Good morning 👋 Looks like we’re still talking about great genes. And if you had to ask, yes, there’s a startup for that. Herasight is betting on designer Darwinism to help parents (allegedly) preselect their child’s IQ. Personalized genetics is hot. The beauty of the business model? It’ll take years to see if it worked – and if not, there’s always social media or sugar intake to blame.
⚡A $1 trillion battery “supercycle” is coming for AI. The race to build giant data centers is pushing electricity demand past what the grid can handle. That surge is driving massive battery investments to stabilize power supplies. With renewable incentives drying up, battery tax credits locked until 2033, and costs down 75%, batteries are now the renewable energy power play.
💰 Big Tech is set to spend $400B on AI infrastructure this year. That’s $400 billion on chips, servers, and data centers alone. Morgan Stanley says it’ll balloon to $3 trillion by 2028 – 3x the entire US defense budget. Meanwhile, there’s a paradox playing out on Wall Street as investors pump AI stocks while VCs quietly cash out. Guess productivity gains can wait when you’re building the future.
🏃♂️ America’s AI edge over China might be shrinking. The US still leads in proprietary models, but China’s open-source AI is quickly catching up. China’s newest model costs just $0.28 per million tokens – 87% less than DeepSeek, and a fraction of comparable models like Claude 4 Sonnet or Gemini 2.5 Pro. And while we still lead in advanced chips, China is catching up fast with tech like Huawei’s CloudMatrix 384, bundling lower powered chips to rival Nvidia’s best. China’s got the cost advantage, but cracking AGI might still need some good old-fashioned crazy-genius.
💊 Montana just became the Wild West for experimental medicine. A new “Right to Try” law lets patients access drugs right after basic safety tests, skipping FDA approval entirely. Longevity startups and biotech firms are already rushing in, but critics worry profits could come before patient safety. What doesn’t kill you makes biotech startups stronger.
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🦾 The future of American manufacturing depends on robotics. America is reshoring factories, but labor shortages and high costs mean robotics aren’t optional. To succeed, manufacturers need standardized software to bridge the “Production Robotics Chasm,” plus a workforce trained to run automated, AI-driven factories. “Made in the USA” will soon mean “Made by Bots.”
fun stats
amount big tech has spent on AI so far in 2025. This is more than the US government has spent this year on education, jobs, and social services. Amazon leads the pack with $55.7 billion on AI infrastructure spending.
🦾 A day in the life: Humanoid robots, they’re just like us