the Microdose

Wall Street’s Data Delusion

+ love gets weirder, instant LLMs, and robot reality check
Adam Wildheart
abstract data center collage ai energy use tulips
abstract data center collage ai energy use tulips

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Cheri Wildheart
Adam Wildheart

Good morning 👋 Does flirting with a chatbot count as cheating? What about late-night texts, emotional confessions, private nicknames? People are catching their partners in full-on relationships with bots. Some say it’s harmless, others think it’s betrayal.

Where’s the line? Therapists say it’s when real connection is taken out of a relationship and given to something else. Even if that something isn’t real. But when you can design your soulmate, why bother with a real one?

🤑 Data centers are the next Wall Street gold rush: Companies are buying and building giant warehouses to stuff full of servers, backed by $billions in private equity. The bet is simple: AI demand will never stop. But the power grid is maxed out, and some are already walking away. Leases canceled. Projects stalled. Every bubble starts the same way: with someone whispering “this time is different.”

🏃‍♂️ NVIDIA speeds up diffusion models: Most AI models write one word at a time. Diffusion-based LLMs do it differently. They start with static, then shape it into something readable – like DALL·E, but for text. Cool idea, but so far they’ve been slow and unreliable. NVIDIA just fixed that. Their new method, Fast dLLM, adds memory and filters to clean things up. Now they run 27x faster with almost no drop in quality. This weird cousin of ChatGPT might be the fastest one yet.

🪫 Bringing the dead back to life: Nearly a million tons of lithium-ion batteries are thrown out every year. Most still have life left in them. A team in China used AI to develop an electrolyte injection that reactivates dead EV batteries. With battery waste expected to hit 20 million tons by 2040, the discovery could change the future of energy storage. Who needs recycling when resurrection is cheaper.

🫠 Fusion is getting real: Engineers at Princeton are building a nuclear reactor out of plastic – kind of. They’ve 3D-printed over 50 full-size mock ups to plan the final assembly. Some even include magnet bundles meant to carry four million amps. The plastic would obviously melt in seconds if turned on. Luckily, it’s just a dress rehearsal for the hottest show on Earth.

Instant video scripts

Sandcastles AI turns any idea into a short-form video script in under a minute. Just type a topic and get a clear structured script researched, written, and ready to film.

Why does this matter? Most founders don’t have time to plan content, write hooks, or chase trends. Sandcastles does it for you. It helps you stay top of mind without hiring a team or staring at a blank doc.

Start with a prompt. End with a script. Your content flywheel starts here. 

🟡 These are not the droids you’re looking for. Humanoid robots look cool but fall short when it comes to real work. Chris Walti, former lead of Tesla’s Optimus team, says they’re a bad fit for factories. Most tasks are better handled by simpler machines that are faster, more reliable, and actually built for the job. Why build C-3PO when R2 gets it done better?

🐝 Swarm training is rewriting the AI playbook. Think Web3 for LLMs. Distributed, permission less, and maybe unstoppable. Macrocosmos just launched a decentralized training system on the Bittensor network, where anyone with a GPU can train part of a model and earn rewards. If it works, we crowd trained the future. If it flops, at least we made it weird.

🎨 An artificial synapse just learned to see color. It runs on sunlight and thinks more like a brain than a machine. Built in Tokyo, the chip filters, interprets, and makes decisions without a camera, processor, or battery. Everything happens inside one light-powered circuit. It could change wearables, drones, and neurotech where space and power are limited. It’s basically a photon-powered middle finger to Moore’s Law.

Fast takes

✦ Gen data: Perplexity Labs generates graphs and spreadsheets

Vibe coding mishaps: Loveable’s critical flaw

AI + biotech: The lab of the future 

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