Good morning, business and tech friends!

In The News

🧠 Anthropic / Private
⚡ Nvidia / $NVDA ( ▲ 4.3% )  
🎮 Discord / Pre-IPO
🤖 LimX Dynamics / Private
🔥 Lepton AI / Acquired

Trending

Quantitative Tightening

The process of reducing the Federal Reserve's balance sheet by selling securities. For example, reversing this policy is boosting Bitcoin prices as more liquidity enters the market.

Blackwell Ultra

Nvidia's latest high-performance AI computing platform that connects multiple GPUs for continuous AI learning. For example, it enables a 70x improvement in AI processing power while reducing energy costs.

Fork in the Road Plan

Kennedy's strategy to dramatically restructure the Health and Human Services Department by cutting staff and reorganizing divisions. For example, reducing the FDA workforce by 19% while consolidating regional offices to increase efficiency.

🧠 Anthropic published groundbreaking papers showing how Claude plans ahead in tasks like poetry. VentureBeat, 8 min read

• When writing, it activates target words at line beginning.
• Creates shared representations across multiple languages.
• More efficient for global business applications.

⚡ Nvidia's new Blackwell Ultra system connects 72 GPUs and 36 Arm CPUs to enable continuous AI learning. Seeking Alpha, 10 min read

• Revenue expected to jump 78% year-over-year to $39.3B.
• Data center segment growing 93%, automotive 103%.
• Net income soared 2,096% over five years.

🤖 A 33-inch tall biped robot from Chinese firm LimX Dynamics can walk, roll, and pivot using a modular foot system. Fox News, 6 min read

• Handles rough terrain, carries up to 22 pounds.
• Uses Intel i3 processor with 16GB RAM.
• Significantly cheaper than most advanced robots.

💰 Bitcoin dropped 20% from its record high despite Trump's Nashville conference speech about a strategic Bitcoin reserve. Seeking Alpha, 7 min read

• Classic "buy the rumor, sell the news" pattern.
• Fed's reduced Quantitative Tightening boosting liquidity.
• Technical analysis points to potential $120,000 rally.

🔥 Nvidia is acquiring Lepton AI for hundreds of millions to enhance its AI training platform. SiliconANGLE, 9 min read

• Founded by former Meta PyTorch developers.
• Delivers 600+ tokens per second with under 10ms latency.
• Startup raised just $11M in seed funding two years ago.

🎮 Discord has partnered with Goldman Sachs and JP Morgan Chase for an IPO later this year. Ars Technica, 5 min read

• 90% of activity still from gaming communities.
• Evolved from gaming chat to mainstream communication.
• Offers text, voice, video streaming, and developer tools.

🔪 Kennedy's "Fork in the Road" plan slashes 24% of Health and Human Services staff, reducing divisions from 28 to 15. Ars Technica, 5 min read

• Cutting regional offices in half.
• FDA loses 19% of workforce (3,500 jobs).
• CDC and NIH face cuts of 18% and 6% respectively.

💸 Government efficiency measures saved taxpayers a whopping $807.45 each by canceling bad contracts and stopping inappropriate payments. DOGE: Department of Government Efficiency, 4 min read

• Only 30% of total savings reported so far.
• Weekly updates promised until all data is available.
• Creating transparency through public documentation.

🏛️ Trump's executive order exempts over 15 major departments from federal labor relations laws, claiming national security needs. The White House, 6 min read

• Affects hundreds of thousands of federal workers.
• Agency heads given 30 days to report qualifying subdivisions.
• Could accelerate government adoption of AI and automation.

Leverage Anthropic's research on AI reasoning to optimize your product development process. With Claude's ability to plan ahead and process multiple languages, you can create more efficient global product strategies.

Prompt:
"Based on Anthropic's new research on how Claude plans ahead, help me develop a product launch strategy that addresses customer pain points in 3 different markets simultaneously. Include specific messaging that will resonate across cultural boundaries."

Capitalize on the federal government's staffing cuts by identifying high-demand skills being lost in these transitions, particularly in health agencies where 24% of staff are being cut.

Prompt:
"Analyze the impact of Kennedy's HHS cuts on specialized workforce skills. Create a 30-day learning plan for me to acquire the most valuable skills being lost in these reductions, focusing on skills that private companies will need to fill the expertise gap."

Exploit the Nvidia acquisition pattern to identify potential AI infrastructure targets before they're acquired at premium valuations.

Prompt:
"Based on Nvidia's acquisition of Lepton AI, identify 5 similar AI infrastructure startups that match Nvidia's acquisition pattern: founded by former tech giants' ML engineers, with breakthrough performance metrics, and relatively modest funding. Include estimated valuation ranges and strategic fit for Nvidia's cloud AI goals."

That’s it for this today!
Stay tuned every weekday for more insights in tech,
the market, and policy.

best,
Keith
Automation Consultant & Engineer
[email protected]