboBee weighs less than a tenth of a gram and incorporates “artificial muscles” that enable its wings to beat up to 120 times per second.
The updated control system, detailed in Science Robotics, enables the robot to decelerate as it comes down, further improving landing precision.
It addresses the challenge of protecting the RoboBee’s piezoelectric actuators and other delicate components from damage during landing.
RoboBee uses a modular, easy-to-fabricate structure, with innovative “pop-up book” MEMS manufacturing techniques for lightweight assembly.
Why it matters: The team’s ultimate goal is to build a swarm of interconnected microbots capable of sustained, untethered flight for diverse applications, such as crop pollination. While RoboBee is still tethered to an external power source, Harvard plans to further improve the bot based on other insects and even scale up to larger vehicles.
RLWRLD
🧠 RLWRLD raises $15M for robotics AI

Image source: Ideogram/The Rundown
The Rundown: South Korean startup RLWRLD announced that it has raised nearly $15M in funding to develop its foundational AI model to help industrial robots shift from repetitive grunt work to more human-level capacities.
The details:
By fusing LLMs with traditional robotics software, RLWRLD aims to empower robots with human-like movement and a capacity for logical reasoning.
The company’s model targets the challenges faced by robots in dynamic environments, such as handling materials and performing nuanced tasks.
It recently secured $14.8M in seed funding to deploy pilot projects with strategic investors, recruit new talent, and acquire advanced robotic hardware.
Its product roadmap includes developing advanced five-finger manipulation skills, which could unlock applications in precision assembly and food service.
Why it matters: RLWRLD is a tiny company—just 13 employees—that has attracted big investors across Asia, such as LG Electronics and SK Telecom. The company says access to real-world data via its investors gives it an edge over rivals in the foundational model game, such as Skild AI and Physical Intelligence.
ABB
🦾 ABB spins off massive $2.3B robotics division

Image source: ABB
The Rundown: Global tech giant ABB, which saw its net profits rise to $1.1B from $905M last year, announced it plans to spin off its robotics division, creating the world’s second-largest industrial robotics business behind Japan’s FANUC.
The details:
Reuters reports that ABB’s robotics division, which employs 7K people, generated $2.3B in revenue last year—about 7% of the group’s total.
Its robotics portfolio includes industrial robots, autonomous mobile robots, and software and AI solutions, with hubs in Sweden, China, and the U.S.
The spin-off, set to be completed in 2026, is reportedly the biggest shakeup for ABB since it sold its power grid division to Hitachi in 2018.
Before this, it acquired Sevensense, a Swiss startup specializing in AI-enabled 3D vision navigation for mobile robots.
Why it matters: The spin-off allows ABB’s robotics business to operate as a pure-play company, optimizing for growth while responding quickly to industry trends. While newer players like Boston Dynamics focus on specific niches, ABB plans to use its vast ecosystem of integrated software and hardware to cast a wide net.
QUICK HITS
📰 Everything else in robotics today
Peppermint, an Indian robotics startup focusing on robots for floor cleaning and material handling, raised $4M in Series A funding.
U.S. robotics startup Cosmic Robotics secured $4M in funding to develop AI-driven robots that can build large-scale solar energy installations.
Daimler Truck North America started delivering its latest flagship on-highway trucks to the autonomous testing fleet of Torc Robotics, a subsidiary of Daimler Truck.
Johnson & Johnson MedTech announced that it has completed the first cases in a clinical trial for its soft-tissue surgery robot system, OTTAVA.
Toronto-based startup Xaba raised $6M in funding led by Hitachi to accelerate and scale its “synthetic brains for industrial robots with zero code.”
Kodiak Robotics, a California-based autonomous trucking technology company, announced plans to go public through a SPAC merger, valuing it at $2.5B.
Shanghai-based ViTai Robotics raised nearly 100M yuan ($13.8M) to develop visual-tactile sensing systems for humanoids.
Defense startup Saronic purchased boatmaker Gulf Craft and plans to produce a 150-foot-long autonomous vessel, Marauder, off the coast of Louisiana.
Scout AI emerged from stealth with 15M to build foundational models for robots targeted at the defense sector, while also unveiling a VLA called ‘Fury’
COMMUNITY
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Rowan, Jennifer, and Joey—The Rundown’s editorial team

OpenAI's o3 and o4-mini arrive
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Good morning, AI enthusiasts. OpenAI just released o3 and o4-mini, two new reasoning models that president Greg Brockman called a “GPT-4 level qualitative step into the future.”
With o3 pushing SOTA across all benchmarks and supposedly capable of creating new scientific ideas, is this the leap that finally puts the AI world at AGI’s doorstep?
In today’s AI rundown:
OpenAI’s o3 and o4-mini, new coding agent
Copilot gets hands-on computer use
How to run AI privately on your own computer
Claude gains autonomous research powers
4 new AI tools & 4 job opportunities
LATEST DEVELOPMENTS
OPENAI
🤖 OpenAI releases o3 and o4-mini, new coding agent

