Author: Andrew
-
I just saw Microsoft lock in OpenAI’s chip IP through 2032—and it changes the cloud AI race
Microsoft now holds rights to OpenAI’s custom chip designs and extended model access to 2032. I break down what this means for cost, capacity, and lock‑in.
-
I just saw Google’s AI start shopping (and calling) for you—great for Q4, risky for brands
Google adds conversational shopping, agentic checkout via G Pay, and Duplex calls. Faster Q4 conversions—but raises data, SEO, and governance risks.
-
I just saw Cash App roll out ‘Moneybot’—smart, but the APY and Bitcoin shift is bigger
Cash App adds Moneybot AI, Lightning USD-to-Bitcoin payments, and a reworked benefits program. Here’s the impact on cost, compliance, and growth.
-
I just saw Kering‑backed Mirova put $30.5M into Varaha—no equity, just future carbon credits
Kering-backed Mirova invested $30.5M in Varaha for future Verra carbon credits, not equity. Here’s what that changes for offsets, risk, and procurement.
-
I just saw Waymo flip the freeway switch—and the 50% time cut isn’t the whole story
Waymo can now take freeways in SF, LA, and Phoenix. Faster trips, airport curbside, new risks. Here’s what operators and buyers should expect next.
-
I just learned DMVs give ICE self‑serve access via Nlets—290k+ hits. Here’s what I’d do now
Lawmakers say Nlets gives ICE/HSI self‑serve DMV access—hundreds of thousands of queries and facial recognition risks. Here’s what to do next.
-
I just saw Kleiner & Nvidia back WisdomAI’s $50M round—and the “no LLM answers” choice changes BI
WisdomAI raised $50M led by Kleiner Perkins with NVentures. Its query-only LLM architecture, alerts, and fast adoption could reset enterprise BI.
-
I just read the IEA’s new data—data centers will outspend new oil this year, and I’m worried about
IEA says $580B will flow into data centers this year, topping new oil. AI power demand could 5x by 2030. Here’s what execs must do about grid, costs, and…
-
I just saw Apple add passports to Wallet—great for TSA, but there’s a compliance catch
Apple brings U.S. passports to Wallet for TSA checks at 250+ airports. Big UX win, but beta limits, acceptance gaps, and compliance risks remain.
-
I just heard Jack Dorsey’s open‑source ‘diVine’ revives Vine—anti‑AI by design, but there’s a catch
Dorsey funds diVine, a Nostr-based Vine reboot with 150k–200k loops and AI upload blocking. Here’s what it changes for brands, developers, and compliance.