Industry Pulse
Volts to Intelligence - Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
Volts to Intelligence - Data centre electricity use surged in 2025, even with tightening bottlenecks driving a scramble for solutions
Summary: A report from IEA shows that data center electricity use surged in 2025, turning power access into one of the most important constraints on the AI boom. The AI trade has usually been framed around chips, models and capital. But the International Energy Agency’s latest report points to
AI Speedrun - Is Anthropic “Tech”? Read the Fine Print Behind a Market
Anthropic looks obviously “tech,” but Kalshi’s sector market turns that assumption into a probability puzzle.
Embodied AI - Uber, Waymo end robotaxi partnership in Phoenix
June 29 (Reuters) - Uber and Alphabet's Waymo have ended their self-driving partnership in Phoenix, Arizona, as the ride-hailing giant prepares to launch a new autonomous vehicle collaboration in the city.
Silicon Bakery - SK Hynix Nasdaq IPO: Gunning for Micron or Recoiling From the Korea Discount?
SK Hynix, one of the leading manufacturers of DRAM and NAND, will list American Depositary Receipts on Nasda. Here's our thoughts:
AI Speedrun - OpenAI defers public rollout of GPT‑5.6 as US seeks early access to frontier AI models
June 26 (Reuters) - OpenAI said on Friday it was delaying a full public launch of GPT‑5.6 at the U.S. government's request, limiting the AI model's initial access to a small group of vetted partners whose details were shared with the authorities. Will GPT-
Silicon Bakery - Apple Raises Price While Micron Calls out Apple for Memory Shortage
Apple is raising prices of multiple key products as a pass-through of skyrocketed memorgy costs; While Microns seems to hold a different view. Apple vs Micron - Who Do You Believe Stands for the Truth? AppleResult28.57%MicronResult71.43%56 PollsEndedTBD Apple raises prices of MacBooks, iPads as memory costs
Embodied AI - What Tesla's Optimus Timeline Really Tells Investors
While Polymarket’s Optimus contracts may be priced accurately, the underlying reasons for these valuations are widely misunderstood. Ahead of the June 30 deadline, Polymarket’s contract on the likelihood of Tesla releasing Optimus sits at just 1%, while the consensus for the December 31 deadline is tilted slightly higher
Fly Me to The Moon - Analyzing What Exactly the SpaceX IPO Catalyzes
SpaceX is slated for its initial public offering in June, with the IPO expected to be the largest ever in history, crossing the Aramco IPO which was priced at $1.7 trillion. SpaceX is now targeting a valuation of at least $1.7 trillion with the latest Polymarket predictions pricing
AI Speedrun - OpenAI takes the lead in AI IPO horse race: 'Getting to public markets first is very important'
OpenAI's reported imminent IPO filing has sharply reversed prediction market odds, positioning it to beat Anthropic in the race to become the first major AI company to go public.
Silicon Bakery - It’s Getting Hotter and Hotter, What’s the Next Wave in Semiconductors?
The semiconductor industry is officially entering its $1 trillion era, fueled by a massive $600 billion hyperscale capex surge projected for 2026. Industry consultants view this as a structural revolution beyond cyclicals. As the market begins to look past GPUs & Hyperscalers, the question remains: what will the next wave
AI Speedrun - How AI is helping retail traders exploit prediction market 'glitches' to make easy money
A fully automated bot quietly captured micro-arbitrage opportunities on short-term crypto prediction markets, netting nearly $150,000.