Image source: OpenAI
The Rundown: OpenAI just released o3 and o4-mini, its smartest reasoning models yet that are now equipped with full agentic access to all ChatGPT tools and the ability to "think with images” — alongside the launch of a new open-source coding agent.
The details:
OpenAI o3 is the new top-tier reasoner, pushing SOTA performance across coding, math, science, and multimodal benchmarks.
o4-mini offers fast, cost-efficient reasoning, significantly outperforming previous mini models and even saturating benchmarks like AIME 2025 math.
Both models can use and combine all tools within ChatGPT (web search, Python, image generation, etc.) as part of their problem-solving process.
The models are also the first to be able to "think with images", integrating visual analysis and manipulation directly into their chain of thought.
Also launching is Codex CLI, an open-source coding agent that runs in users’ terminals and links reasoning models with coding tasks.
President Greg Brockman said the release is a “GPT-4 level qualitative step into the future,” with the models capable of producing novel scientific ideas.
Why it matters: Whatever the bar for AGI is, it feels like the latest SOTA models are getting close. While reasoners were already a massive leap, equipping them with access to tools and multimodal capabilities has led to a class of models that is creating new ideas — seemingly taking us to Step 4 of OpenAI’s ladder of AI intelligence.
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MICROSOFT
🖥️ Copilot gets hands-on computer use

Image source: Microsoft
The Rundown: Microsoft just rolled out a new 'computer use' capability in Copilot Studio, enabling users and businesses to build AI agents that can directly operate websites and desktop applications.
The details:
The new feature allows agents to interact with graphical user interfaces (GUIs) by clicking buttons, selecting menus, and typing into fields.
The process unlocks automation for tasks on systems lacking dedicated APIs, allowing agents to use apps just like humans would.
Computer Use also adapts in real-time to interface changes using built-in reasoning, automatically fixing issues to keep flows from breaking.
All processing happens on Microsoft-hosted infrastructure, with enterprise data explicitly excluded from model training.
Why it matters: Copilot joins the likes of OpenAI and Anthropic’s Computer Use tools, marking another step in AI’s agentic shift from chat windows into everyday software. While it’s not the only UI automation tool, Microsoft users’ existing business workflows are a perfect use case to take advantage of this type of feature.
AI TRAINING
🤖 How to run AI privately on your own computer

The Rundown: In this tutorial, you will learn how to run powerful AI models directly on your own computer for complete privacy, zero cost, and offline use—without sending data to external servers.
Step-by-step:
Choose your platform by downloading Ollama or LM Studio based on your command-line or GUI interface preference.
Install the software and open it (both options are available for Windows, Mac, and Linux).
Download an AI model that's suitable for your computer
Start chatting with your AI using terminal commands in Ollama or the chat interface in LM Studio.
Pro tip: Match the model size to your computer's capabilities; newer computers might be able to handle larger models (12-14B), while older ones should stick with smaller models (7B or less).
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ANTHROPIC
🔍 Claude gains autonomous research powers

Image source: Anthropic
The Rundown: Anthropic just unveiled major upgrades to Claude, introducing autonomous research capabilities and Google Workspace integration to allow the assistant to search both the web and user files for answers with better context.
The details:
The new Research feature can autonomously perform searches across the web and users’ connected work data, providing comprehensive, cited answers.
A new Google Workspace integration lets Claude securely access user emails, calendars, and docs for context-aware assistance without manual uploads.
Enterprise customers also get access to enhanced document cataloging, using RAG to search entire document repositories and lengthy files.
Research is launching in beta for Max, Team, and Enterprise plans across the US, Japan, and Brazil, with Workspace integration available to all paid users.
Why it matters: Anthropic continues to move at its own pace when it comes to feature rollouts, giving Claude a “Deep Research” type feature well after the other major labs. But as we’ve seen with other rivals, the combination of web search, user data integration, and SOTA models can lead to some extremely powerful results.
QUICK HITS
🛠️ Trending AI Tools
📽️ Veo 2 - Google’s SOTA video model, now available in Gemini App
🎥 KLING 2.0 Master - New video AI with improved prompt adherence
⚙️ Grok Studio - Canvas-like interface to collaborate with AI on docs and more
🔎 Embed 4 - Cohere’s new multimodal search model for enterprises
📰 Everything else in AI today
OpenAI is reportedly in talks to acquire coding platform Windsurf (formerly Codeium), in a deal worth as much as $3B.
Microsoft researchers unveiled BitNet b1.58 2B4T, a new 1-bit AI model that matches the performance of larger models while running efficiently on CPUs.
Tencent introduced FireEdit, a new AI image editing system that uses region-aware vision language models to enable more precise, instruction-based image modifications.
Anthropic is reportedly preparing to launch a new “voice mode” for Claude with three distinct AI voices named Airy, Mellow, and Buttery this month.
OpenAI’s testing partner Metr published its analysis of 3o and 4o-mini, noting an accelerated evaluation timeline that aligns with other reports of rushed safety testing.
Economist and author Tyler Cowen said he believes o3 qualifies as AGI, questioning if April 16 will be the day the technology officially crossed the barrier.
COMMUNITY
🎥 Join our next live workshop
Join our next workshop on Tuesday, April 22nd, at 3 PM EST with Matt Waters from Superhuman. By the end of this workshop, you’ll have a fully optimized email system powered by AI, so you can move 4x faster and eliminate inbox chaos.
RSVP here. Not a member? Join The Rundown University on a 14-day free trial.
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See you soon,
Rowan, Joey, Zach, Alvaro, and Jason—The Rundown’s editorial team

