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Good Morning from San Francisco,
Boxing robots threw punches in Shanghai this weekend. The real fight happened backstage between China and America over AI's future.
Meanwhile, your best AI conversations disappear into the cloud.
Two battles worth watching: who controls tomorrow's AI, and whether you'll remember today's breakthroughs.
Stay curious,
Marcus Schuler
Boxing robots entertained crowds at China's biggest AI conference this weekend. The real fight happened offstage between Beijing and Washington over who controls AI's future.
China's World AI Conference drew 800 companies to Shanghai, showcasing everything from egg-peeling droids to ByteDance's shirt-hanging bot. But Nvidia was missing. US export restrictions cut off the chip giant's $50 billion Chinese market in April.
Huawei filled the gap eagerly. The Chinese firm displayed its Ascend processors near the venue entrance, linking 384 chips together to match Nvidia's power. The message was clear: we don't need Silicon Valley anymore.
Premier Li Qiang used his keynote to position China as AI's diplomatic leader. He called for a global organization to coordinate AI safety, with headquarters likely in Shanghai. China would share advances with developing countries and push open-source development.
Compare that with Trump's approach. The US president signed orders this week to deregulate American AI companies and declared America would "do whatever it takes to lead the world" in AI.
The robot demonstrations grabbed headlines, but the diplomatic maneuvering matters more. China offered cooperation while America chose isolation.
Why this matters:
• China uses America's regulatory retreat to shape global AI standards while positioning itself as the reasonable alternative to US dominance.
• The robot spectacle masks China's serious push toward technological independence that could outlast any future changes in US policy.
Prompt:
embroidery desert dweller monkey dude
You spent hours getting ChatGPT to solve that coding problem. Claude helped you write the perfect presentation. Then you can't find either conversation when you need them again.
Here's the problem: AI chats live in the cloud. Services change policies. Accounts get suspended. Your valuable conversations disappear without warning.
The fix is simple. Export them yourself.
ChatGPT offers built-in exports through Settings → Data Controls → Export Data. You get a ZIP file with all your conversations in HTML and JSON formats. Claude works the same way through Settings → Privacy → Export Data, though their file comes as a .dms extension you rename to .zip.
Browser extensions make this easier. "Save ChatGPT to Obsidian" exports conversations as markdown files with one click. "Claude Exporter" does the same for Claude chats. Both handle batch exports if you have hundreds of conversations.
Gemini requires more work since Google hasn't added proper exports yet. Use the "Share & export" menu for individual responses, or create shareable links for full conversations.
Set up a weekly export routine. Important breakthrough conversation? Save it immediately. Don't wait until you need it and it's gone.
Why this matters:
• Your AI conversations contain intellectual property worth preserving – losing them means starting over every time instead of building on past successes.
• The tools exist today to build bulletproof archives – but most people only discover this after they've already lost something valuable.
AudioStrip splits any song into separate vocal and instrumental tracks. Upload a song and get clean vocal and music files. Perfect for karaoke, remixes, or removing vocals entirely.
Tutorial:
URL: https://www.audiostrip.co.uk/
Trump froze US technology export controls to China to smooth trade negotiations and secure a meeting with President Xi Jinping, despite warnings from security officials. The move allows Nvidia to continue selling its H20 AI chip to China, which 20 former security experts say will "fuel the very infrastructure" used to modernize China's military.
Trump ended the duty-free exemption for Chinese goods under $800 in May, forcing retailers like Shein to slap tariffs of around 30% on previously cheap shipments. A Reuters analysis found Shein prices jumped as much as 68% on basic items like kids' t-shirts, hitting low-income shoppers hardest as their go-to bargain site becomes significantly more expensive.
San Francisco's AI boom is luring tech workers back from across the country, with Meta reportedly offering $100 million packages to top talent and driving apartment rents up 5.1% - the nation's highest increase. The frenzy has pumped $74.6 billion in venture capital into Bay Area AI startups this year and pushed downtown foot traffic to 75% of pre-pandemic levels as companies like OpenAI expand their offices and workers abandon remote work for the epicenter of artificial intelligence.
Samsung will produce Tesla's next-generation AI6 chips in a $16.5 billion deal running through 2033, giving the struggling Korean foundry a major win against dominant rival TSMC. Musk called the partnership "strategically important" and hinted actual production could be "several times higher" than the announced value, sending Samsung shares up nearly 7% to nine-month highs.
Brussels accused Temu of violating EU digital rules after investigators found illegal baby toys and electronics for sale on the Chinese shopping platform. The European Commission's preliminary findings could lead to fines worth 6% of Temu's global revenue as part of a broader crackdown on Chinese ecommerce sites flooding Europe with questionable products.
