View Ridge Security
Back to The Rollout

Gemini app now generates and edits Docs, PDFs, and Sheets in chat

Gemini turns the chatbot into a document workspace, AWS targets $1T revenue with $220B capex, and Thrive acquires ADT for $15.3B.

๐Ÿš€ RELEASES & LAUNCHES

  • Gemini app now generates, previews, and edits Docs, PDFs, Sheets, and more in chat
    Google added file generation, preview, and editing for PDFs, Docs, Sheets, slides, Markdown, TXT, and code directly in the Gemini app.

    • Available to all Gemini users in all languages where the Gemini app is offered, announced Oct 29, 2026.
    • Supports generating, previewing, and editing PDFs, Google Docs, Google Sheets, slide decks, Markdown, TXT files, and code, with a full-screen editor for typing edits directly and highlighting text to ask questions.
    • PDF preview and editing works on web and mobile; all other formats are web-only.
    • Users can, for example, ask Gemini to create a PDF study guide from uploaded handwritten lecture notes, then manually edit or have Gemini refine text and visuals.
    • It removes the need to switch between Gemini and separate editors, turning the chatbot into a document workspace.
      ๐Ÿ“„ https://blog.google/innovation-and-ai/products/gemini-app/edit-files-directly/ ยท ๐Ÿ“Ž https://www.theverge.com/ai-artificial-intelligence/1022519/google-gemini-file-editing-documents-pdfs ยท ๐Ÿ‘ via The Verge AI
  • UkisAI releases Swift GLM-5.3-Flash and Swift Ornith 9B with 57.7% token-usage cut
    UkisAI released two Swift models, Swift GLM-5.3-Flash and Swift Ornith 9B, that cut reasoning token usage by up to 57.7% with under 1% accuracy loss.

    • Aimed at local-LLM users and developers running reasoning models, the releases expand UkisAI's Swift series with two community-requested models: Swift GLM-5.3-Flash and Swift Ornith 9B, both available as GGUF on Hugging Face.
    • Swift 1.5 GLM-5.3-Flash cuts thinking tokens by 61.4% on MMLU-PRO with an average accuracy loss of just 0.46% across measured benchmarks; the series headline is -57.7% token usage with before 1% accuracy loss on max reasoning.
    • The approach penalizes tokens linked to pathological overthinking rather than directly shortening reasoning, then uses RL and on-policy distillation to retrain the model to reason efficiently.
    • UkisAI also published its multi-turn agent SFT dataset on Hugging Face, re-sampled per model.
    • It matters because token compression reduces inference cost and latency for reasoning models without materially sacrificing accuracy โ€” a recipe others can verify with the open weights and data.
      ๐Ÿ“„ https://huggingface.co/ukisai/Swift-1.5-GLM-5.3-Flash-GGUF ยท ๐Ÿ“Ž https://www.reddit.com/r/LocalLLaMA/comments/1xisqge/ukisai_swift_glm53_gsqrco_swift_ornith_9b_577/ ยท ๐Ÿ‘ via r/LocalLLaMA

๐Ÿ”ฌ RESEARCH

  • OpenEBFM releases code and weights testing energy-based models as foundation models
    Researchers released OpenEBFM, an open energy-based foundation model exploring whether energy-based learning can scale like standard language models.
    • Aimed at LLM researchers and the open-source community, with code on GitHub and weights on Hugging Face.
    • OpenEBFM splits generation into two steps: energy steering of a latent state via gradients of a learned energy function, then token generation by a generative head sharing the same Transformer backbone.
    • Energy steering is parallelized during pretraining, departing from standard token-probability modeling used in most language foundation models.
    • It tests whether energy-based learning can scale to general-purpose foundation models, an alternative to autoregressive next-token prediction.
      ๐Ÿ“„ https://github.com/datamllab/openebfm ยท ๐Ÿ“Ž https://www.reddit.com/r/LocalLLaMA/comments/1xj6vw8/openebfm_can_energybased_models_scale_as/ ยท ๐Ÿ‘ via r/LocalLLaMA

๐Ÿ“Š BENCHMARKS & EVALS

  • (no items)

๐Ÿ’ฐ BUSINESS & FUNDING

  • Jassy says AWS will be a $1T revenue business as Amazon lifts 2026 capex to $220B
    Amazon raised its 2026 capex guidance to ~$220B and CEO Andy Jassy said AWS can become a trillion-dollar-revenue business within 5-10 years.

