⛵ Dream Maker

Good Morning, Early Adopters!

In a week defined by ambition and fracture, the world’s biggest builders are dreaming and fighting in equal measure.

DREAM

Tesla Bleeds Cash to Fund Musk’s Dreams

👀 What’s the move: Tesla’s latest earnings call looked like two companies sharing one balance sheet. The automaker delivered 497,099 vehicles in Q3, pulling in 21.2 billion dollars in automotive revenue — its best in over a year — yet profits plunged 37 percent from last year to just 1.4 billion. Operating expenses soared 50 percent as Musk poured money into AI and robotics, including 240 million in restructuring costs after shutting down the Dojo supercomputer. Tesla’s CFO confirmed that spending will rise “substantially” again in 2026 to accelerate robotaxi, Full Self-Driving, and the humanoid robot Optimus.

💡 Why it’s not boring: Musk’s moonshot ambitions are now Tesla’s budget line items. The EV business is no longer the destination; it is the fuel for his AI empire. Every Model Y sold is another bet on Optimus, the “Cybercab,” and a world where Tesla earns more from algorithms than from engines. The company is underwriting Musk’s dream with real cash and real risk, and shareholders seem willing to let him burn both.

⛵ Key takeaway: Tesla is still selling cars, but the profits are marching straight into Musk’s robot army.

TOGETHER WITH ROBOTICS HERALD

Explore the Rise of Humanoid Intelligence

From factories to frontlines, humanoid robots are no longer prototypes — they’re becoming co-workers, caregivers, and companions. Robotics Herald tracks the breakthroughs shaping this transformation, offering deep insights into the companies, technologies, and people building our mechanical future.

INFIGHTING

Meta Trims 600 AI Staff as Alexandr Wang Turns Inward

👀 What’s the move: Meta has laid off more than 600 employees across its AI research, product, and infrastructure units, consolidating power under its new Superintelligence Labs. Chief AI Officer Alexandr Wang called it a move toward “smaller, more load-bearing teams,” yet insiders say his months in charge have been marked more by turf battles than by breakthroughs. FAIR and product teams reportedly fought over compute while progress on next-generation models stalled.

💡 Why it’s not boring: Meta’s problem is no longer a lack of talent, it is the politics of too much of it. After poaching stars from Scale, OpenAI, and Google, the company found its AI divisions bloated, slow, and fragmented. Zuckerberg’s patience has run out: the new plan is to cut deep, centralize control, and bet on a handful of high-agency engineers instead of sprawling fiefdoms.

⛵ Key takeaway: The real AI bottleneck at Meta is not GPUs or funding, it is internal gravity — too many smart people pulling in different directions.

ENERGY

Sizable Raises $8M to Sink Gravity Storage into the Sea

👀 What’s the move: Italian startup Sizable Energy just closed an $8 million round led by Playground Global to commercialize an ocean-based gravity storage system. Instead of mountains and dams, it uses two flexible saltwater reservoirs—one floating, one anchored to the seabed—connected by a vertical tube with turbines. When energy is cheap, dense saltwater is pumped upward; when demand spikes, gravity pulls it back down, spinning turbines to generate electricity. Each unit could produce 6–7 megawatts, and deeper sites mean more storage capacity.

💡 Why it’s not boring: The pitch sounds elegant as it replaces concrete and altitude with pressure and depth. But gravity-based storage, even when moved offshore, faces the same constraint that it is a mechanical solution chasing a digital grid problem. Such systems are better suited to stabilizing renewable-heavy grids or offshore wind clusters than serving as scalable standalone batteries. The engineering is impressive, yet the economics of building and maintaining ocean infrastructure for energy arbitrage remain questionable.

⛵ Key takeaway: Moving pumped hydro underwater might be clever physics, but turning ocean pressure into profit is a harder equation.

STARTUP SPOT

⚙️ Gimlet Labs
“The OS for deploying AI anywhere.”
Cloud-to-edge platform that compiles, orchestrates, and serves AI models across heterogeneous hardware with near-zero latency.
→ Founded 2023 in San Francisco; building AI compilers and runtime kernels for Intel and retail-edge partners; early traction as the “Kubernetes for inference.”

🏠 Propy
“Real estate meets blockchain.”
Enables end-to-end property transactions—listing, title, escrow, and payment—executed through smart contracts on-chain.
→ Founded 2015 by Natalia Karayaneva; processed $1B+ in deals; pioneered the first NFT home sale; now expanding its title and escrow network across the U.S.

🌊 Sizable Energy
“Turning the ocean into a battery.”
Builds offshore gravity-based storage using dense brine reservoirs to store renewable energy without land use or emissions.
→ Founded 2022 in Milan by Manuele Aufiero, Carlo Fiorina & Stefano Bernardi; backed by Unruly and Possible Ventures; testing pilot sites across 50+ coastal regions for multi-GWh ocean storage.

BAY AREA MEMOS

• Gimlet Labs raised $12M for a platform that auto-optimizes and ports AI models across chips to cut inference costs.
• Amazon unveiled AI-powered smart glasses, warehouse robots, and management software to speed up deliveries and cut labor needs.
• Real estate tokenization firm Propy launches a $100M plan and Agent Avery to automate U.S. real estate closings with AI and blockchain.
• OpenAI faced backlash for seeking memorial records in a ChatGPT-linked teen suicide case, saying it’s improving teen safety.
• The UK has designated Apple and Google as having “strategic market status,” paving the way for tighter regulation of their mobile ecosystems.

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