Nov 21, 2025 5 min read Daily Rundown

⛵ Great AI Gold Rush

Plus: Faith Tech IPO, Oura Pulls the Trigger

Good Morning, Early Adopters!

When compute, culture, and legal firepower all move at once, you know the cycle is heating up.

BUBBLE

Brookfield Joins the Great AI Gold Rush With Other People’s Money

👀 What’s the move: Brookfield just declared it will pump $100 billion into building the world’s AI infrastructure with Nvidia and Kuwait’s sovereign fund. The headline sounds monumental, but the fine print says otherwise: its core fund, the Brookfield AI Infrastructure Fund, only targets $10 billion in equity, half of which is actually committed — and not all from Brookfield. The remaining $90 billion depends on debt and co-investors that haven’t shown up yet.

💡 Why it’s not boring: This is the latest proof that the AI infrastructure boom has crossed into speculative theater. Everyone wants to be seen “powering the future,” even if most of that future is financed on leverage and press releases. Brookfield’s entry adds institutional weight, but it also shows how crowded the stage has become — where pension funds, chipmakers, and energy landlords all want a slice of compute they can’t yet quantify.

⛵ Key takeaway: The AI boom’s new rule: you don’t need GPUs — just a glossy deck and a trillion-dollar promise.

TOGETHER WITH PARTNERLY

The GTM Agency Behind AI’s Fastest Breakouts

Most AI startups don’t fail because of product. They fail because no one ever hears about them.

Partnerly is the GTM agency built for AI companies that can’t afford a slow start. We architect narrative, distribution, creator pipelines and multi-channel amplification that turn early products into category players.

Case in Point: Genspark

In just five months, Genspark went from launch to 50 million dollar ARR and closed a 275 million dollar Series B at a 1.25 billion dollar valuation. Partnerly led the full GTM engine — early story crafting, global demand creation, KOL activation and cross-platform saturation — helping Genspark break through the noise and dominate the AI workspace conversation.

If you’re building an AI product, you don’t need another growth hack.
You need a coordinated GTM system that makes the market impossible to ignore you.

👉 Work with Partnerly. Where the next iconic AI brands get their launch strategy.

FAITH TECH

Gloo’s IPO Proves Faith Still Moves Markets

👀 What’s the move: Boulder-based Gloo raised $72.8 million in its Nasdaq debut, a rare listing for a faith-based tech platform in a market otherwise ruled by AI, crypto, and defense startups. The firm builds a full-stack digital ecosystem for Christian communities — from a church-grade version of Salesforce for congregation management, Shopify for donations and merchandise, Meta Ads for outreach, to even ChatGPT for Bible-trained conversation bots.

💡 Why it’s not boring: Gloo isn’t selling religion; it’s productizing it. By wiring sermons, giving, community data, and AI “safe search” tools into one network, it quietly built the first full-stack software stack for faith institutions. Backed by former Intel CEO Pat Gelsinger, Gloo’s IPO shows that in a nation where faith still moves both ballots and bank accounts, religion isn’t leaving the market; it’s finally learning to scale like one.

⛵ Key takeaway: When every industry gets its platform, even God’s believers get a SaaS.

HARDWARE

Oura Pulls the Patent Trigger and Misses the Point

Left: Oura Ring. Right: Samsung Galaxy Ring.

👀 What’s the move: Oura just opened fire on Samsung’s Galaxy Ring, filing a formal patent complaint with the US ITC. The Finnish smart-ring pioneer claims Samsung, Reebok, Zepp, and Nexxbase all copied its designs and manufacturing methods. On paper, this is the start of a legal siege meant to freeze rivals out of a category Oura helped invent.

💡 Why it’s not boring: Every industry begins with a single innovator, but none stay that way. Oura’s trying to defend a frontier that was never meant to be a monopoly. History shows that patent wars slow markets — they don’t protect them. The real icons of tech, from Tesla to OpenAI, win not by locking the gate but by running faster than anyone through it. Oura can sue everyone, but it can’t litigate its way back to creativity.

⛵ Key takeaway: You can copyright the ring — not the idea that made it shine.

STARTUP SPOT

🎧 WhoSampled
“The map of how music samples itself.”
Crowdsourced database tracing samples, covers, and remixes across 1M+ tracks, now powering richer song-context layers.
→ Founded by Nadav Poraz in 2008; acquired by Spotify in 2025 to fuel its SongDNA initiative while remaining a standalone brand.

🩺 Function Health
“Your biomarkers, on one AI dashboard.”
Membership platform offering 100-plus lab markers twice a year, unified into an AI layer that flags risks and optimizes long-term health.
→ Founded by Mark Hyman and team; raised a $298M Series B in 2025 at a $2.5B valuation as it positions itself as the consumer gateway to medical intelligence.

♫ Udio
“AI that turns prompts into pop.”
Generative music engine producing full tracks in seconds with remix, vocal, and style controls built natively into the workflow.
→ Founded 2023 by ex-DeepMind researchers led by David Ding; raised a $10M seed; settled its dispute with Universal in 2025 and is now co-building a licensed AI-music platform.

BAY AREA MEMOS

Reuters says Nvidia’s strong earnings couldn’t steady markets, as renewed worries over AI returns and tech valuations sent stocks sliding again.
Kraken confidentially filed for a U.S. IPO after raising $800 million at a $20 billion valuation, moving ahead as regulatory hurdles recede.
Spotify has acquired the sampled-music database WhoSampled to power new song-context and discovery features across its platform.
Warner Music settled with Udio and signed a licensing deal to launch a licensed AI-powered music creation platform in 2026.
Blue Origin unveiled a super-heavy New Glenn variant with upgraded engines and payload capacity aimed at lunar and deep-space missions.

TOGETHER WITH US

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