What if your glasses claimed to be your new “soul”? And what if AI agents could learn to play any game just by watching Twitch? In today’s episode, we break down one of the wildest newsletters we’ve ever published.

We’ll talk about:

• Pickle’s viral “soul glasses” that claim to observe your life and think like Jarvis (and why AR experts are calling BS)
• NVIDIA’s NitroGen trained on 40,000 hours of Twitch + YouTube to beat fine-tuned agents across 1,000+ games
• xAI’s new mega-building “MACROHARDRR” and its race to 1M GPUs and 2 GW compute
• A SoftBank $40B move that reshapes OpenAI’s compute future
• Our big AI Fire prediction: embodied agents are going mainstream faster than expected

Keywords: Pickle Glasses, NitroGen, NVIDIA, xAI, SoftBank, OpenAI, AI gaming agents, AR glasses, foundation models

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