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The rise of autonomous AI agents could threaten the core business model of platforms like Booking.com and Expedia, which rely on charging hotels a commission for bookings.

Max Niederhofer, a partner at Heartcore Capital and an investor in travel startups like GetYourGuide, told the Financial Times, "Fundamentally, [OTAs] are parasitic... If [hotels] don’t have any commission to pay, that’s 20 or so per cent they can use to give [customers] other things like a better room. Online travel agents’ ‘take rates’ are at risk."

Some in the hotel industry see "clear potential" in AI agents to help reduce hotels' dependence on OTAs, a shift that could put long-term pressure on the platforms' margins. However, HOTREC, the European hotel industry group, also warned that the technology could create a new "dependency cycle." For now, the technology is still in its early stages.

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The US Army has awarded contracts to Anduril, Meta, and Rivet Industries to develop new mixed-reality headsets for soldiers. The project aims to deliver a modular mixed-reality system, building on the earlier IVAS program developed with Microsoft. Anduril will lead the effort, with Meta serving as a technology partner. Rivet Industries has announced its contract is valued at $195 million. The new headsets are expected to feature open interfaces and improved software. Meta relaxed its previously strict AI model use policies for US government agencies late last year, paving the way for this partnership with Anduril, which began earlier in 2025. The Army is moving forward with the contracts under an accelerated procurement process.

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Microsoft has signed a cloud deal with AI infrastructure provider Nebius Group NV worth up to $19.4 billion, running through 2031. Nebius, a Yandex spin-off backed by investors like Nvidia and Accel Partners, will supply Microsoft with computing power from a new data center in New Jersey starting in late 2025. The deal comes as Microsoft continues to face a shortage of capacity for AI cloud services, despite heavy investment in its own infrastructure. Microsoft plans to use Nebius's resources to support OpenAI until OpenAI's own "Stargate" infrastructure goes online. This move also lets Microsoft reduce its reliance on existing hosting partners such as CoreWeave and Oracle. Nebius expects significant growth from 2026 onward as a result of the agreement and is considering additional financing options.

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Google has added new reporting tools to NotebookLM. Users can now generate structured reports in more than 80 languages and adjust the tone, style, and structure as needed.

Watch the video: Google

The update also includes a blog post format and dynamic suggestions for report types based on the uploaded material. For example, NotebookLM might recommend a white paper format for research documents. Users can also write their own prompts, up to 1,000 words, to control the tone, style, and format of the generated content.

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Anthropic backs California's SB 53, a state bill that would force large developers of advanced AI to be more transparent and secure—apparently because they see Washington as too slow to act. Anthropic says SB 53 could serve as a solid starting point for national rules.

"While we believe that frontier AI safety is best addressed at the federal level instead of a patchwork of state regulations, powerful AI advancements won’t wait for consensus in Washington."

Anthropic

The bill would require affected companies to publish security policies, disclose risk analyses, report security incidents within 15 days, share internal assessments under confidentiality, and follow clear whistleblower protection rules. Violations could mean fines. The rules target only companies running highly capable models, aiming to keep the burden off smaller providers. Anthropic says their decision comes after reflecting on the lessons from California's failed SB 1047 effort.

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OpenAI CEO Sam Altman has picked up on a trend: "it seems like there are really a lot of LLM-run twitter accounts now." No punchline here.

Image: Altman via X

The Dead Internet Theory is a conspiracy theory that claims the internet is no longer driven by real people, but mostly by bots and AI-generated content. According to this idea, most online activity—comments, posts, and articles—is fake, created to manipulate public opinion and control users.

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