THE DAILY BRIEF

OpenAI's Jalapeño chip demonstrated superior performance on Semianalysis's InferenceX benchmark, delivering more tokens per user and better throughput-per-kilowatt than current state-of-the-art alternatives.

► Custom inference chips are becoming table-stakes for AI companies seeking margin improvements and vendor lock-in, reshaping the competitive landscape beyond Nvidia.

Uber deployed live video streaming capability for teen accounts, with driver phone recordings only accessible to review specific safety reports. The feature addresses rider safety concerns for underage users.

► Major platforms are implementing age-gated safety controls in response to regulatory pressure, setting operational precedent for protecting minors in gig-economy apps.

Autonomous trucking startup Gatik closed its largest funding round at $200M, led by Qatar Investment Authority and Koch Disruptive Technologies, following a commercial deployment deal with PepsiCo.

► A major consumer logistics win validates autonomous trucking for regular routes, signaling investor confidence in near-term commercial viability beyond long-haul speculation.

WhatsApp began rolling out enhanced account security features including support for multiple passkeys and stronger two-step verification options. The updates address account takeover risks affecting billions of users.

► Passkey adoption by major consumer platforms accelerates the shift away from SMS and passwords, affecting how 2B+ users authenticate.