WHAT’S INSIDE

• Tech News: Trade Truce, Rare Earths, Inflation, CPI rise, Cloud Chaos, Musk

  Trump Truce, AUKUS and the US Debt Reckoning

• Company Watch: Moove, Scale AI, Coco Robotics, Cyera, Nvidia + Glean

• Feature: Ready Player One: Superintelligence Gets Productized

• 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

TECH IN THE NEWS

Trade Truce Uncertainty — The recent US-China trade truce raises hopes for resolution, but lack of detailed terms leaves investors cautious. Chinese equities rose, US stocks showed guarded reactions.

Rare Earth Limits — China imposes a six-month restriction on rare-earth export licenses to U.S. automakers, increasing uncertainty for US industries.

Inflation Eases, Stocks Rise — The CPI rose just 0.1% in May, with annual inflation at 2.4%, below expectations. Stock futures rose, fueling calls for interest rate cuts amid easing inflation pressures.

Cloud Chaos — Spotify, Discord, and Google Cloud suffered outages due to a Google Cloud disruption impacting Cloudflare. ~46k Spotify users were affected. Services are recovering as Google investigates.

Musk's Regret — Elon Musk expressed regret over critical posts about Donald Trump after a private talk. The White House hints at a thawing. Tesla shares have dropped 19% on the fallout.

AUKUS Deal Under Review — The US is reassessing the AUKUS submarine deal to align with Trump's "America First" agenda, sparking concerns over Indo-Pacific defense and calls for increased local spending.

US Debt Reckoning — Jeffrey Gundlach warns that U.S. debt burden and rising interest expenses could lead investors away from dollar-based assets as they lose safe investment status.

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AI Blueprints For The Singularity: What Altman’s Vision and Meta’s Moves Reveal

Sam Altman and Mark Zuckerberg's actions and claims this week, suggest we are approaching the AI endgame. And, they are investing accordingly. OpenAI and Meta, as well as Nvidia, Google and AWS and others share strategies that are operating from the same core underlying belief: superintelligence isn’t a theoretical endpoint anymore. It’s a product roadmap. It’s here so Ready Player One.

In a blog-post yesterday, Altman stated bluntly, “we are past the event horizon; the takeoff has started.” He refers to the singularity — the moment AI surpasses human intelligence—as a runway. And he’s already charted the milestones ahead. I don’t remember us voting on it, but apparently that’s now a thing, like it or not, but understand it if you want to have any chance of winning this game.

According to Altman, the next three years will deliver cognitive agents (2025), insight-generating “AI scientists” (2026), and robotics brains capable of real-world tasks (2027). These are the real internal build targets at OpenAI, which now describes itself as “a superintelligence research company”.

2025: AI Agents That Work Like Employees

The most immediate development is the emergence of AI agents that do real work. Altman describes these as systems that can “supercharge operators,” capable of building full applications from a single prompt, writing code, debugging, and deploying independently. What Altman is hinting at is agentic systems that don’t just assist—but execute on tasks. The latest demos of Tool Use is an indicator of where this is heading.

This means the future of SaaS may be software-as-agent, (SaaA). Product speculation is already giving way to product development. Anthropic is scaling Claude into enterprise environments. Microsoft Copilot is embedding AI across its suite and Google is massively expanding Gemini and its Cloud AI services. In fact OpenAI just tapped Google to provide compute to power this massive transition, at least until Stargate can hit full capacity. Not to be left out, AWS is also planning on investing heavily in chips, we heard this week.

2026: Insight Engines and Synthetic Scientists

By 2026, Altman expects AI systems that “figure out novel insights.” These would be capable of making original contributions in drug discovery, market forecasting, or scientific modeling.

This aligns with the emergence of “AI scientist” tools across biotech, like Insilico Medicine’s generative chemistry models or AlphaFold’s successors. Altman’s forecast suggests OpenAI is targeting a horizontal version of this — a general-purpose inference engine trained to generate hypotheses, not just summaries.

Such a product could collapse entire R&D cycles. A trillion-dollar insight industry —patents, white papers, startup ideas—compressed into daily prompts.

2027: Robots That Build Robots

The final step in Altman’s three-year sequence is physical embodiment. By 2027, he anticipates robots operating in the real world. OpenAI’s focus will be the “brain,” a generalist robotics operating system, likely in partnership with firms like Figure AI.

