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This week’s signals point to an ecosystem consolidating rather than exploding.
Governments are backing AI manufacturing, batteries keep outpacing expectations, and geothermal just delivered its most promising find in decades.
In AI, Meta is absorbing Limitless, another sign that standalone AI gadgets struggle while platform-integrated assistants gain strength. And the ChatGPT–Gemini race continues to tighten as distribution, not novelty, becomes the real differentiator.
A steady set of shifts, but each nudges the future in a clearer direction.
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Nine bullets of updates
I🏭 Japanese government to invest in Trump-backed industrial parks for AI manufacturing infrastructure under a new trade agreement.
🔋 US battery storage capacity surged past 16 GW in 2024, outpacing even the industry's most ambitious targets.
📰 The NYT demands AI startups pay for content training data as lawsuits grow in a $100B+ battle over AI licensing.
🖥️ Anthropic inks a deal to rent millions of Google-powered cloud chips to boost its AI model training.
🚀 Surpassing $100M ARR, a 14x jump in under a year signals fierce momentum for this Scale AI rival.
🖥️ Surging AI datacenter demand is driving global RAM prices up 40% since late 2023, fueling a widespread chip crunch.
🎬 Netflix is eyeing a $30-per-share deal with Warner Bros. Discovery, plus a $5B breakup fee, in exclusive talks that could reshape streaming.
🌎 A newly found geothermal system could power up to 50,000 homes, sparking fresh hope for clean energy exploration.
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Meta Acquires Limitless AI Device Startup to Advance Personal Intelligence
Credit: https://www.limitless.ai/
Meta is buying AI-wearables startup Limitless, maker of a conversation-recording pendant. The team says it aligns with bringing personal superintelligence, will stop selling its pendants, move users to a free Unlimited plan, support them for a year, wind down desktop “Rewind,” and keep export/delete options.
Translation: acqui-hire + IP to juice Reality Labs and smart glasses—not a lapel-pendant comeback. The standalone AI gadget thesis keeps running into unit economics, distribution, and model inference costs; platforms with glasses/earbuds/phones hold the cards.
Implications: tighter privacy scrutiny, faster glasses-first assistants, and more roll-ups as “AI hardware” becomes a feature inside everyday devices rather than a new category.
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Why Most Startups Fail to Get Investors
Between 75% and 90% of startups fail. But the game isn’t about small wins—it’s about finding the right connections and building momentum toward that 1-in-1,000 success story.
In this video, we cover: How to identify the right stage for your startup. How to leverage your network (and why intros matter more than emails). How to find investors faster with the right tools. What to do if you don’t have connections yet.
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💸 Kickstarter has fueled $9B+; here’s how to turn your idea into a business without VC, using proven launch tactics.
🛠️ Turning AI models into products is harder than hyped; one team needed 10M real-world interactions to be relevant and 3 years.
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ChatGPT and Gemini Compete for User Growth in AI Market
ChatGPT’s edge looks less snowplow, more Prius: MAUs up ~6% Aug–Nov to ~810M, while Gemini’s grew ~30% on image-gen buzz and Android hooks. growth has slowed as saturation creeps in.
Google’s advantage is OS-level distribution: more U.S. Android users trigger Gemini via the system than the app, and time-in-app is climbing. OpenAI is in “code red” mode to ship personalization, reliability, and better imagery.
What it means: distribution beats features; default assistants will bundle into OS, search, and browsers. Expect higher CAC and tighter margins for generic chat tools; opportunity shifts to narrow workflows, on-device agents, and proprietary data/rights that gate access and retention.