20M people tried Copilot.

What we’ll cover today:

🌊 Grok told Hawaii the tsunami was over. It wasn’t.

🧑‍💻 GitHub Copilot hits 20M, Cursor's catching up fast

🧠 Meta might ditch open-source Llama forever

👓 Zuck says no AI glasses = brain downgrade

🇪🇺 Google signs EU’s AI code, Meta walks away

👀 Grok Watch: When AI Fumbled a Tsunami Warning

After a massive 8.8 quake hit Russia, Hawaii faced a real tsunami threat. Waves hit Maui. Alerts went out. But Grok, Elon Musk’s AI chatbot, told users the warning was canceled (before any official update.) [Read Full Story]

1. Grok jumped the gun.
   It falsely claimed the tsunami warning was lifted, citing buoy data and tsunami.gov…. even though the warning was still active.

2. People believed it.
   During the panic, many turned to Grok for clarity. Instead, they got misinformation.

3. Critics called it dangerous.
   “Grok is trash,” one user posted. Others demanded Musk fix it immediately.

4. Official downgrade came later.
   Hawaii moved from “warning” to “advisory” hours after Grok’s claim.

🧑‍💻 GitHub Copilot Hits 20M All-Time Users

• Microsoft says Copilot has 20M users, but that's total signups, not active usage. [Read Full story]

• 5M new signups came in the last 3 months, likely driven by enterprise deals.

• 90% of the Fortune 100 use it, and enterprise adoption is up 75% QoQ.

• Nadella claims Copilot now generates more revenue than GitHub did at acquisition.

• Cursor is catching up fast, already crossing $500M ARR with daily usage surging.

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🧠 Meta May Not Open Source Future Llama Models

• Zuckerberg signaled that Meta's most advanced AI models may remain closed. [Read Full Story]

• This contradicts Meta’s previous stance of open-sourcing everything under Llama.

• Justified as a “safety concern,” but clearly tied to AGI competition pressure.

• Meta has paused open testing of Llama Behemoth to prioritize closed model dev.

• Strategy shift aligns with their $14.3B investment into Scale AI and new internal labs.

👓 AI Glasses Are Meta’s Next Big Bet

• Zuckerberg says AI glasses will become the primary interface for computing.

• Without them, he claims users will face a “cognitive disadvantage.” [Read Full Story]

• Meta's Ray-Ban smart glasses are gaining traction, with tripled revenue.

• Reality Labs has lost $70B since 2020 but is being positioned as a long-term AI play.

• Meta wants to merge AR, AI, and constant context into one wearable interface.

🇪🇺 Google Signs EU’s AI Code, Meta Refuses

• Google agreed to follow the EU’s voluntary AI Code of Practice. [Read Full Story]

• The code requires companies to avoid pirated data and respect copyright.

• Meta called the EU’s framework “overreach” and declined to sign.

• The AI Act goes live August 2, with two years for companies to comply.

• Regulatory divergence is emerging between companies willing to play ball and those opting out.

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