AI Briefing — Thursday, July 2, 2026

Jersey Mike’s IPO illustrates how bad the AI hype has become

Just for kicks, I took a look at Jersey Mike's IPO documents. Surely a sandwich shop would have no need to mention AI. But lo and behold.

Claude-real-video － any LLM can watch a video

Meta quietly launches vibe-coded gaming app Pocket

Meta has quietly launched Pocket, an experimental AI app that lets users generate and share interactive mini games using text prompts.

Anthropic is discussing a new custom chip with Samsung

The news comes about a week after OpenAI announced its own custom AI chip in a partnership with Broadcom.

Show HN: zkGolf – Competitive optimization of formally verified circuits

Zero-Knowledge Proofs (ZKPs) let an untrusted proved show that computation was executed correctly without revealing the inputs to the verifier. However to prove anything, the computation first has to…

OpenAI proposed donating 5% of its equity to a US sovereign wealth fund

OpenAI CEO Sam Altman has reportedly proposed giving 5% of the company’s equity to a U.S. sovereign wealth fund, reviving discussions about letting the public share in the financial gains from the AI boom.

Launch HN: Manufact (YC S25) – MCP Cloud

Hi HN, we are Pietro and Luigi, cofounders of Manufact ( https://manufact.com ), a cloud for MCP apps and servers. We used to be called mcp-use, and still build open source SDKs for MCP under that na…

Microsoft launches its own AI deployment company with $2.5 billion commitment

Microsoft follows Amazon, OpenAI, and Anthropic with its new AI deployment group.

Yep, we’re using OpenClaw to date now

Ben Guez has "a bunch of potential international wives in [his] DMs," thanks to an automated script he set up using OpenClaw, Claude code, and Instagram trials.

Indian tech tycoon bets $30M of his own money to build AI alternative to Microsoft Office

Neo is Bhavin Turakhia’s fifth venture and his latest involving enterprise software. This time he's taking on Microsoft Office and Google Apps with AI.

Hugging Face and Cerebras bring Gemma 4 to real-time voice AI

ScarfBench: Benchmarking AI Agents for Enterprise Java Framework Migration

Why Specialization Is Inevitable

Featuring Every Eval Ever Results on Hugging Face Model Pages

DiScoFormer: One transformer for density and score, across distributions

Measuring the Gap Between Human and LLM Research Ideas

LLMs are increasingly used to brainstorm research ideas, but existing evaluations mostly judge individual ideas by novelty, feasibility, or expert preference. We instead ask: how far are current LLM-generated ideas from…