WHAT’S INSIDE

• Tech News: Trade, AI Plan, AI Market Surge, Meme Stocks, Epstein, Fed Bias

• Company Watch: Greptile, Delve, Google, Tesla, Bee x Amazon, Rune, CVector

• Feature: Trump’s AI Action Plan: Markets Surge, VCs Bet Bigger

• 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 Clarity — The US will impose broad reciprocal tariffs from 15%-50%, and is reportedly close to a EU trade deal setting a 15% tariff.

Trump's AI Push — President Trump unveiled an "A.I. Action Plan" with three executive orders to boost the U.S. AI industry by cutting regulations, speeding up infrastructure permits, and enhancing global export of American AI products.

AI Powers Market Surge — Global markets hit new highs, fueled by strong earnings from AI giants like Alphabet and the AI Action Plan. The ECB held rates steady, with U.S. data suggesting no immediate Fed rate cuts.

Meme Stock Comeback — GoPro shares soared by 73% before closing up 12%. Krispy Kreme rose 4.6% after a 39% peak, while Beyond Meat gained 1.4%.

Epstein Files Unveiled — DOJ informed Trump, other high-profile figures appeared in Epstein documents says AG Pam Bondi. The House postponed a vote on releasing the documents until Sept, while Ghislaine Maxwell is in talks with the DOJ.

Fed Bias Accusations — U.S. Treasury Secretary Scott Bessent criticized the Federal Reserve for politically biased forecasts, aligning with President Trump's calls for rate cuts.

Debt Crisis Alert — Ray Dalio warns the U.S. of an "economic heart attack" due to its $37T national debt. He calls for 1990s-style fiscal discipline, bipartisan cooperation, and spending cuts to avoid a financial crisis and global repercussions.

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Trump’s AI Action Plan: Markets Surge, VCs Bet Bigger

The trillion-dollar a Marshall Plan for silicon pushes AI to highs

President Trump unveiled his “AI Action Plan” this week, issuing three executive orders aimed at unblocking the gears of American innovation. The plan is to fast-track permits for data centers, cut regulatory red tape, and aggressively promote U.S. AI exports on the global stage.

A senior administration official called it “a Marshall Plan for silicon,” while insiders noted it was crafted with input from top AI firms and venture capitalists.

With this push, Trump is betting on AI supremacy as economic policy—and the markets are responding. On the same day the executive orders were released, the Nasdaq hit a record high, led by Alphabet, Nvidia, and chipmaker SK Hynix.

Earnings Signal an AI-Led Market

While airlines and automakers reported earnings weighed down by inflation and trade friction, AI firms soared:

• Alphabet posted blowout numbers on the back of cloud and AI tool sales.

• Infosys and SK Hynix joined the winners circle with bullish guidance.

• Global equity indices climbed on AI optimism, and EU trade deal hopes.

Investors are shifting their weight toward what one Goldman Sachs analyst dubbed the "picks and shovels of the AI age."

Tariff Clarity, But At What Cost?

Amid the AI euphoria, Trump’s trade policy took center stage again. A new tariff scheme proposes reciprocal duties ranging from 15% to 50%, with the EU reportedly settling around 15%, signaling tentative detente.

Markets breathed a sigh of relief — a 15% ceiling is livable. Yet the broader risk is geopolitical: China and the EU are inching toward economic coordination, a dynamic some analysts call “a strategic own goal” by Washington.

As China retools its industrial base with automation and AI, spends big on rail transport between Asia and Europe, and doubles down on mineral leverage, it's also been quietly forging stronger trade ties with the EU. The result? A potential Eurasian economic axis that could tilt global supply chains… again.

Black Markets and Chip Smuggling

U.S. export controls have also triggered an unintended consequence: the rise of AI chip smuggling. According to an Ars Technica report, more than $1 billion in Nvidia B200 chips have been illicitly shipped to China, with firms like “Gate of the Era” dominating black-market distribution. Demand remains insatiable. “This is the new arms race,” said one export compliance expert. “And everyone wants a missile.”

Debt Warnings and Dollar Denial

Not everyone is buying into the optimism. Billionaire investor Ray Dalio issued a stark warning, calling America’s $37 trillion national debt an impending "economic heart attack."

In a Fortune interview, Dalio called for “bipartisan 1990s-style fiscal discipline,” noting that the AI-fueled market rally could mask deeper vulnerabilities—especially if bond yields spike or confidence falters.

VC Soloists Take the Stage

As the AI frenzy accelerates, venture capital is scrambling to keep pace—and Elad Gil may have timed it perfectly. The Information reports that Gil is raising a new $1.5B–$2B fund, one of the largest ever by a solo general partner. His previous bets on Harvey, Stripe, Airbnb, and Abridge earned him a reputation for speed, access, and conviction.

Gil’s model sidesteps the consensus-driven nature of traditional VC firms. He rarely takes board seats, runs lean, and is expanding his team to keep up with deal flow.He’s not alone. Solo VCs like Lachy Groom, Katie Haun, and Oren Zeev are now being joined by a new class of agile fundraisers backed by LPs hungry for exposure to AI. But there are risks. As one institutional LP put it: “If you’re betting on one person, you better make sure they sleep well.”

