Good morning. AI’s environmental impact keeps making headlines, but Sam Altman thinks everyone has it backward. He points out that making just one human takes millions of calories, decades of education, and generations of evolution. So maybe people could cut AI some slack. Altman laughs off rumors that ChatGPT guzzles 17 gallons of water per query as ridiculous. Well, mostly ridiculous. Sure, AI burns resources. But between corporate secrecy and NDAs, we may never know if chatbots or people are worse.
Google wants to break Nvidia’s monopoly. Its TPUs are winning over AI startups tired of paying the NVIDIA tax. Yet despite having deep pockets, Google still can’t scale production because Nvidia already locked down most of TSMC’s manufacturing slots. To fix that bottleneck, Google’s flooding cloud startups like Fluidstack and even ex-crypto miners with cash to pump up AI chip demand. Sounds backward… Why boost demand when supply’s the problem? Because a bigger market makes it harder for TSMC to play favorites. If Google pulls this off, Nvidia might finally have to cut prices. [WSJ]
The biggest AI opportunities have yet to be built. Can we all just agree the market doesn’t need another coding agent? Anthropic’s latest data shows almost 50% of AI agent activity is in software engineering, leaving sectors like healthcare, legal, finance, and education almost completely untapped at 2% or less. Y Comb’s CEO Gary Tan claims it’s not because agents aren’t ready. It’s that outside of coding, people still don’t trust them. But trust is rapidly growing, as users shift from cautious oversight toward active monitoring. The agent market is still wide open and waiting to be built in high-friction, regulated industries. SaaS minted hundreds of unicorns. AI’s vertical boom is just warming up. [Anthropic, Garry’s List]
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Silicon Valley isn’t waiting for the FDA to cure aging. The hottest new longevity trend is mitochondrial transplantation. Startup Mitrix Bio argues there’s no point rebooting old cells with dead batteries. Instead, they inject mitochondria harvested from young donors directly into elderly patients. Each treatment costs $50k and includes a small slice of company equity. While traditional drug trials avoid older patients, Mitrix actively targets people in their 70s and 90s who can’t exactly wait around. How cliche that the cure for aging is taking from the young to keep the old and wealthy alive. [The Information]
Cybersecurity stocks are tanking. Investors panicked after Anthropic launched Claude Code Security, an AI tool that hunts software vulnerabilities most security teams can’t even find. CrowdStrike, Cloudflare, and Okta immediately plunged about 8%, as investors realized expensive legacy security products might soon look like overpriced antiques. The real absurdity? None of these companies even fix software bugs. Anthropic’s AI should actually make SaaS safer, but why let reality spoil a perfectly good market meltdown. Expect more market manipulation in the weeks ahead. [Bloomberg]
The Peace Corps is pivoting from building wells to selling AI. Washington is planning to send “Tech Corps” volunteers overseas to promote American AI over cheaper Chinese tech. Forget teaching English. The new program will deploy STEM grads to pitch Nvidia GPUs and ChatGPT subscriptions with the tagline “American tech. Global good.” The White House calls it a modernized Peace Corps. In reality, Silicon Valley just scored taxpayer funded sales reps. [Rest of World]
fun stats
🏠 1 in 6. US apartments are now managed entirely by AI agents.
🚨 30. Cities that have cancelled AI surveillance contracts with Flock Safety since 2025, including Flagstaff and Santa Cruz.
📈 7%. Projected growth of the US consulting market in 2026 as companies seek returns from costly AI projects. It’s the fastest growth since the post-pandemic boom.