Nov 24, 2025 5 min read Daily Rundown

⛵ Uber’s “Starship”

Plus: Digital Silk Road, Lenovo Hoards Chips

Good Morning, Early Adopters!

AI is no longer advancing in isolation — it’s spilling into streets, oceans, and supply chains.

DELIVERY

Uber’s “Starship” Delivers Sandwiches, Not Rockets

👀 What’s the move: Uber is teaming up with Starship Technologies to roll out autonomous delivery robots in the UK starting December, with plans to hit Europe next year and the US by 2027. The small six-wheeled bots — also called “Starship” — will bring Uber Eats orders to doorsteps in Leeds and Sheffield, operating at Level 4 autonomy, meaning no human joystick behind the scenes.

💡 Why it’s not boring: Uber has tried nearly every flavor of “autonomous delivery” — drones that never cleared regulators and self-driving cars sold off to Aurora. This partnership marks yet another reboot of its automation dream. The irony? The “Starship” name that echo Musk’s Mars rocket invites cosmic expectations, but all investors want now is for this one to simply keep rolling.

⛵ Key takeaway: Uber doesn’t need this Starship to reach Mars — just to make it past year one.

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?

INFRA

Google Quietly Builds Its Own “Digital Silk Road” Across the Indian Ocean

👀 What’s the move: Google just unveiled TalayLink, a new subsea cable connecting Australia and Thailand through the Indian Ocean, extending its Australia Connect network. The route links Western Australia’s new Mandurah hub with South Thailand, plugging into Google’s future cloud regions and data centers. It’s not just infrastructure — it’s a geopolitical pipeline for data, AI workloads, and platform control.

💡 Why it’s not boring: This is Google redrawing trade routes in fiber optics instead of ships. By anchoring hubs in the Maldives, Christmas Island, and now Thailand, it’s stitching together a private backbone that mirrors China’s Belt and Road — only digital and monetized through Cloud credits. Each landing point becomes both a market access node and an AI distribution outpost, giving Google quiet leverage over how data flows across half the planet.

⛵ Key takeaway: While others fight over chips, Google is colonizing the seafloor — because whoever owns the cables owns the cloud.

HARDWARES

Lenovo Hoards Chips to Hide Strategy Gaps

👀 What’s the move: Lenovo’s CFO admitted the company is stockpiling memory and critical components at levels 50 percent higher than usual, enough to cover all of 2026. The goal is to ride out the “unprecedented” AI-driven shortage squeezing everyone from Xiaomi to SMIC, while keeping PC prices stable and sustaining its sales streak.

💡 Why it’s not boring: This is a short-term flex that smells like long-term fear. Lenovo’s stash may win a quarter or two of market share, but it’s a hedge, not a strategy. Real winners in the AI hardware race are building capacity, not bunkers. Hoarding memory chips signals one thing that Lenovo doesn’t trust its own supply chain leverage as much as it says it does.

⛵ Key takeaway: Lenovo’s buying time, not dominance — stockpiles hide strategy gaps better than they fix them.

STARTUP SPOT

🧬 Profluent Bio
“AI that designs biology from scratch.”
Frontier models generating proteins, gene editors, and enzymes directly from sequence-level intent.
→ Founded 2022 in Emeryville; backed by Bezos Expeditions, Altimeter, Spark and Insight; raised $106M in 2025 to scale programmable-biology models.

🧩 Archetype
“AI agents that understand the physical world.”
Newton models unify multi-sensor streams to automate industrial monitoring, anomaly detection, and safety workflows.
→ Founded by ex-Google ATAP vets; raised a $35M Series A in 2025 from Hitachi Ventures, IAG Capital, Bezos Expeditions, and Samsung Ventures.

🎧 Udio
“AI that turns prompts into pop.”
Generative music engine producing full songs in seconds with built-in remix, vocal, and style controls.
→ Founded 2023 by ex-DeepMind researchers led by David Ding; raised a $10M seed; in 2025 settled with Universal and is now co-building a licensed AI-music platform.

BAY AREA MEMOS

X’s new “About This Account” feature flagged many right-wing accounts as foreign-based, but the accuracy of its location data is now in question.
Waymo is cleared to operate fully autonomous vehicles across much more of California, aiming to start passenger service in San Diego by mid-2026.
Meta plans to enter power trading to help build new power plants for its AI data centers while managing long-term electricity supply risks more flexibly.
SpaceX’s upgraded Starship V3 booster exploded during early testing, raising concerns over delays to its 2026 mission goals.
Australia added the highly interactive Twitch to its under-16 ban, while exempting lower-risk Pinterest.

TOGETHER WITH US

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