    • For AWS customers and enterprise AI adopters: Amazon is racing to expand AI cloud capacity, with the majority of its ~$220B 2026 cash capex going to AWS.
    • AWS grew 39% year over year in the quarter, its sixth straight quarter of steady growth, and now runs at a $184B annualized revenue rate; Jassy forecast growth above 40% in both 2027 and 2028.
    • Jassy said AI capacity will remain constrained through 2027, with contracted demand already extending into 2028, and spending will increase meaningfully more in 2027.
    • He argued the ROI is strong: equipment pays back in ~3 years with 5-6 year useful life, data centers have 30+ year lives, and AI margins are tracking early cloud margins.
    • Investors stayed wary โ€” shares fell about 6% in after-market trading on the spending outlook.
      ๐Ÿ“Ž https://techcrunch.com/2026/10/29/aws-will-be-a-1t-business-jassy-says-but-first-it-will-spend-big/ ยท ๐Ÿ‘ via TechCrunch AI
  • OpenAI-backed Thrive Holdings acquires ADT in $15.3 billion deal
    Thrive Holdings agreed to acquire ADT for $10.00 per share in cash, valuing the security company at $7.6 billion in equity and $15.3 billion in enterprise value.

    • For ADT's residential and small business security customers: the company will be taken private by Thrive Holdings, the holding company spinout from Thrive Capital that partners with OpenAI for AI models and forward-deployed engineers.
    • Stockholders get $10.00 per share in cash, a 45.6% premium to ADT's unaffected closing price of $6.87 on October 27, 2026; the deal is expected to close in Q1 2027 pending stockholder and antitrust approvals.
    • Financing is solely provided by funds managed by affiliates of Apollo Global Management, with a 30-day go-shop period running until November 28, 2026.
    • ADT will form the foundation of Thrive Holdings' smart home security business, with Thrive's engineering teams working to bring AI to ADT's products; ADT's data and privacy policies remain unchanged.
    • ADT will become privately held and its stock will cease trading on the NYSE once the deal closes.
      ๐Ÿ“„ https://investor.adt.com/News--Events/news/news-details/2026/ADT-to-be-Acquired-by-Thrive-Holdings-in-15-3-Billion-Transaction/default.aspx ยท ๐Ÿ“Ž https://techcrunch.com/2026/10/29/openai-backed-thrive-holdings-acquires-adt/ ยท ๐Ÿ‘ via TechCrunch AI
  • Rivian expands $5.8B VW joint venture to include AI assistant
    Rivian and Volkswagen are expanding their joint venture to include the Rivian Assistant AI voice assistant, launching on R1 and R2 vehicles in coming weeks.

    • For Rivian R1 and R2 owners and Volkswagen Group brands, the Rivian Assistant is an AI voice agent integrated into the car's core computing, able to change drive modes and adjust air suspension.
    • It is blocked from safety-critical functions like wipers and highway assistance, and the R2 will carry up to 200 TOPS of local compute for low-latency edge AI processing.
    • The joint venture, valued at $5.8 billion with over 1,000 developers, will supply software to vehicles from the sub-$25,000 VW ID.1 up to Audi, Porsche, and Lamborghini.
    • Rivian is doubling down on voice over buttons and excluding Apple CarPlay, citing internal surveys showing CarPlay demand falling from over 70% of buyers to below 25%.
    • Rivian has not disclosed whether the JV's financial value will expand as a result of adding the AI assistant.
      ๐Ÿ“„ https://rivianvw.tech ยท ๐Ÿ“Ž https://techcrunch.com/2026/10/29/rivian-expands-joint-venture-with-vw-to-include-ai-assistant/ ยท ๐Ÿ‘ via TechCrunch AI
  • OpenAI adds monthly API credits benefit for ChatGPT Pro and Business subscribers
    OpenAI launched a benefit giving eligible ChatGPT Pro and Business subscribers up to $500/month in API credits, matching Anthropic's earlier offer.

