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Today's topics:
-Cloud hardware gains, surprises
-X open-sources recommendation code
-Grok blocks and regulator heat
-Google’s protocol for shopping agents
-Microsoft AI: containment vs alignment
-DeepSeek V4 coding rumor
-Agent-native apps and workflows
-Open protein models challenge DeepMind
-Europe’s ransomware and AI threats
-Starlink moves toward gigabit
-a16z raises massive new funds
-Markdown’s unlikely global takeover
-AI-generated movies: hype check
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