
Wall Street finally has a price for embodied AI
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Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

GitHub was down for most of Monday. Its newest competitor launched the same morning.

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

"This is one of the most important days in recent Google history"

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Good morning AI entrepreneurs & enthusiasts,

Moonshot's round came in at up to 3.5 times its original target, co-led by the same $8B Chinese state fund that backed DeepSeek.

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Every robotics video you've seen this year is a humanoid. Every dollar that mattered this week went the other way.

The AI race is so fast right now that Google shipped three new models today and still left everyone wanting.

The most important question in AI right now isn't which model wins. It's who gets to decide what you're allowed to build with.

Nobody is short on ambition or capital. They are short on silicon and power, because demand is compounding faster than anyone can build...

Plus: China stacks a frontier model, a supercomputer, and a governance play in 48 hours

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,

Good morning AI entrepreneurs & enthusiasts,