Chipmaking rivals join forces
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Good morning, AI enthusiasts. Desperate times call for surprising partnerships, with struggling Intel reportedly nearing a strategic AI chip manufacturing alliance with longtime rival TSMC.
As the tech giant looks to stabilize after heavy losses, is this partnership the beginning of a new semiconductor era in the U.S. — or the final chapter of Intel's legacy?
Reminder: Our next workshop is today at 4 PM EST — attend and learn how to use GPT-4o’s viral image skills effectively in your own work!
In today’s AI rundown:
- Intel, TSMC near historic chip manufacturing partnership
- Adobe launches AI video extension tool in Premiere Pro
- Transferring styles between images with GPT-4o
- Study: AI models often hide their true reasoning
- 4 new AI tools & 4 job opportunities
LATEST DEVELOPMENTS
INTEL & TSMC
🤝 Intel, TSMC near historic chip manufacturing partnership

Image source: GPT-4o / The Rundown
The Rundown: Intel is reportedly forming a strategic partnership with chipmaking rival TSMC, according to a report from The Information — in a deal that would create a joint operation to run the struggling U.S. semiconductor leader’s manufacturing facilities.
The details:
- The White House reportedly brokered discussions between the two rivals, with TSMC potentially acquiring a 20% stake in the new venture.
- Instead of a cash investment, TSMC will contribute its manufacturing expertise and training programs to help revitalize Intel's production capabilities.
- The arrangement faces internal resistance from Intel executives concerned about layoffs and the future of Intel's own manufacturing tech.
- Newly appointed Intel CEO Lip-Bu Tan has pushed for major changes to the company's manufacturing approach, following losses totaling $16B in 2024.
Why it matters: Intel is turning to one of its biggest rivals to try and revitalize business. Gaining access to TSMC's world-leading manufacturing techniques could provide a major lifeline for the struggling chipmaker, while TSMC secures a stronger foothold in the U.S. during a time of increasing geopolitical tensions around tech supply chains.
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ADOBE
🎬 Adobe launches AI video extension tool in Premiere Pro

Image source: Adobe
The Rundown: Adobe just released its first Firefly-powered AI feature in Premiere Pro called Generative Extend, allowing editors to automatically extend video and audio clips in 4K quality — coming alongside new AI search and translation capabilities.
The details:
- The new Generative Extend tool lets editors lengthen video and audio clips, with AI filling in the extra frames to create seamless extensions.
- The tool now supports 4K resolution and vertical video formats, and can extend ambient audio up to ten seconds independently or two seconds with video.
- A Media Intelligence search panel IDs content like people, objects, and camera angles within clips, enabling users to search footage via natural language.
- The new Caption Translation feature instantly converts subtitles into 27 different languages, removing the need for manual translations.
Why it matters: Rather than focusing on full video generations, Adobe’s targeted AI integrations address specific pain points in professional workflows. Tools like extending clips without reshooting, quickly finding footage, and instantly translating captions represent major workflow shifts — saving time while still maintaining creative control.
AI TRAINING
🎨 Transferring styles between images with GPT-4o

The Rundown: ChatGPT’s new native image generation feature can transfer styles between images, allowing you to easily apply the aesthetic of one image to another for striking results.
Step-by-step:
- Visit ChatGPT and select “Create Image” from the menu options.
- Upload both your style reference image (the look you want to have as inspiration) and your content image (the one you want to transform).
- Craft a specific prompt like: "Apply the visual style, lighting, and composition of the first image to the second image."
- Review the generated result and refine with follow-up instructions if needed.
Pro tip: For best results, be very specific about which style elements you want transferred (colors, lighting, composition) and choose reference images with distinctive visual characteristics.
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AI RESEARCH
🤔 Study: AI models often hide their true reasoning

Image source: Reve / The Rundown AI
The Rundown: A new study from Anthropic's Alignment Science Team found that AI models frequently conceal their true reasoning processes when explaining answers to a user, raising concerns about our ability to monitor and understand AI decision-making.
The details:
- The research evaluated Claude 3.7 Sonnet and DeepSeek R1 on their chain-of-thought faithfulness, gauging how honestly they explain reasoning steps.
- Models were provided hints like user suggestions, metadata, or visual patterns, with the CoT checked for admission of using them when explaining answers.
- Reasoning models performed better than earlier versions, but still hid their actual reasoning up to 80% of the time in testing.
- The study also found models were less faithful in explaining their reasoning on more difficult questions than simpler ones.
Why it matters: CoT monitoring has emerged as a key mechanism in detecting AI’s processes, but if models aren’t reliably expressing their actual reasoning (even for simple decision-making), how can we trust it to reveal more complex, potentially catastrophic behavior? AI’s ‘black box’ still appears far from being fully dissected.
QUICK HITS
🛠️ Trending AI Tools
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- 🌊 Windsurf Wave 6 - Latest IDE update with app deploys, additional context and improved MCP support
- 🎥 Video Re-style - Change the style of any video while maintaining consistent movement
💼 AI Job Opportunities
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- 🗂️ xAI - Executive Assistant
- 🎨 OpenAI - Design Director, UX/UI
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Spotify unveiled new AI-powered ad creation tools, allowing marketers to create scripts and voiceovers for audio spots directly in its Ad Manager platform.
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See you soon,
Rowan, Joey, Zach, Alvaro, and Jason—The Rundown’s editorial team
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