News: California Governor Gavin Newsom launched AI initiatives for schools and governance, but grabbed headlines by using AI-generated Trump memes as political satire
Insight: Public sector is increasingly using AI for civic engagement, but the blur between satire and deepfake…
3 Things You Missed This Week
• Apple is testing an AI-powered Siri revamp for iOS 19
• Perplexity hit $200M valuation after latest funding
• Meta open-sourced an AI-powered video editing tool inside Instagram.
News: OpenAI is entering healthcare, with plans to develop AI-powered clinical and patient engagement apps, led by ex-Instagram and Doximity exec Daniel Etra.
Insight: OpenAI is pivoting from pure platforms toward domain-specific verticals, seeking safer, regulated frontiers for…
News: Anthropic revealed it thwarted hacker attempts to misuse its Claude AI for phishing, malware code writing, and bypassing safety filters.
Insight: As AI platforms scale, they’re becoming primary targets for cybercriminals, safety frameworks must outpace adversarial tactics.…
News: General Catalyst’s Hemant Taneja warned investors are in a phase of “peak ambiguity”, raising concerns over rapid AI consolidation, job displacement in emerging markets, and responsible rollout.
Insight: VC strategy is evolving, patching growth with responsible governance,…
Where the Money’s Going
Investors are pouring into AI healthcare imaging , tools that spot things radiologists miss.
The pitch: save time, save lives, save billions.
What I’m Watching This Week
The rise of personal AI agents that live on-device.
No cloud, no servers, just your AI in your pocket, and totally private.
Biggest Opportunity No One’s Talking About
AI for procurement.
Most big companies spend millions just figuring out what to buy.
An agent that negotiates, checks vendors, and reduces costs = instant ROI.
Overlooked Startup to Watch
Glean: AI-powered workplace search.
Unsexy, but every company drowns in docs and Slack threads.
Whoever solves “Where’s that file?” is worth billions.
News: Nvidia is set to release its Q2 earnings today, forecasted at $46B revenue (+53% YoY) and $1.01 EPS (+49%), though growth is expected to cool from last year’s +122%.
Insight: The report will serve as a major litmus test for AI’s momentum, seeing whether the hype around…
What’s Not Working in AI
Everyone hyped “AI customer support.”
Reality? A bot that says “I understand your frustration” 12 different ways before escalating to a human anyway.
What I’m Watching This Week
The explosion of AI-native data tools.
Not dashboards, not BI.
Think: agents that analyze raw data, find anomalies, and tell you what to do.
Biggest Opportunity No One’s Talking About
AI for internal training.
Forget boring LMS modules.
An interactive agent that teaches, quizzes, and adapts to each employee is the future of corporate learning.
News: Wall Street tech stocks extend their decline, with the Nasdaq down 2.2% over two days, as investors reallocate into more affordable sectors like energy, healthcare, and staples.
Insight: Concerns about AI overvaluation (even OpenAI’s CEO flagged a “bubble”), paired with…
News: Google is set to debut its flagship Pixel 10 series—featuring Pixel 10, Pixel 10 Pro, and Pixel 10 Pro XL, at the “Made by Google 2025” event, with expectations of AI enhancements and a foldable variant preview.
Insight: Google continues to integrate AI as a front-facing…
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