OpenAI's secret social network
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Good morning, AI enthusiasts. OpenAI’s future may stretch beyond frontier models…to a social network riding ChatGPT’s wave of success.
The move could unlock much-needed real-time data for Sam Altman’s AI ambitions, but the question is: could OpenAI match the scale, engagement, stickiness, and broader cultural pull of X or Meta’s platforms?
In today’s AI rundown:
OpenAI reportedly building social network
Kling AI drops new video and image models
Build a personal data analyst with n8n automation
AI models play detective in Ace Attorney
4 new AI tools & 4 job opportunities
LATEST DEVELOPMENTS
OPENAI
📱 OpenAI reportedly building social network

Image source: Getty Images
The Rundown: OpenAI is reportedly working on a social network that could leverage ChatGPT's massive user base to take on social media platforms like X and Meta—while giving Sam Altman and team with valuable real-time data for model training.
The details:
According to sources cited by The Verge, OpenAI has created an internal prototype for a social feed that prominently features ChatGPT's image generation capabilities.
While the project is still in early stages, CEO Altman has been privately seeking feedback from outsiders on the potential of the service.
It's still unclear whether the social product will be a standalone app, a ChatGPT integration, or if it will launch at all.
Previously, Altman joked in response to Meta building an app for its assistant, saying, “ok fine, maybe we’ll do a social app.”
Why it matters: While OpenAI hasn't confirmed these plans, a social network would be a strategic move that provides a continuous stream of user-generated, real-time data for training better AI models. If the recent viral Studio Ghibli-style image trend is any indication, OpenAI could attract an enormous user base almost overnight.
TOGETHER WITH GAMMA
🔥 The only AI tool you need to create content
The Rundown: Gamma's powerful AI allows you to effortlessly turn ideas into stunning presentations, engaging websites, and impactful social media carousels from simple text prompts — helping over 50M users save hours each week.
With Gamma, you can:
Quickly create presentations, websites, social media content, documents, and more
Edit and enhance visuals in one click
Easily export your content to Google Slides, PDFs, and PowerPoint
Import branding, collaborate live, and share themes with teams
KLING AI
🎥 Kling AI drops new video and image models

Image source: Kling AI
The Rundown: Chinese AI startup Kling AI just released a massive upgrades to its creative suite, launching KLING 2.0 Master for video and KOLORS 2.0 for images— with enhanced prompt adherence, more realistic outputs, and editing capabilities.
The details:
KLING 2.0 Master now handles prompts with sequential actions and expressions, delivering cinematic videos with natural speed and fluid motions.
KOLORS 2.0 generates images in 60+ styles, adhering to elements, colors, and subject positions for realistic images with improved depths and tonalities.
The image model also comes with new editing features, including inpainting to edit/add elements and a restyle option to give a different look to content.
Separately, Kling’s recent 1.6 video model is also being updated with a multi-elements editor, allowing users to easily add/swap/delete video from text inputs.
Why it matters: With ByteDance's Seaweed model yesterday and now KLING 2.0, Chinese AI startups continue their rapid advance in AI video generation. While formal comparisons to Western models like Veo and Sora needs more testing, early reactions suggest that KLING 2.0 is quickly narrowing the quality gap.
AI TRAINING
🤖 Build a personal data analyst with n8n automation

The Rundown: In this tutorial, you will learn how to create n8n workflows that analyze your data from spreadsheets, databases, or other sources, and deliver insights directly to your inbox.
Step-by-step:
Create a new n8n workflow and add an "On Chat Message" trigger node.
Add an AI Agent node connected to your preferred AI model (like OpenAI).
Connect data sources by adding Google Sheets or other database tools.
Add communication nodes like Gmail or Slack to deliver your analysis results.
Configure the AI Agent's system message with clear instructions about when to use each tool.
Pro tip: We did an extensive workshop showing how to create your own AI Agent to automate tasks and run local AI models with n8n here.
PRESENTED BY INNOVATING WITH AI
🤝 Turn AI passion into a consulting career
The Rundown: Innovating with AI's new program, AI Consultancy Project, transforms AI enthusiasts into professional consultants — tapping into a market projected to reach $54.7B by 2032.
The 6-month program delivers:
Proven frameworks for client acquisition and service delivery
A step-by-step path to six-figure consulting income
Students who land their first AI client in as little as 3 days
Click here to request early access to The AI Consultancy Project.
AI RESEARCH
🕵️ AI models play detective in Ace Attorney

