Dec 1, 2025 5 min read Daily Rundown

⛵ The Brain Player

Plus: GPU Cold War, Google Glass Returns

Good Morning, Early Adopters!

The player has moved from the keyboard to the cortex, and the board is already on fire.

BCI

Neuralink Just Opened the Door to the Paralympic Esports Era

👀 What’s the move: Paralyzed gamer Rob Greiner stunned the internet after revealing he can now play Battlefield 6 using a Neuralink brain implant. The chip decodes his motor cortex signals to move, aim, and fire purely through thought, while a mouth-operated QuadStick handles movement. Neuralink has implanted chips in twelve human participants so far, and early demos show response times fast enough for real gameplay, not lab demos.

💡 Why it’s not boring: What looks like a cyberpunk spectacle could redefine competition itself. When thought becomes input, physical limitation stops being the boundary. Expect Paralympic committees to eye esports next, not as charity inclusion, but as a new frontier where neural speed and cognitive precision are the athletic skill. Neuralink just turned accessibility tech into a competitive category.

⛵ Key takeaway: The next Paralympics might feature headshots, not hurdles. Because the fastest mind just became the fastest trigger.

TOGETHER WITH FELO

Stop Working FOR Your Documents, Make Them Work FOR You

The 10x knowledge worker isn't typing faster—they're directing AI agents while competitors drown in copy-paste hell. Right now, someone just translated a 50-page deck in 3 minutes while you're still reformatting slide 12. Felo LiveDoc is the world's first Agent Workspace where documents don't just sit there—they evolve, analyze, and update themselves. Imagine a phantom team of designers, translators, and analysts inside your docs, unifying scattered PDFs, videos, and spreadsheets into one intelligent system that grows smarter with every task.

Here's what makes you look like a genius: While legacy tools treat you like a glorified typist, LiveDoc's multi-agent system operates autonomously. Design agents polish your layouts. Data agents extract insights across PDFs, videos, and web pages simultaneously. Translation agents speak every language your customers do—all working 24/7 inside one living workspace. This isn't productivity theater—it's the death of document drudgery. You're not just saving time; you're unlocking a superpower your competitors don't know exists yet.

And it's not just you—it's your entire team: Think of your best team collaboration tool—now add tireless AI teammates who never sleep, never forget context, and execute instantly. LiveDoc expands collaboration from human-to-human to human-plus-AI: team members direct, AI agents execute, all on the same canvas in real time. No more "latest_final_v3" nightmares. While your competitors coordinate between people, you're coordinating an entire hybrid workforce.

The insider move? Early adopters are already 10x-ing their output while the rest of the market is still toggling between twelve tabs. Every day you wait is another day spent manually updating slides like it's 2015. The knowledge workers who win aren't the ones who work harder—they're the ones who stopped editing and started directing.

🚀 Join the revolution: Get early access to Felo LiveDoc and become the person everyone asks, "How did you finish that so fast?" The age of manual document labor just ended. Are you evolving, or still typing?

CHIPS

Beijing Cuts ByteDance Off from Nvidia

👀 What’s the move: Chinese regulators have barred ByteDance from deploying Nvidia chips in its new data centers. The company, reportedly the biggest Nvidia buyer in China this year, just became the latest casualty of Beijing’s push to replace U.S. silicon with domestic GPUs. The directive follows earlier orders halting new Nvidia chip purchases and urging firms to adopt homegrown alternatives.

💡 Why it’s not boring: For China’s AI giants, exile now comes from both directions. They train abroad to dodge U.S. export bans, and soon they’ll train abroad to dodge China’s own tech protectionism. The irony is sharp as going global now requires them to first escape their home market. The new industrial policy isn’t about security anymore; it’s about control of compute, no matter whose chips burn.

⛵ Key takeaway: China’s AI firms are learning the new rule of power that, in the age of sovereignty, no one gets enough GPUs.

GLASSES

Google Dusts Off Its Glass Dream

👀 What’s the move: Google has quietly restarted its AI glasses program, with Foxconn manufacturing, Samsung designing, and Qualcomm supplying chips. Two prototypes are already in small-batch production, aiming for a 2026 Q4 release. Unlike its earlier Project Aura, this isn’t an R&D showpiece but a consumer product built around the Gemini model and Android XR ecosystem.

💡 Why it’s not boring: Meta’s Ray-Ban line and Alibaba’s Quark have turned AI glasses from novelty to inevitability. Google, once burned by Google Glass, now wants back in before this new interface defines the next era of personal computing. With Gemini’s multimodal brain and decades of ecosystem leverage, it’s joining the table that the prompt window of the future won’t live on a screen; it’ll sit on your nose.

⛵ Key takeaway: Google isn’t chasing the AI glasses trend; it’s fighting to own the interface before the trend owns it.

BAY AREA MEMOS

U.S. Black Friday online spending hit a record $11.8B as AI’s influence grew, while in-store traffic showed mixed signals.
Meesho is launching a roughly $606M IPO as India’s first major horizontal e-commerce listing, with key investors like SoftBank not selling shares.
Deutsche Telekom and Schwarz Group are in talks to jointly build an AI data centre with support from the EU’s $20B funding program.
Micron will reportedly invest $9.6B to build an HBM chip plant in Hiroshima, backed by up to ¥500B in Japanese government subsidies.
Germany’s drone maker Quantum Systems raised €180 million in new funding, tripling its valuation to over €3 billion.

TOGETHER WITH US

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