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If
If felt t the world just hit a new speed
Emmit right at the turn of the year or maybe just broke it completely right that stretch between late december
Twenty twenty five
Early january
Twenty twenty six
Um
It was just just ggering sheer velocity of at all it really was it felt like the future arrived all at once we've gone through a uh a massive stack of sources for you here everything from financial reports to disater tallies
Exactly and some really surprising cultural and biological insights to the whole mission is to cut the conteys
You know that
That intensity and just give you the context you need
And i think our starting point today just perfectly captures that incredible speed it's actually tually inted at in the title of one of the core documents
We looked at an incredible journey from wu hunt to singapore
Yes
And that phrase is you're about to hear really and caculate the the explosive velocity of this new generation of way i started ooay it t's i'm practice
So where do we begin
I think we have to start with medas acquisition of manus yeah ii start about singapore
Singapore late december
The pricggalone uh something else thuseeing the estimate is what somewhere between two and four billion dollars um
Which it's huge
But the timeline is the real story
Here it is what's genuinely facilitating is just how quickly menus went from well from zero to this multi billion dollar valuation and the founder shell hong
He had a track record right a pretty significant one
He started on wuhan n built these really popular education ooools
Which was ta millions of students
That he created the monica brobroser extension
Which was also a huge success
But menus itself
嗯
A one hundred million dollar revenue run rate in just nine months
Nine months
And then acquired only ten months after the even went public
So what that kind of speed in that price tag was there any scepticticm in the market of me was this meter just overpaying um defensive move to take a threat off the board
I think it was seen as a very clear strategic move matter wasn't just buying code
You know they were buying a massive headstar in the race for true autonomous agenents
And that a separous specienyeyegeneral purpoated apthat it utheir separate weapons was what they called based viprocoded approach using ououbased virtual machines
And there any vibe coded
That sounds
是的是的
That sounds a lot like silicon valley marketing speak
What does that actually mean it does sound abstract
It'll give you that
But it's actually really powerful
It means the agent isn't just operating on these rigid
You know step by step rules
It works on a kind of self correcting intuition about dedesired and stay arvive the five exactly
So it can execute is really complex multi step tasks things like detailed research or even writing
And then executing its own code without a human micro managing it
So they didn't just answer questions
They took action
They took autonommous action
And that's what met it was paying top dollar for that capability
Okay
So if that deal was all about speed and autonomy
The next one we looked that was more about strategic depks anyfolfollowing semmic deductor market
对 有
Well this is where he get through really interesting the in vidia in grock deal twenty billion dollars
And this one was just a master class in corporate maneevr and so well in vidia acquired grocks core assets and talent
But they structuit as a reversally higher
A reversally higher
Yes
So they could license grocks
Ground breaking language processing unit
The lpu technology immediately ah h
It is a clever legal and financial way to get that tech integrated right away
Without out the lengthy anti trrorereviews
You'get get a fultakeover exextly a huhushircut
But does that set a risky precedent for future mergers
And i guess more importantly what made droks lpu
Where about billion dollars in the first place place
The lpu is just its fundamentally different
It was tt ofoftware first by jonathan ross who actually coinvented the tpu
When he was at google okay
And this deal it validates at the future silicon isn't just about making chip
Smaller
It's about eliminating unpredictabaway the llocck secret weapon
Their real differentiator was using the functional programming language haskel al hascal
I know that one it's known for being increrely dense very mathematical precisely
And using haskcoal is what ensured the mathematical determinism for their chips
Essentially the software guarantees the hardware esperform exactly as predicted every single time
Every deviation
And that's what lets them get those record breaking inference speeds
That's the key
So this twenty billion dollar move really sets a new priority for the entire hardware rssoftwdefined deterministic performance
Right
So let's move from that virtual world of ai agents and deterministic chips to the physical world of autonomy
We saw these um parallel breakthrough ghand and seismic market shifts in auauto industry
Right the the the year we really did
And we saw a huge technological milestone
Finally get hit you talk about the coast to coast trip
Yes
David moss a tetesla owner completed what lot lot people
People calling the holly grail of self driving a interintervention trip
Coto coast in his model three lost angeles to murdal beach south carolina
But er three days
And he never touched whwheel or the pedals or remember elline must predicting that right way back in twenty sixteen
He did and a system handled everything complex city streets
Trtricky enterchanges
And crucially it managed all thirty super charger stops completely on its own
It even parititself the charges ges autonomious parking in charging
It's just a massive technical win
It shows the huge leap their neural network ai is taken
