Nov 25, 2025 4 min read Daily Rundown

⛵ OpenAI x Foxconn: Building the AI iPhone

Plus: The East Surges, No Kids Online Club

Good Morning, Early Adopters!

The world is reorganizing around AI, and everyone is scrambling to keep up.

HARDWARES

OpenAI and Foxconn Rehearse the “AI iPhone” Before It Even Exists

👀 What’s the move: OpenAI signed a cooperation intent with Foxconn to “prepare” U.S. factories for future AI hardware, covering data-center racks, cooling systems, and domestic assembly lines. People familiar with the talks say Foxconn plans to use its own U.S. plants to prototype devices for OpenAI’s newly acquired hardware team — the same group rumored to be developing a next-gen “AI iPhone (Project IO).” The deal carries no purchase commitments, only early access and optional rights.

💡 Why it’s not boring: This isn’t manufacturing, it’s mythology in progress. OpenAI is staging its hardware ambitions ahead of an IPO, and Foxconn is chasing redemption after years of headline factories that never filled up. Both get to look like they’re building the future while really constructing investor confidence. It’s narrative as capital formation — and in this market, that’s as real as it needs to be.

⛵ Key takeaway: Before the Project IO ships, its first product is already out — the hype.

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INFRA

China Becomes the Power Supplier

👀 What’s the move: As Trump’s “Buy Allied” push flooded Japanese and Korean factories with AI-infrastructure orders, lead times stretched to three years. The result? Emerging markets — from Brazil to Saudi Arabia — turned to the only supplier still picking up the phone: China. Chinese transformer exports surged nearly 40 percent YoY this year, with companies like Sieyuan Electric now selling more overseas than at home.

💡 Why it’s not boring: This isn’t geopolitics, it’s simple market math that the US and its partners triggered a spending frenzy they can’t physically supply. China didn’t need subsidies or alliances — just available inventory. The irony is rich: Washington wanted to cut dependence, yet it built a shortage that made Chinese exporters indispensable. And for once, Beijing isn’t discounting; it’s negotiating.

⛵ Key takeaway: You can decouple chips, not transformers — the current still flows east.

BILL

Malaysia Joins the “No Kids Online” Club

👀 What’s the move: Malaysia has officially announced it will ban social media use for anyone under 16 starting in 2026, becoming the first Asian nation to follow Australia’s lead. The government says it’s finalizing how to enforce the rule, studying age-verification systems used abroad, and wants major platforms to comply before the deadline.

💡 Why it’s not boring: If Malaysia becomes the second country after Australia to implement a nationwide under-16 ban, this stops being a regional policy and starts looking like a global template. Once Southeast Asia aligns on it, Europe could follow, and suddenly the world’s fastest-growing user segment disappears overnight. That’s not regulation — that’s a structural shock to TikTok, Meta, and YouTube’s future growth math.

⛵ Key takeaway: What began as “protect the kids” could become “break the business model.”

STARTUP SPOT

⚛️ X-Energy
“Factory-built reactors for the zero-carbon grid.”
High-temperature gas-cooled SMRs using TRISO fuel for walk-away-safe nuclear power and industrial heat.
→ Founded by Kam Ghaffarian; raised a $700M Series D in 2025 with customers like Amazon, Dow, and Centrica committing to multi-GW deployments.

🛟 Maritime Fusion
“Fusion power that floats.”
Compact HTS-tokamak reactors engineered for ships, offshore platforms, and remote grids.
→ Founded by Justin Cohen; YC W25; raised a $4.5M seed in 2025 led by Trucks VC to prototype marine-grade fusion modules.

💳 Revolut
“The super-app pushing for a global bank.”
All-in-one money OS spanning FX, payments, crypto, stocks, and multi-market accounts across 40+ countries.
→ Founded 2015; surged to a $75B valuation in 2025 via a share sale led by Coatue, Greenoaks, Dragoneer and Fidelity; $4B revenue and $1B profit as it targets 100M users by 2027.

BAY AREA MEMOS

OpenAI has reportedly poached over 40 Apple hardware staff, straining key teams and adding pressure to Apple’s product development.
X-Energy raised $700 million to push its next-generation small modular reactors toward real-world deployment.
Maritime Fusion raised $4.5M to build a fusion tokamak on a ship, aiming for a 2032 commercial reactor by leveraging the economics of high-cost marine fuels.
Revolut hit a $75B valuation in a new share sale, reinforcing its push toward becoming the first truly global digital bank.
Hackers breached fintech firm SitusAMC and stole data tied to major U.S. banks, prompting urgent impact assessments as the FBI investigates.

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