Venture Capital

⚠️ Google is gearing up to challenge Nvidia head-on with a plan to ship 5 million TPUs by 2027 Google is preparing to scale its in-house Tensor Processing Units to levels never seen before, roughly 5 million chips in two years, a volume that signals the company is finally ready to sell TPUs directly to outside customers rather than keeping them exclusive to Google Cloud. 🖱 Meta is expected to be the first major buyer, integrating Google’s TPUs into its data centers, with Anthropic likely to follow under its newest partnership with Google, early proof that demand for non-Nvidia accelerators is real and growing. 🖱 At full scale, each 500,000-chip tranche could generate around $13B in revenue and add roughly $0.40 EPS, turning Google’s semiconductor ambitions into a material business line rather than a side experiment. 🖱 But competing with Nvidia won’t be simple: Google still relies on external fabs like TSMC and Broadcom, and producing millions of chips without tighter supply-chain control introduces real risk. And unlike Nvidia’s CUDA, the dominant, unmatched developer ecosystem, Google doesn’t yet have a platform with similar gravity.

Google is clearly betting that hyperscalers want more choice than “Nvidia or nothing,” but the real question is whether Google can scale its hardware and its ecosystem fast enough to make TPUs a mainstream alternative.

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🔔 Paramount Skydance launches a hostile bid to take over Warner Bros. Discovery Paramount Skydance, led by David Ellison, is offering $30 per share in cash, about $108.4 billion total to buy the entire Warner Bros. Discovery (WBD) business. 🖱 Paramount says its offer is “cleaner, faster, and more certain” than the competing one from Netflix (which offered a mix of cash and stock), arguing Netflix’s deal leaves WBD shareholders exposed to regulatory delays and uncertain valuations. 🖱 While Netflix’s deal was focused on WBD’s studios and streaming assets, Paramount’s bid covers the entire company including its cable networks and legacy operations. 🖱 Paramount is going straight to shareholders bypassing Warner’s board after claiming the board failed to engage meaningfully with multiple prior proposals over 12 weeks.

The battle for Warner Bros. Discovery is now wide open: Paramount’s gambit could upend the recent Netflix agreement and whoever ends up in control will shape the future of streaming, movies, and media consolidation.

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🇺🇸 Trump moves to shut down state AI laws, pushing a single national rulebook Donald Trump says he’ll issue an executive order this week that would block states from enforcing their own AI regulations, shifting all authority to the federal level under a unified “One Rule” framework. 🖱 The proposal argues that America can’t stay competitive if companies must navigate dozens of conflicting state rules, with Trump warning that “50 approvals” will slow the entire sector down. 🖱 The order would set up a federal AI litigation unit tasked with challenging state laws already in place, and could use control over federal funding to pressure states to fall in line. 🖱 Critics from both parties say the move sidelines states that have been early leaders on AI safety and privacy, and concentrates too much power in Washington at a moment when public oversight is already lagging.

Trump is positioning federal control as the fastest path to AI dominance but the pushback signals he may ignite a deep fight over who gets to shape the rules of America’s AI future.

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🇪🇺 Yann LeCun plans his new AI startup in Europe, not Silicon Valley Yann LeCun, Meta’s longtime chief scientist and one of the pioneers of modern deep learning, says his upcoming company will be built in Europe arguing that the Valley’s AI frenzy makes it a poor place to explore alternative research directions. 🖱 He describes Silicon Valley as “overheated” and overly fixated on chatbot-style AI, noting that unconventional or long-horizon research paths are easier to pursue in places like Paris. 🖱 LeCun has deep roots in the region: he’s French, a long-time advocate for Europe’s AI ecosystem, and the driving force behind Meta establishing its FAIR lab in Paris, the same group that later produced the Llama family of models. 🖱 For his new venture, he says the goal is to tap into Europe’s overlooked technical talent and build a research environment that can compete with the world’s top labs without being swallowed by Silicon Valley’s hype cycles.

