Daily review · 2026-07-19

The industry is splitting into two distinct camps: those optimizing for Hollywood scale and those racing to the bottom on cost. Netflix’s admission of using AI in 300 projects this year sits uncomfortably next to Chamath Patel’s warning that inference pricing will collapse as models get cheaper. Meanwhile, Luma Labs shipped Ray3.2 for professional grading while Seedance 2.5 quietly fixed identity drift in leaked docs. Even as the EU forces Google to share Android search data by 2027, solo developers are already launching multi-agent services that generate revenue without any fanfare.