Altman has hinted at recursive manufacturing loops: robots that can build robots, datacenters that can build datacenters. This recursive layer is what transitions AI from software to infrastructure — a closed feedback loop where the system improves its own production stack.

Meta’s Parallel Track: Superintelligence as Platform

If Altman is drafting the future of cognition, Mark Zuckerberg is building the supply chain with Meta’s $14.8Bn stake in Scale AI, and its recruitment of its CEO Alexandr Wang to lead its new superintelligence division.

Rather than buy Scale outright, Meta structured the deal as a 49% stake and advance payment for training data, locking in exclusive infrastructure at a moment when high-quality datasets are as strategic as GPUs.

Wang’s proximity to U.S. military projects, including the “ThunderForge” defense system, signals that Meta’s ambitions may include government-grade AI systems —autonomous simulations, battlefield modeling, or geopolitical prediction tools.

Zuckerberg is also personally leading the recruitment of a “superintelligence team” of 50 elite engineers, with compensation packages reportedly stretching into nine figures. His internal reshuffle — to physically seat hires near him — suggests this is his new core focus.

V-JEPA 2 World Model

It may seem a big pivot from the Metaverse phase back to AI fundamentals, but is it? These two fields are rapidly converging with the rise of world models and the industrial metaverse. And Wang's VR skillset aligns neatly with the massive investment Meta has meet in its wearable eyewear technology and XR headsets. Ready Player One? 

Infact yesterday, Meta just so happened to also release a model today, you guessed it, a World Model. The V-JEPA 2 is an open-source model that understands physical reality, predicts outcomes, and plans actions with minimal supervision, paving the way for advanced robotics and immersive experiences. It excels in motion understanding and visual reasoning, enabling zero-shot robot planning in unfamiliar environments.

Industrial Metaverses, Metaversii?

Here comes the Industrial Metaverse. Meta is onboard. Ready Player 2.

Nvidia is also expanding its industrial metaverse strategy, with a massive investment in Europe announced this week to build its very first industrial AI cloud platform Germany's manufacturing sector in its biggest industrial revolution since the post-WWII rebuild. It will expand tech centers with over 20 factories across Europe, including a focus in Armenia, a strategic asset bordering both the vital middle-east region and the Russian sphere. 

Another aligned EU fundraise this week was the HP and Santander-backed Spanish startup Multiverse Computing. It raised $215M for its CompactifAI technology, which can reduce LLM size by up to 95% without sacrificing performance, potentially leading to significant cost reductions in AI inference across intensive usage like metaverse and AI actions.

HP even just unveiled the Google Beam, a 3D video conferencing system priced at $24,999, featuring advanced hardware and a 65-inch display. It uses multiple cameras for 3D reconstruction, allowing for immersive meetings without headsets, and aims to enhance communication by improving non-verbal cues and detail recall. Add AI assistants to that and you see where this is all headed.

The Financial Black Hole

Researchers at Wisconsin's Morgridge Research Institute just used AI to reveal the Milky Way's central black hole may be spinning faster than previously believed.

We also just detected a financial black hole. The gravity-defying numbers backing these visions are staggering:

• OpenAI raised $40Bn in the largest private tech funding round in history, valuing the company at $300Bn.

• Meta’s Scale AI deal totals $14.8Bn.

• Microsoft, Amazon, Meta, and Alphabet are projected to spend $320 Bn on AI infrastructure in 2025 alone.

• Training costs for future models are expected to hit $10Bn by 2027, and $100Bn by 2030.

• The AGI market is projected to grow from $2.5Bn in 2024 to $116Bn by 2033, with AI’s total market size potentially reaching $15.5T to $22.9T annually by 2040.

Product Forecasting the Singularity

Between Altman’s public roadmap and Meta’s tactical moves, the outlines of a superintelligence product stack are starting to sharpen:

• 2025: Multimodal AI agents replace white-collar workflows. Great.

• 2026: Enterprise insight engines emerge across pharma, finance, and research.

• 2027: Robotics and recursive infrastructure enter commercial viability.

• 2030s: Intelligence becomes as cheap and abundant as electricity, unlocking exponential productivity across sectors.

AI is becoming foundational—baked into how we build, think, and decide.

