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Welcome back {{firstname}}! Google has finally shipped a native Gemini desktop app for Mac, a year after Claude and ChatGPT got there first. Meanwhile Allbirds is gutting itself to become a GPU-rental business, Anthropic is being offered $800B valuations it hasn't asked for, and Snap has cut 1,000 jobs with AI pinned as the reason.

In today’s Generative AI Newsletter:

  • Gemini on Mac: What can Google's assistant actually do now it lives on your desktop?

  • Allbirds pivot: Can a bankrupt shoe brand really become an AI compute company?

  • Anthropic valuation: Why is the venture market trying to hand Anthropic $800B without being asked?

  • Snap layoffs: What does it mean when 1,000 jobs vanish and the stock goes up?

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