Aug 6, 2025 5 min read Daily Rundown

⛵ Freedom Tastes

More Stories: Intel Can’t Wait, Uncle Sam Goes AI-First

Good Morning, Early Adopters!

The tech world is untethering itself—seeking freedom, speed, and a seat at the table of something bigger than infrastructure.

OpenAI Breaks the Azure Seal—Starts Seeing Other Clouds

👀 What’s the move: For the first time, OpenAI is letting its models run on AWS. The two new open-weight reasoning models will be available through Bedrock—Amazon’s plug-and-play AI platform—and SageMaker, which lets developers train and fine-tune models on their own data. It's a quiet but sharp shift away from total Azure dependence.

💡 Why it’s not boring: This is OpenAI testing life beyond Microsoft. While Azure is still the “main cloud squeeze,” AWS now gets a taste—alongside Oracle, which just bagged a $30B hosting deal. For OpenAI, it’s leverage in its reportedly strained partnership with Microsoft. For AWS, it’s a long-awaited answer to Wall Street’s question: “Where’s your GenAI firepower?”

⛵ Key takeaway: OpenAI just let AWS through the door—one reasoning model at a time.

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Uncle Sam Goes Prompt-First

👀 What’s the move: The U.S. General Services Administration just greenlit OpenAI, Google, and Anthropic as official AI vendors for civilian federal agencies. By adding them to the Multiple Award Schedule — a kind of pre-approved procurement mall for the government — models like ChatGPT, Gemini, and Claude can now bypass bureaucratic red tape and land directly on desks across federal agencies.

💡 Why it’s not boring: This isn’t just procurement—it’s acceleration. The GSA isn’t picking favorites, but it is laying the pipes for mass deployment of LLMs across departments. Forget pilot projects; we’re talking real rollout. The goal? See which AI tools actually move the needle on productivity, regulation, and citizen services—at federal scale.

⛵ Key takeaway: Washington’s not waiting for AGI—they’re buying speed, efficiency, and a shortcut to modernization.

CHIPS

Intel Can’t Ship, Can’t Win, Can’t Wait

👀 What’s the move: Intel’s much-hyped 18A manufacturing process — the one meant to bring it back to the bleeding edge of chipmaking — is flailing. Yield on its next-gen Panther Lake chips is reportedly hovering around 10%, far below the ~70% mark needed for profit. Meanwhile, the company’s CFO is stuck selling faith over facts, promising “better every month” with no hard data.

💡 Why it’s not boring: This isn’t just about a late laptop chip — it’s about Intel’s existential bet to catch TSMC and become a global foundry powerhouse. If 18A doesn’t work, 14A probably won’t either. And if Intel can’t close the tech gap now, it risks sliding from “leader” to “legacy” in a post-node world. The company has already warned it may exit leading-edge manufacturing if this fails. That’s not a roadmap — that’s a death clock.

⛵ Key takeaway: Intel isn’t building chips — it’s praying in nanometers.

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BAY AREA MEMOS

AI go-to-market platform Clay secures $100 million in a series C round led by CapitalG, reaching a $3.1 billion valuation.
Former X CEO Linda Yaccarino is named the new chief executive of digital health firm eMed Population Health.
President Trump says new tariffs on semiconductors and chips will be announced within a week to bring manufacturing back to the US.
AMD's earnings miss expectations as the US chip ban on China impacts sales, despite strong growth in its AI and data center segments.
UK data firm Quantexa is reportedly considering a US initial public offering in 2026 at a valuation of over $3 billion.

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