
Welcome, AI enthusiasts
Google just unveiled what it sees as the successor to the Transformer. It is called Titans, a model that can memorize while it is running. Many researchers are already asking the same question. Is this the breakthrough everyone has been waiting for? Let’s dive in!
In today’s insights:
Google solved AI's long-term memory
Google is overtaking OpenAI says Godfather of AI
70% of creative professionals fear stigma over AI use, Anthropic study finds
Read time: 4 minutes
LATEST DEVELOPMENTS
Evolving AI: Google has introduced a new architecture called Titans. It gives models real long-term memory during inference, which could change how large models handle context.
Key Points:
Titans learns what to remember while the model is running.
A deep neural memory module updates in real time.
Strong results on extreme long-context tasks.
Details:
Google has unveiled Titans, a new architecture that lets models update their long-term memory while processing text. Instead of relying only on fixed weights, Titans uses a deep neural network as a memory module that learns what to store in real time. The model uses a surprise signal to decide what is worth keeping and what can be ignored, supported by momentum and adaptive decay to manage memory capacity. The MIRAS framework gives the theory behind this, showing how different sequence models fit into one shared design space. Early tests show strong performance on long-context benchmarks, even beating larger models on tasks that require reading millions of tokens. Google has also shown it works outside of language, including genomics and time-series tasks.
Why It Matters:
Titans hints at what comes after transformers, with models that keep learning as they run and use surprise to decide what to store or ignore. If this holds up at real scale, we may finally see AI that keeps stable context across long stretches instead of rebooting every session. Long-term memory has been the big missing piece for years, and this shift could unlock a wave of new systems that feel a lot more capable.
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GEOFFREY HINTON
🔁 Google is overtaking OpenAI says Godfather of AI
Evolving AI: Geoffrey Hinton thinks Google is starting to pass OpenAI, and he says the surprise is that it took this long.
Key Points:
Hinton says Google is “beginning to overtake” OpenAI after the launch of Gemini 3 and Nano Banana Pro.
He believes Google’s chip strategy and research depth give it a long-term edge.
Google donates $10M CAD to create a new Hinton Chair in AI at the University of Toronto.
Details:
Geoffrey Hinton says Google is now pulling ahead in the AI race. He points to strong reactions to Gemini 3 and Nano Banana Pro, along with Google’s push to build its own AI chips. Hinton notes that Google once led the field, inventing transformers and developing early chatbots, but held back after Microsoft’s Tay incident. He adds that Google’s scale in data centers, research teams, and upcoming chip deals with Meta strengthens its position. Hinton spoke just before Google announced a $10M CAD gift to fund a new AI chair in his name at the University of Toronto.
Why It Matters:
When Geoffrey Hinton says Google is starting to pull ahead, he is pointing at more than one strong model launch. It is about Google suddenly looking like the one player that owns the whole pipeline, from Gemini 3 and Nano Banana Pro at the top to its own TPUs that rivals like Meta may soon rent at scale. If that bet pays off, Google could end up setting the pace on model quality, prices, and safety rules while everyone else has to react.
Evolving AI: Anthropic studied how people use AI at work and found a split. AI helps many get more done, yet creatives feel pressure to hide how much they rely on it.
Key Points:
Creative professionals report big productivity gains but face stigma for using AI.
Many worry about job loss and shifting value around human creativity.
Scientists want dependable AI partners but say accuracy still holds everything back.
Details:
Anthropic tested a new tool called Anthropic Interviewer on 1,250 workers, including 125 scientists and 125 creative professionals. The tool held short conversations, and researchers analyzed the themes that came up most. Creatives say AI helps them move faster and improve output, yet many keep their use private because of how colleagues see it. Many also fear losing work to cheaper AI options. Scientists show interest in AI support but still run into reliability problems that erase the time they hoped to save. Across the broader sample, people see AI mostly as a partner, though the line between collaboration and automation is not always clear.
Why It Matters:
Underneath all these numbers is a simple story: AI is already baked into creative and knowledge work, but a lot of that use is happening in the shadows, which means the people who learn it, talk about it, and help set the rules will quietly pull ahead while everyone else is busy pretending nothing changed.
Wall Street Isn’t Warning You, But This Chart Might
Vanguard just projected public markets may return only 5% annually over the next decade. In a 2024 report, Goldman Sachs forecasted the S&P 500 may return just 3% annually for the same time frame—stats that put current valuations in the 7th percentile of history.
Translation? The gains we’ve seen over the past few years might not continue for quite a while.
Meanwhile, another asset class—almost entirely uncorrelated to the S&P 500 historically—has overall outpaced it for decades (1995-2024), according to Masterworks data.
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And they’re not just buying. They’re exiting—with net annualized returns like 17.6%, 17.8%, and 21.5% among their 23 sales.*
Wall Street won’t talk about this. But the wealthy already are. Shares in new offerings can sell quickly but…
*Past performance is not indicative of future returns. Important Reg A disclosures: masterworks.com/cd.
QUICK HITS
📰 Meta strikes multiple AI deals with news publishers.
🎒 Elementary school students use AI to combat homelessness.
🧬 Accurate single domain scaffolding of three nonoverlapping protein epitopes using deep learning.
🎙️ NVIDIA CEO to Joe Rogan: Nobody “really knows” AI’s endgame.
⚖️ New York Times sues AI startup for ‘illegal’ copying of millions of articles.
📱 Meta acquires AI wearables startup Limitless.
🤖 MIT researchers “speak objects into existence” using AI and robotics.
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