FROM THE DESK OF
Clark Valberg
MANAGING PARTNER

The phrase "caught on camera" used to end debates. Now, it starts them.

Runway released research showing 90% of people cannot reliably tell AI-generated video from reality. I took their test and managed 60% accuracy, barely better than a coin flip. If you think you'd do better, try it yourself and report back—the results are humbling. What matters here is the inflection point. We've crossed from "AI video looks fake" to "generated footage is more convincing than reality," particularly with animals and architecture where detection accuracy fell below 50%.

This went from impossible to indistinguishable in two years. Gen-2 launched in early 2023 producing choppy, pixelated clips that took minutes to generate. Gen-4.5 creates footage that fools nine out of ten people in seconds, with no editing required. Every courtroom video, insurance claim, news clip, and security recording now enters contested territory by default. The burden of proof just inverted from "prove it's fake" to "prove it's real."

The distinction between authentic and generated is dissolving faster than our verification systems can adapt.”

/ THE DEEP DIVE

Amazon Launches AI Health Assistant That Reads Medical Records, Books Appointments, and Manages Medications 24/7

Amazon One Medical's new Health AI assistant operates as an agentic tool that answers health questions, explains lab results, and executes care tasks by connecting directly to patient medical histories. Co-developed with One Medical's clinical leadership, the HIPAA-compliant assistant provides personalized guidance grounded in each patient's complete medical records and current medications—eliminating manual data uploads across providers. The assistant recognizes when symptoms require human clinical judgment and seamlessly connects patients to their care team through messaging or same-day appointments.

SOURCE: AMAZON

BUSINESS IMPACT:

Digital Health Platforms:
All-in-one AI assistant sets a new execution standard that standalone symptom checkers and fragmented telehealth apps cannot match.

Primary Care Practices:
24/7 automated triage threatens routine appointment revenue, forcing independent providers to adopt comparable AI or lose patients to tech-enabled competitors.

Health Tech Ecosystem:
Amazon's closed loop—AI to clinician to pharmacy—challenges every point solution in patient engagement, medication management, and care coordination.

/ INDUSTRY WATCH

MANUFACTURING

InfinitForm's AI Platform Cuts Design Cycles by 60-80% for NASA, Yamaha, BMW

InfinitForm launched its Generative Engineering Platform combining GPU-accelerated solvers with AI to automate design for manufacturability. The platform optimizes for CNC machining, die casting, and injection molding while analyzing wall thickness, draft angles, and tool accessibility.

SRC: YAHOO FINANCE

REAL ESTATE

LG Opens AI Modular Live-In Home Experience Site

LG Electronics opened its first permanent Smart Cottage location where guests stay overnight in AI-equipped modular homes with ThinQ-integrated appliances. One model achieved 120% energy self-sufficiency.

SRC: KOREA BIZWIRE

AGRICULTURE

Solar-Powered AI Robot Detects Crop Diseases at 97% Accuracy

Researchers developed a solar-powered robot using AI and IoT sensors that detects plant diseases in real time with 97% accuracy. The system processes images and sends instant alerts. Field tests achieved 86% energy efficiency.

SRC: AZOROBOTICS

TECH

Microsoft's Rho-Alpha Translates Language into Actions for Two-Handed Robots

Microsoft Research unveiled Rho-alpha, its first robotics AI model that converts natural language into control signals for complex two-handed manipulation. The system incorporates tactile sensing and learns from human feedback during operation. Training combines physical demonstrations, simulation, and reinforcement learning.

HEALTHCARE

AI Detects Heart Failure from Single Ultrasound View

AISAP's deep learning model achieved 0.97 Area Under the Curve for detecting reduced ejection fraction using a single ultrasound view. The study analyzed 120,000+ studies. The technology enables non-cardiologists using handheld devices to identify major cardiac pathologies at point-of-care.

BANKING & FINANCE

Mastercard Launches Agent Suite for Enterprise Agentic AI Deployment

Mastercard introduced Agent Suite combining customizable AI agents, technical support, and advisory services for enterprises integrating agentic AI. The platform targets intelligent product discovery and conversational shopping.

SRC: PYMNTS

RETAIL

Home Depot's AI Generates Contractor Material Lists in Minutes

Home Depot launched Material List Builder AI enabling contractors to generate job-specific material lists in minutes using natural language, voice, or documents. The tool organizes lists by project phase, provides product recommendations based on pricing and inventory, and integrates direct ordering.

MEDIA

YouTube Enables AI-Generated Creator Likenesses for Shorts

YouTube announced creators will soon generate Shorts featuring AI versions of themselves alongside new tools to manage likeness use. Shorts averages 200 billion daily views. The platform simultaneously launched likeness-detection technology allowing creators to identify and request removal of unauthorized AI-generated content.

/ NOTABLE TRANSACTIONS

$2B

Nvidia Invests $2 Billion in CoreWeave

The AI chip leader bought $2 billion in Class A stock at $87.20 per share and committed to help build AI factories delivering 5 gigawatts of power capacity by 2030.
VIA AI BUSINESS

$1B

Waabi Raises $1 Billion, Partners with Uber for Robotaxis

The autonomous trucking startup closed a $750 million Series C plus $250 million from Uber to deploy 25,000+ self-driving cars on its platform—the company's first expansion beyond freight.
VIA TECHCRUNCH

$480M

Humans& Raises $480 Million at $4.48 Billion Valuation

The three-month-old startup secured seed funding from Nvidia, Jeff Bezos, and Google Ventures to build AI tools using multi-agent reinforcement learning and long-horizon task capabilities with just 20 employees.
VIA AI BUSINESS

$300M

Yelp Acquires AI Lead Platform Hatch for $300 Million

The review giant bought AI-powered lead management platform Hatch to automate customer response, appointment scheduling, and lead conversion for local service businesses.
VIA ENTREPRENEUR LOOP

$250M

OpenEvidence Raises $250 Million at $12B Valuation

The medical AI search engine closed a Series D co-led by Thrive Capital and DST Global, doubling its valuation in three months as it now serves 40% of U.S. physicians across 10,000+ hospitals with 18 million monthly clinical consultations.
VIA BUSINESS WIRE

/ EMERGING TOOLS

01

AI executive assistant that manages high-stakes calendars by coordinating meetings, resolving conflicts, and finalizing schedules without email back-and-forth.

02

AI assistant that automates email follow-ups and meeting scheduling by reading thread context, proposing availability across calendars, and booking meetings automatically.

03

AI-powered spreadsheet add-on that automates financial modeling tasks like building cap tables, pulling SEC data, and creating formulas with natural-language prompts.

04

AI-powered virtual receptionist that answers calls in one ring, qualifies leads, collects job details, and books appointments directly into your calendar.

05

AI data analysis platform that lets you upload files, ask questions in plain language, and receive instant charts and insights without writing formulas.

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 watching the birth of industries we don’t have names for yet, built on capabilities that didn’t exist two years ago."

See you next week,

Clark Valberg

Enjoyed this edition? Share the Transformative AI Newsletter.

Recommended for you