Image source: Hao AI Lab
The Rundown: Researchers at UC San Diego's Hao AI Lab just tested leading AI models on their ability to play Phoenix Wright: Ace Attorney, a popular video game where players must investigate crime scenes and solve cases.
The details:
The team tasked top models, including GPT-4.1, to play as Phoenix, who has to identify gaps in the case by matching witness statements and evidence.
When tested, both OpenAI’s o1 and Gemini 2.5 Pro performed best with 26 and 20 correct evidences, reaching level 4, though neither fully solved the case.
All other models struggled, failing to present even 10 correct pieces of evidence to the judge.
Surprisingly, the new GPT-4.1 underperformed, matching the months-old Claude 3.5 Sonnet with only 6 correct evidence identifications.
Why it matters: Games like Ace Attorney test a range of AI capabilities, from visual understanding (identifying evidence) to long-context reasoning (cross-referencing) and decision-making (choosing when to present). It will be fascinating to see how models evolve to address more complex challenges in interactive decision-making.
QUICK HITS
🛠️ Trending AI Tools
🔎 Claude Research - Anthropic’s new DeepSearch-like feature for Claude
🎥 Seaweed - ByteDance’s 7B-parameter video generation model
🧠 GPT-4.1 - OpenAI’s new API-only model with 1M-token context window
📧 Notion Mail - Notion’s GPT-4.1-powered email client for Gmail
💼 AI Job Opportunities
🎥 Cresta - Video Lead
📚 Grammarly - Staff Product Manager
🤝 Perplexity AI - Recruiting Coordinator
📈 DeepL - Senior Growth Marketing Manager
📰 Everything else in AI today
OpenAI updated its Preparedness Framework, noting it may adjust safety requirements if rivals drop high-risk AI without similar guardrails amid a landscape shift.
OpenAI also added a new library tab in ChatGPT, allowing users (on both free and paid tiers) to access all their image creations from one single place.
xAI dropped a ChatGPT Canvas-like Grok Studio, allowing both free and paying users to collaborate with the AI on documents, code, reports, and games in a new window.
Cohere released Embed 4, a SOTA multimodal embedding model with 128K context length, support for 100+ languages, and up to 83% savings on storage costs.
Google released Veo 2, its state-of-the-art video generation model, in the Gemini app for Advanced plan users, as well as in Whisk and AI Studio.
Nvidia said in a filing that it expects to take a $5.5 billion hit from U.S. export license requirements for shipping its H20 AI chips to China.
Microsoft announced it is adding computer use capabilities to Copilot Studio, enabling users to create agents capable of UI action across desktop and web apps.
COMMUNITY
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RSVP here. Not a member? Join The Rundown University on a 14-day free trial.
See you soon,
Rowan, Joey, Zach, Alvaro, Jason, and Shubham —The Rundown’s editorial team

Meta's blockbuster antitrust trial
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Good morning, tech enthusiasts. Meta and the FTC are now facing off in a long-awaited antitrust trial that could force the tech giant to sell Instagram and WhatsApp over what the FTC describes as a case of illegally monopolizing social media.
As Zuckerberg faces Big Tech’s biggest stress test to date, will Meta battle its way out, or will regulators prevail in clamping down on “buy or bury” strategies that wipe out competition?
In today’s tech rundown:
Meta’s stress test in landmark antitrust trial
Blue Origin’s all-female mission to space
ChatGPT hits roughly 1B users: Altman
Nvidia to invest $500B in U.S. AI infra
Quick hits on other major news
LATEST DEVELOPMENTS
META
⚖️ Meta’s stress test in landmark antitrust trial

Image source: Grok/The Rundown
The Rundown: Meta CEO Mark Zuckerberg took the stand this week in an antitrust trial that could force the tech giant to sell Instagram and WhatsApp, acquisitions the U.S. Federal Trade Commission (FTC) says were made to illegally squash competition.
The details:
The FTC accuses Meta of illegally monopolizing social media through its $1B acquisition of Instagram in 2012 and $19B acquisition of WhatsApp in 2014.
Internal emails show Zuckerberg called Instagram a "threat" and WhatsApp a "risk," which the FTC cites as evidence of anticompetitive intent.
The trial began on April 14 and could last 8+ weeks, with 50 witnesses expected, including Sheryl Sandberg and Instagram co-founder Kevin Systrom.
The FTC argues Meta controls 78% of "personal social networking," while Meta counters that it’s only 30% when including YouTube and TikTok.
Why it matters: Zuckerberg testified that the acquisitions benefited users, citing Instagram’s growth from 30M to 2B+ users under Meta. But if the FTC wins, Meta could be forced to divest Instagram and WhatsApp—a move analysts say would not only disrupt Meta’s $1.3T ad ecosystem but impact how Big Tech grows and competes.
BLUE ORIGIN
🚀 Blue Origin’s all-female mission to space

