Claude begins integrating chat and office workflows, while OpenAI tests ad-sponsored AI agents. The macroeconomic and financing impacts of AI investment have also become a focus: Walsh is concerned about AI's impact on economic supply and demand, SoftBank's investment exposure in OpenAI raises credit concerns, and debt insurance costs are near a three-year high. Meanwhile, OpenAI is pushing forward with model mismatch disclosure, and Vidu S2 is expanding real-time video interaction; Model Pulse is focusing on the rise of Ling's visual version usage to fourth place on Kilo and its independent evaluation of the financial version.