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Tech Buzz <> GrowthSchool 07.22The Future of Tech
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Tech News: Cyber Offense, Nvidia Chips, Trump v Fed, Budget Cuts, USD, HHS
Company Watch: Thinking Machines Lab, Anthropic, Lovable, Warp, Zillow
Feature: AI Coding Levels Up To Power Government
Buzzy Tools: Latest Buzzy tech, AI and financial tools
Deep Tech: The latest in deep tech, biotech, futurism and more
Space Tech: Latest news in the space race and aerospace tech
Crypto: Blockchain and crypto policy and startups or protocols to watch
Cyber Offense — The administration plans to allocate $1B for offensive cyber ops, while cutting defensive cybersecurity funding. And the Chief Digital & AI Office partners with Anthropic, Google, OpenAI, and xAI to boost DoD Agentic AI use.
Nvidia So Back — Nvidia will resume sales of its AI chips to China after US government assurances following a meeting between Huang and President Trump, amidst ongoing US-China trade talks and rare earth export concessions.
Trump v The Fed — Donald Trump says it's "highly unlikely" he'll fire Fed Chair Jerome Powell, despite criticizing his management. Analysts speculate Trump is building a case against Powell.
GOP Budget Victory — Senate Republicans are poised to approve a $9B spending cuts package, marking another win for President Trump. Amendments appeased concerns over health and public broadcasting.
Dollar's Anti-Bubble — The U.S. dollar faces significant depreciation in 2025, with shifting investor sentiment favoring the euro. Fund managers are heavily short.
HHS Shake-Up — R.F.K. Jr. has dismissed two top deputies at HHS, appointing Matt Buckham as Acting Chief of Staff as major medical lobby groups are suing the agency over vaccine policy changes.
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Agentic AI as a whole has been noticeably on the rise, from both the startups like newly minted Unicorn Lovable capitalizing on the ever-present demand for efficiency and the tech giants adopting these agentic AI solutions. Just yesterday, OpenAI began the rollout of its new ChatGPT agent, along with a series of promising performance metrics. Other AI leaders like Google, Microsoft, xAI and Anthropic have also launched their own AI agents this year — and they all just unlocked billions of dollars in contracts from the Government and Department of Defense for agentic AI systems. Within the immense possibilities of agentic AI, one use case has demonstrated exceptional potential: AI tools for coding.
By now, AI coding tools have become core business enablers, and the startups that provide them are boasting soaring valuations to match. On Thursday, Lovable reached unicorn status with a $200M Series A just eight months after launching. Windsurf has consistently been making headlines and almost sold to OpenAI for $3B before finally being gutted of talent and IP by Google last week — with the leftovers acquired by rival Windsurf. Cursor raised a $900M Series C in June, bringing its valuation to $9.9B. These startups have also achieved insane ARR benchmarks of hundreds of millions in fractions of the time it would typically take.
At their core, these tools employ large AI models to write, complete, or debug code, significantly lowering the technical barrier to software creation and making engineers more productive. Startups have found success by integrating these models into streamlined development experiences, often embedded within code editors or cloud-based platforms. With these tools, teams build faster, barriers are weakened for less proficient developers, and many long-standing engineering bottlenecks start to disappear. The value is evident in the traction — as of 2025, more than 80% of developers use AI coding tools daily or weekly.
However, it’s not all upside. New research reveals that certain AI assistants can actually slow developers down — despite users perceiving a speed boost. Developers who estimated being 20–30% more productive for certain tasks were actually up to 20% slower. This productivity paradox is forcing companies to rethink not just where and how AI tools are deployed, but what “value” truly means for real-world customers.
Until recently, most AI coding tools operated within familiar code editors or cloud IDEs. However, top platforms like Anthropic, DeepMind, and OpenAI are now launching AI tools that run at the command line, reminiscent of developer workflows before graphical IDEs. Tools like Claude Code, Gemini CLI, and CLI Codex signal a reset in expectations. By meeting developers at the terminal, these tools aren’t just writing code snippets — they’re orchestrating complex end-to-end tasks like project setup, server deployment, and environment troubleshooting. The benefit: the terminal offers unmatched versatility, allowing AI to automate more of the “plumbing” beyond core code writing. With these changes, companies like Warp, which blur the line between traditional IDEs and terminals, could find opportunities to outperform legacy tools and establish themselves as category leaders.
These technological leaps spell immense potential not just in the private markets, but in relationship with the government. Through a provision in the recently passed “Big Beautiful Bill”, the Trump administration is committing a staggering $1 billion to “offensive cyber operations”, explicitly citing AI-powered automation as an essential pillar of national security strategy. Officials frame this as a sprint to outpace adversaries, leveraging agentic AI to automate complex cyber tasks that would otherwise strain human teams.
Further cementing the role of AI coding in public defense, the Department of Defense’s Chief Digital and AI Office (CDAO) announced on Monday that it is awarding contracts worth up to $200M each to leading AI firms like Anthropic, Google, OpenAI, and xAI. The goal: to accelerate adoption of the most advanced “frontier AI” models for classified and mission-critical workloads — from software engineering to cyber defense and logistics.
