Sep 5, 2025 4 min read Daily Rundown

⛵ Nvidia Aims Anthropic

Plus: Apple’s New Record, AI Batmen's Trouble

Good Morning, Early Adopters!

AI’s empire is expanding—hardware, consumer demand, and IP law are colliding faster than ever.

CODING

Nvidia Turns Coding Into a GPU-Native Monopoly Play

👀 What’s the move: Solver isn’t another Copilot clone. Its AI agents manage whole repos, run dev tasks end-to-end, and were trained on 100M+ projects. Nvidia wants that muscle inside its stack—shorter enterprise dev cycles, tighter lock-in, and a reason to keep AI builders loyal to green silicon. The deal’s price tag hasn’t been disclosed, but given Solver only raised $8M, the exit is almost certainly a strategic premium.

💡 Why it’s not boring: This is Nvidia moving up the stack from chips to code itself. Owning Solver means developers aren’t just running workloads on Nvidia GPUs—they’re coding with Nvidia’s AI. Each layer Nvidia adds (Run:ai for orchestration, Gretel for data, Solver for code) rewires the developer stack around its platform. Markets already treat these moves as future-proofing: while the stock sits at ~$171 today, investors are betting that controlling both hardware and workflows sets Nvidia up for another leg of growth beyond silicon cycles.

⛵ Key takeaway: Nvidia isn’t just powering AI—it’s writing the script, and Wall Street is pricing in the sequel.

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RECORD

Apple Hits $9B in India, Turns Factories Into Moats

👀 What’s the move: Apple just logged a record $9B in India sales, up 13% YoY, while opening new flagship stores in Bengaluru and Pune. One in five iPhones is now made locally, with India positioned as both growth market and de-risked supply chain hub as China wobbles.

💡 Why it’s not boring: India isn’t just incremental revenue — it’s Apple’s hedge against China’s politics and Xiaomi’s pricing wars. By tying brand aspiration to middle-class mobility and anchoring production, Apple is writing a playbook: sell high-margin hardware while exporting made-in-India iPhones to the US. If it works, Cupertino gains a dual flywheel — demand at home, production abroad.

⛵ Key takeaway: Apple’s future could be less “Made in China” and more “Sold in India, shipped worldwide.”

COPYRIGHT

Warner Bros Sues Midjourney for AI-made Batmen

👀 What’s the move: Warner Bros. Discovery just filed a lawsuit claiming Midjourney is willfully pumping out Superman, Batman, Bugs Bunny and more — and monetizing it with subscriptions. The studio says Midjourney even relaxed filters that once blocked this content, effectively turning DC icons into customer-acquisition bait.

💡 Why it’s not boring: This isn’t fan art drama — it’s Hollywood firing live rounds at generative AI’s business model. If Warner Bros. wins, every paid AI platform that leans on copyrighted IP faces a precedent that could gut revenues. If Midjourney survives, media giants just watched their characters turn into open-source prompts.

⛵ Key takeaway: Generative AI isn’t just disrupting creativity — it’s forcing courts to decide who owns the pixels of the future.

STARTUP SPOT

🧠 ID.me
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→ Founded 2010 by ex-Army Ranger Blake Hall; 152M users; trusted by 20 federal + 45 state agencies; Sept 2025: $340M raise, $2B valuation.

⛟ Augment
“AI teammate for logistics.”
AI agent “Augie” handles quoting, scheduling, tracking, invoicing across freight ops.
→ Founded by Harish Abbott (sold Deliverr to Shopify for $2.1B); raised $25M seed + $85M Series A; powering $35B freight volume.

🧾 Sola Security
“No-code AI for security.”
AI studio lets security teams build apps for IAM, cloud posture, compliance in minutes.
→ Founded 2024 by ex-Cider CEO Guy Flechter & ex-LivePerson CISO Ron Peled; raised $30M seed + $35M Series A; 2K+ users built 1K+ tools.

BAY AREA MEMOS

SAP is investing over 20 billion euros in its European sovereign cloud over the next decade to bolster regional data compliance and AI development
Identity verification provider ID.me raises $340 million in a new funding round, pushing its valuation to $2 billion.
PayPal and General Catalyst are leading an $18 million investment in Kite, a startup building a blockchain for AI agents to communicate.
Logistics AI startup Augment secures $85 million in new funding to scale its virtual teammate platform for freight operators.
OpenAI is reportedly partnering with Broadcom to produce its first in-house AI chip by next year for internal use.

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