Jul 23, 2025 4 min read Daily Rundown

⛵ Bezos Wants Your Brain

More Stories: Watchdogs 2.0, OpenAI's $100B IOU

Good Morning, Early Adopters!

Tiny tools get acquired, skyward infra gets funded, and AI gets hooked to its energy supplier. Everyone wants to be the layer you can’t replace.

M&A

Amazon Buys Bee: Bezos Wants Your Brain

👀 What’s the move: Amazon just scooped up Bee — a $50 AI bracelet that records everything you say unless you tell it not to. It turns your life into a searchable transcript and your wrist into a memory sponge. The deal isn’t closed yet, but Bee’s team is already en route to Bezos HQ.

💡 Why it’s not boring: This isn't just another Echo with a strap. Bee was quietly building the foundation for a “cloud phone” — a ghost of your device that remembers, reminds, and reacts. Amazon’s not playing catch-up to Meta’s smart glasses or OpenAI’s rumored hardware — it’s planting a flag in ambient, wearable surveillance that feels cheap, useful… and a little too friendly.

⛵ Key takeaway: Amazon didn’t buy a wearable — it bought a warrantless wiretap with branding.

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ROBOTS

Asylon’s robot guard dogs fetch $26M

👀 What’s the move: Asylon just raised $26M to scale its robotic security service — a mashup of drones and Boston Dynamics dogs retooled for patrol duty. Their $100K–$150K/year RaaS bundle promises 24/7 protection without bathroom breaks.

💡 Why it’s not boring: This isn’t just robots doing laps — it's surveillance infrastructure as a subscription. Asylon is quietly staking a claim in the “private homeland security” stack. Security-as-a-Service is going from guards to guardians.

⛵ Key takeaway: The new moat isn’t AI — it’s a four-legged robot that sniffs for gas leaks and bad vibes.

DATA CENTER

OpenAI Promises Oracle the Moon, Pays With IOUs

👀 What’s the move: OpenAI just sweet-talked Oracle to squeeze out another 4.5GW of datacenter capacity for its massive Stargate AI buildout — on top of their recently inked $30 billion-a-year deal. That brings Oracle’s pledged total to 5GW — enough to hypothetically feed two million GPUs. One small hitch: OpenAI only expects $12.7B in revenue this year. And these rigs cost north of $100B.

💡 Why it’s not boring: This isn’t a datacenter deal — it’s an arms race. Altman’s whispering “$500B AI infra” into investor ears while letting Oracle and SoftBank sweat the tab. If this flies, OpenAI becomes the kingmaker of global compute. If it flops, Oracle’s stuck with an empty hyperscale shell and a pile of unsold GB200s.

⛵ Key takeaway: OpenAI’s building the future — it just hopes someone else picks up the construction bill.

STARTUP SPOT

🛡️ Asylon
“Autonomous perimeter-security platform.”
AI-fused robotics suite—drones + Boston Dynamics-based “DroneDog”—patrols industrial & defense sites via computer vision, anomaly alerts, and remote SOC ops. Over 250,000 missions and 150,000 miles logged; BVLOS & battery-swapping tech in-box.
→ Founded 2015 by MIT‑alum Damon Henry, CTO Adam Mohammed & Brent McLaughlin; team from Lockheed, Boeing, MIT, USAF. Just raised $24–26 M Series B led by Insight Partners.

⌚ Bee
“Your AI memory, on your wrist.”
Wearable that passively listens to conversations → transcribes, summarizes, tracks tasks/reminders with personal assistant AI.
→ Founded 2022 by Maria de Lourdes Zollo (San Francisco); raised ~$7 M seed from Exor/Greycroft; acquired July 22 ’25 by Amazon Devices to bolster user‑controlled privacy & ambient AI.

🛻 Nevoya
“Zero‑emission freight, AI‑orchestrated.”
AI-native TMS + electric truck fleet—dynamic route, load & battery optimization → built for EV ops, not retrofitted legacy.
→ Founded 2023 by Sami Khan (McLaren/McEq), John Verdon (Waymo BD), Tom Atwood (supply-chain analytics); raised $9.3 M seed led by Lowercarbon Capital, plus Floating Point, LMNT, angels incl. Qasir Younis.

BAY AREA MEMOS

Telegram introduces its integrated crypto wallet to users in the United States.
Elon Musk's xAI is looking to raise $12 billion for a second massive data center to expand its AI compute power.
xLight raises $40 million in series B funding to revolutionize semiconductor manufacturing with its next-generation laser technology.
Lumotive adds $14 million from Amazon and others to advance its solid-state beamforming chips for 3D sensing.
Electric trucking startup Nevoya raises $9.3 million to expand its zero-emissions freight-as-a-service network.

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