The government’s interest could go beyond just cybersecurity. With millions relying on public programs governed by rapidly evolving policies — such as SNAP, Medicaid, or federal disaster relief — AI coding could offer a way to swiftly translate complex regulations into robust, updatable software, improving transparency and reducing costly errors. We already covered how Elon Musk’s setup of DOGE leaned heavily on AI coding to streamline government agencies.
Coding For the Future
For startups and developers, this wave of success and change brings both challenge and opportunity. As the interface for AI coding shifts to the terminal, new chances emerge to differentiate by building holistic, agent-driven tools that automate not just code writing, but the entire development process. The same underlying technologies that have propelled unprecedented growth in the private sector could soon power the modernization of public infrastructure, creating new markets at the intersection of innovation and governance
"Our big bet is that there’s a future in which 95% of LLM-computer interaction is through a terminal-like interface.”
OpenAI — Developing a payment checkout system for ChatGPT to enable merchants to sell products directly. This initiative aims to generate a new revenue stream alongside its existing subscription model.
Thinking Machines Lab AI — Mira Murati announced a $2B seed raise for the startup, valuing it at $12B. The company focuses on multimodal AI for natural user interactions and plans to release its first O/S research product soon.
Anthropic — Rehired Boris Cherny and Cat Wu, former leaders of Claude Code, after they were poached by Anysphere. Anthropic is attracting investor interest at a $100B valuation with its new revenue projections.
Apple — Apple is undergoing a management overhaul with the COO stepping down, though Tim Cook remains CEO for now despite calls for him to step down. Ccaling back its iOS 26 Liquid Glass revamp.
Lovable — The Swedish AI startup achieved unicorn status with a $200M Series A at a $1.8B valuation. Just eight months post-launch, it has over 2.3M users, 180,000 paying subscribers, and $75M ARR, catering to app and website creation.
Warp — Based in San Francisco, the startup provides AI-powered terminal tools designed to enhance dev productivity by autonomously handling non-coding tasks.
Zillow — The Seattle-based real estate platform defends its listing standards amid a lawsuit with Compass, claiming they safeguard market integrity. Compass argues Zillow's new rules hinder homeowner choice and competition.
SEO Bot — A fully autonomous "SEO Robot" with AI agents for busy founders.
Memelord — Meme Software for marketing memes, tech memes, & sales memes.
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Buzzy Tech Tools To Watch & Use
Anthropic — Financial Analysis integrates data for enhanced market analysis.
Mistral — Voxtral models offer cost-effective, multilingual speech recognition, Q&A.
Google — AI business-calling and Gemini 2.5 Pro enhance search, info retrieval.
Lightricks — LTX-Video generates high-quality, real-time 60-second AI videos.
AWS Bedrock AgentCore — Scalable AI agent deployment enterprise integration.
Reflection AI — Asimov coding agent enhances tasks with enterprise security.
Moonshot AI — Kimi K2 model excels in writing, coding; most downloaded tool.
The Latest Deep Technology & Trends To Watch
AI Coding Tools in Terminal — Terminal interfaces enhance versatile AI coding.
AI Thought Monitoring — Calls for standardized AI evaluations to ensure safety.
Monumental Labs — Robotics and AI revolutionize stone carving, reducing costs.
Self-Driving Lab — Dynamic flow boosts materials discovery with 10x more datas.
Solano Foundry — California Forever's utopian 2,100-acre park targets tech talent.
Crypto Regulation Breakthrough — The House passed the GENIUS Act for stablecoin regulation and the CLARITY Act for digital asset frameworks, achieving a historic bipartisan win after House GOP hard-liners agree to back it.
Polymarket Clears Legal Hurdles — The DOJ and CFTC ended probes into Polymarket, easing legal pressure. While still barred from U.S. customers, Trump's support for crypto could help as Polymarket explores regulatory compliance options.
Bitcoin Blockbuster — Cantor Fitzgerald is close to a $4B SPAC deal with Bitcoin pioneer Adam Back to acquire over 30,000 Bitcoin tokens worth $3B, highlighting Wall Street's growing interest in digital assets.
Citigroup Stablecoin — Citigroup is exploring launching its own stablecoin as financial institutions embrace crypto. Spurred by easing regulations and demand, and a strong Q2 earnings report with plans for major stock buybacks.
Ripple & Ctrl Alt — Ripple partners with Ctrl Alt to digitize Dubai's real estate using XRP Ledger for secure tokenized property title storage, enhancing custody services in the Middle East.
—Harvard_Claims Interstellar object 3I/ATLAS potentially alien tech.
—Space Force_New rules prioritize national security over commercial launches.
—NASA_Gen. Lester Lyles opposes advisory committee cuts impacting expertise.
—HOPS-315_Early solar system formation revealed through crystalline silicates.
—Mars Rock_Largest Martian meteorite (54 pounds) sells for $5.3M.
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AI Coding Levels Up To Power Government