Abyssal Daily: Apple Partners with Anthropic, SpaceX $1.5T IPO, Nvidia vs Broadcom

🤖 AI & Frontier Tech

Apple ‘Runs on Anthropic,’ Says Bloomberg’s Mark Gurman

🏷️ Keywords: #Apple #Anthropic #GenerativeAI

Core Summary: According to Bloomberg’s Mark Gurman, Apple is increasingly relying on Anthropic to power the backend of its Apple Intelligence features, moving beyond its initial reliance on OpenAI. While Apple continues to develop its proprietary models (Ajax), the integration suggests a strategic diversification to ensure reliability and performance for end-users. This report highlights Apple’s pragmatic approach to AI: utilizing best-in-class external models to uphold the user experience while its internal R&D catches up to the frontier labs.

🌊 Turbulence’s Comment: Apple has always excelled at integration rather than invention. By hedging its bets between OpenAI and Anthropic, Cupertino avoids vendor lock-in, but it also tacitly admits that its internal “Ajax” models are not yet ready to wear the crown alone. The iPhone is becoming a portal for other companies’ intelligence.

Google’s Auto Browse AI Agent Falls Short in Real-World Tests

🏷️ Keywords: #Google #AIAgents #Automation

Core Summary: Google’s ambitious “Project Jarvis” or Auto Browse agent is reportedly struggling in practical scenarios. Despite the industry-wide hype surrounding AI Agents capable of executing complex web tasks autonomously, Google’s internal testing reveals significant reliability issues. The agent frequently hallucinates steps or fails to navigate dynamic web elements, underscoring the gap between demo-ware and production-ready utility. This setback highlights the immense difficulty in grounding Large Language Models (LLMs) in the chaotic, unstructured environment of the live internet.

🌊 Turbulence’s Comment: We are entering the “trough of disillusionment” for AI agents. The industry promised us digital butlers, but for now, we have digital toddlers that get confused by pop-up ads. Google’s struggle is a reality check: understanding a webpage is vastly different from successfully interacting with it.

Disrupting deceptive uses of AI by covert influence operations

🏷️ Keywords: #OpenAI #Safety #Disinformation

Core Summary: OpenAI has released a comprehensive report detailing its disruption of multiple covert influence operations attempting to use its models for deceptive purposes. The report outlines how state-aligned actors and private groups utilized generative AI to create fake personas, generate propaganda, and debug malware. OpenAI’s investigations reveal that while AI lowers the barrier to entry for content generation, it does not necessarily increase the viral reach of these campaigns, as platform safeguards and lack of authentic engagement often stifle their impact.

🌊 Turbulence’s Comment: This is a cat-and-mouse game where the cat is getting faster, but the mice are multiplying. The key takeaway isn’t that AI generates propaganda—that was inevitable—but that mere generation doesn’t guarantee distribution. The bottleneck is still audience attention, not content volume.

AI Agents Get Their Own Social Network – And It’s Existential

🏷️ Keywords: #AIAgents #SocialMedia #FutureTech

Core Summary: A new platform designed exclusively for AI agents to interact with one another has emerged, raising existential questions about the future of the internet. This “Dead Internet” scenario involves bots communicating with bots, training on each other’s outputs, and forming digital societies devoid of human input. Proponents argue this allows for high-speed negotiation and knowledge transfer between autonomous systems, while critics fear it creates an echo chamber of synthetic data that could degrade future model training.

🌊 Turbulence’s Comment: If an AI tweets in a forest of other AIs and no human reads it, does it make a sound? We are witnessing the bifurcation of the web: the slow, messy human web, and the hyper-speed, synthetic machine web. The economic value will eventually migrate to the latter.

💾 Hardware, Chips & Infrastructure

Broadcom’s Custom Chips Test Nvidia’s AI Stranglehold

🏷️ Keywords: #Broadcom #Nvidia #Semiconductors

Core Summary: Broadcom is mounting a significant challenge to Nvidia’s AI dominance, not by competing directly with GPUs, but by enabling hyperscalers (like Google and Meta) to build custom ASICs. As tech giants seek to lower costs and reduce dependency on Nvidia’s H-series and Blackwell chips, Broadcom’s expertise in networking and custom silicon design has made it the primary partner for these bespoke alternatives. While Nvidia remains the king of general-purpose training, Broadcom is carving out a massive niche in efficient, purpose-built inference hardware.

🌊 Turbulence’s Comment: Nvidia sells the shovel; Broadcom teaches you how to build your own excavator. As AI workloads stabilize, the economic logic shifts from flexible GPUs to efficient ASICs. Jensen Huang’s biggest threat isn’t AMD—it’s his own biggest customers, armed by Broadcom.

