Thursday, September 18, 2025

Meta's next-gen glasses πŸ‘“, China bans Nvidia 🚫, UUIDv47 πŸ‘¨‍πŸ’»

The Meta Ray-Ban Display glasses feature a full-color, high-resolution screen in the right lens that lets wearers view messages ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

TLDR

Together With Pacaso

TLDR 2025-09-18

Last chance to join big investors on this "unlisted" stock (Sponsor)

When the former Zillow exec who sold his first company for $120m starts a new venture, people notice. Thousands of people. In fact, 12,000+ regular investors have already joined the early investors behind Uber, eBay, and Venmo as Pacaso shareholders.

Disrupting the real estate industry once again, Pacaso's tech offers co-ownership of premier properties, revamping a $1.3T market.

And it works. By handing keys to 2,000+ homeowners, Pacaso has already made $110m+ in gross profits to date. They even reserved the Nasdaq ticker PCSO.

You can join, too. But only until midnight. Invest before the opportunity ends.

This is a paid advertisement for Pacaso's Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving the ticker symbol is not a guarantee that the company will go public. Listing on the Nasdaq is subject to approvals.

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Big Tech & Startups

Meta Connect 2025: the 6 biggest announcements (5 minute read)

The Meta Ray-Ban Display glasses feature a full-color, high-resolution screen in the right lens that lets wearers view messages, take video calls, read live captions, and more. The display can be controlled with a wristband that allows users to scroll and click using gestures. The glasses offer up to six hours of 'mixed-use' battery life. They will be available starting at $799 in the US on September 30 at Best Buy, LensCrafters, and Ray-Ban stores. More about the new tech and software updates announced by Meta at its annual Connect keynote is available in the article.
Chinese Officials Urge Firms to Shun Nvidia AI Chip (4 minute read)

China's top cybersecurity regulator has urged big tech companies not to buy Nvidia's RTX Pro 6000 chip, a less-advanced AI chip that the US has allowed Nvidia to sell to Chinese customers. Domestic firms have been encouraged to switch to homegrown hardware. Some Chinese officials view the country's chips as strong alternatives to those Nvidia is allowed to sell in China. China has had trouble ramping up production of its best chips in part because its access to leading-edge components and chip-making equipment has been blocked by the US.
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Science & Futuristic Technology

Axiom Space aims for orbit with its Orbital Data Center Node (2 minute read)

Axiom Space plans to launch two Axiom Orbital Data Center (AxODC) Nodes by the end of 2025, with at least three running by the end of 2027. The nodes will increase computing capacity on the International Space Station. Even if Axiom manages to get the hardware installed in the ISS in the next few years, the complex is due for deorbit by 2030. The company last year published optimistic plans to make its own space station by 2028.
AI-Designed Phages (19 minute read)

Arc Institute and Stanford University researchers have created the first viable genomes using generative AI. They created 16 bacteriophages using fine-tuned versions of both Evo 1 and Evo 2, models freely available on Hugging Face. Their work offers a blueprint for the design of diverse synthetic bacteriophages and lays a foundation for the generative design of useful living systems at the genome scale. The research may present some risks, but at the moment, using AI to make synthetic genomes costs a great deal at both the design and construction stages and isn't viable for most companies.
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Programming, Design & Data Science

SMBs don't need an IT stack (Sponsor)

5+ separate tools for IT and security management is way too many. Electric consolidates everything - device management, security policies, employee onboarding -into one platform built specifically for smaller teams. Automated remediation, built-in integrations with your HR tools, and no technical expertise required. Take a demo and get a YETI cooler or Apple AirPods Pros
UUIDv47 (GitHub Repo)

UUIDv47 lets users store sortable UUIDv7 in their databases while emitting a UUIDv4-looking facade at the API boundary. UUIDv7 is time-ordered and is better for index locality and pagination. The facade is indistinguishable from v4, providing security.
Boring is good (8 minute read)

Most companies that have tried to implement AI technology have yet to see a positive outcome. Large language models are not intelligent, and they will never be. They aren't good at doing 'intelligent things' and replacing human tasks is far more complex than originally thought. There may be other potential uses for this technology, but the current approach is failing, and something has to change.
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Miscellaneous

An Interview with YouTube CEO Neal Mohan About Building a Stage for Creators (57 minute read)

YouTube CEO Neal Mohan joined Google as part of the DoubleClick acquisition in 2007. He moved to YouTube in 2015 to become Chief Product Officer and succeeded Susan Woycicki as CEO in 2023. This interview with Mohan discusses his background, how YouTube wants to use AI to enhance creators, YouTube monetization, the difference between a platform and creators, and the company's attempted takeover of the living room TV. The interview is also available as a podcast.
Inside the Apple audio lab where AirPods are tested and tuned (8 minute read)

Apple uses a collection of audio metric booths to help correct and calibrate the AirPods' fit for natural variations in ear geometry. Its engineers use devices seen in audiologists' offices to help validate the company's claims of a clinical-grade hearing test. This allows AirPods users to set up their devices as a hearing aid at home and also creates an accurate hearing profile so users can hear music the way it was intended. This article takes a look at the labs where Apple tests and tunes its AirPods, which show how important sound is to everything Apple builds.

Quick Links

Ending Tonight: You Won't Find This Stock on CNBC. That's By Design (Sponsor)

But the people who know? They're getting in. In fact, 12k+ have already invested. That includes some of the earliest backers for companies like Uber and eBay. And you can join them until midnight.

This is a paid advertisement for Pacaso's Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving the ticker symbol is not a guarantee that the company will go public. Listing on the Nasdaq is subject to approvals.

Google Chrome is finally getting native vertical tabs (2 minute read)

A large group of recent commits confirms that Google is actively working on a native vertical tabs feature for the browser.
Making Postgres scale to zero with CNPG (6 minute read)

This post shares how to scale a database to zero in Postgres CNPG using a new open source plugin.
Why we haven't seen a Stripe-sized company in analytics (6 minute read)

OpenAI has a real shot at building an analytics business line that could be worth as much as Stripe.
Empowering Editors with AI at The Economist (Sponsor)

Join this webinar with deepset and The Economist to discover how AI is streamlining research, accelerating publishing workflows, and empowering editors.

Save your seat.

OpenAI outperforms humans and Google at the world's top collegiate programming contest (4 minute read)

An OpenAI system solved every problem at the International Collegiate Programming Contest World Finals 2025.
Netflix to Add NASA+ as It Launches Into Live Streaming Feeds (2 minute read)

The deal is a sign that Netflix is open to licensing deals with partners that can provide live video streams.
Executives at xAI Clashed With Musk Advisers Before Departing (6 minute read)

Several executives at xAI left after clashing with Jared Birchall and John Hering, two of Elon Musk's closest advisers, over concerns about the startup's management and financial health.

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Dan Ni & Stephen Flanders


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