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Autonomous Vehicles · BlackBerry CEO sees full autopilot in all US vehicles >5k units/year only in 2030s
now playing · Autonomous Vehicles
Crypto & Digital Assetstailwindscore 9/10jeremy allaire
Stablecoins becoming official financial infrastructure; agentic payments emerging as killer use case
Genius Act makes stablecoins part of US financial system; USDC at 70% of real-world stablecoin transactions (Visa data). Circle building cross-firm agentic labor market with identity, reput…
AI Agentstailwindscore 8/10harley finkelstein
Agentic commerce is real and disproportionately benefits long-tail merchants
Shopify data shows AI-referred sessions convert 2x better than organic search, land on product pages 2.5x more often, and 75% of AI-attributed purchases are outside top 100 categories — pro…
AI Agentstailwindscore 8/10harley finkelstein
Agentic commerce is merit-based, not ad-based, favoring long-tail merchants
Shopify data shows AI-driven traffic and orders up 3x, catalog conversion 2x vs general AI scraping; 75% of AI-attributed purchases from outside top 100 categories. Agents navigate to speci…
Crypto & Digital Assetstailwindscore 8/10jeremy allaire
Stablecoins entering core financial infrastructure via Genius Act and real-world asset tokenization
The Genius Act makes stablecoins officially part of the US financial system; USDC dominates 70% of real-world stablecoin transactions; 75% of Hyperliquid volume is tokenized RWAs; adoption…
Enterprise Softwaretailwindscore 8/10mackenzie burnett
Vertical go-to-market with horizontal platform wins 'messy middle' SMBs ignored by incumbents
Ambrook targets 25-30% of US small businesses too complex for QuickBooks but lacking resources for NetSuite/Sage. 50% of customers moving off pen-and-paper. AI CFO for 'finance teams of zer…
AI Infrastructuremixedscore 7/10john coogan
Hyperscalers face tension between selling compute vs hoarding for internal AGI efforts
Google selling TPUs externally while DeepMind needs massive internal compute creates organizational conflict; same dynamic at Nvidia (selling GPUs vs keeping for own AI). Companies seeing p…
AI Regulation & Policyriskscore 7/10john coogan
Frontier AI standards body advocated by Demis Hassabis; AI regulation inevitable per Circle CEO
Demis Hassabis's recent essay argues for frontier AI standards body evaluating models pre-release for superintelligence risks, including open source. Jeremy Allaire argues AI is now foundat…
AI Economics & Business Modelstailwindscore 7/10john coogan
Doomers' put option on humanity became call option on AI — no financial tradeoff for early believers
Joe Weisenthal observes AI doomers who accumulated GPUs or GPU company shares early got rich without sacrificing upside — the feared doom catalyst itself generated unprecedented profits. Un…
Robotics & Physical AItailwindscore 7/10john giamatteo
Safety-critical robotics (surgical, industrial AMRs) becoming BlackBerry's fastest growth segment
BlackBerry's QNX OS is expanding from automotive (275M cars) into industrial automation, medical surgical robots, and automated mobile robots for pick-pack-ship; these require ISO 26262-lev…
Robotics & Physical AItailwindscore 7/10john giamatteo
Safety-critical RTOS for robotics/industrial automation is BlackBerry's fastest-growing segment
BlackBerry QNX powers 275M+ vehicles; $950M backlog over 5-7 years. But fastest-growing pipeline is industrial automation (AMRs for pick/pack/ship), surgical robots, medical instrumentation…
AI Coding Agentstailwindscore 7/10john coogan
RL environment startups and coding agents attracting major acquisition interest and product launches
Google reportedly acquiring Mechanize for $1.5B for RL environments; Meta launching Muse Code terminal agent; Microsoft standardizing on GPT-5.6 for internal use; Ilya Sutskever's SSI rumor…
Enterprise Softwaretailwindscore 7/10mackenzie burnett
Vertical ERP for 'messy middle' SMBs leveraging AI agents as CFO for finance teams of zero
Ambrook targets 25-30% of US small businesses too complex for QuickBooks but resource-constrained for NetSuite; built agent-legible data layer first, then AI CFO agents; 50% of customers mo…
Cybersecurityriskscore 7/10jeremy allaire
AI-orchestrated attacks raising stakes for crypto infrastructure and smart contract security
Circle CEO reports hardware wallet seed phrases drained via weak encryption ($100M+ losses); social engineering attacks now AI-written with contextual understanding; new blockchain network…
Autonomous Vehiclesmixedscore 6/10john giamatteo
BlackBerry CEO sees full autopilot in all US vehicles >5k units/year only in 2030s
Only 25% of 90M annual cars have advanced tech beyond basic infotainment; safety certification (ISO 26262) and domain integration (digital cockpit, ADAS, body control) make autonomy a multi…
AI Geopolitics & Export Controlsheadwindscore 6/10john coogan
ByteDance bans employee distillation of US frontier models fearing Washington retaliation
ByteDance founder prohibited distillation of US models (Claude, GPT) due to risk of triggering DC pushback that could endanger TikTok; Anthropic has accused multiple Chinese labs (DeepSeek,…