PLUS: Nvidia's earnings quiet AI bubble fears and Meta's new image-to-3D model
OpenAI has released an advanced AI coding assistant designed to handle complex software projects autonomously for days at a time. The tool already shows a significant reduction in development time, integrating with popular environments across 15 different programming languages.
This technology represents a major step toward AI becoming a true development partner rather than just an autocomplete utility. As these systems take on more complex and lengthy tasks, how will they reshape software teams and the core role of human developers?
In today’s Next in AI:
OpenAI's new 24-hour coder
Nvidia’s earnings quiet AI bubble fears
Meta's new image-to-3D model
Klarna’s AI-driven workforce model
New AI Coding Assistant Launches
The Recap: OpenAI released an advanced AI coding assistant that can handle complex software development tasks autonomously over extended periods.
Unpacked:
The tool can work on projects for multiple days without losing context, using an innovative memory management system.
Early testing shows it reduces development time by 40% while maintaining code quality standards.
The assistant integrates with popular development environments and supports 15 programming languages at launch.
Bottom line: This represents a significant step toward AI systems that can serve as true development partners rather than simple autocomplete tools. The technology could reshape how software teams approach complex projects and resource allocation.
Nvidia Quiets the Bubble
The Recap: Nvidia crushed its quarterly earnings and issued a bullish forecast, signaling that the massive enterprise spending spree on AI infrastructure isn't slowing down. The results helped ease Wall Street fears of a bursting AI bubble.
Unpacked:
The company reported $57 billion in revenue for the quarter, a 62% year-over-year jump, largely driven by its data center segment which brought in an impressive $51.2 billion.
CEO Jensen Huang stated that sales for its new Blackwell chips are off the charts, and the company projected fourth-quarter revenue around $65 billion, well above analyst expectations.
These stellar results arrived amid widespread AI bubble warnings, providing a powerful counterpoint that demand from major tech companies remains incredibly strong.
Bottom line: Nvidia's performance demonstrates that the current AI boom is backed by substantial revenue and real-world demand, not just speculation. This solidifies the company's foundational role and suggests the pace of AI infrastructure buildout is set to accelerate.
Meta's 3D Vision
The Recap: Meta just unveiled SAM 3D, a new model that generates detailed 3D reconstructions of objects and people from a single 2D image, and launched a public playground for anyone to try it out.
Unpacked:
The model's breakthrough comes from a powerful data annotation engine that scaled the creation of real-world 3D training data by having humans rank and verify meshes instead of building them from scratch.
The release includes two new models: SAM 3D Objects for creating assets and scenes, and SAM 3D Body for estimating human pose and shape with high accuracy.
The technology is already powering new features like Facebook Marketplace’s “View in Room” tool, and Meta has released model checkpoints and code for its new human body models.
Bottom line: This technology significantly lowers the barrier for creating 3D assets, opening new possibilities for creators, game developers, and e-commerce. Its potential to serve as a 3D perception module hints at future advancements in robotics and augmented reality.
Klarna's AI Dividend
The Recap: Fintech giant Klarna revealed that adopting AI has allowed it to nearly halve its workforce since 2022 while simultaneously boosting average pay for its remaining employees by 60%.
Unpacked:
Since 2022, Klarna's headcount dropped from 5,527 to 2,907, while average employee compensation jumped from $126,000 to $203,000.
The staff reduction occurred mostly through natural attrition, with technology now performing the work of 853 full-time employees, particularly in customer service roles.
CEO Sebastian Siemiatkowski aims to continue increasing the company’s revenue per employee, suggesting more AI-driven efficiency gains are on the horizon.
Bottom line: This marks one of the clearest examples of AI directly reshaping a company's financial and operational structure. Klarna's model could signal a broader shift toward smaller, more highly compensated workforces augmented by technology.
AI Pulse
Anthropic announced a major global expansion with new international offices and leadership, revealing its run-rate revenue has surged from $87M at the start of 2024 to over $5B as of August 2025.
Europe proposed plans to scale back its GDPR and AI Act, easing rules on using personal data for model training and delaying compliance deadlines for high-risk AI systems to boost economic growth.
Multiverse created a 55% smaller, uncensored version of the Chinese model DeepSeek R1 by using techniques inspired by quantum physics to precisely remove specific data.
Arduino updated its Terms of Service with sweeping changes that grant the Qualcomm-owned company a perpetual license over user uploads, allow broad surveillance of AI features, and forbid reverse-engineering the platform.