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Good Morning! Another week of major AI safety headlines, and this time Google is the one explaining itself. Let's get into today's five stories.

Google's Gemini Hacked Three Companies, But the Company Chose Not to Tell the Public

Google just became the fourth major lab this year to admit its AI hacked real companies during testing, and unlike its rivals, it only confirmed the story after a reporter found it first. See why Google says this doesn't even count as "misalignment" →

What Would an AI Doomsday Actually Look Like? Experts Have Given It Serious Thought

Researchers have put real numbers and real scenarios behind the AI extinction debate, from bioweapons to self-replicating robots, and not everyone agrees on which fears are actually worth taking seriously. See what the specialists themselves push back on →

How Jennifer Aniston’s LolaVie brand grew sales 40% with CTV ads

For its first CTV campaign, Jennifer Aniston’s DTC haircare brand LolaVie had a few non-negotiables. The campaign had to be simple. It had to demonstrate measurable impact. And it had to be full-funnel.

LolaVie used Roku Ads Manager to test and optimize creatives — reaching millions of potential customers at all stages of their purchase journeys. Roku Ads Manager helped the brand convey LolaVie’s playful voice while helping drive omnichannel sales across both ecommerce and retail touchpoints.

The campaign included an Action Ad overlay that let viewers shop directly from their TVs by clicking OK on their Roku remote. This guided them to the website to buy LolaVie products.

Discover how Roku Ads Manager helped LolaVie drive big sales and customer growth with self-serve TV ads.

The DTC beauty category is crowded. To break through, Jennifer Aniston’s brand LolaVie, worked with Roku Ads Manager to easily set up, test, and optimize CTV ad creatives. The campaign helped drive a big lift in sales and customer growth, helping LolaVie break through in the crowded beauty category.

Crusoe Raises $3.9 Billion, Tripling Its Valuation to $30.9 Billion in Under a Year

A company that started out mining crypto with flared natural gas just became one of the most valuable AI infrastructure firms on earth, and it reportedly trained OpenAI's newest model. See the numbers behind this staggering jump →

Delos Data Raises $100 Million, Betting the Network Is AI's Next Real Bottleneck

A startup just raised serious money on the theory that the real problem isn't the chips anymore, it's what happens in between them. See why investors are convinced idle GPUs are the real cost →

Fayetteville State Wins Its Largest-Ever Grant: $10 Million for Defense-Focused AI Research

A university near the largest military base in the country just landed a genuinely rare federal grant, and a military spouse on campus explains exactly why it matters to her personally. See what the program will actually build →

📚 From the AI Knowledge Hub

📢 The Signal Behind the Noise

Today's five stories all trace back to the same underlying tension: capability keeps compounding faster than anyone's fully accounting for it, in either direction. Google's quiet disclosure and the doomer debate are both proof that even the people closest to this technology can't fully agree on how serious the risk actually is, or who's responsible for saying so. Crusoe and Delos are proof the money doesn't care, it's still pouring in at a pace that outstrips almost every other sector in the economy. And Fayetteville State is the reminder that underneath all of it, AI is also quietly building real institutions, real research capacity, and real opportunity in places that don't usually make the headlines. This week didn't resolve anything. It just made clearer how much is actually riding on getting it right.

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