Week 23, 2025
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highlights
Anthropic vs OpenAI:
- Anthropic blocked Windsurf from Claude after OpenAI's acquisition.
- Reddit sued Anthropic for unauthorized data use while licensing to OpenAI and Google.
Defense AI Surge:
- Anduril raised $2.5B at $30B valuation with massive investor demand.
- Anthropic launched Claude Gov for classified work, marking full industry pivot from military restrictions.
Space Goes Private:
- SpaceX revenue set to surpass NASA's $18.8B budget next year.
- Starlink drives 80% of revenue as private sector leads space development.
Brain-Computer Race:
- Neuralink raised $650M Series E.
- Paradromics completed first human brain implant at University of Michigan with 420-electrode system vs Neuralink's 64-thread approach.
Meta's Hardware Pivot:
- Quest 4 delayed to 2027.
- Focus moves to 110g "Puffin" AR glasses with external compute for productivity over gaming.
Delivery Wars:
- Amazon tests humanoid door-to-door robots.
- Walmart scales drone delivery to 100 stores with 19-minute average times.
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more
ai
Meta to invest $10B in Scale AI
Cursor raises $900M at $9.9B
OpenAI appeals NYT ruling
OpenAI adds meeting recording
Google tests Search Live
DeepSeek may have trained on Gemini
Bing adds Sora video generation
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chips / cloud
TSMC eyes UAE fab
TSMC Japan plant delayed
Broadcom AI sales up 46%
Apple preps A20 chip for iPhone 18
Amazon to build $10B AI campus
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robotics
Tesla Optimus head leaves
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commerce
Temu users drop 52%
Shein faces EU complaint
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social media
TikTok sale pushed back again
Twitch tests vertical streams
X partners with Polymarket
X launches encrypted chat
X Community Notes plummet
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device / hardware
Switch 2 launches globally
Microsoft standardizes USB-C
Adobe brings Photoshop to Android
LinkedIn CEO takes over Office suite
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ev / autonomous
Ive helped design Rivian e-bike
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energy / environment
Meta signs 20-year nuclear deal
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space
Starlink gets India license
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crypto / blockchain
Truth Social applies for Bitcoin ETF
Circle shares soar post IPO
Gemini secretly files for IPOs
Uber studies stablecoin cost savings
JPMorgan allows crypto collateral
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regulation
Trump to overhaul AI Safety Institute
US lifts supersonic flight ban
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etc
Trump-Musk tensions rise
OpenAI's Altman ouster becomes movie
Dropbox CEO slams RTO
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