Google Stitch Just Destroyed Figma's Stock in One Update (Here's Why)

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Google just dropped two products that sent shockwaves through the tech world. Stitch, their new AI design tool, wiped billions off Figma's market cap overnight. Their new coding stack in Google AI Studio is going straight at Anthropic's Claude Code. Meanwhile, Uber just bet $1.25 billion on Rivian robotaxis — but the math doesn't add up. OpenAI acquired Astral and PromptFu as they pivot hard toward enterprise and coding. Cursor launched their own in-house model with some very creative chart work. And MiniMax M2.7 might be the first AI model that meaningfully trained itself. We break down all of it plus Anthropic's massive 81,000-person survey on what people actually want from AI.

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TIMESTAMPS

00:00 Google Stitch
06:30 The Rivian Uber Debacle
12:19 OpenAI's Shopping Spree
17:20 An Unbelievable Chart
19:49 Cursor Releases Their Own Model?!
23:05 Minimax 2.7 Is Scary Good
25:18 The Anthropic Report

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