Image source: Blue Origin
The Rundown: Jeff Bezos’ space startup Blue Origin successfully launched an all-female, star-studded crew into space, featuring pop star Katy Perry and journalist Gayle King, a close friend of Oprah Winfrey.
The details:
The crew also included Jeff Bezos’ fiancée Lauren Sánchez, former NASA scientist Aisha Bowe, activist Amanda Nguyen, and filmmaker Kerianne Flynn.
The fully autonomous New Shepard rocket ascended 62 miles above Earth, with 3–4 minutes of weightlessness during the 11-minute suborbital journey.
The capsule landed via parachute in the Texas desert, with the reusable booster touching down nearby.
Blue Origin has now transported 52 civilians to space, with a heavy focus on high-profile celebrities to bring visibility to its space tourism service.
Why it matters: Alongside Richard Branson's Virgin Galactic, Blue Origin aims to “democratize” short trips to suborbital space, giving passengers breathtaking panoramic Earth views with the “largest windows ever flown in space.” Of course, ticket prices aren’t disclosed, but the first Blue Origin seat sold for $28M in 2021.
OPENAI
🔥 ChatGPT hits roughly 1B users: Altman

Image source: Ideogram/The Rundown
The Rundown: At TED 2025, OpenAI CEO Sam Altman said in an off-the-cuff remark that ChatGPT’s user base is “growing very rapidly,” doubling in just a few weeks to around “10% of the world,” roughly around 800M to 1B users.
The details:
During the interview, Altman implied ChatGPT reached this massive user count, stating: “Something like 10% of the world uses our systems.”
At the end of March, OpenAI landed a $300B valuation with a reported 500M weekly users and 30M paid subscribers.
Last month’s viral Studio Ghibli-style generations triggered a major surge, adding 1M users in one hour at its peak and “melting” OpenAI’s servers.
ChatGPT has seen a 30% jump in revenue since the end of last year and is projected to hit $5B for the assistant and $12.7B total in 2025.
Why it matters: Altman may have revealed more than intended during his TED appearance, later clarifying that the numbers he shared were “not official.” Still, one thing is clear: ChatGPT is growing at breakneck speed, reportedly outpacing TikTok and Instagram to become the fastest-growing app in history.
NVIDIA
💰 Nvidia to invest $500B in U.S. AI infra

Image source: Nvidia
The Rundown: Tech giant Nvidia announced plans to manufacture up to $500B worth of AI infrastructure in the U.S. over the next four years, marking its first large-scale shift in the domestic production of GPUs and related components.
The details:
The initiative will cover the mass production of AI chips, supercomputers, and servers with partners like TSMC, Foxconn, and Wistron.
Nvidia has secured over 1 million square feet of manufacturing space across Arizona and Texas, with Amkor and SPIL handling advanced packaging.
CEO Jensen Huang said the move will strengthen supply chains, meet surging AI demand, and create "hundreds of thousands" of jobs in America.
Most importantly, it will help Nvidia avoid potential tariffs on imports from other countries (like a 32% tariff on chips made in Taiwan).
Why it matters: Nvidia’s announcement follows similar onshoring moves by Apple, TSMC, and Microsoft, aimed at reducing dependence on foreign production. It comes in the wake of steep tariffs imposed by President Trump — which the White House called the “Trump effect in action.”
QUICK HITS
📰 Everything else in tech today
Apple took the top spot in global smartphone sales for the first quarter of 2025, capturing 19% of the market, according to Counterpoint Research.
The White House reportedly terminated $5.1B worth of tech services contracts with companies including Accenture, Booz Allen Hamilton, and Deloitte.
Kodiak Robotics, a California-based autonomous trucking technology company, announced plans to go public through a SPAC merger, valuing it at $2.5B.
The Trump administration granted exclusions from steep tariffs on smartphones, computers, and electronics imported mostly from China, supporting firms like Apple.
Apple reportedly made $22B worth of iPhones in India over the past year, bumping up production by 60%, as it moves its manufacturing away from China.
Xpeng, the Chinese electric vehicle manufacturer, is reportedly set to begin using its in-house autonomous driving chip, Turing, this year.
Apple CEO Tim Cook is reportedly dead set on beating Meta in building true AR glasses, with a version that taps into Siri and Visual Intelligence.
French startup Dark is developing a world-first hybrid engine capable of capturing spy satellites, with plans to deploy a functional version of the interceptor by 2030.
UK startup Marshmallow, which uses data science to build car insurance policies for migrants or disadvantaged consumers, raised $90M at a $2B valuation.
AI dev platform Hugging Face acquired French startup Pollen Robotics, which sells an open-source humanoid at $70K, for an undisclosed sum.
Adobe reportedly invested an undisclosed amount in British AI startup Synthesia, which sells a platform for generating videos with AI clones.
COMMUNITY
🎥 Watch our last workshop
We just did a full workshop on n8n, where we teach you how to create your own AI assistant that speeds up your workflow and helps you get more done, led by Dr. Alvaro Cintas, The Rundown’s AI professor.
Watch it here. Not a member? Join The Rundown University on a 14-day free trial.
See you soon,
Rowan, Jennifer, and Joey—The Rundown’s editorial team
OpenAI's dev-focused GPT-4.1
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Good morning, AI enthusiasts. OpenAI has “a lot of good stuff” lined up this week, according to Sam Altman—and its first release is a step back…in name only.
A newly launched GPT-4.1 (?) family features million-token context windows, improved coding abilities, and significantly lower prices across the board — potentially laying a new foundation for the fast-approaching era of agentic AI development.
In today’s AI rundown:
OpenAI’s dev-focused GPT-4.1 family
ByteDance’s efficient Seaweed video AI
Create conversational branches to explore ideas
Google’s AI to decode dolphin speech
4 new AI tools & 4 job opportunities
LATEST DEVELOPMENTS
OPENAI
🤖 OpenAI’s dev-focused GPT-4.1 family

