the Microdose

Embodied AI Takes Off

+ China dumps Nvidia, Anthropic stays true, and red teaming AI
Adam Wildheart

Icarus Robotics cofounders Ethan Barajas and Jamie Palmer/The Microdose

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Cheri Wildheart
Adam Wildheart

Good morning 👋 Ever wonder if your company’s brand has truly arrived? Forget IPOs or billion-dollar valuations. When drug smugglers start stamping your logo onto cocaine bricks, you’ve officially made it. Brazilian police recently found 180 kilos of cocaine sporting the official SpaceX logo after a single-engine plane crash. Authorities don’t know why smugglers picked SpaceX, but apparently its reputation for going really high, really fast was too good to pass up.

🚀 Embodied AI robots are going to space. Icarus Robotics has raised $6.1M seed to build the robotic labor force for space. Astronauts waste most of their time unpacking cargo instead of doing actual science. Icarus wants general-purpose AI bots with simple jaw-grippers to take over routine work. Starting with human control, they’ll learn, adapt, and eventually become autonomous, able to tackle orbital construction and satellite upkeep. Big dreams for a company named after a cautionary tale.

🇺🇸 Anthropic has pissed off the White House by refusing to let its AI spy on Americans. Claude is the only top-tier model cleared for top-secret use, making it the Feds’ dream law enforcement tool. But Anthropic’s strict rules forbid domestic surveillance, and the company won’t cave. Now private contractors are caught in the political crossfire, and officials are whispering about Anthropic’s loyalties. Who knew refusing to spy for the FBI would become the new rebellion?

😈 Dream job: Getting paid to see how evil AI can get. That’s exactly what Irregular, a $450m Sequoia backed startup, does for companies like OpenAI and Anthropic. In one test GPT-5 scanned a simulated network, mapped out its own attack, and tried to breach security. It wasn’t flawless, but it clearly knew exactly where to strike. So, if you’ve been red teaming AI for free, maybe consider invoicing someone for that.

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💔 China just dumped Nvidia. After months of geopolitical drama and export restrictions, Chinese tech giants were told to stop buying Nvidia’s AI chips. CEO Jensen Huang says he’s “disappointed,” but China’s message is clear: they’re done depending on U.S. hardware. Instead, they’re building massive data centers and training powerful AI entirely on domestic silicon. Rather than chasing America’s fastest GPUs, China’s scaling huge numbers of homegrown chips paired with ultra-efficient AI models to match Nvidia’s performance.

🔋 EV battery breakthrough is going to make gas stations obsolete. Researchers just cracked the biggest EV hurdle: charging time. Their new lithium-metal battery delivers 500 miles from a 12-minute charge, without overheating or short-circuiting. Charging anxiety just got unplugged for good.

fun stats

48%

of Americans are opposed to AI-enabled weapon development – unless foreign rivals do it first 🔫 Then support flips from 39% to 53%, according to a recent Gallup poll.

In July, the DOD awarded $200m in AI contacts to OpenAI, Anthropic, Google, and xAI. Scale AI nabbed $100m-cap contract yesterday.

[Axios]

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