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 bans DeepSeek AI app, citing Chinese data security concerns.
💻 ChatGPT’s GitHub integration lets devs ask code-level questions directly.
📈 Ethereum spikes 20% after upgrade improves staking and wallet tools.
🤖 Beijing will host robot sports games featuring humanoids at live events.
🐎 Companies develop robotic horses for defense, terrain, and recreational use.

AI

• Apple is planning smart glasses with and without AR

  • Apple is developing custom chips for smart glasses to support camera input and optimize power use in lightweight hardware.

  • Mass production is expected by 2026 or 2027, potentially launching ahead of full AR headset readiness.

  • Apple may release a simpler non-AR version first to test the market before expanding into full AR glasses.

• Microsoft employees are banned from using the DeepSeek app

  • Microsoft banned the DeepSeek AI app internally due to concerns about Chinese government access and data vulnerabilities.

  • The app was also removed from the Microsoft Store to prevent downloads across corporate and personal devices.

  • The decision aligns with the U.S. tech industry's caution toward Chinese-developed AI software.

• ChatGPT’s deep research tool gets a GitHub connector to answer coding questions

  • ChatGPT can now scan GitHub repos and provide detailed answers about code functions, bugs, and structure.

  • The feature integrates with OpenAI’s Deep Research tool and respects repository permissions and privacy settings.

  • Available for Pro, Plus, and Team users, it aims to boost developer productivity with code-level AI insights.

ROBOTICS

• World-first humanoid robot sports games to be held in Beijing

  • Beijing will host the first robot sports games with humanoid bots competing in track, gymnastics, soccer, and more.

  • Events were co-designed by engineers and athletes to replicate human performance in physical competition.

  • The showcase highlights robotics innovation and aims to accelerate real-world AI and mobility applications.

• Companies have plans to build robotic horses

  • Kawasaki’s Corleo is a four-legged robotic horse designed for off-road mobility with shock-absorbing rubber hooves.

  • The vehicle mimics equestrian form with handlebars as reins, offering users stable and agile terrain handling.

  • Companies aim to blend robotic control with animal-inspired movement for defense, recreation, and utility transport.

• New nature-inspired amphibious robot dog aces land, water movement

  • Scientists created a robot dog that transitions smoothly between land and water by mimicking mammalian gait.

  • The design improves agility and payload over previous amphibious models based on reptiles or insects.

  • Potential use cases include exploration, environmental monitoring, and missions across complex terrain.

CRYPTO

• Meta is in talks to deploy stablecoins three years after giving up on Diem

  • Meta is exploring stablecoin partnerships to pay creators and facilitate in-app transactions, revisiting crypto after shelving Diem.

  • The company is in discussions with Circle to integrate USDC into its platforms, aiming to enhance digital payments.

  • This move reflects Meta's renewed interest in blockchain technology to support its digital economy initiatives.

• Democrats vote to reject Senate crypto bill

  • Senate Democrats blocked a GOP-led stablecoin bill over concerns about insufficient safeguards and potential conflicts of interest.

  • The bill's failure highlights divisions over crypto regulation, particularly regarding anti-money laundering and foreign issuer oversight.

  • Lawmakers remain in negotiations, seeking a bipartisan path forward for comprehensive digital asset legislation.

• ETH Surges 20%, Biggest Gain Since 2021

  • Ethereum's Pectra upgrade led to a 20% price surge, marking its largest gain since 2021 and boosting investor confidence.

  • The upgrade increased staking limits and improved wallet usability, signaling a significant technical advancement for the network.

  • Despite the rally, analysts caution that sustained growth will depend on broader adoption and network activity.

CONTENT

• How AI is reinventing software business models

  • Bret Taylor explains why AI is shifting SaaS from subscriptions to outcomes, favoring vertical tools over general-purpose platforms.

  • Incumbents struggle with this shift, while startups benefit from applying AI directly to domain-specific use cases.

  • Success in this model requires tight integration between product design, delivery, and the measurable value customers actually receive.

• Not getting the LinkedIn results you’re expecting?*

  • Playbookz turns your LinkedIn presence into a revenue machine. One client received 400+ qualified leads from a single post.

  • You only have to talk to Playbookz, and they handle the rest. Thought leadership, lead gen, and personal brand growth, done-for-you.

  • 20k+ reach in 28 days or you don’t pay—guaranteed.

• Sam Altman and AI leaders testify before the Senate

  • Sam Altman, Lisa Su, and Brad Smith delivered statements on AI safety, innovation, and national competitiveness.

  • The hearing spotlighted concerns around compute access, regulatory frameworks, and potential misuse of foundational models.

  • Lawmakers pressed on balancing AI advancement with transparency, oversight, and protecting democratic values in a fast-moving sector.

• AI and the future of health with Joelle Barral

  • Joelle Barral discusses how AI is improving diagnosis, imaging, and treatment personalization through multimodal models.

  • Tools like MedGemini and AMIE are expanding global access and reducing clinician burnout by automating routine diagnostics.

  • DeepMind emphasizes human-AI collaboration to rehumanize medicine while raising care quality and accessibility worldwide.

AND MORE…

• Google launches 'implicit caching' to make accessing its latest AI models cheaper

  • Google introduced 'implicit caching' in its Gemini API, aiming to reduce costs for developers accessing its latest AI models.

  • The feature automatically caches repetitive context, potentially delivering up to 75% savings on API usage.

  • This move addresses developer concerns over high costs and aims to enhance the efficiency of AI model deployment.

• US AI execs give Congress policy wishlist for beating China

  • Top AI executives urged Congress to boost infrastructure and ease export restrictions to maintain U.S. competitiveness against China.

  • They highlighted the need for investments in data centers, energy systems, and workforce training to support AI advancements.

  • The testimony emphasized that regulatory barriers could hinder innovation and cede technological leadership to Chinese rivals.

• Peloton downplays tariffs, leans on AI after Q3 slump

  • Peloton reported a 27% drop in hardware revenue and a 4% dip in subscriptions during Q3 2025.

  • The company raised guidance to $247.7M, citing progress in AI-driven support and personalized training features.

  • Executives stressed resilience amid tariffs and said AI integration will shape their long-term strategy.