Tavus Griffin Fooled 48%: The Koda Signal, 2026-10-03

Koda Signal daily AI briefing for 2026-10-03.

In this episode: • Tavus Griffin Fooled 48%: Tavus released Griffin, its first Human Interaction Model, which reads a person's expressions, tone, gestures and timing in real time to hold face-to-face video conversations. Tavus claims Griffin fooled 48% of the people who talked to it into believing it was a real person, and its demo passed 5 million views. • a16z: Tech Drove 76%: a16z's State of Markets II report finds tech drove 76% of the S&P 500's earnings growth in 2026, with spending pivoting from software to hardware as demand for AI semiconductors surges. The report says tech giants' profits and debt fund that buildout, and GPU pricing remains demand-driven.

Full briefing: https://www.koda.community/morning-briefing-koda-2026-10-03.html