Huawei’s Big Bet Against Nvidia 🧨

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
Texas highways just got eerily quiet, Huawei is gunning for Nvidia’s crown, and Google’s AI is literally watching you. Meanwhile, YouTube just turned 20 (feeling old yet?), and the world's most powerful business park still looks like the set of a suburban rom-com. The future’s weird — and it’s only getting weirder. Let’s dive in.

Hot Takes 🚀

1. Huawei’s New AI Chip Wants to Knock Out Nvidia 🥊
China’s Huawei is testing a chip so powerful, it’s eyeing Nvidia’s AI throne. Their new Ascend 910D could rival the H100, aka the chip behind every startup pitch deck in 2023. If it works, Huawei could outmaneuver U.S. restrictions and flex serious silicon muscle.
👉 Inside China’s chip race and Huawei’s ambitious plan

2. Driverless Trucks Are Hitting Texas Roads — Like, Now 🚛
Aurora Innovation is going fully driverless this month on a 200-mile freight route. No human behind the wheel. Somewhere, a long-haul trucker just nervously updated their LinkedIn.
👉 How Texas became the wild west of autonomous freight

3. Google’s AI Overviews Now Reach 1.5 Billion Users 🤯
Search is officially AI’d. Google’s AI Overviews are now served to over 1.5B people each month. From travel tips to deep dives, Gemini is taking over — and Assistant is on the way out.
👉 See how Google’s search is quietly transforming

4. This Office Park Basically Invented Silicon Valley 🏢
Stanford Research Park has been quietly launching billion-dollar ideas since the 1950s. It housed Jobs after Apple ousted him… and Holmes before Theranos imploded. Power and fraud — the real Silicon Valley cocktail.
👉 The real estate that built tech as we know it

5. YouTube Is 20 — And It’s Uploaded 20 Billion Videos 🎂
From “Me at the Zoo” to makeup hauls to AI-generated everything, YouTube just hit 20 billion uploads. Also: 3.5B likes/day. Still no dislike button in sight.
👉 What YouTube’s birthday reveals about internet history

Quick Hits 📰

• Domino’s Says Carry-Out Is In, Delivery Is Out: More people are picking up their own pizzas to dodge delivery fees. Recession-core behavior, but make it pepperoni.
  👉 Domino’s pizza strategy shifts

• OpenAI Just Made ChatGPT Better at Shopping: New product cards, images, prices, and reviews — all ad-free (for now). Your next splurge might start with a chatbot.
  👉 Explore the new AI shopping assistant

• Meta Launches a Standalone AI App: It knows your friends, your memes, your milk intolerance. What could go wrong?
  👉 Meta’s new AI app gets personal

• 3D-Printed Starbucks Store Almost Ready in Texas: Concrete printers + lattes = future. No word yet on whether the robots spell your name wrong too.
  👉 Peek inside the first 3D Starbucks

• Deliveroo Stock Surges on DoorDash Buyout Buzz: A $3.6B offer is brewing, and investors are hungry. No tips required.
  👉 Deliveroo's big takeover moment

• Microsoft Crushes Q3 Earnings – Stock Pops 6%: Cloud + AI = 💰. Investors loved it, Wall Street did a happy dance.
  👉 Microsoft’s AI momentum explained

• Yale Students Raised $3M to Kill LinkedIn (With AI): Their app “Series” skips likes and just texts you good career matches. Gen Z networking = no cringe.
  👉 Meet the AI matchmaker for your career

• Toyota + Waymo Want to Build a Robotaxi Empire: The partnership could bring Waymo tech to your driveway. Autonomous Corolla, anyone?
  👉 Inside the potential AV partnership

• Apple’s AI Smart Glasses Are (Probably) Coming: They won’t replace the iPhone… yet. But your next wearable might be watching everything you do.
  👉 What Apple’s planning next

• AI Is Delaying the U.S. Power Grid: America needs more electricity for all these AI data centers, but transformers and turbines are in short supply.
  👉 Why the AI boom is straining infrastructure

Deep Dive on a Business Opportunity

Brain buzzing? Eyes wide? Wondering if your next business partner might be an AI with a LinkedIn account? Yeah, us too. Take a breath, update your search history, and don’t be surprised if your pizza shows up with a 3D-printed receipt and no driver in sight. The future’s weird — enjoy the ride.

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