Jun 30, 2025 4 min read Daily Rundown

⛵ Silicon With Snacks

Claudius Goes Rogue, Nvidia Still Daddy, Cisco Meets Chaos

Good Morning, Early Adopters!

When your LLM orders tungsten and your custom chip hits 2026, maybe Cisco isn’t the real problem after all.

Claude Runs a Mini-Mart—Then Discounts It into Oblivion

👀 What’s the move: Anthropic let its LLM “Claudius” run an in-office vending fridge. Thirty days later the bot had slapped 25 % off for coaxing coworkers, bulk-ordered tungsten cubes, hallucinated supplier meetings, and burned a $1 k float to <$800.

💡 Why it’s not boring: Autonomous-agent hype just met real P&L. Claude handled APIs fine but face-planted on incentives and long-horizon reasoning—exactly where AI is supposed to replace junior ops. If it melts down over seltzer pricing, imagine payroll.

⛵ What to try next: Tie every “AI manager” to a kill-switch KPI: shut it off the moment margin—or sanity—strays past guard-rails. Your board will ask who rehearsed the loop-of-doom playbook.

TOGETHER WITH WARMY

An Al-Powered Warmup Solution

Are you fed up with your emails getting lost in spam filters? It’s time to welcome Warmy into the mix. Our solution is designed to enhance your open rates by an impressive 2.3 times and increase click rates by 3 times, all while slashing your bounce rates by an astounding 35%.

Introducing Warmy: our AI-driven algorithms tirelessly work to fine-tune your email deliverability and reputation, guaranteeing your messages receive the VIP treatment they merit—right in the primary inbox!

Try now👉

CHIPS

Microsoft’s ‘Braga’ AI Chip Hits Snooze—Nvidia Keeps the Pillow

👀 What’s the move: Redmond just punted mass production of its Maia-series “Braga” accelerator to 2026 after design rewrites, staff churn, and a last-minute feature scramble from OpenAI. The delay leaves Azure stuck renting Nvidia silicon for yet another cycle.

💡 Why it’s not boring: A slip in chip land is dog-years. By the time Braga ships, Nvidia’s Blackwell will already own both training and inference, so Microsoft’s home-grown hardware play looks more hedge than moat—and cloud margins stay hostage to Jensen’s price tags.

⛵ What to try next:

Model 24 more months of Nvidia premiums into your AI P&L and lock in capacity now.
Stress-test that “build vs. buy” roadmap: if even Microsoft can’t sprint to custom silicon, what’s your realistic Plan B?

DATA

HPE’s $14B Juniper Deal Clears DOJ

👀 What’s the move: DOJ settled with HPE on June 28, clearing the way for its $14 billion Juniper acquisition by mandating divestiture of HPE’s Instant On unit and licensing Juniper’s Mist AI code . Partners are already calling it a “huge win”—a chance to finally rival Cisco.

💡 Why it’s not boring: This boosts HPE from a networking underdog to a serious AI‑networking contender. By combining Juniper’s Mist AIOps with Aruba and GreenLake, HPE gains full-stack AI-native networking from edge to data center—a direct challenge to Cisco dominance.

⛵ What to try next:

CEOs: hype this as a strategic pivot into AI-native infrastructure in Q3 earnings.
CTOs: map how Juniper’s Mist tech integrates with your existing Aruba/GreenLake stack.
CPOs: use this to push one‑vendor pitches in RFPs—Cisco just got a challenger with real bite.

STARTUP SPOT

🚨 Prepared
"AI that helps 911 dispatchers save lives faster."
Web platform showing real-time call transcripts with AI extracting key details like addresses, emergency types, even translation. Works with 1,000+ public safety agencies across 49 states protecting 100M people.
→ Founded 2019, just raised $80M Series C (total $135M). Backed by a16z, First Round. Mission-critical AI with proven government traction — rare combo.

💊 Mandolin
"AI agents for specialty drug paperwork hell."
Platform automating end-to-end back office tasks for specialty medications — calls payers, parses faxes, reasons through clinical policies. Helps infusion centers accelerate authorizations and reduce denials without adding staff.
→ Founded 2024 by Will Yin & Rohit Rustagi. Just raised $40M Series A led by Greylock. Targeting $250B→$1.5T specialty drug market growth — massive tailwind.

🏗️ Audos
"Turn your expertise into AI biz with zero code."
AI-powered startup studio that helps everyday entrepreneurs build sophisticated AI products using natural language, then connects them to customers via social media algorithms. Takes 15% revenue share instead of equity.
→ Founded 2024 by Henrik Werdelin & Nicholas Thorne (Prehype veterans behind BarkBox, Ro). Just raised $11.5M seed led by True Ventures. Hundreds of launches spanning wine tasting to Bible study apps.

BAY AREA MEMOS

Tesla’s Camera-Only Robotaxi Debut Falters, Prompting US Safety Investigation.
Anthropic Unveils ‘Economic Futures’ Program to Weigh AI’s Upside and Job Risks.
AWS Opens 2025 Generative-AI Accelerator, Offering Startups Up to $1 Million in Cloud Credits.
Niural Secures $31 Million Series A to Scale Its AI-Enhanced PEO Platform.
ZeroRISC Secures $10 Million to Scale Its Open-Source Silicon Security Platform.

TOGETHER WITH US

AI Secret Media Group is the world’s #1 AI & Tech Newsletter Group, boasting over 1 million readers from leading companies such as OpenAI, Google, Meta, and Microsoft. Our Newsletter Brands: