Meta has officially released Muse Glimmer-30B, an open-weight, 30-billion-parameter multimodal local AI agent model under the Apache 2.0 license designed to perform complex coding, screenshot understanding, and tool execution directly on local hardware. Meanwhile, a report from SemiAnalysis highlights a major strategic shift inside Google, arguing that while Gemini’s frontier model momentum is cooling, Google Cloud Platform (GCP) is skyrocketing through massive third-party compute monetization and TPU hardware sales.

We’ll talk about:

• Meta releasing an Apache 2.0 open-weight local agent model with vision encoding, a 131K context window, and 76% SWE-Bench Verified performance.
• How Google is monetizing AI infrastructure via GCP TPU system sales to rivals like Anthropic despite slowing Gemini API grow ...