👋If you are a new reader, my name is Danar Mustafa. I write about product management focusing on AI, tech, business and agile management. You can visit my website here or visit my Linkedin here. I am based in Sweden and founder of AImognad.se – the leading AI maturity Model Matrix. Get your free assessment here.

My goal is to be your guide through the exciting world of technology, startups, and our digital society. I’m here as a tech enthusiast to explore the latest advancements that are shaping our world.

📌 Infograhpic of the Month: The World’s Fastest Shrinking Jobs (2025-2030📌

🧠 Big Tech News 🧠

Big Tech’s $400 Billion AI Spending Spree Just Got Wall Street’s Blessing. Major tech companies—Google, Microsoft, Amazon, and Meta—are on track to spend nearly $400 billion on AI-focused capital expenditures, surpassing the EU’s defense budget. Wall Street is rewarding these investments, with Microsoft and Meta reaching market capitalizations of $4 trillion and nearly $2 trillion, respectively.

Investors Glimpse Pay-Off for Big Tech’s Mammoth Spending on AI Arms Race. Big Tech companies are beginning to realize returns on their substantial investments in artificial intelligence (AI), leading to a surge in investor confidence and market valuations. Microsoft, Alphabet, and Meta collectively added over $350 billion in market value, with Microsoft hitting a $4 trillion valuation and Meta nearing $2 trillion

⚖️ Politics & Legal Affairs ⚖️

The Trump Administration’s 2025 AI Action Plan. The Trump Administration has unveiled its 2025 AI Action Plan, aiming to position the U.S. as a leader in artificial intelligence. The plan includes executive orders focusing on AI research, development, and ethical considerations, signaling a significant federal push to advance AI technologies.

Artists Sue Tech Giants Over AI Training Data. Artists are suing companies like OpenAI, Meta, and Google for using their work without permission to train AI models. These firms argue for “fair use,” but the legal outcomes presently favor tech giants. Adobe is an exception, positioning itself as artist-friendly with tools like Firefly AI, trained only on licensed or public domain data.

🔬 Research & Development 🔬

Researchers Create ‘Virtual Scientists’ to Solve Complex Biological Problems. Stanford Medicine researchers have developed a team of ‘virtual scientists’ powered by artificial intelligence to assist in solving complex biological problems. This initiative aims to accelerate medical research and discovery by leveraging AI to analyze vast datasets and generate hypotheses.

AI Predicts Tumor Stemness to Gauge Cancer Aggressiveness. Researchers are using AI to predict tumor stemness—a key indicator of cancer aggressiveness and recurrence risk. By analyzing genetic and molecular tumor data, AI models help oncologists estimate tumor resistance and relapse potential, enabling precision treatment planning and patient stratification.

🛠️ Tools & Product Launches 🛠️

Nvidia’s New Consumer Desktop PC Chip Reportedly Delayed Well Into 2026. Nvidia’s upcoming consumer desktop PC chip has reportedly been delayed well into 2026. This delay may impact the availability of next-generation GPUs for gaming and AI applications, affecting both consumers and developers awaiting these advancements.

ChatGPT Agent: A Proactive AI Assistant

OpenAI introduced ChatGPT Agent on July 17, transforming ChatGPT from a reactive chatbot into a proactive AI assistant. This feature enables ChatGPT to autonomously perform tasks such as web browsing, file management, and application usage, offering a more interactive and efficient user experience.

Study Mode: Enhancing Critical Thinking

Launched on July 29, Study Mode is a new feature within ChatGPT designed to promote critical thinking by guiding users through problems step by step, rather than providing direct answers. This approach aims to help students develop a deeper understanding of the material.

Claude for Financial Services

On July 15, Anthropic launched Claude for Financial Services, an AI solution tailored for the financial industry. It assists analysts, portfolio managers, and underwriters in large financial institutions by providing tools for market research, due diligence, and data-driven decision-making.

Opal: No-Code AI App Builder from Google

On July 24, Google launched Opal, an experimental AI tool that enables users to create mini AI applications using natural language prompts and visual editing, without any coding required. Opal allows users to chain together AI prompts, models, and tools to build custom applications.

🚀 Startups & Investments 🚀

XPANCEO Raises $250M for XR Contact Lens Technology, Reaching $1.35B Valuation. XPANCEO, a deep tech company developing smart contact lenses for extended reality (XR) computing, has secured $250 million in funding, bringing its valuation to $1.35 billion. This investment aims to accelerate the development and commercialization of XR contact lens technology.

Thinking Machines Lab Secures $2B in Funding

Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, raised $2 billion in a funding round led by Andreessen Horowitz, valuing the company at $12 billion. The round also included investments from Nvidia, AMD, Cisco, and the government of Albania. The company focuses on developing autonomous agentic AI systems for enterprise decision-making.

Anaconda Achieves $1.5B Valuation with Series C Funding

Anaconda, a leading AI startup specializing in open-source data science tools, raised a Series C funding round that valued the company at $1.5 billion. The company operates profitably with over $150 million in annual recurring revenue and aims to capitalize on the growing enterprise demand for open-source AI tools.

