Nov 19, 2025 5 min read Daily Rundown

⛵ The Bot War Is Over

Plus: The Dyson Compute Race, Meta “Beats” the FTC

Good Morning, Early Adopters!

The real story isn’t who built the smartest assistant, but who owns the infrastructure that will power the next decade.

FIANCE

Intuit Knows the Bot War Is Over

👀 What’s the move: Instead of building yet another financial chatbot, Intuit just dropped $100 million to embed TurboTax, QuickBooks, Credit Karma, and Mailchimp directly into ChatGPT. Users can now handle refunds, credit checks, or invoice reminders inside the world’s dominant chat interface — no extra app, no learning curve.

💡 Why it’s not boring: Intuit understands the entry point war is over. People don’t want fifty assistants; they want one that already speaks their language. By joining ChatGPT instead of competing with it, Intuit trades brand sovereignty for guaranteed reach — the way early iPhone apps traded websites for App Store icons. The move also locks OpenAI deeper into real-world finance, testing whether “AI copilots” can handle money decisions without melting trust.

⛵ Key takeaway: Don’t build the next chatbot. Own a desk inside the one everyone already uses.

TOGETHER WITH TRAE

The Smartest Way To Build With AI

The Best AI Coding tool TRAE has officially released SOLO Mode on November 12th. TRAE SOLO is defined as "The Responsive Coding Agent", which is the only coding agent with a comprehensive GUI, bringing autonomous coding to an interactive visual workspace.

TRAE provides two ways for you to build with AI. IDE mode preserves your existing workflow when you need to maintain hands-on control, while SOLO mode lets AI take the lead to drive the entire development processes.

SOLO Coder - Deep understanding for complex work

Start with a plan. Work with sub-agents to break complex challenges into focused tasks. Iterate, refactor, and optimize with full codebase context and precise execution.

SOLO Builder - Idea to Launch, Faster than Ever

For every idea worth shipping. Go from vision to end-to-end product without the usual overhead. PRD → Tasks → Code → Preview → Deploy. One flow, infinite possibilities. Ship what you imagine.

Coding agents in TRAE now work together, like a coordinated team—sharing context, avoiding conflicts, and delivering cohesive results. You can orchestrate everything through the visual workspace.

👉 Try TRAE for free

SPACE

Musk Joins the Race to Build the AI Dyson Sphere

👀 What’s the move: Elon Musk just said SpaceX “will be doing” data centers in space — scaling up Starlink V3 satellites into orbital compute nodes. He claims Starship could deliver 100 GW of solar power to high Earth orbit within five years, and even imagines lunar factories launching 100 TW worth of AI satellites. It sounds wild, but he’s not alone: Google’s Project Suncatcher and Jeff Bezos are chasing the same vision — solar-fed, vacuum-cooled AI infrastructure beyond Earth.

💡 Why it’s not boring: This isn’t sci-fi anymore, it’s industrial logic. Earth’s grids and cooling systems are hitting their limits, and the richest men alive are turning to orbit as the next datacenter zone. Musk has Starlink, Bezos has Prometheus, and Google has Project Suncatcher launching in 2027 — together they’re building the first real “AI Dyson Sphere,” a network where sunlight becomes compute. What began as a billionaire flex now reads like the opening move in a trillion-dollar supply chain rewrite.

⛵ Key takeaway: AI’s next scaling frontier isn’t cloud or chips; it’s the sunlight waiting in orbit.

LAWSUIT

Meta “Beats” the FTC

👀 What’s the move: A U.S. judge threw out the FTC’s demand that Meta unwind its Instagram and WhatsApp deals, ruling the company doesn’t control social media anymore. The verdict cited competition from TikTok and YouTube, but the subtext was harsher — Meta’s empire isn’t powerful enough to be a monopoly.

💡 Why it’s not boring: The court basically said the FTC was chasing a ghost. Meta’s grip on attention has slipped so far that users now treat Facebook like digital wallpaper while spending hours on short-form video apps. Regulators wanted to punish dominance, but the data showed decline. In the attention economy, irrelevance is its own antitrust defense.

⛵ Key takeaway: Meta didn’t prove it’s innocent; it proved it’s outdated.

STARTUP SPOT

🏿 Tenstorrent
“Open-architecture silicon for the post-GPU era.”
RISC-V + chiplet accelerators built for scalable training and edge inference without Nvidia lock-in.
→ Led by chip legend Jim Keller; founded 2016; raised ~$693M Series D at ~$2.6B valuation as it pushes into cloud, automotive, and edge silicon partnerships.

🩺 Emm
“A menstrual cup that measures everything.”
Sensor-embedded femtech cup that tracks flow, biomarkers, and cycle patterns for AI-driven health insights.
→ Founded by Jenny Button; raised a $9M seed in 2025 led by Lunar Ventures to bring one of the first smart menstrual cups to market.

💭 Lambda
“GPU-cloud infra for the AI age.”
Massive neo-cloud powering large-model training with DGX-scale nodes and chip-asset-backed finance — positioning itself as machine-learning compute infrastructure-as-utility.
→ Founded in 2012 by Stephen Balaban; in Nov 2025 raised $1.5 B+ Series E led by TWG Global after landing a multibillion-dollar deal with Microsoft.

BAY AREA MEMOS

Google launched Gemini 3 and a new coding app, setting record benchmark scores and rolling out broad user access.
Tesla has released detailed FSD safety data for the first time following Waymo’s call for more industry transparency.
Databricks is reportedly in talks to raise funding at a valuation of over $130 billion, about 30 percent higher than two months ago.
Tenstorrent is in talks to raise at least $800 million in a Fidelity-led round that would value the AI chip startup at about $3.2 billion.
The Trump DOE approved a $1B loan for Constellation to restart Three Mile Island Unit 1, backed by Microsoft’s long-term power purchase deal.
Amazon's Zoox has begun limited public rides in San Francisco, but full service still requires state and federal approvals.

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