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Welcome to OHMO AI. Meta has built an agent that wants your inbox, your calendar and your payments before it runs your day. Google is sending its biggest European cheque to a country few would guess.
Someone is quietly eating through Claude subscribers' usage, and an AI coding startup has put a new price on itself months after the last one.
In today's newsletter:
Meta unveils Muse, an agent that plugs into your email, calendar and payments
Google makes its largest European investment in Finland
Hackers are hijacking Claude accounts and running down the meter
Cognition raises $2 billion four months after its last round
LATEST IN AI
META
Meta's Muse agent asks for your inbox and your payments
Image source: OHMO AI
OHMO AI: Meta is describing Muse as an AI agent built to run a person's day rather than answer questions about it. It works by connecting to the apps and services a person already leans on, then pushing the task forward by itself once it has a goal.
The details:
The list of hookups starts with email, calendars and payments, the services a person's day already runs through.
It reaches past the desk too: health and fitness apps, the smart home, shopping, dining, music and events are all on the list.
A person hands Muse a goal, it helps build a personalised plan and coordinate their time and resources, and then it carries the work on by itself. It checks in before it sends an email or completes a purchase, while "low-risk" tasks run without sign-off.
It is free to use, with paid plans at $20 and $100 a month as usage climbs, and a payment card is needed to get started.
Why it matters: The fee is not the price of this thing, the access is. Muse earns its keep once it can see your inbox, your calendar and your payments, and Meta's answer to the trust question is procedural: connections come one at a time, Muse cannot see your passwords or payment details, and it asks before it sends an email or pays for anything. The tell will be what Meta files under low-risk, because everything with that label runs without a person watching.
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Google's largest European investment lands in Finland
Image source: OHMO AI
OHMO AI: Google said on Wednesday it will invest at least 13 billion euros ($15.1 billion) in AI infrastructure in Finland through 2028, the company's largest single investment anywhere in Europe. The buildings come tied to the power: Google has signed a 22-year life extension power purchase agreement with Finnish energy company Fortum, a long-term contract to buy its electricity.
The details:
Fortum's stock jumped 11% on the news of the power deal.
Ruth Porat, president and chief investment officer of Alphabet and Google, said the investment builds on more than 15 years of Google putting money into Finland.
Porat's statement pairs the data centres with "new energy capacity, grid enhancements, and energy affordability initiatives".
Google also said it would work with Fortum to "identify new business models to improve the commercial viability of potential new nuclear reactors" at the Loviisa site in southern Finland.
Why it matters: The figure that reads as the story is the money, at least 13 billion euros, but the part that looks binding is the 22-year power contract. Chips and buildings depreciate; a promise to buy electricity for two decades has to stay true for two decades, and Google is already talking to Fortum about new reactors. Fortum's 11% jump reads like investors pricing that promise, which says the scarce input in Europe's AI buildout is grid power, and whoever holds it gets paid first.
ANTHROPIC
Hackers are hijacking Claude accounts and running down the meter
Image source: OHMO AI
OHMO AI: Attackers are lifting Claude login sessions off people's computers with common infostealer malware, software that scrapes saved logins from a machine, and using them to eat through the usage subscribers have paid for. Anthropic told affected customers in an email that it had recently become aware of a bad actor doing exactly this.
The details:
On August 4, Grant De Swardt, an independent AI consultant in East Sussex in the UK, noticed something strange going on with his Claude Max 20x account.
Anthropic told him the cause: a compromised session key had been used to mint unauthorized Claude Code OAuth tokens, fresh credentials cut from a stolen one.
Another user watched usage climb from 0 to 49% in 12 minutes after a couple of prompts and a single web search.
Anthropic signed the affected users out, invalidated their existing authorisations and issued some refunds, but asked how a subscriber can spot the misuse, it declined to comment.
Why it matters: The malware on one consultant's computer is the small part. What reads like a design property rather than a slip is that a stolen login session could be turned into fresh Claude Code tokens, which means signing the victim out does not by itself shut the door. The tell will be Anthropic stopping a session key from minting durable credentials; until then the alarm is the subscriber's own usage bar, and Anthropic will not say what to watch for.
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COGNITION
Cognition raises $2 billion four months after its last round
Image source: OHMO AI
OHMO AI: Cognition, maker of the Devin coding assistant, has raised $2 billion, and the round values the startup at $48 billion. The price arrives four months after the company last raised money at a lower one.
The details:
That previous fundraise, four months earlier, put the valuation at $26 billion.
The round was led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst and Avenir.
Cognition says its annualised run-rate revenue, usually a month's sales multiplied by twelve, has grown from $492 million to $900 million since the May round, without saying how it does the sum.
Cursor, a rival coding assistant, was past $2 billion in annualised revenue when it agreed to sell to SpaceX for $60 billion in April, which leaves Cognition priced on a higher revenue multiple than Cursor was.
Why it matters: The money that moved is the $2 billion. The $48 billion is a price a handful of buyers agreed to pay for a slice, and what sits under it is the company's own run-rate figure, a month's sales multiplied by twelve, which it did not show its working for. A mark set in four months can be reset in four: if the next round does not clear $48 billion within a similar window, this one was a moment rather than a value.
AI GUIDES
Get an answer built for your situation instead of a generic one
Ask ChatGPT a one-line question and it guesses at what you meant and hands back something generic. Tell it the task, the background and the shape of answer you want and it responds like it already knows your situation. Twenty extra seconds, works in any chatbot, nothing to install.
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Task: [what you want done, in one sentence, e.g. rewrite this email so my landlord agrees to the repair]
Context: [the background it needs: who you are, what has already happened, and paste any document or text it should work from]
Output: [the shape you want: format, length, tone and audience, e.g. a bulleted list for a non-technical reader, in the tone of a friendly coworker]
Think carefully before answering, and give me [two or three] options to choose from.The three labelled parts turn a vague ask into a specific one, so the model stops guessing at what you meant. The last line asks it to reason rather than rush and gives you choices instead of one take.
COMMUNITY
Featured Reader
Every newsletter, we feature how a reader is using AI to work smarter, save time, or make life easier.
Today's reader is Kenta S. from Tokyo, Japan:
“Depreciation journal entries would not stay in my head, and I need Nissho Boki level 2 to move from the factory floor to the office. NotebookLM in the browser: textbook PDF and three past papers uploaded once, so every answer must show the page. Claude on my phone on the Senseki Line each morning. I type: five journal entry questions from chapter 8, most difficult first, no explanation until I answer. After I answer it grades me and keeps my misses in a list at the top. Sunday evening I paste that list back and ask for new questions on only those points. One limit: it marked a wrong entry as correct once because I wrote debit and credit in one line, so now I write them on two lines. I even wrote this with Claude because my English is bad.”
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