Jul 7, 2025 4 min read Daily Rundown

⛵ Clouds Ate Earth

AWS Killer, Samsung’s Lost Wave, Silicon Meets Mud

Good Morning, Early Adopters!

Not everything grows in silicon. Some things still need dirt, doubt, and a little distance.

CLOUD

Apple Quietly Sketched an AWS Killer

👀 What’s the move: Internal chatter says Apple weighed renting Apple-Silicon servers to iOS devs—Project ACDC would pack lean M-series chips into data centers, aiming to undercut Amazon, Google, and Microsoft.

💡 Why it’s not boring: Apple torches ≈ $7 B a year on rival clouds; flipping the script would claw back margin, shove devs deeper into the walled garden, and hand Tim Cook a fresh revenue limb as device growth plateaus. Those ACDC boxes could also train Apple-Intelligence without paying Nvidia’s “GPU tax.”

⛵ Key takeaway: If Apple ever flips the switch, your app pays rent to the same landlord that sells the phone.

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CHIP

Samsung’s AI Chip Bet Trips, Profit Set to Dive 39%

👀 What’s the move: Samsung just warned that Q2 profit will nosedive 39%, blaming weak AI chip sales. Turns out flooding fabs with GPUs doesn’t help if no one’s buying them—or worse, if Nvidia already owns the mindshare.

💡 Why it’s not boring: Samsung’s real problem? It’s playing second fiddle in a symphony Nvidia is conducting. With hyperscalers cozying up to HBM suppliers and startups chasing custom silicon, Samsung’s memory mojo may not be enough to stay relevant in the AI gold rush. This isn't just a quarterly dip—it’s a strategic reality check.

⛵ Key takeaway: You can’t ride the AI wave if you’re selling surfboards after Nvidia built the ocean.

AGRICULTURE

If It Can’t Shovel, It Can’t Stay

👀 What’s the move: Venture capital has pumped over US $200 billion into AI-driven pollination drones, smart‑soil sensors, livestock tracking systems and more—but farmers, especially cattle producers, say they don’t need flashy bells and whistles; they just want dependable tech that actually works and fits rugged, remote conditions.

💡 Why it’s not boring: This isn’t just farm-fetish tech porn—it’s a clash between Silicon Valley flash and real‑world utility. Investors are chasing high‑altitude automation stories, while farmers are begging for simple reliability in fields thousands of miles from internet access. Australia is leading the charge: they’re testing autonomous drones and ranch automation not to replace humans entirely, but to fill labor gaps in places where paying standard wages hasn’t worked.

⛵ Key takeaway: Build AI tools farmers actually trust—and maybe you’ll be the first to crack the code.

STARTUP SPOT

☁️ Innovaccer
“The Healthcare Intelligence Cloud.”
Unifies siloed health data into a single platform, using AI copilots and agents to automate workflows and power analytics for providers & payers.
→ Founded by Abhinav Shashank, Kanav Hasija, & Sandeep Gupta. Raised $675M total; latest was a $275M Series F in Jan 2025 from Kaiser Permanente & others.

🤰 Delfina
“Intelligent pregnancy care for all.”
AI platform for personalized maternal care, using predictive models to improve outcomes and connect patients with providers via an app.
→ Founder Senan Ebrahim, MD, PhD; raised $17M Series A Jan 2025 from USVP, Mayo Clinic, & Chelsea Clinton's fund. Named to CB Insights AI 100.

🤖 Carbon Robotics
“Reshaping farming for generations to come.”
Uses AI-powered computer vision and high-power lasers to identify and eliminate weeds without herbicides.
→ Founder Paul Mikesell (prev. Isilon, Clustrix, Uber) has raised $157M+, incl. a $70M Series D led by BOND & NVentures.

BAY AREA MEMOS

Zango AI raises $4.8M seed round led by Nexus to supercharge its AI-driven compliance platform.
Senate votes to scrap 10-year AI moratorium, preserving states’ power to regulate artificial intelligence.
Wonderful raises $34 M to power AI-driven customer support across non-English markets.
Thoma Bravo to take SaaS restaurant-ordering platform Olo private in $2 billion all-cash deal.
TSMC accelerates Arizona fab buildout as Samsung delays Taylor, Texas chip plant.

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