Today on the AI Daily Brief, the AI Rubber Mill really wants us to get Gemini 3 or Claude 4.5.

Is it possible that we might see that in the next few weeks?

Before that in the headlines, one prominent investor thinks that AI could shrink public companies by a fifth.

The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.

All right, friends, quick announcements before we dive in.

First of all, thank you to today's sponsors, KPMG, robots and pencils, notion, and agency.org.

To get an ad-free version of the show, go to patreon.com slash AI Daily Brief.

And a quick note for those of you who have applied for the account management role that I mentioned on the show, I think maybe last Wednesday. Appreciate you all sending your videos of your AI workflows. It's a great way to get to know you. Much, much better, I will say, than a resume and a cover letter. We're going to be trying to dig into all of that and get back to folks, at least preliminarily next week, so look out for that. With all that said, let's get into these comments from the CIO of Alianz.

Welcome back to the AI Daily Brief Headlines edition, all the daily AI news you need in around five minutes. We kick off today with a big pronouncement from the CIO of Alian's global

investors, who believes that AI could usher in a period of digital

Darwinism. Speaking at the Bloomberg Investment Management Summit in London, Virginie Mezzanouv

warned that this decade is going to be very, very brutal for public companies that fail to adapt.

She said, AI is both a threat and a huge opportunity. It's very hard to make a forecast,

but 15 to 20% of

companies listed today could not be here in five years' time. Now, it is worth noting that

that isn't actually wildly above the norm for the mortality rate of publicly listed companies,

but you get the sense, certainly, that she is talking about major, well-known companies

rather than the normal attrition of smaller forgettable firms. And frankly, her comments are more useful as a check-in and

where we are in the AI adoption narrative. I.e., although some headlines are still blaring that

AI has questionable return on investment based on even more questionable studies,

professional investors like this at the very top of their industry now see AI adoption

as a key marker of a firm's ability to survive the decade. To take just one example, Bloomberg also

...