    • Pro subscribers get $100, $200, or $500 per month in API credits matching their plan tier; Business plans get $20 per paid Standard seat or $100 per Premium seat, pooled up to $500 per workspace.
    • Credits are claimed in ChatGPT billing settings, link to an API organization the subscriber owns, and can be used to build apps and agents.
    • Monthly grants are prorated for the first period, expire at the end of each billing cycle, don't roll over, and require a seven-day wait after subscription changes.
    • The deal mirrors Anthropic's earlier benefit that gave Max and Team subscribers matching API credits, noted by Simon Willison.
    • Some users report claim issues, particularly for subscriptions bought via Apple App Store or Google Play.
      ๐Ÿ“„ https://help.openai.com/en/articles/20001626-api-credits-benefit-for-eligible-chatgpt-subscriptions ยท ๐Ÿ“Ž https://simonwillison.net/2026/Oct/29/api-credits/ ยท ๐Ÿ‘ via Simon Willison
  • Reddit shifts to a logged-in experience as search traffic dries up
    Reddit CEO Steve Huffman announced the site will move to a logged-in-only experience, ending public search-engine access to posts.

    • Reddit CEO Steve Huffman disclosed a transition to a logged-in-only experience, meaning posts will no longer be searchable via internet browsers.
    • The move affects casual web visitors, communities that use Reddit for support and announcements, and AI tools that search the web via tool calling.
    • Reddit frames the shift as a response to declining search traffic as AI changes how people find information online; commenters also note it curbs LLM scraping of old Reddit.
    • Hacker News users report Reddit had already been blocking logged-out access with login modal popups, though enforcement has appeared inconsistent.
    • The change pushes content behind authentication, complicating external indexing, aggregators, and third-party access to Reddit data.
      ๐Ÿ“„ https://www.reddit.com/r/LocalLLaMA/comments/1xj2pnp/reddit_will_force_everyone_to_log_in/ ยท ๐Ÿ“Ž https://techcrunch.com/2026/10/29/as-search-traffic-dries-up-reddit-announces-its-shifting-to-a-logged-in-experience/ ยท ๐Ÿ‘ via TechCrunch AI, r/LocalLLaMA
  • Trump declares foreign-made factory robots a national security threat, threatens tariffs
    Trump issued a proclamation finding imported robotics pose national security risks, ordering trade talks within 180 days and threatening tariffs if no deals are reached.

    • Targets US manufacturers relying on foreign robots: GM, Ford, Tesla, Boeing, Lockheed Martin, and Amazon, which buy from FANUC, ABB, Yaskawa, and KUKA.
    • The October 28 proclamation follows a Commerce Department investigation citing cybersecurity vulnerabilities and risks to the US industrial base.
    • No immediate tariffs imposed; the US has 180 days to reach agreements with trading partners before possible tariffs, duties, quotas, and fees.
    • The US installed nearly 38,500 industrial robots in 2025, the world's second-largest market, and no US company makes comparable heavy-duty robotic arms.
    • Tariffs would raise costs for US manufacturers, though companies like Intel have obtained waivers from similar restrictions.
      ๐Ÿ“„ https://www.whitehouse.gov/presidential-actions/2026/10/adjusting-imports-of-robotics-industrial-machinery-and-their-parts-and-components-into-the-united-states/ ยท ๐Ÿ“Ž https://arstechnica.com/gadgets/2026/10/trump-declares-robot-imports-a-national-security-threat/ ยท ๐Ÿ‘ via Ars Technica AI

๐Ÿ›๏ธ POLICY & REGULATION

  • Wikimedia urges courts to protect AI training but not regurgitation in copyright cases
    The Wikimedia Foundation is asking courts in landmark AI copyright cases to protect LLM training on copyrighted work while holding chatbots accountable for regurgitating it.
    • The Wikimedia Foundation is staking out a middle-ground position in a group of landmark AI copyright lawsuits involving LLM training.
    • It argues courts should legally protect large language models training on copyrighted work, but not chatbots that regurgitate that work to users.
    • It warns an overly black-and-white ruling could deprive Wikipedians of useful AI tools or endanger the open web.
    • The position lands amid a wave of AI copyright litigation โ€” over 110 US lawsuits tracked by Copyright Alliance by May 2026 โ€” with fair-use training rulings already split from piracy liability in cases like Bartz v. Anthropic.
    • The outcome matters for AI builders and content platforms alike, defining the line between transformative training and output-side infringement.
      ๐Ÿ“Ž <https://www.theverge.com/policy/1022880/wikipedia

Make AI adoption safer

Build practical guardrails around the AI tools your team already uses.

Explore Secure AI Adoption