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red september and the quiet takeover 🤫

your web3 & AI weekly roundup.

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gm gm,

Red September keeps delivering as seen from the charts đź”´

But in AI, first, Alibaba drops a trillion-parameter model like it’s casual Friday. Then Microsoft decides OpenAI isn’t enough and invites Anthropic to the party. And now OpenAI is basically building a small country of data centers with Oracle and SoftBank, 7 gigawatts of “please don’t crash” power.

Meanwhile, Coinbase is quietly plotting to become your one-stop money overlord.

As always, we’re using this space to provide you with the latest product updates and relevant industry news in the shortest form possible.

Let’s go! @getenzyme

IN THE SPOTLIGHT
AI gets bigger, smarter and yours to choose!

OpenAI and Nvidia just rewrote the AI infrastructure playbook: the two tech giants have announced a landmark strategic partnership that will see OpenAI deploy at least 10 gigawatts of Nvidia-powered data centers, with millions of GPUs in total, while Nvidia invests up to $100 billion progressively as the new AI “gigawatt factories” come online. This deal positions Nvidia as OpenAI’s preferred compute and networking partner, giving the startup both funding and guaranteed access to cutting-edge hardware, while much of the investment circles back to Nvidia as OpenAI leases the chips and systems. With this scale of compute, OpenAI is set to supercharge its next-generation models, meet the demands of its 700 million weekly active users, and stay ahead in the intensifying global AI race. Expect this partnership to not only accelerate model capabilities but also set a blueprint for how AI leaders secure and monetize massive compute, reshaping the industry’s infrastructure landscape for years to come.

Alibaba is making waves in AI with the release of its Qwen3-Max model, the company’s largest-ever language model at over 1 trillion parameters, excelling in coding, autonomous agent tasks, and multimodal reasoning, alongside a suite of new models for speech, image editing, translation, and content moderation. The Qwen3 series leverages hybrid reasoning and Mixture-of-Experts architecture to deliver high performance with lower compute costs, while nearly all models are open-sourced for global developer access. Coupled with Alibaba’s recent partnership with Nvidia, these advancements position the company to challenge both domestic rivals like DeepSeek and global AI leaders, signaling an aggressive push to expand international AI influence and set new benchmarks in efficiency, scalability, and real-world applications.

Microsoft just gave 365 Copilot a new brain. Users can now switch between OpenAI and Anthropic’s Claude models, picking the best AI for the job. Want deep reasoning? Claude Opus 4.1 has you covered. Routine content or heavy workloads? Sonnet 4 steps in. In Copilot Studio, you can mix and match models from Anthropic, OpenAI, and others in Azure’s catalog, creating your own AI superteam. This isn’t just a minor tweak: Microsoft is signaling it’s ready to play a bigger game in AI, balancing its long-standing OpenAI partnership with new options, while also ramping up its own in-house AI muscle. The move comes after years of investments, tensions, and strategic bets in the AI race, setting the stage for a more flexible and powerful Microsoft 365 experience.

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SUBSTRATES
What else is on the radar?

AI

  • Google launches Mixboard, an AI-powered app that turns text prompts into mood boards, lets you edit and combine visuals with Nano Banana, and even generate text for your creations.

  • OpenAI launches ChatGPT Pulse, a $200/month Pro feature that delivers 5–10 personalized morning briefs as visual cards, with source links, Gmail and Calendar integration, and memory-powered customization, set to expand to Plus users once efficiency improves.

  • Mistral releases Magistral Small 1.2 and Medium 1.2, updated versions of its reasoning LLMs. Both now feature a vision encoder for image analysis, along with performance and usability improvements.

  • DeepSeek V3.1 just evolved into Terminus, offering smarter agents, more consistent language, and rock-solid outputs, now live everywhere with open-source weights.

  • Perplexity’s Comet integrates 1Password credential management into its browser.

  • Elon Musk’s xAI launches Grok 4 Fast, a hybrid upgrade of Grok 4 that cuts reasoning tokens by 40%, slashes benchmark costs by 98%, and adapts between complex and fast modes, ranking top in search tasks and eighth in text tasks on LMArena.

  • Luma AI unveils Ray3, a video generation model that delivers studio-quality HDR videos and features a new “reasoning” ability to plan before creating.

WEB3

  • Ralph Lauren now accepts BTC payments via BitPay, starting with its store in Miami.

  • Nine European banks, including ING and UniCredit, have joined forces in Europe’s Stablecoin Consortium to create a Euro-backed stablecoin, aiming for a H2 2026 launch.

  • Uniswap Labs unveils The Compact V1, a new ERC-6909 smart contract system using reusable resource locks to reduce cross-chain fragmentation and build composable token ecosystems, debuting on UniswapX and integrated with omnichain protocols like Li.Fi and Rhinestone, while UNI has dropped 19.1% to $7.71 over the past week.

  • Gitcoin teases the return of the Gitcoin Grants, starting next month.

  • American Express now offers NFT passports stamps to its travellers.

FROM THE REPOSITORY
Check this out!

Use now or save for later:

  • Streamline and optimize your prompts with PromptGround.

  • Golpol AI lets you turn documents into explainer videos.

  • Track sentiment and engagement during meetings with Read AI.

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Visual of the week: New billionaires in 2025 thanks to AI.

SCOOPS OF THE WEEK

And that’s it for the week - not so short but sweet.

Keep on building!

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