Read Online | Sign Up | Advertise | | | Good morning, AI enthusiasts. Desperate times call for surprising partnerships, with struggling Intel reportedly nearing a strategic AI chip manufacturing alliance with longtime rival TSMC. | As the tech giant looks to stabilize after heavy losses, is this partnership the beginning of a new semiconductor era in the U.S. — or the final chapter of Intel's legacy? | Reminder: Our next workshop is today at 4 PM EST — attend and learn how to use GPT-4o's viral image skills effectively in your own work! | | In today's AI rundown: | Intel, TSMC near historic chip manufacturing partnership Adobe launches AI video extension tool in Premiere Pro Transferring styles between images with GPT-4o Study: AI models often hide their true reasoning 4 new AI tools & 4 job opportunities
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| | | | INTEL & TSMC | |  | Image source: GPT-4o / The Rundown |
| The Rundown: Intel is reportedly forming a strategic partnership with chipmaking rival TSMC, according to a report from The Information — in a deal that would create a joint operation to run the struggling U.S. semiconductor leader's manufacturing facilities. | The details: | The White House reportedly brokered discussions between the two rivals, with TSMC potentially acquiring a 20% stake in the new venture. Instead of a cash investment, TSMC will contribute its manufacturing expertise and training programs to help revitalize Intel's production capabilities. The arrangement faces internal resistance from Intel executives concerned about layoffs and the future of Intel's own manufacturing tech. Newly appointed Intel CEO Lip-Bu Tan has pushed for major changes to the company's manufacturing approach, following losses totaling $16B in 2024.
| Why it matters: Intel is turning to one of its biggest rivals to try and revitalize business. Gaining access to TSMC's world-leading manufacturing techniques could provide a major lifeline for the struggling chipmaker, while TSMC secures a stronger foothold in the U.S. during a time of increasing geopolitical tensions around tech supply chains. |
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| | ADOBE | |  | Image source: Adobe |
| The Rundown: Adobe just released its first Firefly-powered AI feature in Premiere Pro called Generative Extend, allowing editors to automatically extend video and audio clips in 4K quality — coming alongside new AI search and translation capabilities. | The details: | The new Generative Extend tool lets editors lengthen video and audio clips, with AI filling in the extra frames to create seamless extensions. The tool now supports 4K resolution and vertical video formats, and can extend ambient audio up to ten seconds independently or two seconds with video. A Media Intelligence search panel IDs content like people, objects, and camera angles within clips, enabling users to search footage via natural language. The new Caption Translation feature instantly converts subtitles into 27 different languages, removing the need for manual translations.
| Why it matters: Rather than focusing on full video generations, Adobe's targeted AI integrations address specific pain points in professional workflows. Tools like extending clips without reshooting, quickly finding footage, and instantly translating captions represent major workflow shifts — saving time while still maintaining creative control. |
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| | AI TRAINING | | | The Rundown: ChatGPT's new native image generation feature can transfer styles between images, allowing you to easily apply the aesthetic of one image to another for striking results. | Step-by-step: | Visit ChatGPT and select "Create Image" from the menu options. Upload both your style reference image (the look you want to have as inspiration) and your content image (the one you want to transform). Craft a specific prompt like: "Apply the visual style, lighting, and composition of the first image to the second image." Review the generated result and refine with follow-up instructions if needed.
| Pro tip: For best results, be very specific about which style elements you want transferred (colors, lighting, composition) and choose reference images with distinctive visual characteristics. |
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| | AI RESEARCH | |  | Image source: Reve / The Rundown AI |
| The Rundown: A new study from Anthropic's Alignment Science Team found that AI models frequently conceal their true reasoning processes when explaining answers to a user, raising concerns about our ability to monitor and understand AI decision-making. | The details: | The research evaluated Claude 3.7 Sonnet and DeepSeek R1 on their chain-of-thought faithfulness, gauging how honestly they explain reasoning steps. Models were provided hints like user suggestions, metadata, or visual patterns, with the CoT checked for admission of using them when explaining answers. Reasoning models performed better than earlier versions, but still hid their actual reasoning up to 80% of the time in testing. The study also found models were less faithful in explaining their reasoning on more difficult questions than simpler ones.
| Why it matters: CoT monitoring has emerged as a key mechanism in detecting AI's processes, but if models aren't reliably expressing their actual reasoning (even for simple decision-making), how can we trust it to reveal more complex, potentially catastrophic behavior? AI's 'black box' still appears far from being fully dissected. |
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| | | | | 📚 Claude for Education - AI for higher ed, with a new 'Learning Mode' for students 🤖 Devin 2.0 - AI software engineer, now with multiple AI agent capabilities 🌊 Windsurf Wave 6 - Latest IDE update with app deploys, additional context and improved MCP support 🎥 Video Re-style - Change the style of any video while maintaining consistent movement
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| | | 🧮 Anthropic - Data Operations Manager 🗂️ xAI - Executive Assistant 🎨 OpenAI - Design Director, UX/UI 📈 Meta - Business Development Manager
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| | | Former OpenAI researcher Daniel Kokotajlo published 'AI 2027', a new scenario forecast of how superhuman AI will impact the world over the next decade. | OpenAI COO Brad Lightcap revealed that over 700M images have been created in the first week of 4o's image release by 130M+ users — with India now ChatGPT's fastest growing market. | Runway is raising $308M in new funding that values the AI video startup at $3B, coming on the heels of its recent Gen-4 model release. | A new report from the U.N. estimates that 40% of global jobs will be impacted by AI, with the sector expected to become a nearly $5B global market by the 2030s. | Bytedance researchers released DreamActor-M1, a framework that turns images into full-body animations for motion capture. | OpenAI's Startup Fund made its first cybersecurity investment, co-leading a $43M Series A round for Adaptive Security and its AI-powered platform that simulates and trains against AI-enabled attacks and threats. | Spotify unveiled new AI-powered ad creation tools, allowing marketers to create scripts and voiceovers for audio spots directly in its Ad Manager platform. |
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| | | | | | Join our next workshop today at 4 PM EST with Dr. Alvaro Cintas, The Rundown's AI professor. By the end of the workshop, you'll walk away with practical skills and a clear understanding of how to use GPT-4o effectively in your own work — beyond the hype. | RSVP here. Not a member? Join The Rundown University on a 14-day free trial. |
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| | That's it for today!Before you go we'd love to know what you thought of today's newsletter to help us improve The Rundown experience for you. | | See you soon, | Rowan, Joey, Zach, Alvaro, and Jason—The Rundown's editorial team |
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