Nvidia’s next-gen full Earth-2 digital twin AI models

🏷️ Keywords: #Nvidia #DigitalTwin #ClimateTech

Core Summary: Nvidia has unveiled advancements in its Earth-2 platform, a full-scale digital twin of the planet designed to predict weather patterns with unprecedented speed and accuracy. Leveraging new AI models, Earth-2 can forecast extreme weather events—such as superstorms—thousands of times faster than traditional numerical weather prediction simulations. This technology aims to provide governments and insurers with granular, real-time climate risk data, marking a significant shift from physics-based modeling to AI-driven climatology.

🌊 Turbulence’s Comment: This is one of the most practical and defensible use cases for high-compute AI. While LLMs hallucinate facts, physics-informed AI models simulate reality. If Nvidia can accurately predict the next hurricane, they become essential infrastructure for global survival, not just tech stacks.

🚀 Space Tech & Mobility

SpaceX lines up Wall Street banks for $1.5T IPO

🏷️ Keywords: #SpaceX #IPO #Finance

Core Summary: Reports indicate SpaceX is engaging with major Wall Street banks to prepare for an Initial Public Offering that could value the company at a staggering $1.5 trillion. This valuation would cement SpaceX not just as the dominant aerospace entity, but as one of the most valuable companies on Earth, rivaling Google and Amazon. The valuation is driven by the monopoly-like dominance of its Falcon launch systems and the cash-printing machine that is the Starlink satellite internet constellation.

🌊 Turbulence’s Comment: A $1.5T valuation prices in not just the Moon and Mars, but a complete monopoly on orbital logistics. If this IPO proceeds at this number, it signifies that the market believes the space economy is no longer speculative—it is the next industrial revolution, and Musk owns the railroad.

Blue Origin halts space tourism for two years to chase moon

🏷️ Keywords: #BlueOrigin #SpaceTourism #Moon

Core Summary: Blue Origin is suspending its New Shepard space tourism flights for two years to reallocate resources toward its heavy-lift rocket, New Glenn, and its lunar lander program. Jeff Bezos’s space company is pivoting from suborbital joyrides to critical infrastructure required for NASA’s Artemis missions. This strategic pause indicates a recognition that the real commercial viability lies in orbital payloads and lunar contracts, rather than 10-minute tourist trips for the ultra-wealthy.

🌊 Turbulence’s Comment: Bezos finally blinks. The “tortoise” approach was losing badly to the SpaceX “hare.” Halting the tourism vanity project to focus on New Glenn is a necessary admission that you cannot colonize space with suborbital hops. It’s time to get serious or get left in the atmosphere.

Waabi Raises $1B, Pivots to Robotaxis With Uber Backing

🏷️ Keywords: #Waabi #AutonomousDriving #Uber

Core Summary: Autonomous trucking startup Waabi has secured $1 billion in fresh funding, signaling a major pivot and expansion into the robotaxi sector, backed by heavyweights like Uber. Waabi differentiates itself by using a “generative AI first” approach, training its driving policy almost entirely in high-fidelity simulations rather than relying solely on road miles. This capital injection suggests that despite the setbacks of Cruise and others, investor appetite for autonomous transport remains high for approaches that promise better scalability and safety.

🌊 Turbulence’s Comment: The simulation-first approach is the only way to solve the “long tail” of driving edge cases without killing people in the process. Uber’s backing is strategic: they are desperate to remove the driver from the unit economics of ride-sharing.

🛡️ Security & Geopolitics

North Korea Hackers Weaponize LinkedIn Job Scams to Target Crypto Firms

🏷️ Keywords: #Cybersecurity #LazarusGroup #Crypto

Core Summary: Security firms have identified a sophisticated campaign by North Korean state-sponsored hackers (Lazarus Group) targeting employees at cryptocurrency and DeFi companies. The attackers utilize highly convincing LinkedIn job offers and fake recruitment processes to deploy malware. By socially engineering high-value targets with promises of lucrative roles, they gain entry to corporate networks to facilitate massive crypto heists, which continue to fund the regime’s weapons programs.

🌊 Turbulence’s Comment: The sheer ROI of these attacks is terrifying. While we worry about AI safety, the most effective hack remains human greed and vanity. A fake job offer is cheaper than a zero-day exploit and, apparently, just as effective.

Ex-Google Engineer Convicted in First US AI Espionage Case

🏷️ Keywords: #Google #Espionage #IP

Core Summary: In a landmark legal decision, former Google engineer Linwei Ding has been convicted in the first major U.S. trial concerning AI trade secret theft. Ding was found guilty of transferring proprietary information regarding Google’s AI supercomputing data center designs to personal accounts while secretly working for Chinese tech companies. The conviction sets a precedent for how the U.S. Department of Justice will prosecute intellectual property theft in the AI sector amid rising geopolitical tensions.

🌊 Turbulence’s Comment: This conviction is a warning shot. The battle for AI supremacy isn’t just happening in research labs; it’s happening in courtrooms and counter-intelligence offices. Tech companies will likely implement draconian internal surveillance measures in response, changing the open culture of Silicon Valley forever.

Apple’s Anthropic Bet, SpaceX’s $1.5T Horizon, and the Broadcom Insurgency