So tesla wins the technical race
Yes
The look hhands moment
But 嗯嗯嗯
有没有
The market showed a very very different picture
And that's the irony isn't
It in twenty
Twenty five
The chinese autommaker byd officially dethrown testles them as the world's top seller of pure battery electric vehicles
And it was in new encloclose not even close give us the numbers on that
But is so byd delivered a record and point two six milmillion vehics
That's a twenty eight percent increase year of year and tesla
Tesla sales actually fell down nine percent to one point six four million
It just proves that at end of the day
Consumers care more about price of reliability ility them than these big teactical milestones
And byd success really comes down to their vertical integration
They control the whole supply chain from the battery materials all the way up plus they have a much more diverse lanup of models
And
And it been so aggressive expanding soueupe besoutheast daasia right
And if you add in their hybrids byd total sales
Es it's stastagering four point six milmilvehicles
The speed of tecdevelopment on one side
That is be the she's selterelemanufacturing market capture on the other
It's a perfect snapshot of one close global conomomy
Now now
Finfininow let's go
Even higher literally up into orbit space ex announced a pretty significant reconfiguration for starlink
Yeah
This is a big deal for space management
They're planning to lower about forty four hundred satellites
Which is almost half their current fleet
Lower them from five hundred fifty kilometers down to four hundred
And this was apparently prompted by an incident back in december
Twenty
Twenty five
A male functioning unit created some debris so lolower
Doesn't that make them more vulnerable
And someone it actually does the oppoposite
It enhanance a safety
First it moves them into a less congested orbital show
But the main reason is about liability and sustainability
So at four hundred eighty kilomeeters
The atmosphere drags is a lot stronger
So if a satellite fails that drag nnaturpull it down
And it will burn up in the atmosphere in months
Stead of years
Instead of years
It's a proactive solution to the growing problem of space junk
So we're seeing these amazing breakthrough s in ai
In self management
In orbit
But what happens
When that speeden complexity collides with the the older slower and often failing infrastructure of the physical world
That contrast was painfully clear over the holidays
It was neyears day we saw that tragic fire and what they called a flashover ver explosion it the concllation bar in cranas
Montana and swiss skers or horrific at least forty people die during the celebration it
It really highlights this tragic failure of oversight
Some of that's totally invisible
Until disaster strikes what was the cause investigators
Believe it was sparklers
Sparklers used on champpaign bottles ignited this highly flammable acoustic phone
That was lining the ceiling in walls
Which led to a flash over a near instantaneous flash over that's what all the the surfaces in a room igniite at the same time
Because of the intense heat it led to mass panic a fatal crowd surge just awful switchwill indeclared five days of oversining and we saw similar vulnabilities in our critical systems all over over world and sucetwenty twenty seven of that massive gasleaak e near castic in la right
Which shut down the ii freeway that was a high pressure thirty foign transmission line that ruptured
It forced almost twenty thousand residents to shelter in place
Witnesses said the roar was like a jet engine
Which continuous jet engine just a terrifying reminder of the vulnerability
Ility sitright right the middle of a massive city
Offofficithink think it was used sing thlimate and infsshlits from all the recent heavy rains
So you see how climaate driven events are now directly threating our critical infrastructure absolutely
And then just a few days later dedember thirliif the other chaos in the channel tunnel daands of travelertratrapped flowers damaged overhead electrical cabcaused a huhuge pofailure
Which culinated in that heroing undersea evacuhthousands had had get out out
Walk
Walk through the central service tunnel to reach rescue shutles
It just underlines how dependent rains on the single ageing points of failure in the financial cost of office
Yeah
The vnerability
The dedement shutture
It's to staggering rstonaded put a number on it over one hundred and twenty billion poinars from global economment gloses
Ses twenty
Twenty
Twenty five just from climate driven extreme weather and the single biggest factor was the policades ds eeawildfires in california
Sixty billion dollars in damage right there over four hundred deaths
Then you have another twenty five billion in losses from the cyclones and floods that hit southaast asia ia and the report are clear on this
They are the sources say these disasters are the predictable result of continued fossil fuel expansion and political delay
But a mistole that 对的对对
The cost the failures
Yeah
We found this incredible counternarrative a really beautiful triumph conservation from the natural world
We did we're talking about the extraororary citing iting of a more tigrace back a lierof five cubs
Five cubs in the northeast china
Tiger and leopard national
Abs
This was recorded just before the seventy
And it's just a monumental victory for conservation and leaders of five or extremely rare aren't they
I thought the typical leader was more like one to four exactly wwf china called it extremely rare this nine year old tigrers and her five healthy cubs
It's just refutitable proof that decade of habitat protection are working using all this advanced citing like camerertrabs of nnntracking all of it the ammar tiger population in that region
