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Race to AGI Daily Digest - Saturday, January 24, 2026
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TLDR
Meta paused teen access to AI characters worldwide for a safety reset, underscoring rising concern over youth-facing agents.
Inferact raised a $150M seed to commercialize vLLM inference, signaling that inference infra is now a prime venture target.
Pegatron’s Texas plant will build Nvidia AI servers by March 2026, expanding domestic capacity for frontier workloads.
Google’s Photos Me Meme brings Gemini into viral image creation, pushing personal AI deeper into everyday media.
The Full Story
Following Monday’s Claude Cowork launch in the enterprise, Wednesday’s mega‑funding for Humans&, and Friday’s AI Overwatch Act drama, today feels like a split screen.
On one side, safety jitters are real. Meta is halting teen access to its AI characters worldwide for a “safety reset,” just days after South Korea’s frontier law and as US lawmakers zero in on chips and oversight. That’s a big move for a company that wants AI baked into every product. You can dig into the reset details here -> and keep an eye on Meta’s broader AI push profile ->.
On the other side, the AI plumbing is on fire. Inferact just raised a huge $150M seed to commercialize vLLM‑based inference, effectively turning the open tooling many of you hack on into a full‑blown infra business round breakdown ->. Backers include Andreessen Horowitz, Lightspeed, Sequoia, Altimeter, and Databricks, slotting cleanly into our “AGI Capital Concentrates Around a Few Labs and Stacks” storyline. Yesterday it was Baseten; today it’s vLLM. Inference is the new hot aisle.
Hardware is lining up behind that story too. Pegatron’s Texas plant will start building Nvidia AI servers by March 2026, adding more domestic capacity for the same GPUs caught in the export crossfire server build‑out ->. If you want the bigger picture on Nvidia’s bets, from Groq to new server partners, our narrative tracker is a good rabbit hole Nvidia strategic narrative -> and the company overview is here profile ->.
Meanwhile, the “personal AI as homepage” thread keeps humming. Google is pushing Gemini deeper into consumer life with Photos Me Meme, turning your gallery into a playground for viral AI images feature recap ->. And on Hacker News, people are dissecting the Codex agent loop, trying to make agents more reliable at multi‑step work.
So by Saturday, the picture is weird but clear: regulators and platforms are openly nervous about who uses AI and how, even as money, chips, and code race to make agents cheaper, faster, and everywhere.
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