What Comes Next

There are still massive questions around alignment, governance, and economic displacement. Critics from Zvi Mowshowitz to Daniel Faggella have warned that Altman’s techno-optimist utopianism (my words) glosses over the complex reality in 2025. How do we as a society steer this ship towards systems that can recursively improve themselves, as well as our lives, without destroying the fabric of human society. No big deal, good thing the billionaires are the ones doing this with very little apparent oversight from elected representatives.

The money is already committed. The roadmaps are emerging into detail. If Altman is right, we may look back on 2025 as the year the singularity started shipping products. Strap on your headset and buckle in. Ready Player... All of Us!

But Are We Ready? 

COMPANIES TO WATCH

[Open Deal] Moove — Waymo’s electric robotaxi maintenance services partner, is aiming to raise $300M, potentially boosting its valuation beyond $1Bn.

Meta — Mark Zuckerberg is assembling a "superintelligence" AI team with nine-figure salaries to attract top talent aiming to create an AI platform exceeding humans.

Scale AI — Meta plans to invest $15B to acquire a 49% stake aiming to support its superintelligence strategy and achieve AI leadership.

Oracle — The CA cloud giant’s shares rose 14% on strong demand for its AI cloud services. The company projects a revenue forecast of at least $67Bn for fiscal 2026.

Coco Robotics — A U.S.-based delivery startup backed by Sam Altman secured $80M to expand its fleet to 10,000 robots by next year in urban settings.

Cyera — The Israeli data security startup raised $540M, doubling its valuation to $6B. The funds will enhance its AI-powered data security platform, which has seen significant growth and expansion recently.

Nvidia — Plans to build its first industrial AI cloud platform in Germany, + 20 factories across Europe. Aims to boost AI computing capacity tenfold in two years.

Glean — The gen AI enterprise search startup raised a $150M Series F, boosting its valuation to $7.2B. Over $100M in ARR, now exploring new markets & partnerships.

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

OpenAI — o3-pro enhances reasoning for ChatGPT, $20 per million tokens.

Android 16 — Enhances desktop, new camera APIs, privacy for adaptive apps.

Meta — V-JEPA 2 world model offers zero-shot robot planning & visual reasoning.

The Browser Company — Dia AI-first browser w/ chatbot tab interaction, productivity.

Windsurf Browser — AI-integrated browser for context-aware support, dev workflow.

Uptime Industries — Lemony AI enhances localized AI with data privacy in device.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

IBM Starling Quantum Computer — 100M operations with 200 qubits by 2029.

Smart Dental Implants — Tufts’ biodegradable coated implants promote nerve growth.

Warp Warehouse Robots — Automation boosts efficiency, cuts labor in LA test facility.

Google Beam — HP's 3D conferencing offers immersive meetings via 65-inch display.

Olto Scooter — Affordable modular electric scooter offers 40-mile range at $3,495.

Mattel AI Toys — AI-powered barbie toys to enhance play, focus on safety & privacy.

CRYPTO WATCH

GENIUS Stablecoin Bill — The Senate progressed the bipartisan GENIUS stablecoin legislation, highlighting its educational purpose and including disclosures about potential conflicts of interest.

DTCC Eyes Stablecoin — DTCC is considering launching a USD-backed stablecoin for trade settlements, pending Congress approval.

Bullish IPO — Bullish, a crypto exchange backed by Peter Thiel, has confidentially filed for an IPO with the U.S. SEC, the latest crypto company in the trend under Trump towards IPOs and ICOs.

Stripe Acquires Privy — Stripe has acquired crypto wallet firm Privy to enhance its payment solutions with stablecoin technology. This acquisition leverages Privy's infrastructure and user-friendly features, benefiting over 75M accounts.

PayPal's PYUSD — PayPal's PYUSD stablecoin has reached a $1Bn market cap, rebounding from $498M earlier this year. This organic growth highlights the increasing influence of stablecoins in the crypto market.

Ondo Finance on XRP — Ondo launches its OUSG tokenized Treasury fund on the XRP Ledger, offering 24/7 access to U.S. Treasuries. OUSG's market cap hits $629M of the $23B tokenized rwa market.

SPACE_RACE

Solar Orbiter_First-ever south pole images reveal solar magnetic patterns.

AI Black Hole Study_ML analysis discovers Sagittarius A* spins faster than thought.

New Glenn_Blue Origin targets August for second launch after recovery issues.

Memetics

Maybe Altman is subtly revealing something much deeper:

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