Sep 23, 2025 5 min read Daily Rundown

⛵ Nvidia Locks AI's Future

Plus: Anti-McKinsey Bet, Jeep Pulls Plug

Good Morning, Early Adopters!

Today's stories point to the same horizon where power, speed, and adaptability decide who survives the future market.

FUTURE

Nvidia Writes a $100B Love Letter to OpenAI’s Compute Addiction

👀 What’s the move: Nvidia will bankroll up to $100B in data center buildout for OpenAI, tied to 10 gigawatts of new compute capacity running on its next-gen Vera Rubin chips. Unlike a cloud order, this isn’t OpenAI paying Nvidia. It is Nvidia fronting capital to lock in its single biggest customer and co-engineer the AI stack together. And Nvidia isn’t bluffing: with DGX SuperPODs and turnkey partnerships, it already knows how to deliver full-stack data centers, not just GPUs.

💡 Why it’s not boring: This isn’t a vendor deal, it looks more like vertical consolidation in disguise. Nvidia is no longer just selling GPUs, it is underwriting the industrial base of intelligence. If it works, OpenAI gets cheap compute and a guaranteed pipeline, while Nvidia gains long-term control over the most valuable AI customer relationship in the world. Cloud players from Oracle to AWS suddenly look like middlemen in a market collapsing into chipmaker and model alliances.

⛵ Key takeaway: Nvidia just turned $100B into the world’s most expensive customer loyalty program, and possibly the new blueprint for AI empires.

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CONSULTING

Distyl Turns AI Consulting into a $1.8B Platform Bet

👀 What’s the move: Distyl AI just raised $175M at a $1.8B valuation, pitching itself as the anti-McKinsey for enterprise AI. Founded by ex-Palantir engineers, the company built a “Distillery Platform” that plugs directly into Fortune 500 systems and delivers results in weeks, not years. Case studies like T-Mobile show how it moves beyond pilots to embedded operations — the elusive “last mile” of enterprise AI.

💡 Why it’s not boring: The business essence here is simple. Distyl is a productized consultancy. It sells outcomes, not decks. By combining Palantir-style data plumbing with OpenAI-grade models, it positions itself as a strike team that can hardwire AI into existing workflows. The strength is speed and credibility; the weakness is scalability. SEAL Team Six doesn’t scale like SaaS, and every “last mile” success drags the firm deeper into labor-intensive, bespoke integrations. The bet is that the platform side — the Distillery — keeps them from becoming just another boutique.

⛵ Key takeaway: Distyl solved the enterprise AI trust gap, but whether it scales like software or stalls like consulting will decide if $1.8B is a bargain or a bubble.

Jeep’s Electric Dreams Stall Out

👀 What’s the move: Stellantis just killed the electrified Jeep Gladiator before it even hit production, citing “changing customer preferences.” It’s the second EV truck project they’ve axed in a week, after shelving a battery-electric Ram pickup in favor of a range-extended hybrid approach.

💡 Why it’s not boring: This isn’t just Stellantis flinching, it signals a wider EV slowdown. Consumer appetite for $60K+ electric trucks is evaporating, tax credits are winding down, and rivals like Ford are already pivoting toward sub-$30K EVs. The luxury EV market looks tapped out, and the “mass” EV market isn’t ready to pay up. The auto arms race is shifting from who can launch the flashiest BEV to who can engineer an affordable one without bleeding cash.

⛵ Key takeaway: The EV truck hype cycle ended faster than the Cybertruck’s paint job — the next battle is price, not power.

STARTUP SPOT

🤖 Distyl
“Scaling AI inside F500 ops.”
Enterprise AI platform (“Distillery”) embedding models into workflows—telecom, healthcare, insurance, manufacturing.
→ Founded 2022 by ex-Palantir Arjun Prakash & Derek Ho; $175M Series B Sept 2025 at $1.8B; ~50 staff; Fortune 500 clients, $200M+ impact forecast.

🧠 Omnea
“Procurement meets AI ops.”
AI-native platform automating intake, approvals, supplier risk and renewals with agentic workflows.
→ Founded 2022 by Ben Freeman & Ben Allen; $50M Series B Sept 2025 (Insight, Khosla), ~$75M raised; customers incl. Spotify, Wise, MongoDB.

🪐 Blue Origin
“Gradatim Ferociter to orbit.”
Reusable launch systems, New Shepard for suborbital, New Glenn for heavy lift, plus lunar landers & habitats.
→ Founded 2000 by Jeff Bezos; >10K staff; billions in private funding; NASA Artemis contract; New Glenn’s first orbital flight slated 2025–26.

BAY AREA MEMOS

Omnea raised $50M to build an AI-driven supplier relationship management platform that streamlines procurement and unlocks supplier data value.
Blue Origin won a $190 million NASA contract to deliver the VIPER rover to the lunar south pole in 2027 to search for water ice.
eBay is acquiring Oslo-based social resale platform Tise to strengthen its C2C business, attract younger shoppers, and expand in sustainable retail.
Commonwealth Fusion Systems signed a $1B+ power deal with Eni for its future 400-megawatt Arc fusion reactor, bolstering financing and commercialization efforts.
Meta’s Llama AI model has been approved for use by US federal agencies, enabling deployment in tasks like contract review and IT support under GSA oversight.

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