Custom AI pulls more investments?

Welcome back to The Shift. Let’s get straight to what matters in AI today…

Today we have:

💼 Custom AI Beats Frontier Models At Investing

📹How to Edit Any Video by Describing What You Want With Gemini Omni in Google Flow

🌐 Cloudflare Is Redefining AI Access

🔨Tools and Shifts you cannot miss

💼 Custom AI Beats Frontier Models At Investing

Thinking Machines Lab and Bridgewater tested leading AI models on real investment research tasks and found that a smaller model trained on expert judgment outperformed every frontier model while costing significantly less.

The Shift:

Expert Data Wins - GPT, Claude, and Gemini models hovered around 50% accuracy before expert-written prompts pushed results into the mid-70s, still below Bridgewater's threshold for daily professional use.

Fine-Tuning Changed Everything - Training the open-source Qwen3-235B model on investor-reviewed examples boosted accuracy to 84.7%, outperforming every frontier model tested while reducing inference costs by nearly fourteen times.

Real Investment Work - The benchmark covered practical analyst tasks including sorting emails, news headlines, research reports, and identifying information that genuinely mattered for investment decision-making.

AI Built For Specialists - Bridgewater plans to train more domain-specific AI models, with Thinking Machines positioning expert fine-tuning as a way to build specialized intelligence instead of relying on general-purpose frontier models.

The biggest AI advantage may come from customization, not scale. This research suggests organizations with high-quality proprietary expertise can train smaller, cheaper models that outperform the world's largest AI systems on their own specialized work.

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📹How to Edit Any Video by Describing What You Want With Gemini Omni in Google Flow

No timeline. No keyframes. Just describe the edit and watch it happen.

Step 1: Open Google Flow Head to labs.google/fx/tools/flow. No software to install, runs entirely in the browser.

Step 2: Upload your video Drop in the clip you want to edit. Any footage works as your starting point.

Step 3: Describe your edit in plain English Type exactly what you want changed. Swap the background, shift the camera angle, change the lighting, replace an object, reshape the entire scene. Gemini Omni reads the description and executes it.

Step 4: Select your frame size and duration Choose your output format and time range before generating. Portrait for Reels, landscape for YouTube, square for feed — set it before it renders.

Step 5: Hit generate Gemini Omni processes the edit while maintaining character consistency, physics, and visual coherence across every frame. No artifacts, no continuity breaks.

Step 6: Iterate by describing the next change Not quite right? Describe the adjustment. Change the camera angle again. Swap the lighting. Each prompt builds on the last without starting over.

What used to take an editor hours of keyframing now takes a sentence. You can try Google Flow here.

🌐 Cloudflare Is Redefining AI Access

Cloudflare introduced new AI traffic controls that let publishers choose how different AI bots interact with their content, separating search visibility from model training and autonomous AI agents.

The Shift:

Three Types of AI Bots - Cloudflare now classifies AI traffic into Search, Agent, and Training categories, giving publishers independent controls instead of treating every AI crawler the same.

New Default Rules - From September 15, new Cloudflare domains will automatically block Agent and Training bots on ad-supported pages while continuing to allow traditional search indexing by default.

More Publisher Control - Site owners can now decide whether AI systems should discover content, complete tasks on behalf of users, train models, or any combination that fits their business goals.

Content Becomes A Business Asset - The update separates discoverability from data extraction, giving publishers, creators, and SaaS companies more control over how AI companies access and use their public content.

AI crawling is no longer one permission. Publishers can now decide which kinds of AI interactions create value and which should be restricted, turning AI access into a strategic business choice rather than an all-or-nothing decision.

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🔨AI Tools for the Shift

📧 MailSweeper – Cleans your inbox by bulk-unsubscribing from unwanted newsletters, removing storage-heavy emails, and keeping it tidy with automatic sweeps.

🎬 Image2Video.art – Transforms static images into dynamic AI-generated videos using leading models like Seedance 2.0 and Veo 3.1.

⚖️ Referent – Automates legal operations with AI agents so law firms can focus on client relationships while approving key decisions.

✍️ PilotPost – Learns your voice through a short interview and automatically creates and publishes LinkedIn content on your behalf.

📚 Acurio – Verifies every citation in your thesis against the original sources to catch AI-generated citation errors before submission.

🚀Quick Shifts

🧬 Anthropic unveiled Claude Science and plans to develop its own drugs, using AI to discover treatments for neglected diseases while expanding beyond AI tools into pharmaceutical research. 

🎮 Meta quietly launched Pocket, an AI-powered app that lets users create and share interactive games and mini apps from text prompts, expanding its push into vibe-coded, no-code creative experiences. 

🎬 Google released a tongue-in-cheek ad imagining the Founding Fathers using Gemini and Workspace, showcasing AI collaboration features while sparking debate over AI’s role in creativity and historical storytelling. 

🇨🇳 Alibaba reportedly told employees to remove Claude from work computers, citing concerns over Claude Code’s China-user verification checks as the company tightens controls on AI tools used internally. 

🤖 Anthropic said Fable will move to subscription plans as capacity grows, with the model switching to usage-credit billing from July 7 while broader subscriber access rolls out over time. 

🧩 Prompt of the Day

Balance Multiple Subjects Without Falling Behind

Most students study whatever feels urgent and end up neglecting other subjects. A structured rotation keeps every course moving forward while naturally shifting focus as exams get closer.

Study smarter instead of constantly catching up.

Paste the prompt: Drop this into ChatGPT, then fill in your study details.

Prompt to paste

Create a weekly study plan based on my [Insert subjects and exam dates], [Insert current performance in each subject], and [Insert total weekly study hours]. Allocate study time according to subject difficulty, current performance, and exam priority while ensuring no subject is neglected. Recommend a weekly rotation, daily study blocks, review sessions, and practice schedules. Explain how the plan should adapt as exam dates approach by increasing focus on higher-priority subjects without sacrificing long-term retention in the others. Focus on building a balanced, sustainable study system that maximizes performance across all courses.

🤳AI Shift of the Day

That’s all for today’s edition. See you tomorrow as we track down and get you all that matters in the daily AI Shift!

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