Altman hits code red, Apple loses its AI brain, and Phoebe Gates raises $30M like it’s brunch

Big tech sneezed. Everyone else caught something.

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If you’ve got an idea you’re “totally going to validate someday,” cool. Dan built something that makes “someday” happen in about five minutes.

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Let’s dive in.

This week from the AI for Founders podcast on Spotify:

SenseIP – The AI IP Scanner That Saves Founders From Million-Dollar Lawsuits – LINK
An inside look at how SenseIP is turning the slow, lawyer-only patent world into a day-zero founder tool that tells you if someone already owns your “big idea” before they show up with a lawsuit.

Lightning Rod – The AI Prediction Engine Beating Frontier Models at Seeing the Future – LINK
A founder building real-world forecasting models that outperform LLM intuition, helping teams plan roadmaps, outmaneuver competitors, and actually build for where AI is going — not where it is today.

NOYACK – The AI Wealth Mentor Built for a $90 Trillion Transfer – LINK
A deep dive into the platform teaching financial literacy with AI agents, helping the next generation learn, plan, and invest as trillions shift hands — all without a Wall Street adviser.

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Tip of the spear:

ChatGPT’s Growth Hits the Brakes – LINK
A new report shows OpenAI’s once-explosive user surge slowing down sharply, raising questions about saturation—and competition.

Bill Gates’ Daughter Raises $30M for AI Startup – LINK
Phoebe Gates just secured a star-studded $30M round for her new AI company—Silicon Valley is paying close attention.

Altman Declares “Code Red” – LINK
Sam Altman reportedly issued a “code red” internally as competition from Gemini, Claude, and startups intensifies.

Meta Buys Limitless, Its Next Hardware Bet – LINK 
Meta just snapped up Limitless, signaling a push toward AI-first wearable devices with always-on memory and context.

Cloudflare Accidentally Nukes White House Sites – LINK
A Cloudflare glitch briefly knocked multiple White House websites offline, sparking instant cybersecurity panic.

Microsoft Will Hike Office Prices – LINK
Businesses brace for higher SaaS costs after Microsoft confirms commercial Office bundles will jump in price next summer.

Apple’s AI Chief Steps Down – LINK
Apple’s longtime AI chief John Giannandrea is stepping down, triggering major questions about Siri and Apple Intelligence.

Prompt of the week:

The Unbuilt Feature Everyone Assumes You’ll Never Touch”

Identify the one feature, product direction, or customer segment in my space that everyone — competitors, investors, and even customers — assumes is off-limits, “not worth it,” or “too hard.” Analyze my business and surface 3–5 of these “forbidden zones,” then pick the most strategically explosive one. For that top pick, provide:

  1. The Assumed Off-Limits Area: what everyone believes should be avoided.

  2. Why That Assumption Exists: the inertia, fear, cost, or old logic keeping people away.

  3. Hidden Opportunity: the overlooked advantage hiding behind this “untouchable” space.

  4. What I Could Build: one concrete, contrarian experiment to explore it this week.

  5. Risk Check: the uncomfortable question I should ask myself before acting.

Tone: analytical, bold, and slightly mischievous. Treat assumptions like locked rooms — open the door and show me what’s behind them.

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Keep it moving

DeepSeek Returns With New Models – LINK
DeepSeek is back with two new LLMs built to challenge Gemini and ChatGPT head-on.

OpenAI Fast-Tracks “Garlic” Fix – LINK
Leaks say OpenAI is rushing a major update codenamed “Garlic” designed to fix hallucinations and improve consistency.

Nvidia Still Rules GPUs With 92% Share – LINK
New data shows Nvidia utterly dominating the GPU market—holding a jaw-dropping 92% share.

DeepSeek Returns With New Models – LINK
DeepSeek is back with two new LLMs built to challenge Gemini and ChatGPT head-on.

Anthropic Acquires Bun – LINK
Anthropic buys Bun as Claude’s coding tools hit $1B ARR, locking in its dominance in developer automation.

Google’s DeepThink Demo Shows a Huge Leap – LINK
Google showcases Gemini 3’s new “deep thinking” abilities, claiming breakthroughs in reasoning and step-by-step logic.

Post-Neuralink, Max Hodak Goes Weirder – LINK
Neuralink co-founder Max Hodak is reportedly working on a mysterious new biotech-meets-AI venture that’s even stranger than brain implants.

Meta Signs News Deals for Real-Time AI – LINK
Meta inks major commercial agreements with publishers to feed real-time news directly into Meta AI.

Altman Eyes SpaceX Rival – LINK
Sam Altman has reportedly explored launching a SpaceX competitor to power the future of AI compute from orbit.

OpenAI Buys Neptune – LINK
OpenAI is acquiring model-training startup Neptune to accelerate custom fine-tuning and enterprise deployments.

Silicon Valley Builds Fake Amazon & Gmail for AI Training – LINK
AI labs are building full Amazon/Gmail clones to train agentic AI in realistic environments.

Amazon Reveals New AI Chip – LINK
Amazon introduces a powerful new AI chip and hints at a roadmap built to play nicely with Nvidia GPUs.

Sundar Pichai Talks Gemini’s Future – LINK
Google’s CEO outlines where Gemini is headed next—and why 2026 will be its biggest leap yet.

Code Story Podcast: It’s like therapy for startup founders, except the therapist is a microphone and everyone’s listening. Code, chaos, and confessions served weekly.

What I’m thinking about:

  • The 5 AI Tools Every Funded Founder Needs - Blog

  • Turning Fear into Growth - Interview

  • Cracking The Webinar Code - Blog

Uncover the AI tools (here) you didn’t ask for, but now you’re weirdly into.

Thanks for being here.

-Ryan

p.s. When you are ready, here’s how I can help.


We have successfully booked podcast interviews for over 800 funded startup founders, entrepreneurs with exits, and C-suite executives. If you're ready to lead your company from the front, let Kitcaster handle your podcast scheduling and create a powerful stream of content for you and your brand.

I write about Revops, Product, and Founder-led marketing on Linkedin, X, and my blog