Oct 10, 2025 5 min read Daily Rundown

⛵ Ledger of Power

Plus: OpenAI Fever, Amazon Eats Pharmacy

Good Morning, Early Adopters!

Somewhere between fever and precision, the new ledger of power is being written.

FINTECH

Swift Just Turned from Messenger to Bookkeeper

👀 What’s the move: At Sibos 2025, Swift announced it will embed a blockchain-based shared ledger into its global network, marking a structural rewrite of how the 150 trillion dollar cross-border system records transactions. Supported by 30 major banks and built with Consensys, the ledger will allow 24/7 real-time settlement and tokenized value transfers while combining the compliance of traditional finance with the infrastructure of decentralized finance.

💡 Why it’s not boring: For half a century, Swift was the quiet courier of global finance, moving trillions in messages but never money. Now it is flipping the script. By turning itself into the ledger, Swift is no longer the plumbing behind the system, it is becoming the system itself. This is not innovation for efficiency; it is consolidation of control. Once blockchain was supposed to disrupt Swift. Instead, Swift has absorbed it, reasserting dominance over both banks and crypto upstarts in one strategic move.

⛵ Key takeaway: The rebel tech meant to replace Swift just got recruited by it. The pipes didn’t break, the plumber took over the network.

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Wall Street Catches the OpenAI Fever

👀 What’s the move: In the past three weeks, any stock that even slightly touches OpenAI’s orbit has exploded. AMD jumped 24 percent after signing a chip deal, Oracle surged 36 percent on a cloud partnership, and during the recent OpenAI Dev Day, companies simply mentioned on stage such as Figma, Coursera, Expedia, and Spotify all spiked between five and ten percent within hours. OpenAI has effectively become the new market algorithm, where saying “we are working with ChatGPT” is enough to inflate a company’s market cap.

💡 Why it’s not boring: This is not investor optimism; it is Pavlovian conditioning. The market now treats the word “OpenAI” as a symbol for the future itself. Partnerships have become stock catalysts, and the company’s five-hundred-billion-dollar valuation turns every handshake into a trading signal. Sam Altman called it “weird,” yet it is more than that. It is monetary gravity. The AI bubble is no longer forming around technology, it is forming around influence.

⛵ Key takeaway: We have entered a new asset class defined by hype-backed securities powered by the world’s most valuable private company, which does not even trade but still moves markets as if it already did.

MEDIC

Amazon Turns the Doctor’s Office into the New Pharmacy

👀 What’s the move: Starting this December, Amazon Pharmacy will roll out prescription vending machines inside its One Medical clinics, letting patients pick up medications right after seeing a doctor, no separate pharmacy trip required. Each kiosk’s inventory is tailored to the local clinic’s prescribing data, and checkout happens inside the Amazon app, with live pharmacist support available via video.

💡 Why it’s not boring: This isn’t convenience; it’s vertical integration disguised as a vending machine. Amazon now owns the entire post-diagnosis journey. from prescription to payment to pickup, collapsing the pharmacy counter into its clinical network. While traditional pharmacy chains like CVS and Walgreens shutter stores, Amazon is embedding fulfillment into care itself, effectively turning every clinic visit into an Amazon retail event. The moat isn’t healthcare, it’s logistics.

⛵ Key takeaway: Amazon didn’t kill the pharmacy; it absorbed it into Prime Health.

STARTUP SPOT

💻 Datacurve
“Human-coded data for smarter LLMs.”
Crowdsources expert engineering tasks to generate structured SFT and RLHF data that supercharges AI coding models.
→ Founded by Serena Ge & Charley Lee (YC W24); raised $17.7M to date; data used by major frontier labs and dev-tool startups to benchmark and fine-tune code models.

🛰️ Stoke Space
“Reusable rockets built like airplanes.”
Developing Nova, a fully reusable two-stage rocket with an actively cooled heat shield for same-day turnaround and low-orbit cost.
→ Founded 2020 by ex-Blue Origin engineers Andy Lapsa & Tom Feldman; raised $260M Series C (2025); selected by U.S. Space Force for $5.6B NSSL Phase 3 program.

💳 OnePay
“The all-in-one wallet for everyday life.”
Walmart-backed fintech app merging debit, credit, BNPL, and savings into a single consumer platform.
→ Built with Ribbit Capital and Mastercard; launched 2025 with Synchrony-powered Walmart Credit Card; positioned as Walmart’s core digital finance ecosystem.

BAY AREA MEMOS

Walmart-backed fintech OnePay plans to launch Bitcoin and Ether trading by the end of the year, powered by Zerohash.
Stoke Space raised $510 million in a Series D round led by US Innovative Technology to expand its national security–focused space launch capabilities.
Datacurve raised $15 million to build a bounty-based platform for high-quality AI training data, positioning itself as a new challenger to Scale AI.
China added five more rare-earth elements to its export control list, tightening restrictions on materials and technology crucial for global chipmaking.
Nvidia backed n8n’s $180M round at a $2.5B valuation as it evolves from workflow automation to AI orchestration.

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