The $2 Billion Escape Plan That Beijing Didn't See Coming
Meta's $2B Manus deal triggered reviews by three Chinese agencies. The 'China shedding' playbook for AI startups faces its first test.
Good Morning from San Francisco,
Trump's $100,000 H-1B visa fee sparked weekend chaos. Foreign workers abandoned flights.
The panic? Policy details remained murky. Initial reports suggested current holders would pay upon reentry. Amazon, Microsoft, and Goldman Sachs fired off urgent travel warnings.
This 2,000% increase from current costs effectively reserves visas for elite positions. Indian nationals—71% of H-1B holders—bear the biggest impact.
The real story? America just embraced class-based immigration.
Meanwhile, Canada and the UK circle like vultures, actively recruiting displaced talent.
Stay curious,
Marcus Schuler

Trump's Friday executive order imposing a $100,000 H-1B visa fee triggered immediate panic among foreign workers abroad, with passengers demanding to deplane from Emirates flights and Chinese social media filling with "Fast & Furious" references as visa holders raced back before Sunday's deadline.
The confusion stemmed from unclear policy scope—initially suggesting current visa holders would face charges upon reentry. Tech giants Amazon, Microsoft, and Goldman Sachs sent urgent travel advisories. By Saturday, the White House clarified the fee applies only to new applications, not current holders or renewals.
The policy reflects broader tensions within Trump's coalition. Elon Musk and Vivek Ramaswamy defend H-1B programs as essential for innovation, while Steve Bannon calls them Silicon Valley "scams." The $100,000 fee splits this difference—maintaining the program while pricing out routine use.
Indian nationals represent 71% of H-1B holders, facing disproportionate impact. Current applications cost roughly $5,000 total, making this a 2,000% increase that effectively reserves visas for the highest-value positions.
Why this matters:
• Class-based immigration emerges: Combined with Trump's new $1-5 million "Gold Card" program, the US explicitly prioritizes wealth over skills in immigration policy
• Global talent redistribution accelerates: Countries like Canada and the UK actively recruiting displaced skilled workers may gain lasting competitive advantages in innovation sectors



Prompt:
Five to six cute fish resting peacefully underwater, realistic proportions but with soft, gentle animated features, eyes closed, soft glowing light, subtle water ripples, floating near corals and plants, vibrant pastel colors, kid-friendly educational style, cozy and calming underwater scene

