the Microdose

Valley Cheat Code

+ billionaire baby machine, AI’s greed tax, and China China China
Adam Wildheart
China Silicon Valley
China Silicon Valley

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Cheri Wildheart
Adam Wildheart

Good morning. Let’s face it, half the reason to binge Netflix’s “Wednesday” is Thing, the impossibly handy, disembodied goth sidekick. Well, mad scientists at the University of Utah have unleashed an AI-powered prosthetic bionic hand that’s basically your own personal Thing, minus the attitude. It senses how close it is to an object, automatically adjusts its grip, and manages each finger independently so it won’t crush your coffee cup. It’s the supernatural companion we all secretly wish we had, only this one’s attached.

China wants to disrupt Silicon Valley by stealing their investors. Instead of waiting years for tech startups to turn a profit, Beijing is fast tracking IPOs, pushing companies public even if they’ve never earned a dime. Chinese AI chipmaker Moore Threads just went from paperwork to a $55 billion market debut in only 88 days, smashing records and bruising a few Valley egos. Who cares if they’re bleeding cash? Investors are betting China can leapfrog years of careful innovation by throwing mountains of money at local chip makers. It’s Silicon Valley’s playbook at warp speed, with higher stakes and government backed cheat codes.

Assembling furniture is arguably one of the hardest tasks known to man. MIT researchers just taught a robot to do it simply by asking. Their “speech-to-reality” AI listens to voice commands like “I want a two tiered bookcase” and builds it from modular parts in minutes. The robot makes everything from chairs and tables to decorative statues without any programming or design skills required. MIT thinks the tech could revolutionize manufacturing, turning ideas into real objects on demand. Let’s hope they don’t call it “vibe reality.”

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Chinese billionaires are having dozens of American babies using surrogates. Elon Musk isn’t the only one on a breeding spree. Video game executive Xu Bo reportedly has more than 100 surrogate-born US kids. Another billionaire, Wang Huiwu, fathered 10 girls with the plan of marrying them off to powerful men. Welcome to America’s barely regulated surrogacy machine, where citizenship comes neatly packaged with IVF, lawyers, and nannies, all for about $200k a pop. And who’s cashing in? Peter Thiel, the guy behind Palantir and lectures about the Antichrist. Now he’s scaling fertility clinics to turn baby making into a factory operation.

Companies are using dynamic pricing to rip you off. In a nationwide test, researchers had 437 Instacart shoppers buy identical groceries at the exact same time and discovered something outrageous. Some shoppers were charged up to 23% more – simply because an algorithm calculated they’d pay it. This wasn’t a glitch. Instacart openly bragged to investors that its AI measures your price sensitivity, then systematically hikes prices to squeeze more profit out of each sale. Companies across industries are using it, including Amazon, Airbnb, Uber and Lyft. Loyalty used to earn discounts, now that data is used to make us pay as much as possible.

Of course China is ordering Nvidia’s AI chips by the truckload. Did anyone really expect otherwise? The H200 is several times faster than China’s best homegrown alternative, Huawei’s Ascend 910C. Tech giants like Alibaba and ByteDance are ordering so quickly that Nvidia is racing to boost production. But the real question is why the US government would suddenly lift export restrictions and sell America’s competitive advantage for pennies on the dollar. Maybe it’s because China already has easy access to all the chips they need. After all, servers don’t exactly check passports.

fun stats

🔬 $52 million. Series A funding raised by Medra to build self-improving “Physical AI Scientists.” They’re merging robotics, AI, and data gen into one system for biopharma R&D. 

🎬 13 minutes. Average daily time users spend on OpenAI’s Sora vs 90 minutes on TikTok.

💬 $12 billion. Valuation of OpenEvidence, the “ChatGPT for Doctors” startup – doubled from October. It’s generating $150 million per year in ad revenue, with a gross profit margin higher than 90%. 

🏭 10,000. Number of 1X Neo humanoid home robots ordered for factory uses by 2030. It’s a big shift, as safety, privacy concerns, and a $20k price tag chill consumer adoption.

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