China's two biggest satellite networks have launched fewer than 130 satellites combined despite plans for nearly 27,000, while SpaceX already operates about 8,000 Starlink satellites and adds more each month. The main problem holding back Chinese firms is their reliance on expensive single-use rockets instead of SpaceX's cost-cutting reusable Falcon 9 technology, which they still haven't managed to replicate after six years of trying.
Chandrababu Naidu, the chief minister whose party gave Modi a crucial parliamentary majority, wants to build a quantum computing hub in Andhra Pradesh with backing from IBM, Tata, and Google. The 75-year-old political survivor who lured Microsoft to Hyderabad in 1998 thinks his "Quantum Valley" will be "even better" than the tech cluster that put the southern city on the global map.
Google DeepMind and OpenAI both claimed gold medal scores at the International Mathematical Olympiad by solving five of six problems, marking a major AI breakthrough that researchers thought might never happen. The celebration was short-lived though - 26 high school students still scored higher than the supposedly world-beating AI systems, with the machines choking on Problem 6's creative puzzles that required human intuition over raw computation.
Berlin-based Buena raised $58 million from GV and others to acquire small property management firms across Germany and replace their manual processes with AI software that automates accounting and reporting. The company has already bought 20+ property managers since 2023 and manages 60,000 apartments, with revenue jumping 500% last year as it consolidates an industry split among 30,000 tiny firms.
Believers in manifestation now use AI platforms to create videos showing themselves succeeding in their ideal futures, replacing traditional vision boards with personalized movie trailers of wealth, fame, and achievement. The trend has exploded on TikTok as improved AI technology lets users insert realistic avatars of themselves into scenarios like flying private jets or giving keynote speeches, though experts warn that watching these digital dreams won't make them real.
Neurodivergent people are using AI tools like ChatGPT as communication coaches, relying on chatbots to translate social cues, edit messages for appropriate tone, and practice difficult conversations before real interactions. While users call the technology transformative - with one filmmaker saying "it's the most empathetic voice in my life" - experts warn that overreliance could undermine critical thinking skills and leave people unable to function without digital assistance.
Roblox CEO David Baszucki set out to build a 3D reality simulator for the metaverse but ended up with a gaming platform where 56% of users are 16 or younger and the company pulls in $3.6 billion annually from digital currency called Robux. The $80 billion company has never turned a profit since going public in 2021 and faces ongoing lawsuits over child safety, proving that building a business around kids is harder than child's play.
I need to create a customer complaint handling script for my [specific business type, e.g., 'e-commerce clothing store']. Our team primarily handles complaints via [phone/email/chat] about [common complaint types, e.g., 'delayed shipments, sizing issues, and return processing'].
The script should include:
Our goal is to resolve 80% of complaints on first contact while maintaining a professional, caring tone. Can you provide both a template script and guidance on adapting it for different complaint scenarios?
Buena transforms Germany's dusty property management industry with AI-powered automation. This Berlin startup went from near-bankruptcy to managing 60,000+ apartments in just two years.
The Founders
• Founded 2019 by Din Bisevac and Moritz von Hase in Berlin
• Current team: 100+ employees across Germany
• Born from crisis: former YouTube star Bisevac (26) took CEO reins in 2022 when company was weeks from collapse
• Mission: democratize real estate investing for regular people
The Product
• Full-stack property management with AI backbone
• Automates rent collection, bookkeeping, maintenance tickets, tenant communications
• Combines proprietary software with human property managers
• Handles complex German rental regulations automatically
• Cuts operational costs by 30% through automation
• Waiting list of 5,000 landlords wanting in
The Competition
• Battles 30,000+ tiny German property managers (average 5 employees each)
• 96% still use pre-cloud software or literal pen-and-paper 📝
• International threats: RealPage, AppFolio, Entrata eyeing European expansion
• Local digital players like Scout24's Vermietet.de offer DIY tools
• Buena's edge: roll-up strategy buying 20+ local firms and upgrading them
Financing
• Just raised $58M Series A led by Google Ventures (GV)
• Backers include 20VC, Stride VC, Capnamic Ventures
• Total funding: €49M to date
• $25M annual recurring revenue
• Valuation likely nine-figures (undisclosed)
The Future ⭐⭐⭐⭐⭐
Buena's crushing it with 500% revenue growth and expansion plans across Europe, then the US. Building full real estate platform including brokerage, insurance, and financing. The AI-rollup model could reshape entire service industries.
Revenue jumped 500% in 2024 alone - that's startup-level growth in a sleepy industry.
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