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Howdy, it’s Barsee again.
Happy Tuesday, AI family, and welcome back to AI Valley.
Today’s climb through the Valley reveals:
ChatGPT officially rolls out ads
Seedance 2.0 shows how far AI video has evolved
Waymo gives world models a real-world purpose
Nvidia becomes the first $5T company
Plus trending AI tools, posts, and resources
Let’s dive into the Valley of AI…
THESYS
Courtesy: Thesys
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THROUGH THE VALLEY
Courtesy: OpenAI
OpenAI has officially begun testing ads inside ChatGPT for U.S. users on the Free and $8 per month Go plans. The ads appear below chat replies and are targeted using conversation context, past chats, and ad engagement, though OpenAI says ads do not influence the model’s answers. Advertisers cannot access user chats or personal data, and ads will not appear around sensitive topics like health or politics. Free users can opt out of ads, but doing so limits daily messages, nudging upgrades. The pilot reportedly starts at around $200,000 for advertisers, with large agencies already buying placements.
SeedDance 2.0 raises the bar for AI video by producing clips that look closer to real footage than most models available today. Motion appears smoother, scenes stay more consistent, and audio lines up better with what’s happening on screen, which makes the results usable for real projects instead of just demos. This puts pressure on rivals like Sora and other video tools to move faster with upgrades. As competition heats up, creators are likely to see quicker improvements, more stable video generation, and lower prices, making high-quality AI video more accessible for everyday creative work.
Waymo has launched the Waymo World Model, a generative system built on Google’s Genie 3 to simulate realistic driving scenarios for training robotaxis. Engineers can change weather, time of day, or create full synthetic scenes using simple language prompts, and even turn real dashcam footage into new training data. The model can generate rare and extreme events, like animals on highways or severe storms, to help vehicles handle unfamiliar conditions as Waymo expands to new cities. The release comes as Waymo faces scrutiny over safety after a recent accident, adding pressure to improve how its systems prepare for edge cases.
Nvidia briefly crossed a $5 trillion market value as demand for its AI chips continues to surge. The company dominates the market for data center accelerators, with its Blackwell and Rubin GPU platforms powering much of today’s large AI model training and inference. Investors see Nvidia as a core supplier for the entire AI buildout, which has driven its stock to record levels. The milestone highlights how central hardware has become to the AI boom, as companies race to build data centers and scale AI services. Nvidia’s lead in performance and supply has turned chip design into one of the most valuable positions in the tech economy.
TRENDING TOOLS
AgentSkill > The open-source package manager for AI agent skills. Install from 15,000+ community skills
ClawdTalk > Your Clawdbot’s first phone number, now your AI can take calls
Overlead > Find customers who are actively asking for the exact product you sell
MiniMax Agent Desktop > A fully local desktop automation agent. Think Claude Cowork, but without the $100 per month paywall
Qwen-Image 2.0 > Next-generation image generation model with stronger realism and prompt control
Harvey > AI built specifically for legal and professional services
WHAT I'M CONSUMING
INDUSTRY MOVES
THE VALLEY GEMS
What’s trending on social today:
THAT’S ALL FOR TODAY
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