TPUs, Tech Titans, & Telepresence

📡 Radar

🧠 Anthropic Taps Google for a Million TPUs

Anthropic signed a major partnership with Google Cloud to access up to one million TPU chips and over one gigawatt of computing power beginning in 2026. This deal signals that the infrastructure war for foundational AI is escalating and the cost of scale is soaring. With Claude in enterprise focus mode, this kind of muscle puts Anthropic in a stronger race against the incumbents. Reuters

» What is a TPU?

🤖 Neo Humanoid Preps for Life at Home

The 1X NEO humanoid robot is gearing up for release in 2026 with a $20,000 price tag and promise to handle chores via teleoperation and AI learning. It runs on a 0.75 kWh battery and costs less than $1/day to operate under standard rates, making it one of the first “affordable” home robots in the humanoid class. If the tech holds up, expect this category to begin attracting serious consumer and enterprise interest. The robots are already here and we are following closely. Release video below. 1X

📓 Musk Officially Launches Grokipedia

Elon Musk’s Grokipedia went live this week with more than 800,000 AI-generated articles built by his company xAI. The platform aims to reimagine Wikipedia through real-time updates and conversational context powered by Grok. Musk has positioned it as a counterweight to what he calls Wikipedia’s political bias, offering users an alternative source of “unfiltered” knowledge. While critics question accuracy and neutrality, Grokipedia marks an ambitious step toward a more dynamic, AI-native knowledge layer. Associated Press

🏭 Lambda Launches in Kansas City

AI infrastructure leader Lambda is converting a former 2009-built facility in Kansas City into a massive AI factory, starting at 24 MW in early 2026 and scaling to more than 100 MW with over 10,000 NVIDIA GPUs. The buildout cements Lambda’s role as one of the few U.S. companies controlling both AI compute and distribution, a critical advantage as global demand for GPU access skyrockets. With its IPO filing on the horizon, this expansion signals confidence in the company’s position at the center of the AI infrastructure race and the next phase of domestic industrialization. Lambda

🛍️ PayPal Partners with OpenAI

Never one to let a week go by without a major announcement, OpenAI is teaming up with PayPal to let millions of ChatGPT users shop and check out directly inside the chat interface using PayPal’s wallet and built-in protections. The partnership turns ChatGPT from a conversational tool into a full-fledged commerce platform while opening PayPal’s vast merchant network to AI-native transactions. Launching in 2026, merchants using PayPal will automatically become discoverable in ChatGPT, marking a major step toward the next era of integrated, AI-driven commerce. PayPal

💬 Prompt

What can I help you with?

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Summarize the episode as a one-page memo with key quotes, timestamps, and takeaways directly connected to the context you have around the decisions I am making now.

📣 Updates

📈 IPO Mode Activated

Hard to imagine a company better positioned for an IPO. This chart says it all.

🚗 Teslas Real Product Isn’t Cars

In Tesla’s recent Q3 earnings call, Musk outlined the long game to transform Tesla from a car company into an AI-powered mobility platform. Each vehicle becomes part of a global network generating recurring revenue through robotaxis, FSD subscriptions, and data-driven services. Every mile driven trains Tesla’s AI, strengthening its autonomy edge and deepening the moat. If it plays out as outlined, Tesla’s real product won’t be cars, it will be the network itself.

🌉 LFG in SF

We’re planning a trip to SF soon and would love to meet up while we’re in town. More details to come as plans take shape. Let us know if you’d like us to reach out before we head out.

🧠 Wisdom

💪🏽 Transformation

Decisions aren’t always easy, but you need to decide what you want and commit. Consistent effort is what brings real results, and consistency requires discipline because consistency often looks like nothing is happening… until everything changes.

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