Nov 26, 2025 5 min read Daily Rundown

⛵ 3D Meat Panic

Plus: Meta Gets the Federal Scrub, Memory Priced by the Day

Good Morning, Early Adopters!

When technology begins to reshape the things we eat, the trust we place in platforms, and even the cost of the chips powering our devices, the line between innovation and instability gets razor thin.

RETAIL

Campbell’s Caught in the “3D Meat” Panic

👀 What’s the move: A leaked recording of Campbell’s IT VP claiming its meat “came from a 3D printer” forced the 155-year-old food giant into damage control. Campbell’s quickly denied using any lab-grown or bioengineered ingredients and suspended the executive, stressing its soups only use USDA-approved chicken.

💡 Why it’s not boring: The outrage says less about Campbell’s and more about the market’s uneasy relationship with synthetic food. Despite billions in market capital poured into alternative proteins, “3D-printed meat” still sounds dystopian to most consumers, a symbol of tech tampering with what used to be dinner. Campbell’s just happened to trigger the deeper anxiety: people may applaud food innovation, but they still want their meat to bleed like the real thing.

⛵ Key takeaway: The future of food may be engineered, but trust still has to taste organic.

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META

Meta’s $16 B Scam Economy Gets the “Routine” Federal Scrub

👀 What’s the move: Reuters uncovered that Meta quietly earned nearly $16 billion in 2024 from scam and illicit ads, roughly one-tenth of its total revenue. Senators Hawley and Blumenthal have now urged the FTC and SEC to investigate how Facebook and Instagram became gateways for fake government aid, crypto fraud, and AI-generated porn clips—all while Meta was busy cutting safety teams and bragging about its AI investments.

💡 Why it’s not boring: This is no longer carelessness; it’s a pattern. Meta’s ad system keeps rewarding content that captures attention first and checks integrity later. The company talks about “AI safety” and “responsible innovation,” yet its incentives still favor whatever keeps users engaged, even when that engagement comes from deception. Each investigation ends with polished statements and minor penalties, while the core business model remains untouched. Meta isn’t blind to the problem; it has simply learned to live with it.

⛵ Key takeaway: Meta didn’t stumble into the black box; it built a mansion inside it and started charging rent.

CHIPS

Memory Now Trades Like Seafood, Priced by the Day

👀 What’s the move: Retailers from San Francisco to Ohio have stopped listing fixed prices for PC memory. DDR5 kits that cost $130 just months ago now go for $400 or more, and a 64GB set can easily reach $900. The culprit isn’t gamers; it’s the AI datacenter boom. Manufacturers are redirecting top-tier DRAM to Nvidia-class servers where cloud buyers outbid everyone else.

💡 Why it’s not boring: AI has swallowed the hardware supply chain, and consumer tech is now living off scraps. The RAM rally isn’t done yet, as prices are expected to keep climbing as factories chase cloud margins. The real question isn’t if it cools down, but how: will it take an AI bubble bursting to bring sanity back, or can manufacturing capacity finally catch up before the next wave hits? Either way, memory just became the market’s favorite stress test.

⛵ Key takeaway: AI didn’t just outsmart humans; it outbid them.

STARTUP SPOT

⚛️ X-Energy
“Factory-built reactors for the zero-carbon grid.”
High-temperature gas-cooled SMRs using TRISO fuel for walk-away-safe nuclear power and industrial heat.
→ Founded by Kam Ghaffarian; raised a $700M Series D in 2025 with customers like Amazon, Dow, and Centrica committing to multi-GW deployments.

🎥 Palo
“AI that reverse-engineers viral videos.”
Ingests a creator’s library to generate data-backed hooks, scripts, thumbnails, and pacing maps for higher-conversion content.
→ Founded by a former MrBeast content strategist; raised a $3.8M seed in 2025 and targets creators with 100K+ followers.

🪐 Fleet Space
“Satellites that scan the Earth’s subsurface.”
ExoSphere fuses LEO satellites with ground sensors to produce 3D underground imaging for mineral exploration.
→ Founded by Flavia Tata Nardini and Matt Pearson; Australia-based; raised a A$150M (≈$100M) Series D in 2024 at an A$800M valuation.

BAY AREA MEMOS

Meta is in talks to deploy Google TPUs in its data centers by 2027, boosting Alphabet while pressuring Nvidia’s stock.
Apple made rare cuts to dozens of sales roles to streamline operations and shift more business to channel partners.
A court has temporarily barred OpenAI from using “cameo” for Sora’s deepfake video feature after Cameo sued over trademark infringement.
X-energy raised $700 million in under a year to expand its SMR supply chain, backing orders for 144 reactors totaling 11 gigawatts of capacity.
Foxconn was approved to invest $569 million in expanding its Wisconsin AI server operations, adding over 1,000 jobs by 2030.

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