Jul 9, 2025 4 min read Daily Rundown

⛵ Glassful of Hype

Elon’s Orbital Cash, Cloud Wars Intensify, Meta's Glasses Gamble

Good Morning, Early Adopters!

Amid unseen forces and fleeting dreams, ambition takes flight. The chase isn’t for answers, but for the elusive promise of what could be.

SPACE

SpaceX Eyes New Funding at $400B Valuation

👀 What’s the move: SpaceX is in talks to raise new funding, aiming for a staggering $400B valuation. Investors are still betting big on Elon Musk’s rocket-powered vision, despite broader tech market jitters. The funding round would solidify SpaceX's position as one of the most valuable private companies globally.

💡 Why it’s not boring: This is a high-stakes game—SpaceX isn’t just about rockets anymore. It’s pushing the envelope in satellite internet, deep space exploration, and even global logistics. The question isn’t whether it can hit $400B, but whether it can scale beyond Musk’s orbit and attract mainstream investors who see value beyond the hype.

⛵ Key takeaway: SpaceX’s new funding round might just be the final frontier in its billion-dollar bet on space, but can it stay grounded in reality?

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CLOUD

Replit Teams Up with Microsoft for Cloud Power Play

👀 What’s the move: Replit just made a major shift, ditching Google Cloud for Microsoft Azure in a strategic blow to Google. The shift will strengthen Replit’s AI and collaborative coding tools, marking a significant pivot in cloud partnerships.

💡 Why it’s not boring: Replit's choice to partner with Microsoft signals a potential game-changer in the coding ecosystem. Google, long dominant in cloud infrastructure, just got sidelined in a high-stakes battle for developers' loyalty. The move could also give Microsoft a boost in attracting the next generation of devs to Azure.

⛵ Key takeaway: Replit's Microsoft move is a slap to Google Cloud’s face and a reminder: devs aren’t afraid to jump ship for the right tools.

Meta Dumps $3.5B into Eyewear Maker, Eyes AI Glasses Future

👀 What’s the move: Meta is betting big on AI-driven smart glasses, pouring $3.5 billion into the world's largest eyewear maker, EssilorLuxottica. This partnership aims to push the boundaries of augmented reality and AI integration in eyewear, setting up a massive play in the wearable tech space.

💡 Why it’s not boring: Meta’s betting on AI glasses to push the envelope, hoping to be the first to scale wearable tech that actually does something. It’s all about locking in that AR future, but let’s see if they can avoid the "Google Glass" déjà vu.

⛵ Key takeaway: Meta’s $3.5B bet on AI glasses is less "cool tech" and more "please don't fail like Google Glass."

STARTUP SPOT

🧠 Bolt
"AI-powered full-stack web dev in the browser."
An AI-native platform enabling users to prompt, run, edit, and deploy full-stack web applications directly in the browser with no setup, leveraging WebContainer technology.
→ Founded 2024 by Eric Simons & Albert Pai (StackBlitz spin-off). Hit $40M ARR by March 2025, reaching 3M+ users. Valued at $700M, in talks for $83.5M Series B.

🪐 Stoke Space
"100% reusable rockets for seamless space access."
Developing fully and rapidly reusable Nova launch vehicles, innovating with actively cooled metallic reentry heat shields for ultra-low-cost, on-demand space transport.
→ Co-founders Andy Lapsa (ex-Blue Origin, propulsion lead) & Tom Feldman (ex-Blue Origin/SpaceX). YC W21 alum. Raised over $480M, including a $260M Series C in Jan 2025 with Breakthrough Energy Ventures. Actively building at Cape Canaveral.

🧠 Inceptive
"AI for synthetic biology."
Generative AI designs novel proteins from scratch, optimizing for specific functions.
→ Founded by a ex-DeepMind and Stanford team, backed by $20M from Obvious Ventures and others. Early results in drug discovery.

BAY AREA MEMOS

Rivian spinoff kinetic loop secures additional $200 million for e-bike and personal mobility ventures.
French AI startup Mistral reportedly seeks $1 billion, partnering with NVIDIA and MGX for europe's largest AI data center campus.
AI development tool company LangChain set to become a unicorn after new funding round.
OneText raises $4.5 million to revolutionize online shopping with text-to-buy network.
IBM unveils new servers with custom Power11 processor.

PREVIEW

Dreams of Concrete

In the year 3077 on Timeline R-3, cities stopped growing — they began dreaming. This is New Vitra, a sentient urban dome where code governs climate, rituals, and collective emotion. Humans? Optional.

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Posthuman is a daily newsletter exploring how humans, AIs, and robots are beginning to live, work, and shape society together. From AI therapists to robot coworkers and synthetic influencers, we track the real-world shift toward human–AI symbiosis—one strange signal at a time.

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