Howdy, it’s Barsee again.

Happy Thursday, AI family, and welcome back to AI Valley.

Today’s climb through the Valley reveals:

• Replit launches Agent 3 with 10x autonomy

• Oracle’s historic AI earnings day

• Amazon is developing AR glasses to rival Meta

• ByteDance launches Seedream 4.0 to challenge Google’s Nano Banana

• Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

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THROUGH THE VALLEY

1/ Replit raises $250M and launches Agent 3 with 10x autonomy

Replit just raised $250M at a $3B valuation and released Agent 3, its most advanced coding agent yet. Revenue jumped from $3M to $150M in a year. The new agent can now run for 200 minutes without human help, a 10x improvement over the last version.

Agent 3 can generate new agents, build workflows for Slack, Notion, and email, and test apps in a live browser while fixing issues on its own. Replit says it is 3x faster and 10x cheaper than older models. CEO Amjad Masad compared it to a “Full Self-Driving moment” for software.

Why does it matter?

AI progress is increasingly measured by how long tasks can run without humans. Agent 3’s jump from 20 to 200 minutes highlights that shift. It also strengthens Replit’s place in the agentic coding market, alongside rivals like Lovable, Cursor, and Cognition, now with major funding momentum.

2/ Oracle’s historic AI earnings day

Oracle’s stock jumped 40% after it revealed $455B worth of future AI infrastructure deals, including a $300B deal with OpenAI. The spike added over $100B to Larry Ellison’s net worth in a single day, briefly making him the richest person alive, passing Elon Musk.

In its latest quarter, Oracle signed four multibillion-dollar contracts and now expects its revenue backlog to top $500B. Cloud infrastructure revenue is projected to climb from $18B this year to $144B within five years, most of it already secured. OpenAI alone could bring in about $60B a year starting in 2027.

Why does it matter?

Nvidia dominated chips for AI, and now Oracle is becoming a winner in compute infrastructure. These contracts secure its role as a key AI provider while showing how the “picks and shovels” companies of AI are creating historic revenue growth and shifting global wealth rankings.

3/ Amazon said to be developing AR glasses to rival Meta

Amazon is developing AR glasses, codenamed Jayhawk, according to The Information. The consumer version will include microphones, speakers, a camera, and a full-color display in one lens, with launch planned for late 2026 or early 2027. This would be Amazon’s first big step into AR glasses, directly competing with Meta.

Amazon is also making AR glasses for delivery drivers with built-in turn-by-turn navigation. That version could ship as soon as Q2 2026, with about 100,000 units planned. Both models will share display technology, but the consumer glasses will be lighter and less bulky.

Why does it matter?

Amazon’s entry adds heat to the AR race, where Meta already has millions of Ray-Ban Meta sales and an upcoming update. With two tech giants pushing into AR wearables, competition could speed up adoption and help bring smart glasses to mainstream consumers.

4/ ByteDance launches Seedream 4.0 to challenge Google’s Nano Banana

ByteDance unveiled Seedream 4, a new multimodal image model built to rival Google’s Gemini 2.5 Flash, also known as Nano Banana. It can generate and edit images in one system, produce 4K outputs, handle six reference inputs, and work across multiple aspect ratios. That is a big leap over Nano Banana’s 1080p, square-only results, and it is cheaper to run.

Seedream 4 improves on speed, text-to-image quality, 3x more consistency, single-image editing, and multiple-image generation in a set. It also scores high on prompt accuracy, text rendering, and aesthetics, rivaling OpenAI’s GPT-Image-1.

Why does it matter?

With Nano Banana gaining attention for versatility, Seedream 4 pushes things further with higher resolution, broader flexibility, and lower cost. The move into 4K multimodal editing highlights how competition among image AI leaders is intensifying, giving us tools that are faster, cheaper, and higher quality.

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THINK PIECES / BRAIN BOOST

• Step-by-step guide to AI agent automation with Claude 4 and n8n

• Gartner reports AI will consume all of IT by 2030, but not all IT jobs

• How to code with Droids: step-by-step guide for how artists, designers, writers, and more can create software

• How to use AI for better decision-making

• OpenAI's tutorial on building real-time voice agents

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.

💡 Help me get better and suggest new ideas at [email protected] or @heyBarsee

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