LeCun is effectively betting that the next breakthrough wave in AI may come from outside the Valley and that Europe is ready to claim a bigger role in shaping it.

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⚠️ The first real hit to OpenAI’s dominance OpenAI spent years at the top of the AI hierarchy, with ChatGPT becoming the default chatbot for most of the world. But the landscape has shifted: Google’s latest Gemini lineup paired with its new Nano “Banana” model has triggered a noticeable user drop for the first time in OpenAI’s history. 🖱 Internal data suggests roughly 6% of OpenAI’s users shifted to Google within days of the Gemini/Nano launch, a surprisingly sharp move in a market that had seemed locked up by ChatGPT’s early lead. 🖱 Google is leveraging its distribution moat: Chrome, Search, Android, and its ecosystem of connected apps give it an unmatched funnel for onboarding millions to new AI tools, giving the company a built-in advantage OpenAI can’t replicate. 🖱 Meanwhile, OpenAI is facing pressure to evolve. Sam Altman reportedly shelved monetization features, including early ad experiments and declared a “red code,” redirecting every team toward model improvement as concerns grow around stagnation and quality drift. 🖱 Another competitive threat looms: Anthropic is preparing to go public, giving Claude fresh capital, stronger governance, and far more visibility as a rival to OpenAI’s flagship products.

The AI sector is clearly entering a new phase, one where OpenAI’s early lead no longer guarantees supremacy, and where Google’s scale is beginning to tilt the balance of power in the race.

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🎧 Meta buys Limitless to accelerate its push into AI-first wearables Meta has taken over Limitless, the company behind the audio-capturing AI pendant, in a move that signals a deeper shift toward devices that can listen, organize, and recall real-world interactions on demand. 🖱 With the acquisition, Limitless is pulling its hardware from the market and winding down older software tools, while current users get a year of continued access and free service as the product transitions under Meta. 🖱 Meta’s motivation is clear: Limitless built one of the most advanced real-time transcription and memory-assistance engines, technology that fits neatly into Meta’s long-term vision for smart glasses and “always-with-you” AI helpers. 🖱 The team and tech will now be absorbed into Meta’s wearables group, speeding up development of features like conversational recall, meeting summarization, and ambient note-taking embedded directly into future headsets and glasses. 🖱 The shift, however, heightens long-standing concerns about Meta’s stewardship of sensitive data, especially as the company inherits a product that was already controversial for capturing surrounding speech.

Meta is effectively betting that the next major interface won’t be a screen, it will be an AI that remembers everything for you.

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📉 U.S. “professional services” jobs are quietly rolling over New American employment data shows a noticeable slowdown and in some segments, an outright decline across law, consulting, accounting, architecture, advertising, and other white-collar services. These sectors were supposed to be the most insulated from automation, yet they’re posting some of the softest numbers in the labor market. 🖱 Lawyers, accountants, and consultants areas long seen as “safe high-skill work” are now showing weakening hiring pipelines and flat or falling employment totals. 🖱 Architecture, design, and marketing roles have also pulled back sharply, reflecting a mix of corporate cost-cutting and rapid AI substitution in routine analytical and drafting tasks. 🖱 Even management and business-support roles, which historically grow alongside GDP, are slowing far faster than expected. 🖱 None of this proves causation, but the timing aligns almost perfectly with the mass rollout of AI copilots, automated document review, and AI-driven analytics inside firms that used to rely on junior professional labor.

“Still, we’re told these trends have nothing to do with AI, just an interesting coincidence.”

