Jun 27, 2025 4 min read Daily Rundown

⛵ Mega Power Play

Meta Is Thirsty, Crowned Convenience Chaos, Microsoft Fashion Show

Good Morning, Early Adopters!

Power grids, corner shops, crash screens—if every inch of Silicon Valley is queuing for a makeover, maybe your backlog needs a beauty pass too.

ENERGY

Meta's Power Play: AI Needs More Juice!

👀 What's the move: Meta just inked four deals with Invenergy for 791 MW of solar and wind power, bringing their partnership to 1,800 MW total. That's enough juice to power a small city, all dedicated to feeding their AI data centers' ravenous appetite for electrons.

💡 Why it's not boring: Experts predict half of all new AI data centers will be underpowered by 2027. While everyone scrambles for nuclear and gas, Meta's betting on speed—solar farms can be online in 18 months versus years for nuclear. Smart play when you're in an AI arms race and need power yesterday.

⛵ What to try next: Lock in your own renewable deals before the good sites get snapped up. Start calculating if your AI roadmap matches your power procurement timeline—it probably doesn't.

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M&A

7-Eleven: The Great Canadian Heist?

👀 What's the move: Couche-Tard's CEO basically said "soon™" about their $49B bid for 7-Eleven, hinting timelines will be "shorter rather than longer." Classic M&A speak for "we're tired of this dance, make a decision already."

💡 Why it's not boring: If this goes through, it's a Canadian company swallowing Japan's convenience store king—7-Eleven has 85k stores globally. Japan's historically allergic to foreign takeovers, especially of cultural icons. This could crack open Japan Inc's fortress mentality or become a very expensive lesson in cultural resistance.

⛵ What to try next: Watch how Japan's government responds—this could signal shifting foreign investment winds. Consider what other "untouchable" retail empires might suddenly look acquirable if nationalist barriers start falling.

CRASH

Microsoft's Crash Course in Fashionable Failures!

👀 What's the move: Microsoft is scrapping the iconic blue screen of death for a new black version, calling it "streamlining the unexpected restart experience." . Apparently those viral Times Square BSOD moments hit different when your OS crashes on global TV.

💡 Why it's not boring: This isn't just cosmetic therapy. After CrowdStrike turned every Windows machine into a blue billboard of shame last year, Microsoft's clearly trying to rebrand system failures as something less... apocalyptic. The psychology of error screens matters when your crashes make international headlines.

⛵ What to try next: Audit your own error messaging—if Microsoft thinks UX matters during catastrophic failures, maybe your 500 pages need work too. Consider how your product's worst moments become your brand moments.

STARTUP SPOT

🧠 Cluely
"Cheat on everything."
Ambient AI desktop layer that monitors screen/audio to deliver real-time responses during calls, interviews, and work sessions. No alt-tabbing to chatbots—sits invisibly on top of your screen.
→ Founded by Roy Lee & Neel Shanmugam, Columbia dropouts who got suspended for "Interview Coder". Just raised $15M Series A from a16z (June 2025), profitable, after $5.3M seed .

🎧 PlayAI
"Voice interface of AI."
Clone any voice or use predefined voices via API for text-to-speech integration. Play 3.0 model powers voice agents across 30+ languages — near-perfect voice cloning with just 10 minutes of recordings.
→ Mahmoud Felfel & Hammad Syed, ex-Dubizzle engineers. YC W23, just raised $21M seed (Nov 2024). 35 employees, actively hiring 10 roles.

💻 Framer
"Design-to-code at light speed."
No-code website builder that works like Figma but ships like code. AI-powered platform with built-in CMS, AI localization, animations, and performance optimization — one tool to design, animate, and publish.
→ Koen Bok (ex-Facebook designer) & Jorn van Dijk, co-founders. $62.6M total funding, $27M Series C (Sept 2023). Customers include Superhuman, Zapier, Dribbble. Free Launch Plan for startups.

BAY AREA MEMOS

Walmart's Flipkart Triples Video Users to 200M in Amazon Battle for Indian Market.
BarkBox Co-Founder's AI Venture Audos Targets Radical Startup Automation at Unprecedented Scale.
Palantir Secures $100M Nuclear Partnership to Revolutionize Reactor Construction with AI.
KakaoPay Shares Plunge 17% as South Korean Regulators Flag Stablecoin Investment Risks.
Xiaomi Billionaire Lei Jun Challenges Tesla with 289,000 YU7 SUV Orders in First Hour.

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