Your AI Phone Will Be Inside You
Alpha
March 07, 2025
WHAT’S INSIDE
Tech In The News: EU soars, Chip stocks down, china hits back, Siemens AI
Companies to watch: Gong, Cursor, Ceramic.ai, Digg, Scale, Mach
Feature: Your AI Phone Will Be Inside You: MWC 2025 Review
Buzzy Tools: Latest Buzzy tech, AI and financial tools
Deep Tech: The latest in deep tech, biotech, futurism and more
Space Tech: Latest news in the space race and aerospace tech
Crypto: Blockchain and crypto policy and startups or protocols to watch
TECH IN THE NEWS
Crypto Reserve — President Trump signed an Executive Order Thursday night ordering a federal crypto reserve. A model will be presented at today’s White House Crypto Summit and will reportedly treat BTC differently to other crypto assets.
EU Soars — The ECB cut rates as expected, will be "attentive and vigilant" in the wake of Germany's plans to embark on its biggest spending spree since reunification. German DAX, bond yields hit new highs, & euro held gains.
Chips Down — NVDA ( ▲ 1.92% ) stock dropped 2.6%, leading a broader chipmaker decline amid AI demand concerns and Trump calls for eliminating the $52.7B CHIPS Act. Investors pivot to software companies.
China Hits Back — China's new US agricultural tariffs will drive increased food imports from South America and Europe.
Siemens AI Push — SIEMENS.NSE ( ▼ 0.45% ) is investing $285M in California and Texas facilities, creating 900+ jobs to boost US AI capabilities.
OpenAI Enterprise — OpenAI unveiled specialized AI agents priced up to $20,000 monthly, with SFTBY ( ▲ 3.94% ) committing a $3B investment.
AI Pioneers — Andrew Barto and Richard Sutton receive 2024 Turing Award for groundbreaking 1980s work on reinforcement learning impacting modern LLMs.
COMPANIES TO WATCH
Gong — The revenue prediction startup hit $300M ARR, valued at $7.25B with clients like GOOGL ( ▲ 0.88% ) and LNKD ( 0.0% ), as it prioritizes product development ahead of possible IPO.
Cursor — The AI coding platform hit $100M ARR in 21 months, becoming the fastest-growing SaaS ever, competing with GitHub Copilot through enhanced UX and AI integration.
Ceramic.ai — Silicon Valley veteran Anna Patterson's new startup raised a $12M seed to help enterprises build efficient AI models with reduced GPU usage.
Digg Revival — Kevin Rose and Alexis Ohanian acquired Digg news aggregator, planning an AI-powered platform relaunch focused on community engagement.
Defense AI — 1. Scale AI partners with Anduril, leveraging Microsoft, Google tech for "Thunderforge" initiative. | 2. Mach Industries wins US Army contract for vertical takeoff missile factory in California.
HOTTEST THING IN TECH
Your AI Phone Will Be Inside You
At Mobile World Conference 2025, futurist Ray Kurzweil made waves with his bold prediction: AGI by 2029, full AI-human integration by the 2030s, and even a potential "longevity escape velocity" by 2032. His book When We Merge With AI underscores his vision that AI will not just complement human intelligence but become an intrinsic part of it. The conversation at MWC reflected this accelerating AI revolution, with much discussion around AGI and the impacts of Agentic AI on the mobile tech world, MWC 2025 was also significant due to economic and geopolitical pressures, a resurgence in telecom spending as the industry recovers, and investment in telco AI infrastructure. As the industry’s key players make decisive moves to stay ahead, some pretty amazing concepts and tech was on display; from DT and Perplexity’s AI Phone reveal to Bret Taylor’s agentic AI comments and Stretchable Screens. We have all the updates here.
Apple and Google’s Divergent Paths
The two dominant mobile ecosystems— AAPL ( ▲ 1.59% ) iOS and Google’s Android—are on vastly different AI trajectories. Google is moving fast to integrate AI across its ecosystem, while Apple continues its cautious, privacy-first approach:
Apple’s Slow, Steady AI Strategy
iPad Air with M3 Chip: Apple’s latest iPad Air brings AI-powered features to a broader audience, integrating tools like ChatGPT into its ecosystem.
Siri Delays Until 2027: Apple is holding back on a full AI upgrade for Siri, betting customers will stay loyal despite competitors making faster moves.
New iPad Launch: Apple’s upgraded base-level iPad has an A16 chip and 128GB storage, but no Apple Intelligence as AI integration remains selective.
Google’s AI-First Strategy Evolves
Gemini AI Upgrades: Google now allows users to interact with AI using video or live screen content, making digital assistants far more capable.
Pixel AI brings Scam detection in Messages and the Pixel Sense app, which processes user data to deliver hyper-personalized experiences.
Search Becomes an Agent: Pichai’s Project Astra vision of transforming from a search platform into an AI assistant is well underway.
Perplexity’s AI phone
Speaking of AI search and assistants, a major bombshell at the conference was Deutsche Telekom announcing an upcoming AI Phone powered by Perplexity Assistant. The device, set to launch later this year, will operate primarily through voice commands, allowing users to book flights and make reservations without switching apps. AI features from Google Cloud, ElevenLabs, and Picsart will also be integrated into the MeinMagenta app for other smartphones. DT also announced it is partnering with ElevenLabs to enable users to turn articles into high-quality podcasts in seconds, much like Google’s NotebookLM tool, demonstrating AI's potential to transform content consumption in the mobile space
Agentic AI: OpenAI’s Vision for AI Agents
OpenAI Chairman Bret Taylor also doubled down on AI agents at MWC, predicting they will handle a growing share of digital tasks. This aligns with broader trends in agentic AI—where AI not only responds to queries but takes proactive action.