Now her up healy rback back in the monthirty
Thirty years it was fewer than thirty
It's a powerful sign of nature rebounding when we actually give it a chance alright shifting years a bit
Let's talk about sciful conculture
We
We ststart with the challenge to the integrity of knowledge
Which ironically links right back to our ai discussion right a major article and nature highlighted this profound new concern the sheer number of i gengenated ated per review reprets
So ai is writing the critics of scientific papers now
And they're getting so sophisticated that current ai detection tools just can't reliably tell them apart from human written ones that feels like a fundamental threat
I mean from the erof of the
The quality control for all of science can be faked by an ai
How can you trust anything that's being published
It's a huge problem
Submission rates are skyrocketing
Human revieers are totally overwhelmed
And the unchecked use of ai here to threatento diylute accountabit
It eraddes the credibility of the entire system
Which leads us directly to the immense value
We place on authenticated knowledge dge and moving from the very new to the wonderful old
The literary world was celebrating the donation of an incredibility to are leweis care artiffect
Yes and the the university of oxford
It was louis carols personal suppressed eighteen sixty five first edition of allasses adventures in wonderland
Suppressed the illustrator john tenniel wasn't happy with the print quality
So they pulled it only twenty three copies of that original printing are known to survive
And this specific copy gives us this incredible insight into the author's process
It really does it was caro's own working copy
So it has ten original pencil sketches by tenniel in it 对
And crucially carols own hreit notes for the booky published later the nursery alice
So it's a physical untainted record of creativity
The exact opposite of the synthetic knowledge that we were just talking about perfect contrast shifting over the global entertainment
Katty pairry made a huge splash performing a bilibely e's new year's eve gala in china
A massive spash
It's china's biggest youth celebration
And her performance peaked at an astronomical three trahundred and fifty million liveyours worldwide
Wow Yeah
She has this enduring star power with jenzy in china
They even have an affectionate nickname for her
Which means fruit sister
Food sister from the okay just a few more fascinating his starkle and cultural base
We pulled from the sources
I loved the peace on the artist to noozzreum uh
Yes
A giant of twenty of century chinese art use famous for successfully fusing traditional chinese incpainting in his western oil techniques in his iconic work
Often features that tibet yah that's right
It was inspired by his travels in his travl three
He used this very bold western style of brush work to capture the animals uh pophent spirit as he called it
It was meant to symbolized endance and a kind of national strength and on the sports front
A painful end to the cyclle acroseason for a vote venart art
I was brutal a crash in a snowstorm
At the exact cross mall
He ended up with an ankle fracter that needed imimmediate surgery
It that was a seasroover season over
Just like that
It was cruel reminder of how quickly things can change in sports
We also saw that well controversial battle of the sexis exhibition match nickgeos beat arenas abablanka right
But saablanka had to plan aa court that was nine percent smaller yethey were both only a lot of single surve the whole set up was immediately weight
He encalit a cheap dispmic
Yeah a lot of crics felt that instead of celebrating competitive balances
The weird rules just underscore cysical diseciover just didn't have the cultural weight of the immedialize nineteen seventy match it all
And finally let's mark a moment in history
January third is the anniversary of what is
And we arguably the most consequental sale in american sports
It has to be that was the day in nineteen
Twenty
Twenty that the boston red socks sold babbrus contract to the new york yankeies
And that trade kicked off eighty six years of heandache for boston
The curse of the bambio
Well the anankeis want on to win twenty six world
World orous titles
It just it fundamentally reshape the american sports landscape for a century
So if we pull back in looking everything we've covered the central contrast is chest
It's so start
You have the exponential growth in speed of ai and autonomous tech that incredible journey from wohaon to singapore
A so existing with the severe dangerous vulnerable abilities in our physical world
Gas lines
Tunnels
The overwhelming burden of climate events
So what does this all mean for you
Well we've seen humanity using this cutting edge tech ai satellite data edn to if achive ve inctilnew new things know know complepleting a zero of mention cross country drive to successfully protecting a rare a murtigrous and her huge lelitter technology is revealing the worldcomcompleities faster than ever you've just cut through a week of incredible ly dense global headlines
You've just nected cted ilillion dolllar tech deals to real human risk and amazing biological marvels
You have the context now and here's something to moll over
We learn today
That ai tools are helping ushering a golden age of species discovery identifying over sixteen thousand new species every year
But at the very same time
We've learned that those exact same eye tools are now threating the integrity and the credibility of human scientific pure review
So it's the same tetenolology that helps us discover the richness of the earth also poised to fundamentally undermine the trust
We place in the knowledge
We create about it so think to think about until our next deep dive
