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

In today’s edition we are tackling the following:

💸 OpenAI may buy Windsurf in its biggest acquisition yet.
🛡️ DeepSeek faces potential U.S. ban over Nvidia chip use.
📱 Gemini Live screen sharing now free for Android users.
🤖 Atlas robot stuns with breakdance debut from Boston Dynamics.
📉 Analyst pegs Bitcoin’s true support level at $65,000.

AI

• Trump Administration Reportedly Considers a US DeepSeek Ban

  • The administration may ban DeepSeek from accessing U.S. tech or operating domestically due to national security concerns.

  • Officials are investigating the company’s use of Nvidia chips and potential intellectual property violations tied to U.S. firms.

  • Possible actions include blocking DeepSeek’s services and limiting its ability to purchase American hardware and software tools.

• OpenAI Said to Be in Talks to Buy Windsurf for About $3 Billion

  • OpenAI is negotiating a $3 billion acquisition of Windsurf, an AI-assisted coding tool formerly known as Codeium.

  • The deal would represent OpenAI’s biggest acquisition and a major expansion into the software development tools space.

  • Talks are still in progress and may shift in scope or fall apart depending on terms and competitive interest.

• Gemini Live’s Screensharing Feature Is Now Free for Android Users

  • Google has unlocked Gemini Live for free, allowing Android users to share screens and cameras for real-time AI assistance.

  • The tool enables contextual help based on visual cues, useful for tasks like troubleshooting or explaining app features.

  • Previously paywalled, the rollout begins now and will reach all Android users over the next few weeks.

ROBOTICS

• Hugging Face Bridges Gap Between AI and Physical World

  • Hugging Face acquired Pollen Robotics to promote open-source, accessible robotics through their humanoid robot platform, Reachy 2.

  • Reachy 2 is used by major AI firms for research and can perform real-world tasks like object handling and sorting.

  • The acquisition signals a push toward human-AI collaboration in physical environments using open development tools.

• Scientists Commit Sound Sorcery Beyond Human Limits of Perception

  • Researchers used the AudioDome to reproduce 3D soundscapes with spatial accuracy that exceeds normal human auditory limits.

  • The system creates immersive environments using ambisonic rendering and a precision loudspeaker array for hyper-realistic audio.

  • The findings could impact entertainment, training, and simulation by enhancing spatial realism beyond what humans can naturally detect.

• Humanoid Robot Atlas Shows Off Lifelike Breakdancing Moves

  • Boston Dynamics revealed a fully electric version of Atlas performing breakdancing moves like handstands and cartwheels.

  • The robot mimics human choreography using motion capture data and reinforcement learning to achieve fluid movements.

  • The new Atlas demonstrates growing potential for humanoid robots in dynamic, physically expressive tasks.

CRYPTO

• Bitcoin’s True Capitulation Zone Is $65K, Says Well-Followed Analyst

  • Analyst James Check suggests Bitcoin’s real floor is $65K, where long-term holders might start seeing notable unrealized losses.

  • He expects strong price support at $50K, where Bitcoin's market cap would hover around the $1 trillion mark.

  • Check believes a true bottom may not form until a broader capitulation flushes weaker positions out of the market.

• Standard Chartered Expects Stablecoin Supply to Surge to $2 Trillion

  • Stablecoin supply could grow from $230 billion today to $2 trillion by 2028, according to Standard Chartered’s latest projection.

  • The forecast cites rising adoption in DeFi and international payments as major drivers of long-term demand growth.

  • The estimate underscores stablecoins’ growing role as financial infrastructure in both crypto and traditional markets.

• OpenAI’s New 'o' Series Is a Giant Leap Toward Multimodal AI Assistants

  • OpenAI launched the o3 and o4-mini models, designed to understand and generate text, images, video, and audio seamlessly.

  • The goal is to build autonomous AI assistants that observe, reason, and act across real-world and digital tasks alike.

  • These models push closer to a future where multimodal AI tools become standard in productivity, learning, and daily use.

CONTENT

• What Is America’s Brand? How AI Is Changing Work, and How Scott Records from Anywhere

  • Scott Galloway examines America's shifting image and questions if the country is still seen as a reliable global partner.

  • He discusses how AI might reshape market research, potentially replacing analysts and traditional insight roles entirely.

  • In the Reddit segment, Scott shares personal influences, things he wants to learn, and how he records podcasts on the go.​

• Navigating the AI Trade

  • Gene Munster and Doug Clinton discuss the rapid advancement of AI and its implications for investors and the market.

  • They explore the dynamics of AI investment, including the impact of models like DeepSeek on market perceptions.

  • The episode delves into the challenges and opportunities in the AI sector, emphasizing the importance of strategic positioning.​

• How Our Time Online Is Changing

  • Mustafa Suleyman talks about how AI agents will become essential daily tools, embedded across both work and personal life.

  • He weighs the pros and cons of open-source AI versus proprietary models in shaping the future of development.

  • He reflects on how AI might change human connection, and the emotional dynamics between people and machines.

AND MORE…

• Microsoft Copilot Can Now 'See' What's on Your Screen in Edge

  • Microsoft’s Copilot Vision is now free for Edge users, offering on-screen analysis and task assistance via voice input.

  • The tool helps users complete actions like filling out forms or navigating sites by analyzing what’s visible on screen.

  • More advanced features like Adobe integrations remain exclusive to Copilot Pro subscribers under Microsoft’s premium tier.

• OpenAI’s Upgraded o3 Model Can Use Images When Reasoning

  • OpenAI’s o3 and o4-mini models can analyze and reason using images, including adjusting visuals like zooming or rotating.

  • Both models autonomously use ChatGPT tools like web browsing, Python, and file interpretation across multiple user plans.

  • The update positions OpenAI’s models as powerful, multimodal systems capable of complex decision-making and task execution.

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• Almost Nobody in Colorado Is Paying Taxes With Crypto

  • Less than 0.0005% of Colorado’s tax revenue came from crypto, totaling just $57,000 since the 2022 launch of the option.

  • Only 48 taxpayers used crypto to pay in 2024, despite state efforts to encourage adoption through digital payment options.

  • The low uptake reflects limited public interest in using crypto for civic obligations like tax payments.