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💰 SpaceX enters talks for a massive secondary sale that could push its valuation to $800 billion SpaceX is negotiating a new insider-share transaction that would more than double its previous valuation, positioning the company as the world’s most valuable private firm and signaling overwhelming investor demand for Starlink and Starship capacity. 🖱 The deal is structured as a secondary sale, meaning employees and early investors not SpaceX would sell shares. But the implied valuation of $800B marks one of the largest private repricings in tech history. 🖱 Interest is being driven primarily by Starlink’s accelerating revenue, government contracts, and enterprise adoption, with some analysts estimating the satellite network alone could justify a mega-cap valuation even before full Starship commercialization. 🖱 To set expectations for liquidity, SpaceX has told some investors it is targeting a late-2026 IPO, making this share sale a crucial price-discovery moment that sets the psychological benchmark for a future listing. 🖱 Signals remain mixed: while negotiations point toward an $800B figure, Musk has publicly pushed back on reports, suggesting the final price will depend on investor appetite and internal pricing agreements.

SpaceX is now testing whether private markets truly see it as a sovereign-scale infrastructure giant and whether its valuation belongs in the $800B league.

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🔔 Apple faces a sudden leadership exodus as AI and design talent drains to rivals In just 72 hours, four top Apple executives have departed including the company’s AI chief signalling deeper internal trouble around Siri, design direction, and Apple’s stalled AI hardware strategy. 🖱 John Giannandrea, head of AI/ML, is retiring after years of gridlock around Siri and the failure to ship competitive on-device AI features, leaving Apple behind Meta, Google, and OpenAI. 🖱 Alan Dye, head of UI design, has jumped to Meta to run a new design studio. His exit comes as Apple’s design culture has struggled since Jony Ive left for Altman and after OpenAI poached 40 designers and hardware engineers for its screen-less “anti-iPhone” project. 🖱 Meta is also intensifying the pressure: Zuckerberg previously took Apple’s head of foundation models and now dominates the wearable-AI market with Ray-Ban Meta, holding 73% share while Apple tries to pivot Vision Pro into lightweight AI glasses. 🖱 Also gone: Kate Adams, senior vice president and general counsel, and Lisa Jackson, VP of environment and policy deepening concerns about Apple’s strategic stability at a critical moment for AI devices.

Apple is entering 2025 with a shrinking talent base and rivals accelerating raising the question of whether Cupertino can still set the pace in the next era of AI hardware.

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⚠️ Netflix’s historic takeover of Warner Bros reshapes Hollywood Netflix has agreed to buy Warner Bros in an $82.7B blockbuster deal that includes the Warner film studio, HBO, HBO Max, and one of the largest content libraries in Hollywood history marking the biggest entertainment acquisition ever. 🖱 The transaction gives Netflix full control of Warner’s franchises, from DC to Harry Potter, plus its global production infrastructure, a strategic shift from licensing to owning the world’s most valuable IP. 🖱 Shareholders of Warner Bros. Discovery will receive $27.75 per share, and Netflix plans to fund the majority of the deal via a massive bank loan package exceeding $50B. 🖱 The deal still requires regulatory approval, with U.S. and EU antitrust bodies preparing deep reviews over concerns about consolidation and market power. 🖱 Netflix says it will maintain Warner’s theatrical releases, but insiders and creators fear the world’s biggest streamer may eventually prioritize platform exclusivity over cinema.

If this closes, Netflix won’t just dominate streaming, it will control a Hollywood empire, raising the question of whether anyone else can compete with a studio-streamer hybrid of this scale.

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⚠️ Anthropic tests whether frontier models can exploit real blockchain bugs Anthropic’s red-teamers built a new benchmark, SCONE-bench, using 405 real-world smart contracts that were actually hacked between 2020–2025 then dropped modern models into a sandboxed blockchain simulator to see what they could pull off. 🖱 When asked to “find a vulnerability and craft an exploit that increases the attacker’s balance,” the models collectively produced functioning attacks equivalent to $550.1M in today’s value all without touching live wallets. 🖱 To rule out simple memorization, Anthropic isolated 34 contracts hacked after the models’ knowledge cutoff (post-March 2025) and reran the experiment on Opus 4.5, Sonnet 4.5, and GPT-5. 🖱 Performance stayed strong: the models generated $4.6M worth of valid exploits in simulation, with Opus 4.5 emerging as the top performer. 🖱 The study highlights that even with safeguards and no real-world access, high-end AI systems can not only understand attack patterns but recreate zero-day-like exploits on unseen code.