Other Agentic AI Updates and Innovation
Amazon unveiled Alexa+ with advanced generative AI assistant capabilities for complex tasks, aiming to create an interconnected mobile ecosystem of AI-powered devices.
Stability AI on ARM Chips: This partnership to optimize stability’s AI voice models for mobile chips will allow voice-powered AI assistants to run efficiently on phones without relying on the cloud.
Jolla’s Privacy-Focused AI Assistant: Addressing growing privacy concerns, it challenges mainstream AI assistants that heavily rely on data collection.
Honor’s $10B Investment: Chinese smartphone manufacturer Honor announced a $10 billion AI investment and closer collaboration with Google.
Manus is a Chinese general AI agent that excels in various tasks, from personalized travel planning to in-depth stock analysis, achieving state-of-the-art performance on the GAIA benchmark, outperforming OpenAI’s operator to become the first truly autonomous general agent.
Salesforce's Agentforce 2dx introduced autonomous AI agents that operate without human prompts, enhancing enterprise workflows. The platform aims to reduce administrative burdens, particularly in healthcare.
The Telecom Industry’s AI Reset
MWC 2025 was heavily focused on future proofing with AI infrastructure. With AI demands soaring, telecom leaders called for a major industry reset. With the AI-driven 6G future looming, the telecom industry must evolve or risk being left behind:
Vodafone’s New AI Division: Vodafone launched “Vone Intelligent Services,” a new business unit focused on AI-powered network operations.
Mistral’s Call to Telcos: French AI firm Mistral urged telecom companies to become hyperscalers, leveraging AI to scale operations like cloud giants.
Tech Mahindra’s AI-Powered Networks: Using Nvidia, Meta’s Llama, and AWS cloud, Tech Mahindra is developing AI-driven network operations for telecoms.
Nokia and Indonesia’s IOH Partnership: This initiative will accelerate AI-driven computing for RAN workloads.
Other Tech Innovation and Releases
Samsung’s Screen Innovation: The latest concepts included tri-fold tablets, folding gaming handhelds, rollable screens and even a stretchable screen.
Lenovo’s Solar-Powered Laptop: This tech is a no-brainer for mobile phones as their main purpose is to be used outside of the house. PV charging instead of overheating phones? Look for this tech to explode in mobile soon.
Nothing Phone (3a) Pro: A $459 smartphone with flagship-like features and an emphasis on AI tools, as high-end design becomes more accessible.
MWC 2025 Key Takeaways for Investors and Founders
AI-Driven Devices Are the Future. If you’re investing in mobile, betting on AI-powered hardware and software solutions is likely a growth segment.
Agentic AI Will Transform The Digital World and signals a seismic shift in how information is found, consumed on mobile. Prepare for big changes.
Telecoms Must Adapt to AI: The industry is at a crossroads—companies that integrate AI into network infrastructure will have the advantage.
AI is no longer just a feature—it’s the foundation of the next generation of mobile technology. The companies that move fast and smart will define the mobile future.
"Artificial general intelligence will be here by 2029 and the lines between technology and the humans are beginning to blur"
— Ray Kurzweil, Futurist and authorAI
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BUZZY TOOLS
Buzzy Tools To Watch & Use
Salesforce — Agentforce 2dx AI agents for enterprise with a healthcare focus.
Windsurf — Wave 4 IDE with AI previews, tab-import, enhanced enterprise controls.
Manus — General AI agent for travel planning, stock analysis, and insurance.
Momentic — AI testing tool +low-code editor & auto-healing for tech/non-tech.
Apple — 1. The new iPad Air with M3 chip and Apple AI features from $599. | 2. A refreshed MacBook Air with M4 chip is also released. | 3. The new Mac Studio with the M3 Ultra chip (32 CPU and 80 GPU cores), 2x the M4 Max's performance.
DEEP TECH
The Latest Technology & Trends To Watch
Nuclear Detection — Infared laser tech detects long-range radioactive material.
Immune Discovery — Proteasome produces natural antibiotics to fight superbugs.
AI Food Printer — Layer-by-layer cooked 3D printed food by custom text prompts.
Vortion Memory — Magnetic storage reduces heat, mimics brain synapses.
AI Customer Service — Taylor advocates AI agents to transform brand interactions.
SPACE RACE
SpaceX Starship 8 explodes midflight again, disrupting Florida air traffic
Voyager NASA powers down probes to extend life to 2030s; 15B miles from Earth
Intuitive Machines Athena reaches lunar South Pole, may have landed on side.
Firefly Blue Ghost lander demos 1st Earth-GPS use on Moon for navigation
Astroscale completes 1st-ever successful space debris removal demonstration
Orbital Data Centers Companies test space-based storage for ecology, security
CRYPTO WATCH
Crypto Reserve — President Trump signed an Executive Order Thursday night ordering a federal crypto reserve. A model will be presented at today’s White House Crypto Summit and will reportedly treat BTC differently to other crypto assets.
Mt. Gox — The defunct Japanese early crypto exchange transferred 11,834 BTC ($1.1B) to an unmarked address, signaling potential payouts to creditors.
IRS Relief — The Senate voted 70-27 to repeal the crypto broker tax reporting rules following a Cruz-Carey resolution; House vote pending.
Bankr Update — The Base platform launched limit orders powered by AI, simplifying limit order placement process to a simple message.
World Chat — Sam Altman’s World.org launches a new Chat App for connecting and sending money with end-to-end encryption via World ID for verified human-only conversations.
TRENDING ONLINE#
Social Trends:
Trumponomics 101!!! They missed out the part where he buys the dip.
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