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Today: Google clears Gemini 3.5 Pro for a July launch, Anthropic maps the daily rhythm of how people use Claude, and Meta lays plans for an AI-run prediction market. Here are six developments worth knowing from the past few days.

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*According to Masterworks data. Investing involves risk. Past performance is not indicative of future returns. See important Reg A disclosures at masterworks.com/cd.

Models & Products

Google clears Gemini 3.5 Pro for a July general-availability launch. Google's next flagship model, Gemini 3.5 Pro, is now targeted for general availability in July after slipping past its original June window, and remains in limited preview for Vertex AI enterprise customers in the meantime. The model carries a two-million-token context window — described as the largest in any production frontier model to date — and a "Deep Think" extended-reasoning mode that Google plans to gate to its $250-a-month Ultra subscription tier. Gemini 3.5 Pro was first shown at Google I/O on May 19. (TechTimes) (Google Cloud)

Research

Anthropic's latest Economic Index report tracks how Claude use rises and falls through the day. In a June 26 report titled "Cadences," Anthropic analyzed Claude conversations hour by hour rather than in weekly snapshots, finding daily patterns such as news requests peaking in the early morning and recipe queries running about 2.3 times above average around 6 p.m. The report pairs anonymized usage with a new survey of roughly 9,700 users: more than a third said they expect AI to handle most or nearly all of their work tasks within twelve months, and the respondents who delegate the most to Claude reported the most optimism about pay and job security. (Anthropic) (ExplainX)

Alibaba's Qwen team releases models that predict what an agent's environment will do next. On June 24, Alibaba's Qwen team published Qwen-AgentWorld, a pair of models trained not to take actions inside software environments but to predict the state those environments return after an action, spanning seven domains including terminals, web, Android, and software engineering under a single training objective. The team reported improved agent performance across seven transfer benchmarks, three of them out of domain, though some researchers questioned the fairness of comparisons on AgentWorldBench, an evaluation Alibaba built and published alongside the models. (VentureBeat)

Industry & Business

Meta is building an AI-run prediction market app called Arena. Internal documents obtained by NPR describe a planned standalone Meta app, internally codenamed "Antwerp" and "FBForecast," in which users would spend a daily allotment of play money to bet on real-world outcomes, with Meta's Llama models generating questions from trending topics and resolving markets in near real time. The effort, first reported by The New York Times, would put Meta in competition with prediction-market platforms such as Kalshi and Polymarket. (NPR) (TechTimes)

Baseten raises $1.5 billion for AI inference infrastructure. AI inference platform Baseten said on June 22 it raised a $1.5 billion Series F led by Altimeter Capital, Conviction, and Spark Capital, at a valuation of up to $13 billion — roughly a 160% increase from its $5 billion mark five months earlier. The company said revenue has grown about 20-fold year over year and that it now processes more than one billion inference calls a day across 87 clusters, and that the new funds will go toward compute, hiring, and enterprise expansion. (Businesswire) (Baseten)

Policy & Access

Follow-up: Anthropic's Fable 5 nears a return after the U.S. export-control suspension. Two weeks after a June 12 U.S. directive took Anthropic's Fable 5 and Mythos 5 offline on national-security grounds — which AI Current covered on June 18 — reporting on June 29 indicated Fable 5 is close to being restored, while OpenAI's GPT-5.6 remains limited to a small set of government-vetted partners. The shifting access reflects a pattern in which U.S. government review increasingly determines which organizations can use frontier models and when. (TechTimes) (CNBC)

That's today's edition of AI Current. Reply with what you're seeing in AI, and forward this to a colleague who would find it useful. See you tomorrow.

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The Lithium Boom is Heating Up

Lithium stock prices grew 2X+ from June to January. But the real winner may be a private stock: EnergyX. Their tech can recover 3X more lithium than traditional methods, leading General Motors to invest. Now they’re preparing to unlock ~13M tons of lithium. Invest in EnergyX for $13/share by the 7/16 deadline.

Energy Exploration Technologies, Inc. (“EnergyX”) has engaged Beehiiv to publish this communication in connection with EnergyX’s ongoing Regulation A offering. Beehiiv has been paid in cash and may receive additional compensation. Beehiiv and/or its affiliates do not currently hold securities of EnergyX.

This compensation and any current or future ownership interest could create a conflict of interest. Please consider this disclosure alongside EnergyX’s offering materials. EnergyX’s Regulation A offering has been qualified by the SEC. Offers and sales may be made only by means of the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com/.

Comparisons to other companies are for informational purposes only and should not imply similar results. Past performance is not indicative of future results. Market shortfall are forward‑looking estimates and are subject to substantial uncertainty.

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