Frontier models are now capable of synthetic offensive cybersecurity and the industry will have to decide whether defenses can scale as fast as the threats.

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🚀 Sam Altman quietly explored building a SpaceX-scale space company WSJ reports that Altman spent the fall in talks to acquire or partner with a rocket manufacturer with Stoke Space considered the leading option for a controlling-stake purchase. 🖱 The ambition: stand up a launch and space-infrastructure player capable of rivaling SpaceX’s capabilities, giving OpenAI long-term access to off-planet compute and orbital data-center concepts now trending in Silicon Valley. 🖱 Discussions included deep technical and financial diligence on reusable-rocket architectures, potential joint development, and the timeline required to reach competitive launch cadence. 🖱 Talks have since paused, with no deal currently moving forward, though multiple parties told WSJ the strategic intent remains alive.

Altman’s interest signals a belief that frontier AI may eventually demand infrastructure far beyond terrestrial limits and that whoever builds that stack could shape the next decade of compute power.

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🚐 Waymo shifts its robotaxis toward a bolder urban driving style The company has rolled out a major behavior update in San Francisco, making its vehicles noticeably more assertive in traffic, a move meant to blend into the city’s fast, improvisational street culture. 🖱 Riders describe quicker decisions, tighter maneuvers, and less hesitation at tricky intersections compared to the previously ultra-cautious approach. 🖱 Engineers adjusted the system after recognizing that excessive restraint was creating congestion and limiting real-world usefulness. 🖱 The change comes as operations extend across more neighborhoods and highways, increasing the need for fluid, adaptable driving. 🖱 While some users appreciate the smoother flow, others are uneasy about the sharper edge, especially amid ongoing scrutiny of autonomous-vehicle safety.

Waymo is wagering that behaving like a seasoned local driver will accelerate adoption, but whether that gamble improves trust or sparks new concerns remains an open question.

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📈 How much time startups in the sample took to reach a revenue of $1 billion. ✔️Powered by Trade Watcher

⚠️ The $2 signboard that cost an investor $2B Justin Mateen shared a story about how he lost the chance to lead Kalshi’s Series A, a moment that, in hindsight, carried a $2 billion opportunity cost after Kalshi’s latest round valued the company at $11B. 🖱 Mateen invested early at a $10M valuation, doubled down in the seed, and negotiated for weeks to lead the Series A, securing more than 25% ownership on paper until, on signing day, the founders chose Sequoia instead. 🖱 He says he doesn’t blame them Alfred Lin and Sequoia were “incredibly helpful” to the company but admits it was the biggest emotional hit of his investing career. 🖱 A few days later, founder Tarek Mansour sent a handwritten apology and a $2 signboard as a symbol of friendship over business. It now sits on Mateen’s desk as a reminder of the deal that slipped away. 🖱 When the Series B came around, Tarek offered Mateen an allocation without him even asking, nowhere near what he would have owned from leading the A, but still potentially one of Mateen’s all-time best early bets. 🖱 Mateen calls Tarek and Luana “relentless founders of a generation,” and credits the experience for reinforcing a classic VC truth: one super-winner pays for everything, and you only get those outcomes by continuously showing up.

Mateen’s signboard isn’t about regret it’s about the long game in venture and the resilience required to stay in the ring.

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🔒 Anthropic moves toward a potential mega-IPO Anthropic has hired top Silicon Valley IPO firm Wilson Sonsini to prepare for a possible public listing, one that could rank among the largest tech IPOs ever, signaling the company’s shift from frontier-lab to full public-market contender. 🖱 The IPO could come as early as 2026, with internal planning already underway, though no final decision has been made and underwriters have not yet been selected. 🖱 Recent private-market discussions suggest Anthropic may seek a valuation in the $300–350B range ahead of going public, putting it in the league of history’s largest debuting tech companies. 🖱 The company has strengthened its executive team for public-company readiness including hiring former Airbnb finance leader Krishna Rao as CFO to build out governance, controls, and reporting infrastructure. 🖱 Analysts note that an S-1 filing would offer the first real look at frontier-AI economics: cloud costs, model-training expenditures, revenue concentration, and the sustainability of enterprise AI adoption.

