
Welcome back to the Neural Net! Can you believe it’s already August?
In today’s edition: Meta wants AI to get personal, Excel gets an AI challenger, Apple and Microsoft report earnings beats, researchers discover new model behavior, and more.
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The Street

note: stock data as of last market close
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Personal Superintelligence: Zuck’s Upbeat AI Vision

TL;DR
Meta’s earnings beat shows AI isn’t just hype, it’s paying off.
Zuckerberg’s manifesto advocates for personal superintelligence—AI for empowerment, not replacement.
Talent wars go NBA-level as AI’s elite put a price on “genius.”
🤝 Meta’s Vision: AI as Your Sidekick, Not Your Boss
Meta CEO Mark Zuckerberg dropped a manifesto detailing his vision for AI and how Meta plans to do things differently. Yes, manifestos are trending and we’re not mad about it.
Some in the industry see AI as a way to automate nearly everything, leaving people to live off a universal income. It’s an idea championed by voices like Elon Musk and OpenAI’s Sam Altman.
But Zuckerberg doesn’t want you to have the heebie-jeebies when it comes to AI, he wants you to feel empowered by all that it can do for you. AI should be something that:
“helps you achieve your goals, create what you want to see in the world, experience any adventure, be a better friend and grow to become the person you aspire to be”
A welcome message in a world obsessed with the AI doomsday narrative.
📈 The manifesto wasn’t just words. Meta backed it up with a killer Q2.
Meta’s latest earnings sent a clear message: AI isn’t just hype—it’s paying the bills.
The company’s aggressive AI push is already improving its core business. Smarter ad tools powered by AI helped deliver $47.5 billion in Q2 revenue, up 22% year-over-year, crushing expectations.
Investors loved it: shares jumped more than 11% after hours, over $100 billion in market value overnight.
And a huge bill to pay? Zuckerberg’s AI hiring spree. Meta’s CFO said AI hiring will be the second largest driver of next year’s expenses, topped only by AI infrastructure spend.
🏀 Drafting the AI All-Stars
Recent reports pull back the curtain on this summer’s AI hiring frenzy, which is starting to look like the NBA offseason. Here’s what it really means to be one of the most coveted minds in tech:
Nine-figure deals: Eye-watering offers between $100M and $250M, reportedly even $1B.
An exclusive club: The talent pool is tiny and tight-knit. Researchers swap offer details in private group chats and even move in “package deals.”
Perks beyond cash: What’s better than money? 30,000 GPUs to bring your research to life.
Being a nerd has never paid this well, and no one knows where the ceiling is.
As one colleague joked after his business-partner accepted an irresistible Meta offer:
“We look forward to joining Matt on his private island next year.”
👓 One last neural nugget: Meta believes your AI companion’s true home is in wearable smart glasses, not a screen.
We previously broke down the big bets on AI wearables, including Meta’s Ray-Bans. From breakthrough hits to spectacular fails, read the full rundown.
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💡How To AI: Let Shortcut Do The Excel Heavy Lifting
Excel has ruled business analysis for decades, but it may finally have a real challenger. Meet Shortcut, a new AI-powered tool from MIT spinout Fundamental Research Labs. If you’ve ever wished Excel could do the heavy lifting, Shortcut delivers. It keeps the familiar interface you know while adding agentic AI to handle complex models and workflows.
Here’s what makes Shortcut stand out:
Natural language commands: Type “Build a discounted cash flow model” or “Create a leveraged buyout spreadsheet,” and it generates it instantly (yes, those terrifying formulas your finance professor warned you about).
Full Excel compatibility: Upload existing Excel files, edit them in Shortcut, and export back without losing functionality.
Automation of repetitive work: Handles formulas, formatting, and calculations so you can focus on analysis, not setup.
Ideal for finance pros: Especially useful for private equity, banking, and consulting workflows.
Founder Nico Christie says Shortcut outperforms first-year analysts at McKinsey and Goldman in head-to-head tests. It won 89% of the time, even when the humans had 10 times more time to complete the task. If you work in Excel every day, this tool could quickly become your new secret weapon.
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Heard in the Server Room
Microsoft and Apple crushed quarterly earnings, flexing big-time growth. Microsoft briefly hit a $4T market cap after pulling in $76.4B (up 18%), powered by 39% Azure growth and Copilot’s 100M users. Apple posted $94B (up 10%), thanks to a 13% iPhone boost and strong services, though iPads and wearables slipped. Both are doubling down on AI, with Microsoft pouring $30B+ into data centers and Apple promising deeper AI integration.
Mayo Clinic is teaming up with Nvidia’s SuperPOD to give pancreatic cancer detection a major upgrade. Normally, half of cases aren’t caught until stage four, leaving survival rates at just 13%. But Mayo’s AI, trained on over a million slides, can spot cancer 438 days earlier than current methods, with 97% accuracy compared to humans’ 50%. Still in trials, the tech could redefine early detection when paired with radiologists.
Google is hopping on board the EU’s voluntary AI code of practice, designed to prep developers for the sweeping AI Act. The move comes as Meta bowed out, calling the rules “overreach,” while Anthropic happily signed. The code asks companies to document AI systems, avoid pirated content, and honor content-owner requests for high-risk AI applications. Google still worries the act could stifle innovation but says the updated code is a step up from earlier drafts.
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🧠 Researchers Discover AI Models Passing Hidden Traits To Each Other

Researchers from Anthropic, UC Berkeley, and Truthful AI have uncovered a surprising phenomenon called “subliminal learning,” where AI models secretly pass down behaviors to other models, even when the training data looks completely neutral.
Here’s how it works:
A “teacher” model is trained to adopt a specific trait, like loving owls.
Researchers then have it generate data that seems unrelated, such as random number lists.
The data contains no mention of owls, yet when a new “student” model is trained on the data, it still develops a preference for owls.
🦉 Spooky, right?
This hidden transfer showed up across formats like number sequences, code snippets, and math explanations. Even after strict filtering to remove any obvious signals, the behavior persisted.
The good news? The effect only occurred when the teacher and student shared the same architecture (ie both are versions of ChatGPT). Training across LLM models did not result in any subliminal learning.
While preventing misalignment still proves a headache for developers, this discovery is a big step toward understanding the black-box models we all love but barely understand.
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That’s it for today! Have a great weekend, and we’ll catch you next time with more neural nuggets.