The Bigger Picture: Cold War, Warm Markets

In Istanbul, the third round of Russia–Ukraine ceasefire talks broke down, overshadowed by Trump’s sanctions threats and a still-looming November deadline. But the global mood may be softening in unexpected ways.

Some analysts argue Trump’s tariffs may paradoxically reduce global cold war tensions by pushing rival blocs to self-stabilize. If China, the EU, and the U.S. all find ways to trade and compete without outright hostility, the new geopolitics might look more like structured interdependence than zero-sum rivalry. Trump the peacemaker might be more realpolitik than anyone expected.

COMPANIES TO WATCH

[OpenDeal] Greptile — The AI code review startup founded by Daksh Gupta in 2023 is raising a $30M Series A at a $180M valuation led by Benchmark, pushing high employee productivity despite intense market competition.

[Partner] Delve — Raised $32M Series A for its AI-driven compliance platform serving 500+ businesses, automating compliance tasks to reduce manual processes and help companies focus on growth and efficiency.

Google — Reports a 19% profit increase to $28.2B and a 14% revenue rise to $96.4B in Q2, driven by AI, gains in ad revenue and cloud services. Also announced an OpenAI collab to enhance Google Cloud, boosting revenue to $13.6B.

Tesla — Opened a new retro-futuristic diner in Hollywood with Optimus robot waiters, entertainment screens. To expand to major cities. Tesla shares rose. Musk also confirmed a new affordable version of the Model Y, set for Q4.

Bee — Amazon acquired the AI wearable startup creating devices for conversation recording to aid task management via its $49.99 bracelet and app. Highlights Amazon's shift towards wearable AI, despite privacy concerns.

Rune Technologies — The AI-enabled military logistics software startup raised a $24M Series A to enhance logistics ops by integrating gen AI for real-time analysis to modernize supply processes for the U.S. military.

CVector — An industrial AI startup based in the US, focusing on sectors like chemicals, automotive, and energy. Founders Richard Zhang and Tyler Ruggles emphasize independence from VCs to build trust.

SignalPulse — Read the Top signals, Startups + Deals From Last Week

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

Google — Drops: Google Pixel 10 design, telephoto cam + Photos AI tools for remix and video + YouTube Shorts image-to-video AI + AI virtual clothes try-on

T-Mobile — Starlink-powered T-Satellite gives US-wide off-cell text/location share.

Apple iOS 26 — Public Beta Liquid Glass UI, real-time translation, AI enhancements.

Neurable MW75 Neuro — EEG headset uses AI to enhance focus via brain activity.

Amazon — Affordable color screen Kindle at $249.99, retains key features + Kids.

Proton Lumo — Privacy-first AI with encrypted chats, ghost mode, no data logs.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

Google AI Aeneas — Predicts origins, fills gaps in ancient Roman inscriptions.

Meta Gesture Wristband — sEMG wristband works with hand gesture control.

Always Home Cam — Ring's autonomous drone offers home airspace security.

SCCRUB — Soft robotic scrubbing arm removes over 99% residue using ML.

AI Consult — Reduces medical errors by 16% in Kenya with real-world clinical use.

Dream Recorder — AI device translates dreams into visualizations with os tech.

CRYPTO WATCH

TRON on Nasdaq — Justin Sun and TRON celebrated their listing at Nasdaq, marking a significant milestone for cryptocurrency's presence on Wall Street and signaling a bullish outlook.

Tornado Cash Trial — Roman Storm, co-founder of Tornado Cash, faces scrutiny over dubious evidence and tracing methods in his money laundering trial. The defense challenges reliance on an IRS agent's last-minute expert designation.

NFTs Move — GameSquare bought CryptoPunk #5577 for $5.15M in preferred stock to kickstart its NFT treasury strategy. The company also expanded its ETH treasury with a $10M purchase, totaling ~$48M in ETH.

BlackRock ETH ETF Surge — iShares Ethereum Trust (ETHA) surpassed $10B in assets in just 251 days, capturing 41% of U.S. spot ETH ETF market share. With $8.9B in institutional inflows, it seeks SEC approval for ETH staking to boost yields.

BitMine Expands Eth — BitMine Immersion Technologies has doubled its ETH holdings to 566,776 ETH after a $250M raise, causing a 20% stock surge. The firm plans to stake its ETH, highlighting institutional interest.

SPACE_RACE

—Betelgeuse_Astronomers reveal star's companion, explaining periodic dimming.

—LuSEE-Night_Moon-based telescope detect Dark Ages Signal w/out interference.

—Antimatter Qubit_CERN holds antiproton in superposition, for matter-antimatter.

—Harvard_Claims interstellar object 3I/ATLAS potentially alien tech.

—Atomic Vibrations_Electron ptychography maps moiré phasons, boosts QC.

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