Image source: OpenAI
The Rundown: OpenAI just released GPT-4.1, a new API-only model family built specifically for developers — featuring major improvements in coding abilities, instruction following, and the ability to process up to 1M tokens of context.
The details:
The new API-only lineup includes GPT-4.1, 4.1 mini, and 4.1 nano, significantly outperforming GPT-4o on key developer tasks.
All three models support 1M token contexts, enough for 8 full React codebases, while being 26% cheaper than GPT-4o for typical queries.
The models also show gains in real-world tasks like frontend development, with evaluators preferring 4.1's web interfaces 80% of the time over GPT-4o.
Pricing is reduced across the board, with GPT-4.1 coming in 26% cheaper than GPT-4o and 4.1 nano appearing as OpenAI's fastest and cheapest model yet.
Why it matters: The only thing moving backwards is OpenAI’s naming convention — but GPT-4.1 is a major leap forward for devs. With a massive context window, lower costs, and sharper focus, it sets a new foundation for the agentic coding and may be a precursor to the company’s rumored Agentic Software Engineer.
TOGETHER WITH HUBSPOT
🧠 100+ ChatGPT prompts to revolutionize your workflow
The Rundown: HubSpot’s free, comprehensive “How to Use ChatGPT at Work” guide provides 100+ ready-to-use prompts to help professionals boost efficiency and adopt AI-driven workflows.
Inside, you’ll find:
A quick crash course to master ChatGPT in under 30 minutes
Practical industry use cases to spark real-world inspiration
100+ prompts to streamline tasks and accelerate productivity
Expert tips to tackle common AI roadblocks with confidence
Get your free copy and join 10,000+ professionals leveling up with AI.
BYTEDANCE
🎥 ByteDance’s efficient Seaweed video AI

Image source: ByteDance
The Rundown: ByteDance introduced Seaweed, a hyper-efficient 7B-parameter video generation model that is competitive against much larger models like Kling 1.6, Google Veo, and Wan 2.1, despite using significantly less compute resources.
The details:
Seaweed features multiple generation modes, including text-to-video, image-to-video, and audio-driven synthesis, with outputs going up to 20 seconds.
The model ranks highly against rivals in human evaluations and excels in image-to-video tasks, massively outperforming models like Sora and Wan 2.1.
It can also handle complex tasks like multi-shot storytelling, controlled camera movements, and even synchronized audio-visual generation.
ByteDance says Seaweed has been fine-tuned for applications like human animation, with a strong focus on realistic human movement and lip syncing.
Why it matters: Between Wan (Alibaba), Kling, and now ByteDance’s Seaweed, China is absolutely crushing the AI video leaderboards. This byte-sized (pun intended) release also shows that scale isn’t the only path to top-tier video generation, opening up efficient, limitless creativity with readily available, near-SOTA video models.
AI TRAINING
🔀 Create conversational branches to explore ideas

The Rundown: In this tutorial, you will learn how to use Google AI Studio's new branching feature to explore different ideas by creating multiple conversation paths from a single starting point without losing context.
Step-by-step:
Visit Google AI Studio and select your preferred Gemini model from the dropdown menu.
Start a conversation and continue until you reach a point where you want to explore an alternative direction.
Click the three-dot menu (⋮) next to any message and select "Branch from here."
Navigate between branches using the "See original conversation" link at the top of each branch.
Pro tip: You can create branches at key decision points to compare different AI approaches to the same problem without starting over.
PRESENTED BY UNSTRUCTURED
🛠️ Simplifying RAG with Unstructured + AstraDB
The Rundown: Unstructured just introduced a new feature that made building a knowledge graph easier than ever: Custom Prompting for NER to build your nodes and edges.
Join Unstructured’s live session to learn how to:
Use Unstructured API to load data into Astra DB
Utilize the Custom Prompting Feature & OSS Graph Retriever library
Leverage the Graph Retriever for dynamic retrieval
AI RESEARCH
🐬 Google’s AI to decode dolphin speech

