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Tesla and #SpaceX 🚀 are deepening ties (https://www.theinformation.com/articles/elon-musk-building-terafab-team-inside-tesla?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__f25baf539a1e92aac8bbdf5f7219971f4a85e2bde90ab7584453ee595c9b6265&utm_campaign=RTSU%3A+N55+Characters&utm_content=13999&utm_medium=email&utm_source=cio&utm_term=9699)in a chip push as merger chatter swirls.

New Jersey lawmakers are expected to vote on a bill that would require driverless cars to have lidar — effectively banning Tesla vehicles. #Auto Future https://www.theverge.com/transportation/962309/new-jersey-robotaxi-bill-lidar-tesla?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20260709&utm_content=99ee62a9ee4f842c8df663c19004378a

All the talk of “SaaSpocalypses” starts with a core assumption: very soon, “vibecoding” will be able to replace the kinds of sophisticated software solutions on which enterprises once invested millions each year. But is any of this actually TRUE? Consulting firm Bain & Company is reportedly trying to find out. Financial Times reports that B&C are attempting to vibecode their own versions of products from hundreds of potential acquisition targets, to determine both the companies’ long-term value and how their offerings might evolve in the future. The project started with a small team of software engineers in 2023 but has now reportedly exploded, and involves a large number of the firm’s consultants and associates. According to FT, this has already moved out of the theoretical space, and Bain’s vibecoded alternatives are influencing acquisition and investment decisions in real-time. One private equity exec told the paper that they’ve slowed their deal making in light of Bain’s results, and are applying additional scrutiny to any and all SaaS ventures, while an other investor said that they dropped out of the bidding for an analytics company after seeing Bain’s vibecoded mock-up. But not everyone is convinced that the strategy is entirely sound. On X, Chamath Palihapitiya suggested that vibecoding a mock-up of a powerful piece of software doesn’t necessarily give Bain or its clients a deeper or more nuanced understanding of the underlying business or technology. He asks “Do you think vibing the UI of Google search would even scratch the surface of helping you understand the complexity that sits behind it?” Ultimately, Chamath dismisses the initiative as “busy work,” and another example of the already-outdated push for AI “tokenmaxxing.” https://www.ft.com/content/e5bac4d1-b1f8-43a4-bd54-b182d5357af0?_bhlid=1136a3aaa633ea45fdaa15eab9f79128d5ff2ad8

ChatGPT beat Claude to market, but Anthropic looks set to beat OpenAI to market. Anthropic is beginning to test the waters ahead of its potential IPO and is starting to set up meetings with investors. An IPO from Anthropic would be a seismic moment for the still relatively nascent AI business. It would be both the pacesetter for the entire industry and a moment when a lot of market value that has drained out of companies on public markets and into private companies like Anthropic will once again become available for investors. According to Bloomberg, Anthropic is currently considering an initial public offering as soon as October. If that timing holds, Anthropic will be the first of the pure-play #Artificial Intelligence companies to enter public markets. Sure, SpaceX had a pretty considerable portion of its value prop tied to its AI business, but Anthropic appears poised to beat archrival OpenAI as well as other players such as DeepSeek, which is preparing for an IPO filing as soon as this year. Anthropic was valued at $965 billion after its funding round in May. Investor meetings are a critical part of the IPO process, as bankers sound out demand before the actual roadshow. The maker of Claude hitting public markets would be a watershed moment for investors who have been ravenous in their pursuit of exposure to the AI trade. Finally, enough with investing in the picks and shovels, any one of these AI labs going public would be a moment to buy the dang mine. It’ll also be a chance for markets to appraise the actual businesses of these companies instead of implicitly doing so based on the pools of red ink on the balance sheets of the businesses that are well and truly disrupted. So far, investors have only had a chance to price in new technological innovations by dumping the shares of the companies — truck stops, SaaS firms, cybersecurity outfits — that are potentially on the losing side of the technological shift.   https://www.bloomberg.com/news/articles/2026-07-15/anthropic-is-said-to-plan-ipo-investor-meetings-as-listing-nears?srnd=technology-ai&utm_source=snacks&utm_medium=email&utm_campaign=snacks_20260716&utm_content=c4fba38cff9d4e97f9105b7cf534efb9

Smartphone shipments around the world fell 11% in the second quarter, Counterpoint Research reported on Monday, which it said was the lowest second quarter levels in 13 years. #Gadgets #Data is beautiful The research firm attributed the sales drop to rising prices for smartphones caused by higher memory chip costs, which in turn is a result of the AI data center boom squeezing supplies of memory. Manufacturers such as Samsung have raised some prices, while iPhone maker Apple has raised prices for some hardware devices except the iPhone. But Apple is expected to hike iPhone prices when it unveils its next generation in the fall. Despite the price increases, Samsung had the leading market share with 24%, Counterpoint estimated, while Apple’s share rose to 20%. https://www.cnet.com/tech/mobile/samsung-increases-some-galaxy-prices-as-cost-pressures-mount/?utm_campaign=%5BREBRAND%5D%20%5BTI-AM%5D%20Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124 https://www.reuters.com/business/media-telecom/global-smartphone-shipments-second-quarter-hit-lowest-13-years-memory-chip-2026-07-13/

