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Person: "amasad"
not much happened today
glm-4.7 claude-code z.ai meta-ai-fair manus replit agentic-architecture context-engineering application-layer code-generation agent-habitats ai-native-llm ipo inference-infrastructure programming-paradigms zixuanli_ jietang yuchenj_uw sainingxie amasad hidecloud imjaredz random_walker
Z.ai (GLM family) IPO in Hong Kong on Jan 8, 2026, aiming to raise $560M at HK$4.35B, marking it as the "first AI-native LLM company" public listing. The IPO highlights GLM-4.7 as a starting point. Meta AI acquired Manus for approximately $4–5B, with Manus achieving $100M ARR in 8–9 months, illustrating the value of application-layer differentiation over proprietary models. Manus focuses on agentic architecture, context engineering, and general primitives like code execution and browser control, emphasizing "agent habitats" as a competitive moat. Discussions around Claude Code highlight skepticism about "vibe coding," advocating for disciplined, framework-like AI-assisted programming practices.
Bartz v. Anthropic PBC — "Training use is Fair Use"
claude gemini-robotics-on-device anthropic replit delphi sequoia thinking-machines-lab disney universal midjourney google-deepmind fair-use copyright reinforcement-learning foundation-models robotics funding lawsuit digital-minds model-release andrea_bartz giffmana andrewcurran_ amasad swyx hwchase17 krandiash daraladje steph_palazzolo corbtt demishassabis
Anthropic won a significant fair use ruling allowing the training of Claude on copyrighted books, setting a precedent for AI training legality despite concerns over pirated data. Replit achieved a major milestone with $100M ARR, showing rapid growth. Delphi raised $16M Series A to scale digital minds, while Thinking Machines Lab focuses on reinforcement learning for business applications. Disney and Universal sued Midjourney over unauthorized use of copyrighted images. Google DeepMind released Gemini Robotics On-Device, a compact foundation model for robotics.