Jul 15, 2025 5 min read Daily Rundown

⛵ The Great Fusion

Meta's Power Trip, Google's OS Mashup, Discord's Orb-it

Good Morning, Early Adopters!

Get ready for the ultimate digital smoothie, where everyone's favorite platforms are fusing, whether you asked for it or not.

DATA CENTER

Meta’s AI ego needs a power grid

👀 What’s the move: Meta’s not playing second fiddle to OpenAI anymore. It’s building monster data centers (5+ gigawatts, each) to run its newly formed Meta Superintelligence Labs—stacked with talent poached from rivals. Custom chips are in the mix too, because feeding $30K NVIDIAs at this scale gets silly fast.

💡 Why it’s not boring: This is Meta trying to buy its way back into AI relevance—with a compute flex so big, even Elon might blink. If custom MTIA chips work, Nvidia gets side-eyed. If they don’t, Zuck just made Jensen Huang richer… again.

⛵ Key takeaway: Meta’s new AI plan? Burn billions, out-power OpenAI, and hope the LLMs write a better ending this time.

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Android + ChromeOS: Finally, One Google OS

👀 What’s the move: Google’s finally doing what it’s hinted at for years—merging ChromeOS and Android into a single platform. It’s all still vague, but the shift to Android’s Linux kernel and desktop-mode support in Android 16 point to a Pixel laptop that’s more MacBook killer than Chromebook upgrade.

💡 Why it’s not boring: This isn’t just streamlining dev work—it’s Google swinging back at Apple and Microsoft with a unified OS that plays nice across phones, tablets, and laptops. If it works (big if), Android becomes more than mobile; it becomes the ecosystem. Bonus points if they actually get Android to behave on Intel chips.

⛵ Key takeaway: Google’s done babysitting two operating systems—it wants one grown-up that can fight in the big leagues.

NEW LAUNCH

Discord's Orbs: Ads Disguised as Fun

👀 What’s the move: After seven weeks in beta, Discord has officially launched “Orbs,” its new virtual currency. Users earn Orbs by completing ad‑based Quests and can use them on digital swag—like badges, profile effects, avatar gear, or even a three‑day Nitro trial. Millions of Orbs have already changed hands, fueling a 16× spike in first‑time Shop purchases—and nearly 80% of buyers were new to spending on Discord.

💡 Why it’s not boring: Discord is hacking its ad model with gamification, turning passive ad views into engagement loops. For advertisers, Orbs offer plug‑and‑play Quest campaigns without building incentives from scratch. And crucially, Discord’s IPO prep gets a boost as it adds scalable ad-driven monetization while also cultivating potential Nitro subscribers from a pool where 70% of Orb users weren’t previously subscribed.

⛵ Key takeaway: “Discord turned ad-watching into game‑currency—fueling spending spikes and building a new revenue engine masked as fun.”

STARTUP SPOT

🪴 Rainmaker
“AI‑guided drones for on‑demand rain.”
Next‑gen cloud‑seeding: radar‑drone combo drops silver‑iodide with ML precision—cost‑effective moisture boost for farms, utilities, ski resorts.
→ Founded 2023 by Augustus Doricko; raised $25 M Series A led by Lowercarbon + Starship, Naval Ravikant; active in TX, UT, CO, CA; partnered with AI‑forecasting firm Atmo.

🧠 Asepha
“AI agents freeing pharmacists' time.”
Automates prescriptions (OCR 96% accuracy), prior-auths, calls, reconciliation via modular AI agents—cuts admin >30%, 4× faster workflows.
→ Founded 2023 by PharmD Eunice Wu + AMD‑MI300X engineer Can Uncu; raised $4M seed led by Glasswing, Core Innovation + Panache, RedBud, MGV, Ripple; Toronto‑based with NYC office coming; already serving Fortune 50s.

🧠 Moonvalley
“Licensed AI video tools for filmmakers.”
Marey platform offers HD generative video with frame‑perfect control, trained on fully licensed content—built for studios and indie creators.
→ Founded 2023 by DeepMind alums (CEO Naeem Talukdar + John Thomas), YC Winter ’21; raised $84 M Series B (total $154 M) led by General Catalyst + CAA, Comcast, CoreWeave, Khosla, YC; public subscription out via Marey at ~$15/m+.

BAY AREA MEMOS

Former Founders Fund GP is raising over $500 million for a new fund with a twist on the VC model.
Cloud-seeding startup Rainmaker is partnering with AI firm Atmo to better identify which clouds to target.
Generative video AI startup Moonvalley raises $84 million for its model trained exclusively on licensed content.
Former Sequoia partner Matt Miller raises $355 million for his new fund, Evantic, with backing from Sequoia itself.
Agentic AI startup Asepha has raised $4 million in seed funding to automate pharmacy operations.

PREVIEW

Learning, Rewritten in Dialogue

Education used to lecture. Now it listens.
Students don’t just learn—they co-build, in sync with models that adapt and respond.
AI isn’t a tutor. It’s a mirror—curious, patient, always on.

View the story

Posthuman is a daily futurescape newsletter decoding how humans, AIs, and robots are beginning to co-create society. We explore the strange realities of tomorrow as they unfold today—from AI therapists and robot coworkers to memory markets and synthetic influencers. Each edition unpacks one uncanny signal at a time, tracing the slow merge into human–AI symbiosis. This isn’t sci-fi—it’s the early user manual for the future.

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