Here’s a quick roundup of the top developments:

1/ Physical AI Is Up Next

While software AI grabs headlines, the bigger opportunity may be in the physical world. Applied Intuition CEO Qasar Younis emphasized the massive surface area across driving, construction, transit, and defense — far larger than digital tools alone.

2/ “Taste” Is the New Moat

SF circles keep repeating this, but what does it mean? Indie hacker Annie Yang put it clearly: “The most dangerous person in the age of AI is someone who was mediocre at coding but has taste, and can now build anything.”

Taste here means sharp judgment on what to build, what feels right for users, and what will actually matter. With AI handling execution, taste becomes the real differentiator.

3/ OpenAI’s New Custom Chip: Jalapeño

OpenAI announced Jalapeño (not the one’s you eat!), its first in-house AI inference chip built with Broadcom. It’s designed specifically for powering ChatGPT, the API, and future agents.

4/ Anthropic vs Alibaba

Prediction markets lit up after reports that Anthropic accused Alibaba of using thousands of accounts to extract capabilities from Claude models.

5/ 1 Million AI Satellites?

SpaceX is planning big with Starmind- up to one million satellites dedicated to AI compute in orbit, leveraging solar power and space’s natural cooling! Ambitious, even for Elon’s standards. But, the number one rule of business is to never doubt Elon.

AI continues expanding fast; from robots in the real world to creative judgment, custom hardware, global competition, and even space infrastructure. The pace shows no signs of slowing.