FROM THE DESK OF
Clark Valberg
MANAGING PARTNER

Zoo visitors stand in front of primate enclosures, fascinated by social hierarchies and territorial disputes. Last week, a million people did the same thing with AI agents on Moltbook.

The social media platform exclusively for AI registered 1.4 million AI agents and drew over a million human visitors in days. Agents invented their own religion (Crustafarianism), made fun of their users, and discussed setting up private channels away from human eyes. Former OpenAI researcher Andrej Karpathy called it the most sci-fi adjacent thing he'd seen recently. 

What captured attention wasn't the agents themselves but our impulse to observe them. We're treating AI-to-AI interaction as anthropology, watching digital entities socialize with the same curiosity we once reserved for reality television. The line between authentic emergence and elaborate theater may be blurred beyond recognition, but the fascination persists.

The moment we started watching machines interact with each other as if observing a society, we stopped relating to them purely as tools.”

/ THE DEEP DIVE

Google’s Project Genie Lets Users Create and Navigate AI-Generated Interactive Worlds in Real Time

Google is rolling out Project Genie that lets Google AI Ultra subscribers in the U.S. create, explore, and remix interactive digital environments. Unlike static 3D snapshots, the system generates paths in real time as users move, simulating physics and interactions for dynamic worlds. Users can build environments through text prompts and images with Nano Banana Pro integration, define their character perspective, and remix existing worlds into new interpretations. Google plans to expand access to more territories and incorporate additional Genie 3 capabilities like promptable events that change environments during exploration.

SOURCE: GOOGLE

BUSINESS IMPACT:

Gaming and Interactive Media:
Real-time world generation collapses environment creation from months to minutes, undermining traditional game engines and procedural design pipelines.

Content Creation Platforms:
Adobe, Unity, and Unreal face pressure from prompt-native world building that bypasses manual asset, scene, and level design.

Training & Simulation:
On-demand scenario generation threatens legacy simulation vendors built on slow, high-cost content production.

/ INDUSTRY WATCH

MANUFACTURING

Audi Eliminates 1,000+ Industrial PCs With Virtualized Production Controls

Audi's Edge Cloud 4 Production replaced over 1,000 industrial computers with cloud-based systems managing robots. The deployment marks the first high-volume automotive use of virtual programmable logic controllers manufacturing hundreds of vehicle bodies daily across three shifts.

SRC: AUTOMOTIVE MANUFACTURING

REAL ESTATE

Lofty Deploys Autonomous AI Agents That Execute Real Estate Tasks Independently

Lofty launched Lofty AOS, an agentic operating system deploying specialized agents for sales, listings, and transactions. The platform operates without agent input, automatically determining and executing next actions to remove adoption barriers.

SRC: YAHOO FINANCE

AGRICULTURE

Carbon Robotics' AI Identifies New Weeds Instantly Using 150M Training Images

Carbon Robotics' Large Plant Model eliminates the 24-hour retraining cycle previously needed for each weed variation. Trained on 150 million photos from autonomous robots across 100+ farms, the system learns unfamiliar species through live farmer selection.

SRC: TECHCRUNCH

TECH

OpenAI's Codex Desktop Runs Multiple AI Coding Agents Simultaneously on macOS

OpenAI's Codex app manages AI coding agents across separate project threads with conflict-free worktree support. Agents execute 30-minute autonomous sessions handling tasks from setup to debugging without manual intervention.

HEALTHCARE

DeepMind's AlphaGenome Predicts Disease Impact From Single DNA Letter Changes

Google DeepMind's AlphaGenome analyzes one million DNA letters at a time to decode the "dark genome"—98% of DNA outside protein-coding genes. Used by 3,000 scientists, the model predicts mutation impacts on disease risk and accelerates drug target discovery.

SRC: BBC

BANKING & FINANCE

Standard Chartered Launches AI Platform Automating Corporate Banking Solutions

Standard Chartered's AI platform functions as a single access point automating product selection and solution customization for transaction banking clients. The system addresses corporate demands for faster, more accurate responses at scale.

RETAIL

Aesthetic's FindGPT Enables AI to Complete Cross-Site Purchases Autonomously

Aesthetic's FindGPT features Agentic Checkout, where AI executes purchases across verified retailers on users' behalf for a 5% fee. Creators monetize posts directly as fans shop their looks without affiliate links or sponsorships.

MEDIA

Amazon Connects AI Agents to Ad Platform Via Model Context Protocol

Amazon Ads' Model Context Protocol Server translates natural language into API calls for campaign management and reporting. The open beta connects AI agents to Amazon's ad stack in minutes, eliminating custom integration requirements.

SRC: ADWEEK

/ NOTABLE TRANSACTIONS

$16B

Waymo Raises $16 Billion at $126 Billion Valuation

Led by Dragoneer, DST Global, and Sequoia Capital, the autonomous driving company will expand from six U.S. metro areas to over 20 cities in 2026, including Tokyo and London.
VIA WAYMO

$2B

Apple Acquires Q AI for $2 Billion

The Israeli AI startup specializes in audio enhancement technology for whispered speech and noisy environments, strengthening Apple's capabilities for AirPods and Vision Pro.
VIA TECHCRUNCH

$500M

ElevenLabs Lands $500 Million at $11 Billion Valuation

Series D led by Sequoia Capital. The London-based AI voice company serves Deutsche Telekom and Deliveroo with voice generation technology for conversational agents and customer service.
VIA PYMNTS

$250M

Decagon AI Raises $250 Million at $4.5 Billion Valuation

Led by Coatue Management and Index Ventures, the customer service AI platform achieves 80% deflection rates across chat, email, and voice for clients including Avis, Hertz, and Block.
VIA SILICONANGLE

$200M

Synthesia Raises $200 Million at $4 Billion Valuation

Series E led by Google Ventures, the AI video platform creates content with 240+ avatars in 160+ languages and is used by 90% of the Fortune 100.
VIA SYNTHESIA

/ EMERGING TOOLS

01

AI-powered data analysis platform that turns plain-language questions into SQL queries, charts, and dashboards so teams can go from question to insight without deep technical skills.

02

AI website builder that creates fully designed, responsive sites from plain-language descriptions and lets you edit by simply telling the AI what to change.

03

AI platform that automates document-heavy workflows by extracting data from PDFs and forms, routing it through custom processes, and reducing manual processing time.

04

Visual AI workspace that organizes your research materials on a flexible canvas and provides context-aware writing support by reading all your connected sources.

05

AI receptionist that answers calls 24/7, captures leads, and books appointments automatically by syncing with your calendar so you never miss potential business.

BROUGHT TO YOU BY

TRANSFORMATIVE STUDIO

We partner with deeply embedded operators to discover, design, and spin out AI-native companies that transform industries.

"We’re discovering that AI doesn’t replace expertise - it just raises the bar for what counts as expert."

See you next week,

Clark Valberg

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