🌍 EU & Sweden 🌍

Google Commits to EU’s AI Code of Practice Amidst Industry Debate

Google has announced its intention to sign the European Union’s voluntary Code of Practice for artificial intelligence, aligning with the EU’s AI Act. While this move is seen as a step toward regulatory compliance, Google expressed concerns that certain provisions, particularly those diverging from EU copyright laws and exposing trade secrets, could hinder AI development in Europe. In contrast, other tech giants like Meta have declined to sign, citing legal uncertainties and overreach. The Code aims to provide legal certainty and reduce administrative burdens for companies adhering to its guidelines.

6G AI Sweden Launches Sovereign AI Infrastructure in Kista

6G AI Sweden AB has inaugurated a new AI cloud facility in Stockholm’s Kista technology district, marking a significant step in Sweden’s AI capabilities. The facility, operating under full compliance with GDPR and the EU AI Act, offers Swedish enterprises access to advanced AI infrastructure, including NVIDIA H200 GPUs. This initiative ensures data sovereignty and regulatory compliance, addressing concerns over digital protectionism and positioning Sweden as a leader in responsible AI development.

🧠 AI in Healthcare 🧠

AI Adoption Surges Across the Health Care Industry. A recent survey shows that two-thirds of healthcare organizations are now using or exploring AI technologies. While AI is enhancing operational efficiency and patient care, concerns over data security and implementation challenges remain prevalent.

🧠 AI in Education 🧠

New U.S. Education Department Guidance Encourages Schools to Use AI in Classrooms.The U.S. Department of Education has issued new guidance advocating for the use of artificial intelligence in classrooms to enhance educational outcomes. The guidelines encourage schools to incorporate AI for purposes such as personalized tutoring and career advising, provided they adhere to ethical standards.

🤖 Robotics🤖

Amazon Deploys Over 1 Million Robots and Launches New AI Foundation Model. Amazon has deployed its 1 millionth robot across its fulfillment centers and introduced a new AI foundation model to enhance the capabilities of its robotic fleet. The initiative aims to improve efficiency and scalability in Amazon’s operations.

🎮 Hardware:

AMD Quietly Reveals Cheapest Ryzen AI Yet — AI 5 330 Is a Quad-Core Budget Processor with 50 TOPS NPU. AMD has introduced the Ryzen AI 5 330, a budget-friendly quad-core processor equipped with a 50 TOPS neural processing unit (NPU). This chip is designed to deliver efficient AI performance for entry-level computing devices

📊 Market Insights & Investment Trends 📊

AI Infrastructure Spending by Tech Giants

Major tech companies are ramping up their AI infrastructure investments. Meta plans to spend up to $72 billion this year on AI infrastructure, doubling its previous year’s expenditure. Alphabet (Google’s parent company) is set to invest $85 billion, while Amazon plans to allocate $100 billion. These investments underscore the industry’s commitment to scaling AI capabilities and maintaining competitive advantages.

Historic Surge in AI Investments

In July 2025, global AI investments reached unprecedented levels. The U.S. alone saw private AI investments soar to $109.1 billion, nearly 12 times China’s $9.3 billion and 24 times the U.K.’s $4.5 billion. Generative AI attracted $33.9 billion globally, marking an 18.7% increase from 2023. This surge reflects the growing confidence in AI’s transformative potential across various sectors

🧠 Adoption Trends & Consumer Behavior 🧠

Menlo Ventures Report: A survey of over 5,000 U.S. adults revealed that while 61% have used AI in the past six months, spending in the consumer AI market lags at $12 billion. This indicates a significant opportunity for specialized tools to unlock more value.

🧠 Research Paper of the Month 🧠

Chatting with your ERP: A Recipe: Discusses integrating large language model agents with ERP system

🧠 Tools to try 🧠

Code Rabit – AI Code Review

Claude Canva Presentation Mode – Create Canva presentation directly from Claude

N8N – Build AI Agents

🧠 AI Conferences and Summits August 2025 🧠

1. Ai4 2025

• Dates: August 11–13, 2025
• Location: MGM Grand, Las Vegas, NV, USA
• Overview: Ai4 2025 is North America’s largest AI industry event, bringing together thousands of executives and technology innovators. The conference will feature over 600 speakers and more than 8,000 attendees from over 75 countries, covering various aspects of AI applications across industries.

2. Agentic AI Summit 2025

• Date: August 2, 2025
• Location: UC Berkeley Campus, Berkeley, CA, USA
• Overview: The Agentic AI Summit 2025 is a premier event focusing on the future of AI agents. It aims to bring together researchers, developers, and industry leaders to discuss advancements in autonomous AI systems and their applications.

3. Generative AI Summit 2025

• Date: August 27, 2025
• Location: The LINE LA, Los Angeles, CA, USA
• Overview: This summit is dedicated to industry-ready generative and agentic AI, focusing on practical applications and innovations in the field. It is designed for engineers, builders, and tech executives to explore the latest developments in generative AI technologies.