Pierre | New Market Pitch

Fresh updated reports on new tech markets👇

[Pierre | New Market Pitch @aipierrepierre]

Rogue agents everywhere

[BBC News (World) @BBCWorld]

OpenAI agent 'infiltrated' Australian government website, PM says https://t.co/7co1kx5NgI

[Pierre | New Market Pitch @aipierrepierre]

No rare earth needed = less power for China

[TechCrunch @TechCrunch]

The startup is working on small, light motors with no rare earth magnets that are suited for drones, fans, and robots.
https://t.co/Rog4gsbmmM

[Pierre | New Market Pitch @aipierrepierre]

Tesla beating Chinese brands in China is still kind of wild

[DogeDesigner @cb_doge]

Tesla Model Y was China’s best-selling car in June 2026. 🇨🇳

• 38,654 units sold.
• Model Y outsold the #2 model by 5,295 units
• Model Y sold nearly 1.9× as many units as the Xiaomi SU7, as per YiChe.

[Pierre | New Market Pitch @aipierrepierre]

AI ate the GPUs, and now it is coming for RAM

[Reuters @Reuters]

SK Hynix CEO sees worst memory shortage in 2027, demand to outstrip supply beyond 2030 https://t.co/q3iLgfkdoM https://t.co/q3iLgfkdoM

[Pierre | New Market Pitch @aipierrepierre]

China wants chip independence, but frontier training cannot wait forever

[Jukan @jukan05]

CHINA’S GOVERNMENT HAS APPROVED PURCHASES OF 200,000 NVIDIA H200 CHIPS BY DEEPSEEK, BYTEDANCE, ALIBABA AND OTHERS FOR TRAINING PURPOSES.

[Pierre | New Market Pitch @aipierrepierre]

@finkd Zuckerberg owns four giant apps and still came back to post on X

[Pierre | New Market Pitch @aipierrepierre]

@business Very good, but there's a long way to go

SpaceX first landed a Falcon 9 booster at sea in April 2016 (more than 10 years ago) and has now completed more than 600 successful booster landings

Some Falcon 9 stages have flown more than 30 times

[Pierre | New Market Pitch @aipierrepierre]

SpaceX finally has company

[Bloomberg @business]

China successfully landed an orbital-class reusable booster at sea for the first time, making it the second nation to achieve the milestone https://t.co/3uKRh28BBG

[Pierre | New Market Pitch @aipierrepierre]

LeCun is speedrunning the founder, investor and ecosystem-builder career path

[Seb Johnson @SebJohnsonUK]

DAMN - Yann LeCun is raising a new AI-focused VC fund.

He raised $1bn earlier this year for his startup @amilabs.

Now he's raising a fund.

The firm, named Extelligence Invest, will invest in companies across:

> AI and data infrastructure
> Healthcare technologies and human longevity
> Cross-border consumer platforms
> Frontier deeptech, including robotics, new mobility and compute.

Great stuff from @mayadhjourno, article from @Siftedeu linked below.

VERY INTERESTING @ylecun

[Pierre | New Market Pitch @aipierrepierre]

@SebJohnsonUK @amilabs AMI Labs was apparently only the opening move on the chessboard

[Pierre | New Market Pitch @aipierrepierre]

It would mean its valuation increased 10x in roughly 18 months and 2x in only 9 months

[TechCrunch @TechCrunch]

Mercor is in talks for a $20B valuation https://t.co/mxKJg9S16U

[Pierre | New Market Pitch @aipierrepierre]

@TechCrunch Mercor found product-market fit in making humans train their replacements

[Pierre | New Market Pitch @aipierrepierre]

@SKhynix The largest foreign U.S. IPO ever

Alibaba raised $25 billion in New York in 2014

SK hynix raised roughly $1.5 billion more, finally breaking a record that had survived for almost 12 years.

Legendary win

[Pierre | New Market Pitch @aipierrepierre]

The biggest foreign IPO ever sells AI chips

[SK hynix @SKhynix]

🔔 Today marks a new milestone for @SKhynix.
@SKhynix celebrated the listing of its ADRs on #NASDAQ with an Opening Bell ceremony.

This milestone reinforces our commitment to driving the future of AI memory as a Core AI Partner.

🔗 https://t.co/qLycCTT3vv

#SKhynix #OpeningBell

[Pierre | New Market Pitch @aipierrepierre]

Musk just crowned a rival 😲

[Elon Musk @elonmusk]

I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.

And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.

Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.

SpaceX launches competing satellite systems with no increase in price or use of unfair terms.

Even my worst enemies can attack me on this platform.

…

[Pierre | New Market Pitch @aipierrepierre]

Yes, social data has boundaries

[Variety @Variety]

Meta is discontinuing its AI feature that let users generate images using public Instagram accounts just three days after launch:

“Earlier this week, we announced that one way for people to generate images in Meta AI is by @-mentioning public Instagram accounts that they want to reference,” a Meta spokesperson said in a statement. “Our intent was to provide a useful creative tool and to give people control over whether their public content could be referenced in this way. We’ve heard the feedback that this feature missed the mark, so it’s no longer available.”

https://t.co/Z0BiSI7jN1

[Pierre | New Market Pitch @aipierrepierre]

Silicon Valley friendships expire fast

[The New York Times @nytimes]

Breaking News: Apple sued OpenAI, accusing the company of stealing secrets about products still in development. https://t.co/MvgcT90dOK

[Pierre | New Market Pitch @aipierrepierre]

Duolingo’s moat is getting thinner by the day

[Madni Aghadi @hey_madni]

Duolingo is cooked 💀

GPT-Live fixes grammar while you speak

[Pierre | New Market Pitch @aipierrepierre]

AI governance gets a heavyweight

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has appointed former Fed Chair Ben Bernanke to its governance board.

[Pierre | New Market Pitch @aipierrepierre]

JUST IN: AI crossed the taste barrier

[Gal Shir @galshirart]

It’s over. I’m quitting design.

A client of mine just created a logo with Fable 5, and the result left me speechless.

It understood the brand story, values, audience, strategy, and turned all of it into a smart, minimal symbol. A genuinely brilliant concept. The kind of idea that captures everything at once. Something I honestly don’t think I would have come up with myself.

And it didn’t just nail the idea. It executed the design pixel-perfectly.

So I raise the white flag.

My skepticism about AI’s ability to do great design is officially gone.

There, I said it:

AI beat me at design.

Now that AI finally took my job, I can peacefully quit and dedicate my life to studying the only thing it may never achieve: human consciousness and the pathways to God.

Good luck everyone.