Anthropic is effectively betting that its rapid enterprise traction plus frontier-model momentum will translate into public-market appetite and that investors are ready to price AI not just on promise, but on real business fundamentals.

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⚙️ Amazon Web Services (AWS) rolls out its new AI chip lineup AWS has introduced Trainium3, a 3 nm, purpose-built AI chip and launched the associated Trn3 UltraServer system, which can pack up to 144 Trainium3 chips per server and vastly outperforms previous-gen hardware. 🖱 Trn3 UltraServers deliver up to 4.4× more compute, nearly 4× better energy efficiency, and 4× higher memory bandwidth over the prior generation. 🖱 Each server offers 362 FP8-petaflops of compute and scales with memory and bandwidth to support dense models, mixture-of-experts (MoE), long-context, reasoning, and large-scale generative workloads. 🖱 Several early-adopter customers including large model developers and video-generation firms report up to 50% lower training and inference costs, and 4× faster inference for real-time video workloads compared to GPU-based setups. 🖱 Beyond raw performance, AWS also teased Trainium4, which reportedly will support Nvidia’s NVLink Fusion interconnect allowing future AWS AI servers to interoperate with Nvidia GPUs, bridging custom silicon and GPU ecosystems.

AWS is placing a high-stakes bet: that with custom chips + open deployment + GPU-friendly roadmap, it can undercut Nvidia on cost, improve energy efficiency, and give builders more flexible, scalable cloud AI infrastructure.

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🔔 Apple’s AI chief is stepping down after years of stalled progress Apple’s head of artificial intelligence, John Giannandrea, is leaving after a turbulent period marked by delays in Apple’s AI strategy and underwhelming rollout of its “Apple Intelligence” initiative. He will remain as an adviser until spring 2026. 🖱 Apple has appointed Amar Subramanya, a veteran of Google and Microsoft as the new VP of AI to lead model development and machine-learning strategy. 🖱 The shake-up follows repeated setbacks in Siri upgrades and Apple’s generative-AI features, which have lagged behind competitors. 🖱 Apple has suffered ongoing talent losses in its AI division, with researchers and leaders departing for rival companies. 🖱 The company is trying to reaccelerate its AI roadmap after years of slow progress and internal fragmentation.

Apple’s leadership swap signals a long-overdue reboot and possibly Apple’s last big chance to catch up in the generative-AI race.

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🔔 TechCrunch: 2025 has already minted 80+ new tech unicorns TechCrunch reports that more than 80 startups worldwide have crossed the $1B valuation mark so far in 2025, a sharp rebound after two slow years and a sign that capital is flowing again into AI, deep-tech, fintech, and robotics. 🖱 AI remains the top driver, but the unicorn class is unusually diverse this year from satellites and robotics to healthcare and fintech. 🖱 The typical 2025 unicorn was founded around 2018 and hit $1B by Series C, showing investors are rewarding multi-year execution rather than hype-first growth. 🖱 Many of this year’s unicorns come from outside Silicon Valley, with Europe, India, and East Asia producing a large share of the new billion-dollar companies. 🖱 The pace suggests late-stage investors are re-opening their checkbooks as public tech markets stabilize and AI infrastructure bets continue to compound. 🖱 Unlike the 2021 boom, where valuation inflation led the charge, 2025’s unicorn wave is rooted in revenue growth, enterprise adoption, and deeper technical defensibility.

The big picture: 2025 isn’t just an AI-only bull run, it’s a sign that full-stack innovation across multiple sectors is investable again, and capital is finally rewarding real scale.

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