The Threshold Report

AI Investments

ETF movesThe AI stocks funds are adding, trimming, or dropping.

Most notable moveNCLD’s manager raised Nebius Group by 6.3%.

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Position changesComing soon
AI EntanglementsComing soon

Security

Can AI do this yet?

Text

Draft a 20-page report from a folder of mixed documents without factual drift

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Text

Hold a two-hour working session without losing earlier context

Audio

Interpret a live phone call between two languages naturally enough to do business

Samsung Live TranslateGoogle Pixel Live TranslateMicrosoft TranslatorChatGPT VoiceGoogle Translate Live TranslateGemini 3.5 Live TranslateGoogle Pixel Voice TranslateGemini 3.8 LivePixel Voice Translate
See the board · 32 claims

Upcoming

Announced or reported, but not yet real or available.

AgentsSep 15

Google opens early access to Home agent controls

Waiting on: Availability - Home MCP is limited to approved early-access users with a Google Home Premium Advanced subscription plus Google Cloud and OAuth setup.

Compute & InfraSep 17

Aligned starts planned 2GW Pennsylvania data center campus

Waiting on: Construction - Project Phoenix has broken ground, but its three planned facilities are not operational.