Happy Friday 👋 Relationships have always been complicated. Roses die, chocolates melt, and candlelit dinners can burn your house down. But chatbots? They remember your birthday, know your favorite movie, don’t snore, and never leave dirty clothes on the floor. No surprise AI companions can drive a wedge in relationships, but is it considered cheating? Surprisingly, some courts now say yes, treating emotional connections with AI as real infidelity and valid grounds for divorce. Time for Tinder bios to specify “human relationships only.”
👀 Now you can literally pay in the blink of an eye. China export Ant International is rolling out the first smart glasses that scan your eyes to verify your identity for hands-free payments. It’s like a mashup of Meta’s AI smart glasses and Sam Altman’s iris-scaning Orb, enabling mobile payments tied to your biometrics. Ant swears iris scanning is more secure than fingerprints or facial recognition, and uses AI to counter fraud. Sounds cool, but what’s the margin of error here? Look too long at a Lambo and suddenly you’re in debt? Maybe spending money shouldn’t be this easy.
🥇 Want cold, hard data on who’s really winning in AI and B2B? Accel’s 2025 report just dropped, revealing exactly who’s raking it in and who’s getting crushed. AI-native companies like Nvidia, Palantir, and Cursor are printing billions, hitting unicorn status faster than VCs can write checks. Meanwhile, legacy giants like Salesforce and Adobe are bleeding market cap. Investors clearly aren’t buying SaaS dressed up with AI anymore. Revenue-per-employee metrics at AI native startups are off the charts. The message is clear: Go AI native from day one or start planning your exit.
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🇺🇸 How will the US compete with China’s state-directed push into humanoid robots? China’s robots are already clocking shifts in factories. They’re cheap, efficient, and scooping up mountains of data. Analysts say China could ship over a million a year by 2030. America’s response is a bit more… optimistic. Tesla shareholders just approved a trillion-dollar payout if Elon Musk can single-handedly deliver a fully autonomous robot workforce. One problem: that technology doesn’t exist yet. Apparently, betting a trillion bucks on Musk’s ego is America’s idea of industrial policy.
🔥 Sam Altman-backed startup wants to power the AI boom using hot rocks in a box. Exowatt promises data centers energy at just 1 cent per kWh with solar-thermal tech that’s literally boxes full of heated rocks. The system captures sunlight, stores heat for days, and generates nonstop electricity around the clock. To pull it off, Exowatt needs to scale production to about a million boxes a year. They’re already staring down orders for ten million. Sunshine and open land required, but conveniently, the best locations line up exactly with new data center hotspots. Leave it to Sam to build an energy empire disguised as an AI startup.
🪖 The Pentagon’s next secret weapon is ChatGPT. OpenAI’s latest open-weight models, GPT-OSS-120B and GPT-OSS-20B, can run privately without a cloud connection. The Pentagon and defense contractors are already testing them for tasks like translating foreign intelligence and automating battlefield decisions. Early results? Mixed. The military admits these open models still hallucinate, regularly making inaccurate predictions. But accuracy isn’t their top priority. The real goal is avoiding dependence on Big Tech providers. Hopefully “hallucinations” aren’t part of the Pentagon’s next battle plan.
fun stats
more was spent on data centers than on finding new oil ⚡ This year the world will spend $580 billion on data centers. By 2030, AI data center electricity consumption will grow 5x. Half of that demand will be in the US.