the Microdose

Superhuman Arms Race

+ hidden AI growth, CMO bot, and speedy space delivery
Adam Wildheart
Alibaba CEO Eddie Wu
Alibaba CEO Eddie Wu

Alibaba CEO Eddie Wu/The Microdose

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Cheri Wildheart
Adam Wildheart

Good morning 👋 If sci-fi movies taught us anything, it’s that humanoid robots are smooth, reliable, and generally great company. But if you’ve seen today’s droids wobble across a lab, you know they’re less Ava from Ex Machina and a lot more C3PO. Despite Tesla and Figure pouring billions in, experts warn humanoids are so clumsy and unsafe you’d better stay at least 10 feet back. Welcome to the future, please watch your toes.

🏃‍♂️ China is officially in the race for artificial superintelligence. Until now, China’s AI ambitions mostly focused on robotics, industrial uses, and solving practical problems. But Alibaba flipped the script this week by openly declaring it’s going after full-on AGI. Suddenly the global AI race isn’t Silicon Valley hype. It’s real, it’s international, and policymakers in Washington might soon wish they’d spent less time arguing over TikTok.

🤷‍♀️ The economy is growing faster than jobs. Is AI the hidden reason? Critics insist AI hasn’t boosted productivity yet, but recent economic data tells a different story. GDP surged nearly 3.8% last quarter while employment barely moved. Productivity hit a 3.5% growth rate, the strongest we’ve seen in years. Researchers still aren’t convinced AI is behind this spike, but if these government stats aren’t completely cooked, we might be staring at the first real signs that AI is quietly starting to reshape the economy.

🪴 A startup just replaced its CMO with a robot. Series, a college networking app, unleashed Uri, a Unitree G1 humanoid, at Harvard’s football game. It marched into the stands, posed for selfies, handed out matcha drinks, and racked up a million views overnight. The CEO says Uri costs less than a typical marketing exec and grabs more attention than most celebrities. Leave it to a networking app to use robots to help people connect.

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💸 Better buy memory now, because prices are about to explode. SSD and RAM costs are soaring, with NAND flash up 100% in just six months and DRAM projected to surge another 40% by late 2025. Even Raspberry Pi prices are up 120%. Why? Because AI data centers are devouring the world’s entire supply. OpenAI’s massive “Stargate” project alone just reserved nearly half the global DRAM production. Looks like AI’s biggest weakness is basic supply chain planning.

📦 Forget overnight delivery, this startup is offering space shipping in an hour. Inversion Space just unveiled Arc, a reusable spacecraft designed to store the ore cargo in orbit for up to five years and deliver it anywhere on Earth within 60 minutes. The 8-foot tall vehicle carries 500 pounds, survives hypersonic reentry, and lands autonomously by parachute. Inversion plans to have Arc operational by 2026, targeting urgent military supplies, disaster relief, and remote deliveries. Coming soon, “orbital Prime” memberships.

fun stats

9%

of adults in the US now get their news from AI chatbots 🦜 Half of them are getting inaccurate news, while 33% have a hard time figuring out what’s true and what’s not. Scary.

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