⛵ Nvidia Backstops Neoclouds

Good Morning, Early Adopters!

Without defensible margins, there are no survivors—only roll-ups, write-downs, and exits.

NEOCLOUD

Nvidia Steps In to Steady Neocloud Bets

👀 What’s happening: Nvidia put $2 billion into CoreWeave, becoming its second largest shareholder and nearly doubling its stake. CoreWeave claims the money is earmarked for land, power, staffing, and construction across US data centers. It targets more than 5 gigawatts by 2030, and the announcement pushed its shares up about 9 percent.

🌍 How this hits reality: Neoclouds sit between hyperscalers and chip vendors, running on thin margins and heavy debt while demand spikes unevenly. If one blows up, GPU utilization stalls and procurement plans freeze. Nvidia stepping in looks less like portfolio investing and more like balance sheet insurance to keep capacity coming online and avoid a sudden contraction in AI infrastructure availability.

⛵ Key takeaway: Nvidia is acting to prevent neocloud failures from rippling back into its own market. Stabilizing these builders protects demand, pricing power, and narrative control. If this pattern holds, Nvidia becomes the lender of last resort for AI compute.

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SOCIA MEDIA

TikTok Trust Fractures but Its Gravity Still Holds

👀 What’s happening: After TikTok finalized its US ownership structure, unease spread fast among politically sensitive users. Some longtime fans, especially those hostile to American style free speech norms, began drifting away. Open source alternative Skylight briefly benefited, passing 380,000 users as deletion chatter spiked.

🌍 How this hits reality: This loss is real but selective. TikTok still anchors roughly 200 million US monthly users, millions of creators, and an unmatched content archive. Its brand, creator economics, and recommendation depth are not easily replicated. Most users are not voting with ideology. They stay for reach, trends, and the sheer volume of culture produced daily.

⛵ Key takeaway: TikTok can bleed a values driven edge without collapsing. Political realignment trims the margins, not the core. The platform’s moat is no longer trust, but scale. As long as attention and content density remain unmatched, churn stays contained.

E-BIKE

Rad Power Sells for Scraps

👀 What’s happening: Rad Power Bikes agreed to sell itself for roughly $13.2 million to Life Electric Vehicles Holdings after entering bankruptcy just weeks earlier. Five bidders showed up. The auction opened at $8 million. Even counting liabilities, the outcome barely cleared $15 million. Court approval is still pending.

🌍 How this hits reality: This deal effectively closes the chapter on the micromobility boom. Rad Power once carried a $1.65 billion valuation and raised over $329 million, per PitchBook. Peers like VanMoof, Cake, and Bird all restructured or collapsed. Demand spikes proved temporary. Hardware margins, safety recalls, and capital intensity broke the model.

⛵ Key takeaway: Micromobility as a venture scale category is over. No independent operator survived the post pandemic unwind. What remains will be assets, brands, and supply chains absorbed cheaply, not standalone growth companies reborn.

BAY AREA MEMOS

• Google agreed to pay $68 million to settle claims that its voice assistant recorded users without consent and shared data for advertising purposes.
• SpaceX plans a mid-March test of Starship V3, designed to launch larger Starlink satellites and enable future lunar and Mars missions.
• Synthesia raised a $200M Series E at a $4B valuation, enabling employee liquidity via a Nasdaq-facilitated secondary while expanding toward AI agents.
• IonQ plans to buy SkyWater for $1.8B to accelerate development of quantum chips and cryogenic control hardware.
• France’s National Assembly approved a bill to ban under-15s from social media and expand school smartphone bans.

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