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My fellow AI explorers

Anthropic’s valuation jumped from $60B to $170B in a matter of months. OpenAI sits north of $240B. xAI is chasing $200B. We’ve never seen numbers move like this in tech, let alone in such a short window.

In today’s edition:

• 💰 Anthropic’s funding frenzy and the Middle East money pivot

• 🧠 Google’s Opal steps into the no-code AI wars—with a twist

• 📽️ NotebookLM turns your notes into narrated video lessons

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Anthropic's $170B Jump

The startup now valued more than Intel

Anthropic just surged from a $60B to a $170B valuation, backed by a massive financing push targeting $5B. This isn't a typical Series C—it's a geopolitical pivot and a power move rolled into one.

What’s driving the spike?

• $5B in projected recurring revenue—aiming for $9B by EOY

• Sovereign wealth funds (like Qatar) now knocking at the door

• A softening stance on "ethical capital" from CEO Dario Amodei

Just a few months ago, Anthropic publicly shunned Middle Eastern sovereign funds citing national security. Now? Dario’s tone has shifted: “No bad person should ever benefit from our success...but it’s a difficult principle to run a business on.”

🔮 Prediction: The new AI playbook isn’t just build fast—it’s fund faster. Anthropic’s changing stance signals what every model lab will soon face: ethics vs infrastructure. And infrastructure wins if you need $5B to stay competitive. Expect more AI unicorns to quietly take “restricted capital” as the compute race heats up.

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Photoshop’s Magic Button

Adobe drops “Harmonize”—the feature every designer wished for

Photoshop’s new beta feature lets you blend composite images with one click.

Harmonize automatically matches lighting, shadows, and color tones.

• No more manual shadow painting or layer masking

• Automatically matches texture and ambiance

• Works shockingly well on random internet images

🎨 Before, this took 30–60 minutes. Now? One button. Game changer for social creatives, UGC editors, and brand designers working fast.

🔮 Prediction: Expect “one-click creativity” to expand—motion graphics, reels, sound editing—anywhere time meets aesthetics. Adobe isn’t done.

Try it out here

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Google Enters the AI App War

Opal: A smarter way to build no-code apps

Opal is Google’s quiet-but-slick entry into the crowded world of AI-powered app builders. It’s different, though—not just a template-based generator, but a remixable flow of automations you can tweak live.
Here’s why it caught our eye:

• Modular flow editor with Gemini Flash as the backbone

• Premade templates for business tools, bots, and workflows

• Live app preview + easy prompt customization

It’s like Claude’s Artifacts meets Zapier, with Google UX.

Where Lovable builds full apps for you, Opal lets you remix them in real time. And if you’ve learned any automation basics, you’ll feel right at home.

🌱 Use case: Internal tools, personalized GPT apps, or side projects that don’t need full dev time but do need flexibility.

🔮 Prediction: The first big AI consumer app boom started with chat. The next one? It'll come from these hybrid builder/automation tools. Opal gives non-devs serious power without breaking their brain on APIs. And that’s a recipe for mass adoption.

30-Second AI Play

🎞️ Turn Your Research Notes Into a Video Lesson (With Voiceover)

Visual learners, this one’s for you. Google’s NotebookLM now lets you turn dense documents into narrated slide decks—automatically.

Here’s how:

1. Go to NotebookLM and open your notebook

2. Upload your research, article, or notes

3. Click the “🎥 Video Overview” button in the right-hand panel

4. Wait 10 minutes while it generates slides and a voiceover

5. Watch a clean, narrated presentation of your content

💡 Pro tip: Use this for client decks, internal briefings, or even learning a topic hands-free. It’s like having a mini TED Talk built from your notes.

Other Relevant AI News!

⏳ OpenAI’s GPT-5 is late—again. Despite multiple July teasers, it’s now August and we’re still waiting. Sam Altman says it's "coming soon" and hinted it passed tests he didn’t think AI could. Source

🐉 China’s GLM 4.5 model challenges DeepSeek with lower cost and better performance. Its “light” version ranks well in benchmarks for small models. Full report

🎞️ YouTube Shorts gets image-to-video tools, allowing creators to animate static photos with visual effects. More fun than useful—but an edge for content virality. Demo here

🔍 Google Search is quietly testing new AI-integrated layouts, blending paragraphs, citations, and direct links in a more “trustable” UI. Details

📊 Microsoft Research reveals top Copilot use cases in enterprises: customer support, knowledge retrieval, and internal research dominate. Read paper

Golden Nuggets

• 📈 Anthropic’s 3x valuation jump signals the start of a funding arms race

• 🧰 Google’s Opal bridges no-code ease with true workflow customization

• 📽️ NotebookLM just made internal slide decks and lessons...effortless

Until our next AI rendezvous,

Anthony | Founder of Uncover AI