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AI news today isn’t slowing down: • OpenAI launched Presence, a real enterprise agent platform for support, sales, HR, with guardrails built in • AMD’s putting up to $5B into Anthropic plus a 2-gigawatt GPU deal • Kimi K3 drama escalating with White House distillation accusations • Codex team teasing something big for tomorrow We’ve clearly past the “cool demo” phase. This is infrastructure and production money now What are you watching closest right now?

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