Jul 2, 2025 4 min read Daily Rundown

⛵ Let Them Cook

Intel Needs Friends, Garden to Gold, Nvidia Dream Lab

Good Morning, Early Adopters!

Wires are burning, rules are bending—it’s chaotic, it’s loud, and it just might change everything.

CHIPS

Intel Makeover: Foundry or Bust

👀 What’s the move: Lip-Bu Tan is shaking up Intel—overhauling AI ops, slimming a bloated workforce, and pivoting from making chips solely for itself to wooing external clients like Nvidia with its 14A foundry process. He’s also weighing shelve-of-18A write-offs after Gelsinger’s playbook flopped.

💡 Why it’s not boring: It’s Intel’s high-stakes bid to compete with TSMC—nail 14A yields and snag mega-customers, or watch margins bleed faster than that $19 B loss.

⛵ What to try next:

Build kill-switch clauses into foundry contracts to cap exposure.
Host cross-functional sprints with potential clients to audit process pain points before ink hits the PPA.

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GAME

Teen Gardener Sows $150 M Crop on Roblox

👀 What’s the move: Sixteen-year-old Adrian (aka BMWLux) dropped “Grow a Garden” on Roblox March 25. In three months it’s racked up 123 billion visits, 2 million concurrent players, and $150 million in preorders.

💡 Why it’s not boring: It’s micro-farming turned gold rush—simple plant-harvest-sell loop, pay-to-speed-up seeds, “offline growth” retention, and envy-fueled virality. There’s even a real-money secondary market for seeds and critters.

⛵ What to try next:

Steal the offline-growth trick to lock in users without endless grind.
Experiment with limited-edition drops and social leaderboards to stoke FOMO and UGC buzz.

FUND

Genesis AI Grabs $105M to Stop Bots Flailing

👀 What’s the move: Genesis AI just surfaced from stealth with $105 M seed from Eclipse Ventures and Khosla Ventures to build a general-purpose robotics foundation model. It aims to train bots on synthetic data generated via its proprietary physics engine—sidestepping pricey real-world trials.

💡 Why it’s not boring: Genesis' physics-driven synthetic data engine, the robotics equivalent of an LLM, promises faster model development than Nvidia-based stacks, betting that generalist robot foundation models will succeed where narrow use-cases fail.

⛵ What to try next:

Pilot synthetic-data-driven training in your ops to slash dev cycles.
Validate simulation fidelity with small-scale real-world tests before a full-scale rollout.

STARTUP SPOT

🏦 Greenlite AI
"AI agents that spot money laundering so humans don't have to."
Automates AML, sanctions, and KYC compliance workflows for banks and fintechs. AI agents handle routine cases, escalate complex decisions with enriched investigation data.
→ YC-backed, just raised $15M Series A led by Greylock. Used by Grasshopper Bank, Mercury. $5B+ in AML fines yearly creates massive compliance pain to solve.

🤖 Coworker AI
"Deep company context that actually gets your business."
AI platform integrating 40+ enterprise apps, providing context-aware assistance that searches, plans, and executes work across all company data without custom coding. Goes beyond basic chatbots with true business understanding.
→ Just raised $13M seed led by Triatomic Capital. Launched May 2025 as "first AI agent with deep company context". Targeting enterprise teams tired of disconnected AI tools.

🏢 Rippling
"One system for HR, IT, and Finance that actually talks."
All-in-one workforce platform managing payroll, benefits, devices, apps, and spend from single dashboard. Each module shares data seamlessly — hire someone, auto-provision laptop, software, payroll in one flow.
→ Founded by Parker Conrad (Zenefits). Latest $450M Series G at $16.8B valuation (May 2025) up from $13.5B in 2024. YC W17 graduate, now serves YC as customer. The "super app" for business operations.

BAY AREA MEMOS

Cognizant joins White House AI education pledge to empower America’s youth.
Gorilla Technology secures $105 million in direct offering to back bid bonds and acquisitions.
Grammarly acquires Superhuman to supercharge AI-driven email workflow.
Remark raises $16 million Series A to scale human-trained AI shopping assistants.
NetApp reboots strategy with AI-driven hybrid cloud overhaul.

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