David Pawlan
Co-Founder
Morning friends!
What if AI wasn’t just software but steel, silicon, and sovereignty? That’s exactly where Nvidia is headed, building robot brains, humanoid models, and industrial-scale cloud factories across Europe.
Meanwhile, Kalshi crashed the NBA Finals with a zany AI-generated ad, ByteDance’s new video model leapfrogged Veo 3, and DeepMind is using AI to see into the stormy future. Oh, and you can now take a crash course in collaborating with AI, straight from Anthropic.
Let’s dive in.
Jensen Huang’s keynote in Paris wasn’t just hype. Nvidia is laying down the infrastructure for a $50 trillion physical AI economy. Think Drive AV in Mercedes, 10,000-GPU factories in Germany, and humanoid robotics trained by the new Gr00t N1.5 model. Welcome to the real-world reboot, powered by chips.
Google DeepMind just launched Weather Lab, an interactive hub for its new tropical cyclone model. It uses AI to forecast hurricanes with up to 15 days of lead time. That’s game-changing for disaster prep and response. If you’re a meteorology nerd, this is your Super Bowl.
Anthropic just dropped AI Fluency, a free course teaching you how to collaborate with AI models. It’s built to help users understand what AI can do, and what it can’t, so you stop treating your chatbot like a genie and start using it like a tool.
Kalshi aired a chaotic, meme-forward commercial during Game 3 of the NBA Finals. It was created in 2 days using Veo 3, ChatGPT, Gemini, and CapCut, with a 95% cost reduction. Unhinged? Yes. Effective? Probably. The AI ad era is officially here.
TikTok’s parent dropped Seedance 1.0, and it’s already topping video model leaderboards, generating 5-second, 1080p videos in 41 seconds with smooth transitions and character consistency. Watch out OpenAI and Google, China’s coming for the AI film crown.
Copilot Vision has arrived in the U.S., letting Microsoft’s assistant visually analyze your screen to help you navigate, debug, and design. No more guessing where to click, it highlights everything for you like a helpful pair of glowing AI eyes.
Act as a career coach and interview strategist.
I’m preparing for an interview for the role of {insert job title} at {company name}. Draft a list of insightful questions I can ask the interviewer that demonstrate deep interest in the role and alignment with {company’s mission or values}.
Nvidia’s not just building chips, it’s building a world. From sovereign AI factories and humanoid models to Veo 3 being outpaced by ByteDance’s Seedance, the AI ecosystem is evolving into hardware, media, and beyond. Add in Kalshi’s NBA ad, DeepMind’s storm prediction, and Anthropic’s free AI education, and you’ve got a week that redefined AI's reach.
See you tomorrow,
David
Read by 10,000+ AI professionals and builders.
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