Morning Byte

^{Mar 11, 2025}

Good morning, techie!

Top Mentions

1. 🌐 Coinbase / $COIN ( ▼ 1.76% ) 
Making second entry into India's crypto market

2. ☁️ Oracle / $ORCL ( ▲ 1.02% ) 
Cloud infrastructure growing 49% despite missed expectations

3. 🏭 TSMC / $TSM ( ▼ 0.57% ) 
Adding $100B to existing $65B US investment

4. 🧠 CoreWeave / Private
Signed $11.9B deal with OpenAI

5. 💻 Google (Alphabet) / $GOOGL ( ▼ 0.78% ) 
Integrating Gemini AI into Gmail and Calendar

1. OpenAI inks massive CoreWeave deal
2. Google's Gemini upgrades Calendar
3. Reddit AI Report: Trust Gap Threatens Tech Adoption

🤝 OpenAI signed a jaw-dropping $11.9 billion deal with cloud provider CoreWeave, signaling independence from Microsoft.
TechCrunch, 5 min read
• Five-year partnership with $350M equity stake
• CoreWeave operates 250,000+ Nvidia GPUs
• Revenue exploded from $228.9M to $1.9B

📅 Your Gmail is about to get smarter with Google's Gemini AI automatically spotting event details.
The Verge, 4 min read
• Adds "Add to Calendar" button to emails
• Requires user confirmation before scheduling
• Saves 150+ productive hours annually

🤖 Reddit's new research reveals a critical trust gap threatening widespread AI adoption.
Social Media Today, 5 min read
• 58% of marketers struggle with customer trust
• Strategic AI implementations save 35% time
• Human oversight increases trust by 42%

1. Trump Tariffs Risk Economic Crash
2. Coinbase enters India's growing crypto market
3. Oracle's AI Cloud Bet Faces Headwinds
4. TSMC bets big on US chip plants amid record-high demand

📉 Wall Street panicked as Trump's aggressive tariff plans triggered the worst market plunge since 2022.
WSJ, 7 min read
• Dow dropped 890 points (2.1%)
• S&P 500 fell 2.7%, Nasdaq tumbled 4%
• Recession risk jumped from 30% to 40%

💰 Coinbase is making a bold second attempt to crack India's crypto market after its 2022 launch lasted just 3 days.
Bloomberg.com, 5 min read
• Registered with India's Financial Intelligence Unit
• India hosts 12% of global blockchain developers
• Despite crushing 30% tax on crypto income

☁️ Oracle's cloud gamble fell short of Wall Street expectations despite impressive infrastructure growth.
SiliconAngle, 6 min read
• Revenue hit $14.13B (up 6%)
• Cloud infrastructure surged 49% to $2.7B
• Planning to double data center capacity

🏭 TSMC is doubling down on American manufacturing with a staggering $100 billion additional investment.
WSJ, 5 min read
• Adding to $65 billion already committed
• Building 3 new Arizona plants
• Production booked solid for 3 years

1. Ukraine's Drones Disrupt Peace Talks
2. U.S. launches Bitcoin reserve

💣 Ukraine deployed a massive drone offensive against Russian military targets, showcasing technology's new role in warfare.
wsj.com, 6 min read
• Strategic timing just before peace negotiations
• Demonstrates asymmetric warfare leverage
• Military drone market growing 12% annually

₿ The White House established a Strategic Bitcoin Reserve in a historic shift for cryptocurrency legitimacy.
The White House, 4 min read
• Will hold seized cryptocurrency as national asset
• Already owns billions (70,000 BTC from Silk Road)
• Similar treatment to gold or oil reserves

Navigate the tariff turbulence strategically. With recession risk jumping to 40% due to Trump's tariffs, preparation is essential. Ask ChatGPT: "Analyze how a 2.1% stock market drop and potential recession would specifically impact my [industry] business, and identify the three most important metrics to monitor weekly." Follow with: "Create a resilience plan with specific trigger points for when to implement cost-cutting measures versus when to make opportunistic investments if competitors falter." This approach turns market volatility into a structured decision framework.

Capitalize on the Reddit AI trust gap. With 58% of marketers struggling with customer trust, position yourself ahead. Use ChatGPT to: "Create a framework for implementing AI in my [specific business function] that includes the 42% trust-boosting human oversight component Reddit identified." Then ask: "Design a transparent customer communication strategy explaining exactly how we use AI, with messaging that addresses the specific concerns in Reddit's research." This strategy transforms the trust gap into your competitive advantage while achieving that 35% time savings.

Leverage Google's Gemini AI to reclaim those 150+ hours annually.
Ask ChatGPT: "Create a template for identifying which email-to-calendar automations would save me the most time based on my typical workweek."
Then try: "Design a daily 10-minute workflow to review AI-suggested calendar entries that maximizes accuracy while minimizing interruptions."
Take it further by asking: "Draft specific rules for when I should override Gemini's calendar suggestions, considering meeting priority levels and focus time protection." This approach turns Google's AI into your personal time guardian.

Position yourself for the cryptocurrency policy revolution. The White House establishing a Strategic Bitcoin Reserve fundamentally changes the game. Ask ChatGPT: "Analyze how government bitcoin holdings as national assets impacts the risk profile of cryptocurrency investments compared to traditional hedges like gold." Then drill deeper: "Create an investment thesis framework for evaluating which crypto-adjacent companies (miners, exchanges, infrastructure) will benefit most from increased governmental legitimacy, with specific metrics to evaluate." This transforms policy news into actionable investment strategies ahead of the crowd.

Trending

Strategic Bitcoin Reserve

Government-held cryptocurrency treated as a national asset similar to gold or oil reserves. For example, the US government now officially holds seized Bitcoin (including 70,000 BTC from Silk Road) as a strategic asset rather than liquidating it.

Asymmetric Warfare

Conflict strategy where a weaker force uses unconventional tactics against a stronger opponent. For example, Ukraine's pre-negotiation drone strikes demonstrate technological leverage against Russia's conventional military advantages, reflecting the military drone market's 12% annual growth.

Cloud Infrastructure

Computing resources delivered over networks, including servers, storage, and networking capabilities. For example, Oracle's cloud infrastructure revenue surged 49% to $2.7B as they plan to double data center capacity to meet AI computing demands.

AI Trust Gap

Disparity between technology capabilities and user confidence in AI systems. For example, Reddit's research showing 58% of marketers struggle with customer trust in AI implementations, while human oversight increases trust by 42%.

Market Volatility

Rapid price fluctuations in financial markets due to uncertainty. For example, Trump's tariff announcements triggering the worst market plunge since 2022, with the Dow dropping 890 points (2.1%) and recession risk jumping from 30% to 40%.

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]