the Microdose

Microsoft’s Stupid AGI Bet

+ guardians of the cubicle, AWS agent marketplace, and Intel's AI pivot
Adam Wildheart
Microsoft OpenAI CEO Sam Altman
Microsoft OpenAI CEO Sam Altman

Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman. Alex Brandon (The Associated Press)/Reuters/The Microdose

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Cheri Wildheart
Adam Wildheart

Good morning ☕ Hope your weekend was relaxing. Space Force spent theirs practicing orbital warfare from a swivel chair. Over 700 “Guardians” just kicked off the largest space combat training in US history. They’re simulating everything from GPS jamming to electromagnetic attacks, using real satellites, fake enemies, and whatever “orbital warfare” means this week. Space Force is secretive about their tech. But they’ve got PowerPoint and they’re not afraid to use it.

🤯 Did Microsoft seriously bet against AGI until 2030? Their contract with OpenAI contains The Clause that legally prevents them from developing their own AGI. Even crazier, OpenAI’s board alone decides when they’ve achieved AGI. The moment they do, Microsoft immediately loses access. Microsoft signed anyway, locking themselves out of the race.

💵 Amazon is launching a marketplace for AI agents. Starting July 15, startups can sell autonomous agents directly through AWS, and businesses can deploy them into their own software with a few clicks. These agents don’t just chat. They schedule meetings, connect to tools, and run entire processes without asking. Small team? Big ambition? There’s an agent for that.

🏄🏻‍♂️ Google just blew up OpenAI’s $3 billion acquisition. OpenAI was set to buy Windsurf, an AI coding startup, in its biggest deal yet. Instead, Google swooped in, paid $2.4 billion for a license, and hired away the CEO and key engineers. Investors keep their shares and Windsurf stays independent, but the core talent is gone. OpenAI wanted the company. Google got the team.

🪂 Intel’s CEO says it’s too late to catch up to NVIDIA. The company admits it missed its shot in cloud-based AI and no longer ranks among the top 10 chipmakers. Now it’s shifting focus to edge AI and autonomous agents that run directly on devices instead of the cloud. Is Intel really behind, or just moving where AI is headed?

🚀 Pharmaceutical manufacturing is moving off planet. Varda has completed four orbital missions to crystallize drugs in microgravity, including a version of ritonavir that couldn’t be stabilized on Earth. Now they’re scaling up biologics like monoclonal antibodies, aiming for monthly reentry flights by 2026. Space is officially open for pharma.

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⏱️ China test-launched a levitating train that hit 800 kilometers per hour. It starts on wheels, then shifts to magnetic levitation as it accelerates, floating frictionless above the track – no Hyperloop vacuum tubes required. Engineers say it could connect New York to Chicago in under 2 hours. Meanwhile, California’s High-Speed Rail is still trying to connect Merced to Bakersfield.

🌀 Is time travel without paradoxes mathematically possible? Physicists at the University of Queensland say yes. Their latest research shows if you travel back in time and try changing something important, the universe rearranges events around you to keep history consistent. Apparently the universe has guardrails, and they’re stronger than free will.

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