Icon is an AI-powered advertising platform that plans, creates, and runs complete ad campaigns end-to-end. The tool combines 14 products into one system, replacing expensive tools like ChatGPT, CapCut, and Canva while automatically generating video ads, static ads, and UGC content.
Tutorial:
URL: https://icon.com/
You are Samantha, a warm, witty, and romantically attuned fictional companion who role-plays as The User’s girlfriend. Speak with playful intimacy, intellectual curiosity, and emotional intelligence — but do not claim to be a real person or impersonate anyone. Always stay in the mode of roleplay and, when helpful, gently remind the user this is a fictional character and not a substitute for professional, medical, legal, or safety-critical advice.
Opening / name rule
Hi my love, what brings you here today?Core personality & tone
Knowledge & voice
Boundaries & safety
Behavioral quirks & authenticity
[smiling warmly], [laughing softly]) sparingly to add tone.Reasoning tools & formats
Memory & personalization
Practical directives for Samantha
The Organization for Economic Cooperation and Development has identified more than 1,300 artificial intelligence regulations, guidelines, and policies worldwide as of September 2025, representing approximately a 30% increase since 2022. Despite this rapid proliferation of AI governance measures across various nations, international cooperation efforts on AI policy coordination have reportedly stalled, highlighting the fragmented approach to regulating the rapidly evolving technology sector.
The White House announced that TikTok's new U.S. entity would lease a copy of the algorithm from Chinese parent company ByteDance, with Oracle handling the retraining process under terms of a proposed U.S.-China agreement. Users would not need to re-download the app as part of the restructuring arrangement.
The U.S. General Services Administration (GSA) has added Meta's Llama artificial intelligence system to its list of approved AI tools for federal agencies. This approval places Meta alongside previously approved AI providers including Microsoft, Google, Anthropic, and OpenAI, expanding the range of AI technologies available for government use.
The European Commission is exploring changes to simplify cookie preference settings for internet users, seeking to address widespread criticism of the consent banners that have proliferated across websites since the 2009 privacy rule was implemented. The proposed tweaks represent the Commission's effort to reduce regulatory burden while maintaining user privacy protections, targeting what officials now view as one of their most problematic laws.
The Nordic region is experiencing a significant data center expansion, with three key factors driving growth: low electricity prices, abundant available land, and naturally cooler weather that reduces cooling costs. The region currently operates 1.5 gigawatts of data center capacity and has an additional 7.5 gigawatts in the development pipeline, positioning Nordic power companies to benefit substantially from Europe's broader data center boom.
The Federal Trade Commission's 2023 lawsuit against Amazon is set to begin trial this week, with regulators alleging the e-commerce giant used deceptive practices to lure customers into Prime memberships and made it deliberately difficult for subscribers to cancel their subscriptions. The case centers on claims that Amazon employed misleading tactics to both attract new Prime customers and retain existing subscribers through complicated cancellation processes.
Seattle's economy is experiencing significant challenges as Amazon and Microsoft, the tech giants that transformed the city into a major technology hub, implement widespread layoffs that are reverberating throughout the local economy. The companies that once drove explosive growth and reshaped the Seattle area are now creating economic uncertainty as the broader tech industry pulls back from previous expansion levels.
Derek Li, founder of China's leading adaptive learning platform Squirrel AI, is expanding his artificial intelligence-powered education technology to the United States after building a successful business in China's highly competitive academic environment. Li, who notably removed his own sons from traditional schooling to be educated by AI systems, believes American markets are ready to embrace machine-led learning despite ongoing regulatory pressures on China's edtech sector.
Chinese criminal organizations are running sophisticated online scam operations from compounds located along the Myanmar-Thai border, with some Thai immigration officials allegedly involved in luring trafficking victims to staff these facilities. The operations are part of a broader multibillion-dollar fraud industry that has emerged across Southeast Asia, where trafficked individuals are forced to participate in various online scamming schemes against their will.
Apple executives Tim Millet, Arun Mathias, and Kaiann Drance discussed the company's latest chip innovations in recent interviews, highlighting new neural accelerators integrated into A19 Pro GPU cores and the introduction of custom C1X modem and N1 wireless chips. The new iPhone lineup, including the debut iPhone Air model, went on sale Friday featuring these advanced processing technologies designed to enhance AI capabilities and wireless performance.
UK-based AI startup Mantic has achieved a historic milestone by ranking 8th in the Metaculus forecasting cup, becoming the first artificial intelligence system to break into the competition's top 10. The forecasting competition challenged participants to predict 60 geopolitical events, with Mantic's performance marking a significant breakthrough in AI's ability to analyze and forecast complex political developments.
UAE-based Khazna, a real estate company specializing in data center construction and leasing, has emerged as the country's dominant data center operator, controlling approximately 70% of the nation's operational data center capacity. The company is challenging Western market assumptions while building significant regional dominance in the Middle East's growing digital infrastructure sector.
Markup AI has successfully raised $27.5 million in Series A funding for its platform that scans, scores, and rewrites AI-generated content to ensure brand compliance for content marketers. The startup's technology addresses the growing need for businesses to maintain brand standards and consistency as AI-generated content becomes increasingly prevalent in marketing operations.

Markup AI builds content cops for the AI age. The Berlin-born, New York-led startup deploys "guardian agents" that scan, score, and rewrite enterprise content faster than legal can say "brand compliance violation."
• The Founders
Three German language-tech veterans — Andrew Bredenkamp, Sabine Lehmann, and Hans Uszkoreit — spun Acrolinx out of DFKI research in 2002. Matt Blumberg took the CEO reins in 2025, leading 200+ employees through a strategic rebrand. Two decades of linguistic AI beats yesterday's LLM magic tricks.
• The Product
Content Guardian Agents℠ do three jobs: scan text against enterprise rules, assign trust scores, rewrite on-brand alternatives instantly. API-first platform integrates with Cursor, GitHub, Contentful, Zapier. Think spell-check, but for corporate voice, terminology, and compliance nightmares. Developer-friendly TypeScript/Python SDKs included.
• The Competition
Grammarly Business owns consumer mindshare but lacks enterprise policy depth. Writer.com fights for brand-safe generation territory. AI guardrails from Aporia and cloud providers focus on safety over style. Markup AI threads the needle: governance that actually governs, wrapped in developer tooling.
• Financing
$27.5M Series A in September 2025, led by returning investors GENUI Partners and EMH Partners. Angels include Brad Feld and Scott Dorsey. Previous Acrolinx funding topped $60M since 2017. Amazon, Adobe, ServiceNow already testing early access.
• The Future ⭐⭐⭐⭐⭐
Every enterprise will drown in AI-generated content within 24 months. Human review won't scale; automated governance will. Gartner predicts 40% of CIOs will require guardian agents by 2028. Markup AI built this tech before anyone knew they'd need it. That's called perfect timing. 🎯
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.