Dec 11, 2025 5 min read Daily Rundown

⛵ Neurotech in Your Eyes

Plus: Adobe Rushes Into ChatGPT, Nvidia Invented Compliance

Good Morning, Early Adopters!

Neuratech is no longer a lab experiment or a distant promise; it’s moving straight into the human eye, the software stack, and the regulatory bloodstream at the same time.

NEUROTECH

Max Hodak Just Put Neurotech in Your Eyes

👀 What’s happening: After stepping away from Musk’s Neuralink, Max Hodak moved fast with Science Corp and secured 260 million dollars to commercialize Prima, a grain-sized retinal implant that works with camera glasses and a compact battery so patients with severe vision loss can see again with readable clarity. In European trials, 80 percent of participants regained functional reading ability, and the company is targeting a full market launch in 2026.

🔥 How this hits reality: Hodak picked the revenue path Neuralink avoided. Instead of chasing speculative brain symbiosis, he went straight for a reimbursable medical procedure with strong margins. At roughly two hundred thousand dollars per operation, serving fifty patients each month brings Science Corp into profitability, creating a rare BCI company that repairs vision while generating the cash to fund its long-term neuroengineering ambitions.

⛵ Our take: Hodak isn’t predicting the neurotech future; he is turning it into a paying customer base before anyone else.

TOGETHER WITH FELO

Stop Working FOR Your Documents, Make Them Work FOR You

The 10x knowledge worker isn't typing faster—they're directing AI agents while competitors drown in copy-paste hell. Right now, someone just translated a 50-page deck in 3 minutes while you're still reformatting slide 12. Felo LiveDoc is the world's first Agent Workspace where documents don't just sit there—they evolve, analyze, and update themselves. Imagine a phantom team of designers, translators, and analysts inside your docs, unifying scattered PDFs, videos, and spreadsheets into one intelligent system that grows smarter with every task.

Here's what makes you look like a genius: While legacy tools treat you like a glorified typist, LiveDoc's multi-agent system operates autonomously. Design agents polish your layouts. Data agents extract insights across PDFs, videos, and web pages simultaneously. Translation agents speak every language your customers do—all working 24/7 inside one living workspace. This isn't productivity theater—it's the death of document drudgery. You're not just saving time; you're unlocking a superpower your competitors don't know exists yet.

And it's not just you—it's your entire team: Think of your best team collaboration tool—now add tireless AI teammates who never sleep, never forget context, and execute instantly. LiveDoc expands collaboration from human-to-human to human-plus-AI: team members direct, AI agents execute, all on the same canvas in real time. No more "latest_final_v3" nightmares. While your competitors coordinate between people, you're coordinating an entire hybrid workforce.

The insider move? Early adopters are already 10x-ing their output while the rest of the market is still toggling between twelve tabs. Every day you wait is another day spent manually updating slides like it's 2015. The knowledge workers who win aren't the ones who work harder—they're the ones who stopped editing and started directing.

🚀 Join the revolution: Get early access to Felo LiveDoc and become the person everyone asks, "How did you finish that so fast?" The age of manual document labor just ended. Are you evolving, or still typing?

Adobe Rushes Into ChatGPT

👀 What’s happening: Adobe is bringing Photoshop, Acrobat, and Express into ChatGPT, and users can edit images, design graphics, or process PDFs through simple prompts. The capabilities are not dramatically different from what ChatGPT could already approximate, yet Adobe is moving anyway because the battleground has shifted from apps to prompt surfaces.

🔥 How this hits reality: As Adobe plants its flag inside ChatGPT, the message becomes clear: the chatbot interface now represents strategic territory rather than a convenience layer. Even if the features overlap or feel lightweight, companies cannot afford to stay outside the place where user intent starts. ChatGPT is turning into the default gateway for creative and productivity tasks, and every software vendor knows that absence here eventually means irrelevance.

⛵ Our take: When legacy giants fight to be inside ChatGPT, you realise the real product is not the tools but the surface where choices are made.

COMPLIANCE

Nvidia Just Invented Compliance That Offends No One and Controls Everyone

👀 What’s happening: Reuters reported that Nvidia built a location-verification system that can tell which country its GPUs are running in. On paper, it’s a harmless fleet-health tool for data centers. In reality, it hands Washington exactly what it wants — proof that Blackwell-class chips aren’t slipping into banned markets — while letting Nvidia swear to Beijing that there is no backdoor because the feature is “customer-installed” and entirely optional.

🔥 How this hits reality: This is the diplomatic gymnastics of a company worth nearly two trillion dollars. By moving enforcement into installable software rather than hardwired surveillance, Nvidia gives the US a mechanism it can point to and gives China something it can decline without losing face. Everyone gets plausible deniability, and Nvidia gets to keep selling to both sides without becoming the villain in either capital.

⛵ Our take: When geopolitics turns into product design, the smartest trick is building a switch no one admits they’re forced to flip.

BAY AREA MEMOS

Microsoft will invest $17.5 billion to build AI and data center infrastructure in India, supporting the country’s AI ambitions.
Google joined Fervo’s $462M round to accelerate enhanced geothermal projects that aim to power surging data center demand.
Amazon will invest an additional $35B in India by 2030, bringing its total commitment to $75B to deepen its retail, logistics, and cloud footprint.
After Trump cleared H200 exports, ByteDance and Alibaba are reportedly seeking major orders, but supply is tight and Beijing’s sign-off is unclear.
Uber is pulling back its EV incentives amid profit priorities and policy shifts, acknowledging it will likely miss its electrification targets.

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