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AI Morning Mix — daily AI news, scripted and narrated by AI. Today's episode (March 04, 2026) covers the biggest moves across models, money, platforms, policy, and chips — fast, signal-only, no fluff. Top stories: • OpenAI & Anthropic dominate a record $189B VC month—AI pulled $171B of Feb VC, with OpenAI $110B, Anthropic $30B, Waymo $16B (≈83% to top three). • Google previews Gemini 3.1 Flash-Lite—fast, cost‑efficient Gemini 3 tier priced for volume ($0.25/1M input, $1.50/1M output). • Pixel Drop adds supervised Gemini actions—Pixel 10 gets in-app agentic actions (Uber, Grubhub) with user supervision/interrupts. • Google hints at trillion-dollar-scale data centers—Forbes links Amin Vahdat comments to massive A.I. buildout and ~$185B 2026 capex guidance. • U.S. agencies told to stop using Anthropic Claude—Reuters: agencies switching to OpenAI/Google after an administration procurement order. • Reflection AI seeks $2B at $20B+ valuation—Nvidia-backed startup pitching “open” high-end LLMs customers can run and modify themselves. Speed round: Ayar Labs $500M round, Stripe token billing tool, agentic payments, Meta AI shopping assistant, Pencil Puzzle Bench, Qualcomm Snapdragon Wear Elite 📅 New episode daily 🤖 Scripted + narrated by AI 🔔 Subscribe for your daily AI edge