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Microsoft’s $80B AI Investment In 2025

Unitree’s viral humanoid robots, Spirit Blockchain bets on Dogecoin, and Elon Musk clashes with UK populist Nigel Farage.

Welcome back to your daily dossier talking AI, robotics, crypto and the future of tech. 👾

In today’s edition we are tackling the following:

💻 Microsoft plans to spend $80B on AI data centers this year.
🐕 Spirit Blockchain Capital plans to generate yield from its Dogecoin holdings.
🤖 Unitree’s humanoid robots dance like humans.
🗣️ Executive Coach Alisa Cohn on navigating difficult conversations.
🇬🇧 Elon Musk criticizes UK populist Nigel Farage after targeting Labour Party.

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AI

  • Microsoft will spend $80B on AI data centers this year

    • Microsoft are racing to build capacity, and will invest $80 billion in fiscal 2025 to expand its AI-enabled data centers.

    • The move aligns with surging demand for AI technologies, driven by tools like OpenAI's ChatGPT.

    • Over half of the investment will be allocated to projects confirmed by Microsoft's Vice Chair and President, Brad Smith.

  • Meta’s AI-generated bot profiles are not being received well

    • Meta's introduction of AI-generated profiles on Instagram and Facebook has led to user confusion and frustration.

    • These AI personas, such as "Jane Austen" and "Carter," were intended to enhance engagement but have been criticized for irrelevance and offensiveness.

    • A bug preventing users from blocking these profiles exacerbated the situation, prompting Meta to pause the feature to address the issue.

  • Healthcare turns to AI for medical note-taking ‘scribes’

    • Investment in AI-powered medical note-taking applications doubled in 2024, reaching $800 million.

    • Tech companies introduced AI co-pilots that utilize large language models and speech recognition to auto-generate clinical notes.

    • Early trials have shown promising results in time savings and improved consultation, prompting further adoption across healthcare systems.

ROBOTICS

  • Unitree’s humanoid robots dance like humans

    • Unitree Robotics has released a dataset featuring synchronized dance movements performed by its humanoid robots.

    • The dataset includes precise motion capture data for robot coordination and agility.

    • This initiative underscores Unitree's commitment to enhancing humanoid robot capabilities.

  • RoboSense to showcase lidar and a humanoid platform at CES 2025

    • RoboSense introduced its AI robotics strategy at CES 2025, showcasing a humanoid development platform.

    • It unveiled three lidar products: the EM4 for long-range detection, the E1R for robotics, and the compact Airy.

    • These innovations aim to enhance precision and performance in automotive and robotics applications.

  • Could this bird-like robot aid in rescues and remote deliveries?

    • Researchers developed a bird-like robot capable of perching on branches, which could be utilized for rescues, remote parcel deliveries.

    • The robot's design mimics avian anatomy, allowing it to navigate complex environments with agility.

    • This innovation holds potential for enhancing access to hard-to-reach locations, improving efficiency in various applications.

CRYPTO

  • Spirit Blockchain Capital plans to generate yield from its Dogecoin holdings

    • Spirit Blockchain Capital is aiming to enhance returns on its digital assets.

    • The company plans to expand this yield-generating approach to include Bitcoin and Solana, diversifying its investment portfolio.

    • This initiative positions Spirit Blockchain Capital as a significant player in the cryptocurrency market.

  • Hyperliquid leads the pack as DEX futures hit $285 billion in 2024

    • In 2024, decentralized exchange (DEX) futures trading volume reached $285 billion, with Hyperliquid leading the market.

    • This growth indicates a significant shift towards decentralized platforms in the cryptocurrency derivatives market.

    • The increasing adoption of DEX futures highlights the evolving landscape of crypto trading.

  • Yeung predicts significant growth and opportunities for crypto in Hong Kong.

    • Edith Yeung, a prominent venture capitalist, anticipates significant growth in Hong Kong's cryptocurrency sector.

    • She highlights the city's strategic position as a bridge between Eastern and Western markets, making it an attractive hub for crypto innovation.

    • Yeung also notes the potential for Hong Kong to become a leading center for blockchain technology and digital assets in the coming years.

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CONTENT

  • Executive coach Alisa Cohn provides scripts for navigating difficult conversations

    • Alisa Cohn, a renowned executive coach for startups and Fortune 500 companies, shares insights on leadership and navigating challenges.

    • She provides specific scripts for managing basic difficult conversations, and outlines three key questions to conclude every meeting.

    • Alisa debunks leadership myths, reflects on career failures, and discusses her award-winning book and podcast.

  • Explore venture concentration, high-skill immigration, and potential buyers of Lyft

    • Jason and Alex analyze Instacart's funding, early-stage investment focus, and the impact of large funds on seed rounds.

    • They also had a topic including social media weaponization, H1B visa reforms, and predictions for startup failures by 2025.

    • They explore potential mergers in the autonomous sector, tech giant dominance, and major company valuations

  • Investing wisdom from Nassim Taleb, plus ChatGPT questions that will change your life

    • Sam and Shaan discuss personal philosophies, popularizing the phrase ‘No Small Boy Stuff,’ and its impact on their mindset and life decisions.

    • They delve into using ChatGPT and AI tools as assistants, thought partners, and even life coaches to optimize personal and business decision-making.

    • Topics range from venture capital strategies to amusing takes on AI's potential to replace creative and intellectual roles.

AND MORE…

  • Elon Musk criticizes UK populist Nigel Farage after targeting the Labour Party

    • Reports suggest that Musk plans to donate $100 million to Nigel Farage's Reform UK party

    • Musk has called for the release of far-right activist Tommy Robinson from prison.

    • Elon Musk has recently intensified his involvement in UK politics.

  • Shutterstock and Getty Images consider merger

    • Shutterstock and Getty Images are in early discussions about a potential merger, which could reshape the stock photo industry.

    • A merger would combine two of the largest visual content libraries, potentially streamlining services for media and creative industries.

    • Talks are still preliminary, with no confirmed agreement or timeline for the potential deal.

  • 'Doom' CAPTCHA transforms online security into a demon-slaying nightmare challenge

    • A developer has created a CAPTCHA that requires users to play a brief the classic first-person shooter game 'Doom' to verify humanity.

    • This innovative approach aims to enhance online security by leveraging the game's demon-slaying challenges as a test.

    • The 'Doom' CAPTCHA offers a more engaging alternative to traditional text-based CAPTCHAs.

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