Sep 11, 2025 5 min read Daily Rundown

⛵ Farewell to Charlie Kirk

Plus: Amazon's New Glasses, Tollbooth of The Internet

Good Morning, Early Adopters!

Today opens with a farewell and a reckoning. Charlie Kirk, remembered as one of Bitcoin’s strongest evangelists, leaves behind a digital legacy cut short.

FAREWELL

The World Has Lost Crypto’s Strongest Voice

👀 What’s the move: At just 31, Charlie Kirk was shot dead while speaking on campus. He wasn’t a developer, a fund manager, or an exchange founder — but through Turning Point USA’s vast student network, he turned “Bitcoin = freedom money” into a rallying cry for millions of young Americans.

💡 Why it’s not boring: Kirk didn’t sell Bitcoin as code or an investment thesis — he sold it as a generational lifeline. He linked student debt, inflation, and housing to the 21 million supply cap; framed Bitcoin as “more honest than the dollar”; and wove it into White House politics. The bitter irony: moments after answering a student’s question on gun violence, he himself became its victim.

⛵ Key takeaway: America just lost the one man who could make Bitcoin sound like destiny, not math. His absence leaves a silence no white paper can fill.

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DELIVERY

Amazon Wants Drivers to See in AR Before You Do

👀 What’s the move: Amazon is building smart delivery glasses—internally codenamed Amelia—that give drivers turn-by-turn overlays inside buildings, flag package locations, and even snap photos for proof-of-delivery. By freeing couriers from GPS and juggling handheld scanners, the company hopes to shave seconds off each stop—seconds that compound across millions of daily deliveries.

💡 Why it’s not boring: The innovation is less about gadgets and more about margin warfare. The “last 100 yards” is where delivery costs balloon, and AR glasses could turn drivers into semi-autonomous logistics nodes. But the hurdles are real: short battery life, the pain of mapping every sidewalk and doorway, and getting thousands of gig-economy drivers to actually wear them. If Amazon cracks it, it rewrites last-mile economics—and sets the stage for AR as an enterprise productivity tool, not a consumer toy.

⛵ Key takeaway: If these glasses work, the delivery driver becomes the first mainstream AR worker—long before the office drone gets their headset.

COPYRIGHT

RSS Inventor Strikes Again: RSL Slaps a Price Tag on AI Training Data

👀 What’s the move: Eckart Walther, co-creator of RSS, has launched Real Simple Licensing (RSL) — a protocol that makes internet content machine-readable and licensable at scale. Technically, it works by embedding licensing terms in “robots.txt”; legally, it’s backed by a collective rights body (think ASCAP for data). Big publishers like Reddit, Quora, and Yahoo are already on board.

💡 Why it’s not boring: The innovation lies in dragging the fuzzy space of “open web content → training data” into a formal legal and technical framework. The bottlenecks are brutal though — how do you prove an LLM ingested a document? How do you track per-inference royalties? And in an ecosystem where labs are used to free Common Crawl, RSL is basically trying to tax what’s long been treated as public domain fuel.

⛵ Key takeaway: If RSL works, robots.txt won’t just say “do not disturb” — it’ll become the tollbooth of the internet.

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BAY AREA MEMOS

Klarna debuted on the NYSE at a $15B valuation, raising $1.4B mostly for existing investors, with Sequoia emerging as the biggest winner.
OpenAI has reportedly signed a historic $300 billion deal to purchase cloud compute power from Oracle over five years, according to Wall Street Journal.
Amazon is now offering free rides in its custom-built Zoox robotaxis as the service officially launches in Las Vegas.
With annualized revenue soaring to $150 million, AI platform Replit has raised $250 million in new funding at a $3 billion valuation.
AI startup Perplexity has reportedly secured $200 million in new funding at a massive $20 billion valuation.

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