Surprised many folks are against what Karp was saying - I think he’s spot on. Claude is a trojan horse. Frontier labs are trying to eat everything. The alpha is in owning the context imo Anthropic is on a jaw-dropping trajectory, poised to out-earn every public software company except Microsoft by year-end. With a run-rate already surpassing Salesforce and Adobe, this three-year-old startup is redefining what's possible in B2B. Dive in to see how Anthropic is reshaping the landscape and leaving giants in its wake. https://www.saastr.com/by-year-end-anthropic-will-out-earn-every-public-software-company-except-microsoft/?mkt_tok=NzIwLVJTVC0zMTkAAAGi26wMuHzGUKdRrdi2N5T8QHDJYGu5-CDM7WO5z3Zt5bGhUeSIHX7uhZzBCEdcR_puYvT7xMxJSkPKkD57mk_GPb3hzWt5aMSdQAZJJcIgXkSL

Roger Lee changed their vote · 3 days ago

Over to jolly old England, where UK autonomous vehicle interest Wayve has filed to sell shares on the London Stock Exchange’s new Private Securities Market. As the title implies, this is NOT the same as going public. The new venue allows for trading in private companies through a regulatory framework known as PISCES (Private Intermittent Securities and Capital Exchange System). Basically, companies offer scheduled, occasional auction windows during which their shares can be traded. Investors go through an intermediary like a bank of broker, known as a Registered Auction Agent (RAA), that actually place trades on their behalf. Proceeds then go to pre-existing shareholders, not the companies themselves, as in any other secondary market. Wayve is an “Embodied AI” company which developed a self-learning “AI driver” and foundation model, serving as a “brain” for self-driving vehicles. They’ll become the first major company to participate in the LSE’s Private Securities process, holding their first “closed auction” on July 8. The company was most recently valued at $8.6 billion, and will allow staffers to sell up to $85 million on the secondary market. #Auto Future https://www.bloomberg.com/news/articles/2026-07-01/wayve-files-for-share-sale-on-london-bourse-s-new-private-market

Nvidia on Wednesday released a new small, open-source model for “physical” AI that operates in the real world, including for robots. #Robotics Revolution 🦾🤖🦿 The model, Cosmos 3 Edge, is just 4 billion parameters and can run on a customer’s own computer rather than in a data center. It can act as both a so-called vision language model or a world model, both of which help robots navigate or understand their surroundings. (There’s heated debate in robotics over which type of model is best.) Nvidia also released new versions of its Jetson computer for powering robotics applications, though they are less powerful and have less memory than the prior version. Deepu Talla, Nvidia’s vice president of robotics and edge AI, said that, collectively, 2.5 million developers and 10,000 companies have used Nvidia’s Jetson hardware and Cosmos models. Nvidia’s non-data center revenue streams, which include hardware sales from Jetson, Nvidia’s new PC and gaming card sales made up 8% of its revenue last quarter. #Auto Future https://www.nvidia.com/en-us/ai/cosmos/

Intel secures the Apple bag? POTUS announced  that Apple will use Intel fabs in the United States to make its chips in the future. Recall that Apple has become a quiet silicon giant, designing its own processors for its computers (both handheld and desktop-oriented). If Cupertino shifted its chip manufacturing from TSMC to Intel, it would be a coup for the American, and partially state-owned, company. Thus far, the companies aren’t commenting. Let’s see if Trump jumped the gun, or is wrong altogether. https://truthsocial.com/@realDonaldTrump/posts/116769225357410422?_bhlid=3b17e04a85a591c0ccfff52f006af80510260980

Apparently lingerie sales are booming, and the reason is …. GLP-1s! I suspect all other beauty treatment markets will boom as well, from botox to all cosmetic surgery. Y’all ready for our hot-girl-future? #Biohackers Connect

This marks the first-ever custom AI chip developed by the ChatGPT maker, which worked in collaboration with Broadcom on the design. For now, Jalapeño remains in the testing phase, but Broadcom reports that the chip provides equivalent inference performance while draining about 50% less energy, compared to a standard #Artificial Intelligence GPU. It’s expected to head from the lab into data centers, including some operated by OpenAI partner Microsoft, by the end of this year. In all, OpenAI plans to spend “tens of billions of dollars” on Broadcom chips in the coming years, possibly with additional financing provided by Apollo Global Management and Blackstone. One pressing question still remains: is there a tilde in the proper name Jalapeño? Many sources do include it… but not Bloomberg… https://www.bloomberg.com/news/articles/2026-06-24/openai-and-broadcom-unveil-ai-chip-to-run-models-faster-cheaper?_bhlid=e0d85d805a18ed53c0947fe167924d838dd56a16