Image source: Google
The Rundown: Google unveiled DolphinGemma, a specialized AI model designed to analyze and generate dolphin vocalizations — designed in collaboration with researchers at Georgia Tech to potentially uncover patterns in their communication.
The details:
DolphinGemma leverages Google's Gemma and audio tech to process dolphin vocalizations, trained on decades of data from the Wild Dolphin Project.
The AI model analyzes sound sequences to identify patterns and predict subsequent sounds, similar to how LLMs handle human language.
Google also developed a Pixel 9-based underwater CHAT device, combining the AI with speakers and microphones for real-time dolphin interaction.
The model will be released as open-source this summer, allowing researchers worldwide to adapt it for studying various dolphin species.
Why it matters: While previous attempts at dolphin communication have struggled, combining decades of research with modern AI could finally open the door for new understanding of how these intelligent creatures communicate. If successful, DolphinGemma could open new frontiers in understanding animal intelligence.
QUICK HITS
🛠️ Trending AI Tools
🧠 ChatGPT - New memory feature that remembers all previous conversations
❎ Grok 3 - xAI’s top model, now also with new memory capabilities
🎨 Canva Visual Suite 2.0 - Create across all design types with AI
🤖 Appsmith Agents - Secure, embedded agents powered by your data
💼 AI Job Opportunities
🧾 Weights & Biases - Deal Desk Manager
💼 Horizon3 - Enterprise Account Executive
🛎️ Rad AI - Customer Support Engineer
🧑💻 Perplexity AI - AI Software Engineer
📰 Everything else in AI today
NVIDIA announced its first-ever U.S. AI manufacturing effort, partnering with TSMC, Foxconn, and others to begin chip and supercomputer production in Arizona and Texas.
OpenAI is reportedly planning to release two new models this week, with o3 and o4-mini capable of creating new scientific ideas and automating high-level research tasks.
Amazon CEO Andy Jassy published his annual shareholder letter, saying that genAI will "reinvent virtually every customer experience we know."
Meta announced plans to train AI models on EU users’ public content, offering an opt-out form and noting the importance of incorporating European culture into its systems.
Hugging Face acquired Pollen Robotics and introduced Reachy 2, a $70k open-source humanoid robot designed for research and embodied AI applications.
LM Arena launched the Search Arena Leaderboard to evaluate LLMs on search tasks, with Google’s Gemini-2.5-Pro and Perplexity’s Sonar taking the top spots.
NATO awarded Palantir a contract for its Maven Smart System to enhance U.S. battlefield operations with AI capabilities, aiming to deploy the platform within 30 days.
COMMUNITY
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World's first robot boxing event
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Good morning, robotics enthusiasts. China’s Unitree has announced plans to livestream the “world’s first” robot boxing event, pitting its humanoids against each other in the ring.
It’s still unclear whether these robots can compete like humans. But with China embracing robot soccer and marathon running, could humanoid sports be the next big thing?
In today’s robotics rundown:
Unitree’s robot boxing event
Fourier’s fully open-source humanoid
MIT’s one-legged jumping bug bot
Humanoids rely on this tiny screw
Quick hits on other robotics news
LATEST DEVELOPMENTS
UNITREE
🥊 Unitree’s robot boxing event

Image source: Unitree/YouTube
The Rundown: Chinese robotics powerhouse Unitree Robotics is pitting its robots against each other in a live-streamed humanoid boxing match—”Unitree Iron Fist King: Awakening!”—scheduled to take place in “about a month.”
The details:
While the specific models have not been confirmed, the contenders are likely to be the quick, agile Unitree G1 or the more powerful flagship H1 model.
Unitree robots are trained using LAFAN1 motion capture technology, which enables advanced walking, punching, dodging, and even Kung Fu-style moves.
The company’s promo video did showcase preliminary sparring sessions, but the child-size G1’s moves are nowhere as smooth or fluid as a human fighter.
China is actively promoting robotics innovations through events like these, including the upcoming World Humanoid Robot Sports Games in Beijing.
Why it matters: How far robot boxing will go remains to be seen, but Unitree is seizing the moment to show off its robots' capabilities. While the recent boxing promo lacks the excitement of earlier Unitree clips, it’s likely part of the company’s steady push to refine its bots ahead of a bigger main event.
FOURIER
🤖 Fourier’s fully open-source humanoid

