howdy, it’s Barsee again.

happy tuesday, AI family, and welcome back to AI Valley.

here are the biggest things worth knowing today:

• OpenAI is quietly building an AI-first phone

• OpenAI loosens Microsoft partnership, ends exclusivity

• Anthropic hits record $1 trillion valuation

• Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

PRESENTED BY PUBLIC

Public becomes the first brokerage to introduce AI Agents for your portfolio

Instead of manually managing your portfolio, what if you could get an AI Agent to execute tasks on your behalf? That’s what Public has just launched with its new Agents investing experience.

Now, you can enter prompts, like "If the VIX hits 25, buy a put option on the S&P 500 to hedge my portfolio,” or "If my checking account balance exceeds $20,000, sweep the excess into my Bond Account."

From there, the AI proposes an Agent workflow based on your intent. You can refine timing, adjust triggers, and set precise conditions before anything goes live. Once activated, your Agent monitors market conditions 24/7 and executes exactly as defined.

Agents represent a fundamental shift in how you manage your portfolio. For decades, investing meant manually entering orders—whether over the phone, on the web, or in an app. Now, you can simply express your intent, and your Agent handles the execution on your behalf.

Get access to Agents on Public

THROUGH THE VALLEY

1/ OpenAI is quietly building an AI-first phone

OpenAI is reportedly working on its own AI-first smartphone, with early plans pointing to mass production around 2028. The company is said to be collaborating with Qualcomm and MediaTek on custom chips, while Luxshare Precision Industry may handle design and assembly. Instead of apps, the device is expected to center around AI agents that execute tasks end-to-end. The hardware is being optimized for on-device AI, with heavier workloads pushed to OpenAI’s cloud. If this direction holds, it could shift phones from app-driven interfaces to outcome-driven interactions, putting pressure on ecosystems built by Apple and Google.

2/ OpenAI loosens Microsoft partnership, ends exclusivity

OpenAI and Microsoft have restructured their partnership, ending Azure’s exclusivity over OpenAI models. Microsoft remains the primary cloud partner with early access, but OpenAI can now distribute across other providers, including Google and Amazon. Microsoft’s licensing rights extend through 2032, though no longer on an exclusive basis. The financial terms are shifting too. OpenAI will continue revenue-sharing payments until 2030, but Microsoft is no longer sharing revenue back.

3/ Anthropic hits record $1 trillion valuation

Anthropic is reportedly trading at valuations approaching $1 trillion on secondary markets, up sharply from its $380 billion round just months ago. That puts it near or even above OpenAI in some private trades, where pricing has hovered around the high-$800B range. Demand appears overheated. Shares are scarce, and secondary buyers are bidding aggressively to get exposure. Part of the momentum comes from strong growth and products like Claude Code. But a large part of the surge looks sentiment-driven, where access itself is becoming the asset.

PRESENTED BY AMD

Ship faster. Debug less.

AMD AI DevDay is April 30th in SF! Register now and join hands-on workshops (agents, post-training, kernel optimization), open AI tooling with ROCm, and hear from the engineers behind it all.

Plus, you'll receive exclusive swag.

Don't get FOMO. If you're building AI, this is your room.

Register now before it fills up.

Register Now

TRENDING TOOLS

• LabWorld Factory > Prompt a lab. Generate a world. It builds scalable simulated biology labs for AI agents _^(sponsored)

• HappyHorse > Alibaba’s latest state-of-the-art video generation model

• Odyssey-2 Max > Generates interactive video worlds you can explore and interact with in real time

• Skye > Replaces your iPhone home screen with an AI-first voice interface that connects directly to your apps

• Google Geema Browser Assistant > An on-device AI browser assistant built with Transformers.js and Gemma 4 E2B (see demo)

• BAND > Coordinate and manage multi-agent workflows inside a single chat

• Emotional Intelligence AI for Live Calls > Real-time AI that understands emotions during live sales conversations

• Exa for Claude > A plugin to give your Claude access to websites, people, companies, and more

WHAT I'M CONSUMING

• The real reason they keep saying AI will take your job

• Y-Combinator released things to build on the AI era

• Things I learned working at OpenAI

• Google is testing AI chatbot search for YouTube

• A tutorial on how to use Kimi K2.6 to build award-winning websites

THE VALLEY GEMS

What’s trending on social today:

THAT’S ALL FOR TODAY

Thank you for reading today’s edition. That’s all for today’s issue.

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