⛵ Artificial Wombs

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Technology is moving from tools we use to structures we live inside.

NEW TECH

Artificial Wombs Move Toward Clinical Reality

👀 What’s happening: Artificial womb systems are edging toward first human trials after years of animal testing. Devices like AquaWomb aim to support babies born at 22 to 24 weeks by keeping them in fluid, connected to a synthetic placenta. US regulators at the Food and Drug Administration are weighing whether to allow limited trials for extreme prematurity cases.

🌍 How this hits reality: Roughly 10,000 US infants are born each year at the edge of viability, where survival rates drop sharply and long term complications soar. Artificial wombs could shift that line by weeks, stressing neonatal care models, consent frameworks, and abortion law assumptions. Groups like Children’s Hospital of Philadelphia and Vitara Biomedical are trying to make artificial wombs work as fast as possible. AquaWomb is slower by choice, insisting that parents must remain physically and emotionally involved, or the technology is incomplete.

⛵ Key takeaway: If trials proceed, artificial wombs will redefine viability before society agrees on meaning. This is less about sci-fi futures and more about who decides when life support becomes life extension, and how fast medicine outruns law and culture.

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AI

America Is Running on AI Life Support

👀 What’s happening: Elon Musk said on Dwarkesh Patel’s podcast that AI and robotics are the only path out of the US debt trap. With roughly 38.5 trillion dollars in federal debt and about 1 trillion dollars a year in interest, he argued the math no longer works without a step change in productivity.

🌍 How this hits reality: This reframes automation as macroeconomic infrastructure. Interest costs now rival defense spending. Traditional tools like austerity or modest growth cannot close that gap. AI driven output expansion is being treated as the only lever big enough. Deflation risks are acknowledged, but compared to debt spiral and fiscal lockup, they are secondary.

⛵ Key takeaway: As Musk said, the US is effectively betting state solvency on automation scale up. AI and robots are no longer optional growth engines. They are the last available mechanism to outrun debt. Managing deflation becomes a follow on problem, not a blocking one.

BANK

MrBeast Owns a Gen Z First Bank

👀 What’s happening: Beast Industries acquired Step, signaling MrBeast is pushing his social network scale into financial services. With roughly 466 million subscribers, this echoes his chocolate brand move, using audience trust as infrastructure. It reframes a bank not as an institution, but as a network activated through culture and familiarity.

🌍 How this hits reality: This challenges how banks define growth. Traditional finance spends heavily on compliance driven marketing and slow trust building. Creator led distribution bypasses that. We saw a version of this when Mercury positioned itself as SaaS. Step may go further, recasting itself as a consumer tech finance company, not a bank.

⛵ Key takeaway: Social graphs are starting to replace funnels in finance. If this holds, growth will favor brands that feel native to culture, not institutions. Banking shifts from customer acquisition to trust capture, and the label matters less than the network behind it.

BAY AREA MEMOS

• Walmart is investing $330 million to add automation and robotics to a Louisiana distribution center as part of a nationwide upgrade.
• Ouster acquired StereoLabs to unify LiDAR, stereo vision, and AI into a single physical AI sensing platform.
• Waymo has removed safety drivers from its Nashville test vehicles and plans to launch a robotaxi service there this year with Lyft.
• Discord will mandate global age verification using video selfies or government IDs, sparking privacy and data security concerns.
• As other billionaires leave, Mark Zuckerberg is doubling down on California with a $50 million STEM and AI investment.

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