Good morning 👋 Ever feel like the waiter knows too much? Like… suspiciously too much? You’re not wrong. The best Bay Area restaurants are vetting your socials. One guest mentioned loving penguins so they adopted a real one for her. Another spot turned its wine cellar into a movie theater for a high school date-night throwback. It’s not just a meal, it’s complimentary surveillance and a wine pairing.
Today’s issue is sponsored by Incogni. Feel free to check your digital footprint.
🚀 The next great space race is data centers on the moon. Real estate firms are planning lunar builds, lured by unlimited solar power, natural cooling, and endless land. Work has already begun here on Earth, with developers setting up support hubs near launch sites. One startup even figured out how to make cement from moon dust. AI is scaling so fast, it’s pushing the cloud off planet.
🤝 America just lifted its AI chip ban on China. The reversal comes days after China announced plans to buy 115K Nvidia chips for data centers in Xinjiang. The H20 chips are stripped-down versions built specifically to meet export rules. Billions in chip sales are suddenly back in play. Does this mean the AI cold war is over, or just on lunch break?
🔌 California hired an AI to manage power outages. Genie scans outage reports and suggests fixes in real time. It’s a big upgrade from the manual systems most grid operators still use. If it works, the AI could soon start making decisions on its own about who keeps the lights on during blackouts. What happens when the thing running the grid puts itself first?
🪄A billionaire has invented vibe physics. Uber founder Travis Kalanick says AI chatbots are helping him explore the edges of quantum theory. He thinks they’re close to real scientific breakthroughs. The strategy? Train Grok on synthetic data until it stops needing reality. Meanwhile, researchers say these models just guess the next word and collapse under complex reasoning. Reality is optional when you have money and a chat buddy.
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👹 Christian bloggers think AI is demonic. They’re highlighting Bible-verse hallucinations and cartoonish generated images of the devil as proof of Satan’s meddling. One even accused Bing of downplaying hell to protect the devil’s image. If your chatbot starts speaking in tongues, it’s time to log out.
🧠 Ever wondered what your AI is actually thinking? Most reasoning models let you spy on their Chains of Thought (CoT) – the step-by-step process AI uses to solve problems. Researchers say monitoring this scratch pad might hold clues to how AI makes decisions. Nobody really understands how they get their answers. But as long as AI keeps thinking out loud, we might actually learn something.
fun stats
75.6%
surge in US startup funding in H1 2025, fueled by massive AI investments. It jumped to $162.8 billion, almost as high as 2021’s historic peak for VC activity.
[Reuters]
Boston Dynamics introduces Atlas 2.0, our next gen humanoid pal, with some creepy moves