Dec 5, 2025 4 min read Daily Rundown

⛵ Drone Wars Begin

Plus: Brussels Hunts for Rent, ZhuQue-3 Misses Landing

Good Morning, Early Adopters!

From commerce to policy to space, a new era of aerial competition is unfolding all at once.

RETAIL

Walmart Takes the Sky Before Amazon Even Clears the Runway

👀 What’s happening: Walmart just flipped the switch on Metro Atlanta’s first large-scale drone delivery network with Google’s Wing, covering six Supercenters and tens of thousands of homes. Groceries, gifts, and meds now drop from the sky in under five minutes, not by hype video, but at real scale. It’s the first step in a national rollout across 100 stores by 2026.

🔥 How this hits reality: While Amazon’s Prime Air still fights regulators and crash reports, Walmart has quietly teamed up with Google’s aviation arm to make drone delivery routine. By outsourcing tech and leaning on its unmatched physical reach, Walmart gets to plant its flag in the low-altitude airspace first. The question now is whether Amazon’s self-built system can catch up before Walmart’s drones become part of daily life and consumer loyalty.

⛵ Key takeaway: The race for retail dominance just went vertical, and Walmart’s drones are now flying over Amazon’s head.

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Brussels Hunts for Rent Again

👀 What’s happening: The EU just opened a new antitrust probe into Meta for allegedly blocking rival AI assistants on WhatsApp. The Commission claims Meta’s new policy could lock out smaller AI bots like Luzia and Poke.com starting January, handing an unfair advantage to Meta AI. Italy’s regulator is already running a parallel investigation.

🔥 How this hits reality: This is déjà vu from the Google and Amazon cases. Europe’s regulators, strapped for tech leverage and revenue, keep framing their budget gaps as “competition concerns.” The irony is thick: while the US races to build AI empires, the EU is still trying to fine one into existence. It’s less about protecting innovation and more about collecting rent from it.

⛵ Key takeaway: When Europe says “antitrust,” it usually means “invoice” for rent.

SPACE

China’s ZhuQue-3 Kisses Orbit, Misses Landing

👀 What’s happening: On December 3, 2025, LandSpace’s stainless-steel ZhuQue-3 rocket made its maiden flight, reaching orbit but failing the return. The booster, driven by nine Tianque-12A engines and built for twenty reuses, “experienced an anomaly” during landing and ended the day in flames. Still, it marks China’s first private orbital-class rocket to achieve this phase, putting LandSpace on the same launchpad league as SpaceX’s Falcon 9 and Blue Origin’s New Glenn.

🔥 How this hits reality: For China’s commercial space sector, this is the moment the dream left the lab and hit the atmosphere. Reusability isn’t learned in theory; it’s earned through controlled explosions. LandSpace now joins the bruised-and-bragging club where every failed landing is just another data point toward reliability. But catching up to SpaceX’s decade-long iteration loop will take a few more loud lessons and scorched launchpads.

⛵ Key takeaway: You can’t "reuse" an orbit without first lighting a few fireballs. China just lit its first.

BAY AREA MEMOS

Anthropic has hired legal counsel to begin IPO prep and is pursuing new funding that could push its valuation past $300 billion.
The Trump administration cut 2031 fuel economy rules and softened oversight, nudging automakers toward less efficient vehicles.
Morgan Stanley expects a broad rebound in M&A and IPO activity next year, supported by strong deal pipelines and a more favorable policy backdrop.
YouTube will comply with Australia’s new law by signing out all users under 16, enforcing the world’s first teen social media ban.
NEXTDC signed an MoU with OpenAI to build a 550MW AI campus in Sydney, boosting its stock, though copyright and power-cost risks remain ahead.

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