FUNDRAISING ANNOUNCEMENTS

• Formation Bio raises $600M drug development fund to solve the clinical trial bottleneck AI is about to make critical
• Upwind raises $400M Series C to secure cloud and AI infrastructure as cyber threats accelerate
• Hyperbolic raises $30M to aggregate the world's heterogeneous GPU compute into one unified platform

GUEST INTERVIEWS

• Mark Gurman: iPhone Duo has a real manufacturing defect, Apple shakes up M&A leadership to get more aggressive
• Coco Robotics CEO: 1,000 robots live in LA, 20,000 next-gen units planned for 2027, UK expansion via DoorDash/Deliveroo

NEWS

• Apple's touchscreen MacBook Pro debuts with OLED display and iconic glowing logo restored
• Google launches Genie 4 world model and Gemini 4 Carbon, claiming top benchmark spot
• Open-weight model demand is tiny: nearly all DeepSeek traffic fits on a single GPU rack worth $6-7M
• OpenAI in talks for massive Google TPU deal as AI labs race to lock up every chip available
• Turbopuffer hits $100M ARR with ~50 employees after seed investor accepted a 'shut it down if it's not working' pitch

COMMENTARY

• Instinct raising at $30B valuation sparks debate: is the personal AI agent market winner-take-all or ripe for acquisition?