the Microdose

ChatGPT Health Kick

+ AI trash cash, private equity wakes up, and factory simulations
Adam Wildheart

The Microdose AI

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Cheri Wildheart
Adam Wildheart

Good morning. Tech conferences are usually a blur of endless talks and awkward speed networking. But attendees at a recent event in Germany got front-row seats to something special. A hacktivist in full Pink Power Ranger cosplay casually deleted three white supremacist websites live onstage, including one described as “Tinder for Nazis” that had a gender ratio so skewed it “made Smurf Village look like a feminist utopia.” The crowd cheered as racists everywhere learned an important lesson: If you’re claiming genetic superiority, at least master basic website security.

OpenAI dropped ChatGPT Health. Now instead of googling your symptoms and panicking, you can hand over your entire medical history to a chatbot for help. OpenAI suggests you connect all your medical records and wellness apps. In return, ChatGPT Health promises personalized diet and fitness advice, as well as answers to what test results actually mean. They claim your health data is safe and won’t be used to train their AI models. HIPAA laws don’t apply though, so good luck. Sounds like a great product if you trust OpenAI with all your personal data.

AI is sifting through your garbage. Demand for scrap metal is surging in the US thanks to tariffs, and box makers desperately need recycled cardboard. Pulling these materials out by hand used to cost recycling plants more than they were worth. AI sorting is finally tipping the balance. Major trash giants have dumped billions into AI sorting facilities, boosting profits and slashing landfill waste by up to 50%. Our trash is literally being mined for treasure.

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China banned Nvidia’s H200 chips again. Last month Trump lifted restrictions, and Chinese server makers rushed in with massive orders. Nvidia even begged TSMC to crank up production to meet demand. Then Xi Jinping slammed the brakes, telling buyers to chill until they figure out if homegrown silicon can meet demand. China’s domestic chips are great for inference, but training advanced AI is still Nvidia’s turf. Honestly, this entire ban is stupid: chips don’t have borders. Anyone can spin up H200s on the cloud or use services like Thinking Machines’ Tinker. Geopolitical theater at its best.

Private equity finally woke up and wants a piece of the AI action. For years they loved software companies printing money off endless subscription fees. Then AI startups stormed in, exploding growth and making traditional software look outdated. Now investors are scrambling to figure out how to value and get in on these faster-growing AI startups. They’re even pushing their own portfolio co’s to hurry up and adopt AI before customers bolt for smarter options. The shift from old school software to AI-driven growth is real, and private equity smells the cash moving. Better late than never.

The fastest growing trend in AI is world models. We’re being buried in news about robots, reactors, and self-driving cars being optimized inside realistic simulations. These digital worlds are so advanced, they can compress 10 years of training into 2 hours. Even PepsiCo jumped in, teaming up with Nvidia and Siemens to build digital twins of its factories in the Omniverse. Early results are impressive: 20% higher throughput, 15% lower costs, and catching 90% of problems before physical construction. It’s cheaper to fix mistakes before the concrete dries.

fun stats

🦄 53%. VC deal value from AI in 2025, out of $512 billion invested globally. The US dominated, grabbing two-thirds of all venture capital.  

🔔 $3.89 trillion. Alphabet’s market cap, surpassing Apple for the first time since 2019. Google’s parent company is leading in the AI race.  

🎣 $350 billion. Valuation Anthropic is seeking in its latest $10 billion fundraising round to compete with OpenAI. The safe AI company plans to 3x its annual revenue as it eyes a potential 2026 IPO.

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