PSI Raises $58M, Vercel Ships AWS PrivateLink and Fluid Compute, Perplexity Debuts Hybrid Compute

Key Takeaways

1. Vercel expands AI infrastructure with token budget governance, AWS PrivateLink, and Fluid Compute unification. — via 1 2 3
2. Perplexity brings hybrid compute to Mac for privacy-sensitive agent workflows. — via 1 2
3. PSI raises $58M seed to apply AI to fundamental physics discovery. — via 1 2
4. Muse Code exits beta, and Shopify's 0.8B model beats GPT-5.6-sol xhigh on specific tasks. — via 1 2

1. AI Models and Infrastructure

1. Vercel announced three major infrastructure updates: AI Gateway now provides per-key and per-user budgets to govern LLM token usage, AWS PrivateLink is available for Functions and builds to connect privately to AWS services, and Fluid Compute unifies sandboxes, functions, builds, and servers on one platform with up to 30-minute function duration. — via 1 2 3
2. Perplexity's Mac app now brings hybrid compute to all users, enabling Computer to orchestrate locally-running models on Mac for agent steps that involve sensitive and private files such as blood tests, tax filings, and litigation documents. — via 1 2
3. Muse Code has exited beta and can now handle larger, more complex engineering tasks; developers can get started with a single command. — via 1
4. Shopify's ML team found that a fine-tuned 0.8B parameter model outperforms GPT-5.6-sol xhigh on specific tasks, demonstrating that specialized small models with a strong self-improvement recursive flywheel can beat far larger frontier systems. — via 1
5. Transluce published what it calls the broadest independent evaluation of AI mental health crisis response, covering 77 model variants from OpenAI, Anthropic, Google, Meta, DeepSeek, and others. — via 1
6. Solaris, a new interface world model, can generate interactive UI in real-time without code and reportedly surpasses frontier LLMs in generating new interfaces. — via 1

2. Funding and Business Moves

1. Physical Superintelligence (PSI), co-founded by Jack Dorsey, raised $58M in seed funding to build an advanced research lab that uses AI to discover and commercialize transformative physics breakthroughs safely and verifiably. — via 1 2
2. Omacom Foundation is opening corporate sponsorship; 1Password and 37signals each committed $100,000 per year for three years, bringing the fund total to $12.6M. — via 1
3. Monid, an agent tool platform connecting 1,800 APIs with pay-per-call and zero subscription, raised $2.1M in pre-seed and has processed 4M agent transactions. — via 1 2
4. Circleback, reportedly the fastest-growing product in the YC batch, is now free and widely used inside YC companies. — via 1
5. Cash App Score is opening to external lenders for the first time, with nova_credit as its first distribution partner; it aims to reflect real-time money management rather than lagging indicators. — via 1
6. Markiplier acquired an 8.5% stake in GoPro, becoming its largest individual shareholder; Greg Isenberg frames this as “creators are the new private equity,” since users may better understand how to grow products. — via 1

3. Industry Insights and Trends

1. AI-native company operations are emerging: the scarce resource is clear documented processes and task routers, not people, and one person with agents can form an efficient organization, backed by examples like Emergent Labs and Retell AI. — via 1
2. Greg Isenberg proposes “marketing engineer” as the new marketing role, using AI agents to automate customer-language analysis, purchase-trigger outreach, SEO content optimization, and ad creative testing; top practitioners could earn $1M/year. — via 1
3. AI is moving into sports organizations: arkerio is working with Bolton Wanderers to re-architect the entire organization around AI, and 776 is investing at earliest stage in “AI x EVERYTHING” companies including sports. — via 1 2
4. Tobi Lutke challenged the narrative that CBC layoffs were caused by AI, noting WSIB bought $7.3M in AI products from a Canadian company and that layoffs mainly stem from office consolidation; he argues ignoring domestic success harms the local industry. — via 1
5. Levelsio created “Infinite Slop,” an endless AI-generated live stream that has become commercially viable: it costs about $200K/month, has two sponsors running real-time AI-generated video ads, and could cover costs and profit if remaining slots sell. — via 1 2