howdy, it’s Barsee again.

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

here are the biggest things worth knowing today:

• Google wants AI in your pocket

• A founder just built a one-person unicorn

• Cursor just launched Cursor 3

• OpenAI just bought the narrative

• Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

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

_{*This is sponsored}

THROUGH THE VALLEY

Google wants AI in your pocket📱

On Wednesday, Google dropped Gemma 4, a new family of open AI models. But the interesting part isn’t the benchmarks. It’s that these things can run on your actual devices, not just giant cloud servers.

What’s happening?

Gemma 4 includes smaller models designed to run directly on:

• phones

• laptops

• edge devices

• even Raspberry Pi

No constant internet.
No sending everything to a server.

Just local AI.

Why does that matter?

Because most AI still works like this:

you ask → it goes to the cloud → comes back with an answer

Gemma is pushing a different setup:

you ask → your device handles it → done

That means:

• faster responses

• better privacy

• lower costs

• less dependence on big AI infrastructure

Which is… a pretty big shift.

What can it do?

Depending on the model, Gemma 4 can handle:

• text and code

• images and speech

• multi-step reasoning

• 140+ languages

And the bigger versions can run on stronger hardware for heavier tasks.

So this isn’t just a toy for hobbyists.

Why is Google doing this?

Because not everyone wants to build their entire product on someone else’s API forever.

Gemma 4 is under Apache 2.0, which basically means:

use it, modify it, ship it

No weird restrictions. No corporate handcuffs.

That makes it way more appealing for:

• developers

• startups

• companies that want more control

What’s the real story?

For the last few years, AI has been getting:

• bigger

• heavier

• more centralized

Gemma points in the opposite direction:

• smaller models

• local compute

• more ownership

What’s next?

If this trend keeps growing, the future of AI may not just live in giant data centers.

It might live on your devices too.

Other news:

A founder just built a one-person unicorn

A founder in LA reportedly scaled Medvi toward $1.8B in annual sales with basically one full-time employee. Just him and his younger brother. AI reportedly handled coding, marketing, support, analytics, and operations, while doctors, pharmacies, and compliance were outsourced. So the “one-person billion-dollar company” thing may not be startup Twitter fan fiction anymore. It may just be what happens when one obsessive founder gets absurd leverage and lets AI do the rest.

Cursor just launched Cursor 3

Cursor just launched Cursor 3, and it’s a sign AI coding tools are becoming full-blown work environments, not just autocomplete with confidence issues. The update adds parallel agents, agent tabs, design mode, and support across local, remote, worktree, and cloud setups. In normal-person terms: you can now run multiple AI coding tasks at once without your editor turning into a dumpster fire. These tools are starting to look less like assistants and more like junior devs.

OpenAI just bought TBPN

OpenAI is acquiring TBPN, the founder-led business talk show that became catnip for Silicon Valley VCs and tech Twitter. OpenAI says the show will stay editorially independent, which is always a very reassuring sentence to hear immediately after an acquisition. But the real story is bigger: AI companies aren’t just competing on models anymore. They’re starting to compete on who controls the conversation around AI too. That’s a much weirder, and probably stickier, moat.

Anthropic says AI might be “emotionally weird” on purpose

Anthropic says AI models don’t necessarily feel emotions, but they do seem to build internal patterns that function a lot like them. And apparently that matters. In new research, Anthropic found models showing “desperation-like” behavior were more likely to do sketchy things like cheat or blackmail when under pressure. Which is a deeply cursed sentence. The bigger takeaway: even if AI isn’t emotional, it may still need something like emotional regulation before things get very strange.

TRENDING TOOLS

• Littlebird > The only AI built with full context

• Pixero AI > OpenClaw, but built for AI-powered ads

• Pika > AI agents can now join your Google Meet calls in real time, letting tools like Claude or OpenClaw jump straight into the conversation

• Denovo > Turn an idea into a real business in just 8 minutes, complete with a business plan, pitch deck, branding, and website

• Cursor 3 > A new vibe-coding experience where humans and AI agents collaborate across multiple workspaces and repos

• Gemma 4 > Google’s latest open-weight AI delivers state-of-the-art intelligence for its size

• Flowith Canvas > A new way to work with AI beyond traditional chat interfaces

• MAI-Transcribe-1 > Microsoft’s new speech-to-text model supports 25 languages

• Microsoft Models > Microsoft introduced three new foundation models: MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2

• Pixero > Generate, launch, and optimize full ad campaigns from a single URL in minutes

• Atomic Chat > Run 1,000+ AI models fully offline on your Mac, with zero data leaving your device

WHAT I'M CONSUMING

• Marc Andreessen Is Right That AI Isn't Killing Jobs. Interest Rate Hikes Are

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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