hi bud buds,

last week, three of the world’s most important software companies (meta, notion, and youtube) held major demo days.

i’ve summarized below the biggest moments. my personal takeaways: meta’s ray-ban display could be a turning point for smart glasses, notion is betting heavily on ai agents, and youtube is shipping product at a blistering pace.

meta

the big drop was ray-ban display: smart glasses with a tiny display in one lens. pinch your fingers and a screen pops up in front of your right eye, showing messages, reels, and maps. i’ve been a smart glasses skeptic, but early reviews are very positive.

in smaller news, meta also released the oakley meta vanguard (wraparound smart glasses for athletes) and ray-ban meta gen 2 (extended battery, sharper video, and live translation in six languages).

notion

notion’s demo day focused on ai agents with memory and database access. they can run multi-step tasks for up to 20 minutes, edit docs on your behalf, learn to use templates, and access tools like slack and gmail. one cute design element: you can customize the appearance and personalities of your agents :-)

youtube

youtube’s demo day was an absolute bonanza of major feature launches:

honestly, i’m blown away by how fast youtube is shipping. i would hate to be competing with them right now.

have a great week, y’all. i love you.

- dj

last week’s biggest product releases

big news! huge!

  • google added gemini to chrome, bringing ai search directly into the world’s most popular browser

  • google launched agent payments protocol, a framework for agents to shop and transact on users’ behalf

personal faves

  • amazon launched seller assistant, an ai agent for sellers that monitors inventory, flags slow-moving products, suggests price changes, and more

  • openai is building chatgpt for teens, blocking certain topics (like sexual content or self-harm) and letting parents receive alerts / set account limits

nice job guys

other llm news

  • openai launched gpt-5-codex, a new ai coding model trained for dynamic code review and refactoring

  • xai launched grok 4 fast, a cost-efficient reasoning model with a 2m token context window

that’s it for this week; thanks for reading. if you enjoyed this issue, please consider sharing it with a friend so i can get really rich and afford a personal boxing coach.

love, dj

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