Image source: Fourier
The Rundown: Chinese robotic company Fourier Intelligence just launched a short, sturdy humanoid—the Fourier N1—that can outrun most humans and is fully open-source and completely replicable without proprietary constraints.
The details:
The N1 stands 1.3m tall and weighs 38kg, featuring a 23-degree-of-freedom design with a hybrid aluminum alloy/plastic composite frame.
The robot also comes with Fourier’s FSA 2.0 actuators to achieve a 3.5 m/s running speed and dynamic stability on slopes, stairs, and rough terrain.
Under the hood, it leverages NVIDIA’s GR00T N1 model for AI-driven tasks like object manipulation and multi-step reasoning.
Fourier has released all files—including CAD blueprints, bill of materials, assembly guides, and core control software—for the humanoid on GitHub.
Why it matters: While platforms like Bolt, InMoov, and Poppy also offer open-source humanoids, Fourier claims its model is fully commercial-ready, backed by over 1,000 hours of outdoor testing. The release also reflects a broader trend in open robotics: accelerating innovation while pushing against 'black box' dominance by major players.
MIT
🦟 MIT’s one-legged jumping bug bot

Image source: MIT
The Rundown: MIT researchers unveiled a thumb-sized hopping robot, detailed in Science Advances, that combines the agility of insects with the efficiency of engineered systems—and it can carry 10x its weight.
The details:
Standing just 5 cm tall and weighing less than a paper clip, the bot can leap 20 cm—four times its height—as four flapping wings help stabilize it mid-air.
Inspired by grasshoppers, the bot can navigate grass, ice, and uneven terrain—and as per MIT, it outperforms flying robots in energy efficiency by up to 60%.
It uses just a single elastic leg with a compression spring (similar to a click-pen spring) for energy-efficient hopping.
Plus, it can withstand midair collisions, perform somersaults, and even land on a hovering drone, hinting at future collaborative applications.
Why it matters: Tiny jumping bots, like those developed by UC Berkeley, EPFL, and Harvard, are having a moment as researchers look to bridge gaps in search and rescue and environmental monitoring. However, MIT’s design stands out as it merges the obstacle-clearing power of flight with ground-based mobility, mimicking real insects.
HUMANOIDS
🔩 Humanoids rely on this tiny screw

Image source: Ideogram/The Rundown
The Rundown: Planetary roller screws are becoming the special sauce in humanoid robotics, enabling high-precision, high-load motion control critical for dynamic tasks. Tesla, 1X, and Figure rely on them, but China controls their supply, at least for now.
The details:
Fast Company reports that the total market for roller screws is $1.8B and is likely to grow 30% annually, with the part set to replace ball screws entirely.
These screws are emerging as a next-gen alternative to traditional screws, with higher torque density and durability for 10K-plus hours of continuous operation.
China dominates the supply chain for them, producing 70–80% of global roller screws through firms like Nanjing Process Equipment and Zendamotion.
Currently, a single planetary roller screw sells for between $1,350 and $2,700, according to JP Morgan (Tesla’s Optimus, for example, uses four screws).
Why it matters: Producing planetary roller screws demands specialized skills held by only a few companies. Chinese manufacturers, who lead in the category, can produce them at 50-70% lower costs than their Western counterparts, giving Chinese robotic firms a competitive edge.
QUICK HITS
📰 Everything else in robotics today
Borg Robotics, based in Detroit, released a first look at its Borg 01 prototype with a wheeled base in a design that supports a bipedal configuration.
Blue Water Autonomy, a new shipbuilding startup, emerged from stealth and announced $14M in a seed round of funding to develop autonomous naval ships.
Beijing’s first robot half marathon in the city’s Daxing District has been postponed to April 19 due to strong winds, as humanoid robots may topple in the harsh weather.
DoorDash is partnering with food delivery robotics company Coco Robotics to offer sidewalk robot delivery for its customers in Los Angeles and Chicago.
Rock band OK Go, famed for wildly inventive videos, produced a new music video, Love, featuring 29 robotic arms from Universal Robots and filmed in one take.
Researchers in Abu Dhabi developed an underwater research robot with 12 flexible arms that spin like bacterial flagella to glide in any direction.
The Indian Premier League introduced a quadruped robotic camera dog, covered in brown fur-like material, as part of its 2025 cricket broadcast team.
Boston Dynamics’ Spot robot dog successfully undertook the dangerous job of reactivating a dormant crane at the Dounreay nuclear site in Scotland.
Waymo robotaxis are now expanding their service to San Francisco’s “main thoroughfare” Market Street, currently banned to private vehicles.
Korea reportedly launched a national alliance called the “K-Humanoid Alliance” to push innovations in humanoids and “position itself as a top player” by 2030.
COMMUNITY
🎥 Watch our last workshop
We just did a full workshop on n8n, where we teach you how to create your own AI assistant that speeds up your workflow and helps you get more done, led by Dr. Alvaro Cintas, The Rundown’s AI professor.
Watch it here. Not a member? Join The Rundown University on a 14-day free trial.
See you soon,
Rowan, Jennifer, and Joey—The Rundown’s editorial team
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