GM! It's Brett.
Dropped another banger of an article on X. This time its literally me predicting how the next decade of the AI revolution will play out.
It’s long so go click save on the article to read later. Here’s the TLDR:
The Intelligence Revolution will unfold in four micro-revolutions: Chat, Agents, Context then Platform.
The winner of the Intelligence Revolution will be the winner of The Context Revolution. Context creates real switching costs where Chat and Agents have not. Once users are aggregated in the Context Revolution, a Platform will be built on top that aggregates the entire AI industry: generative apps and agents.
Almost all of the players in the first two revolutions will be wiped out but there's is still opportunity for a new player to win the Context Revolution and thus the Intelligence Revolution. Incumbents are historically weak at winning multiple revolutions and OpenAI & Anthropic are suspiciously absent from the conversation about Context.
The winner of the Intelligence Revolution will be the largest company in history because it will be an index on the AI industry, which will consume all digital labor and software. AI will in turn consume more and more the world economy as agents and software become easier to build and robotics goes into large scale production.
Btw you still can sign up for Micro here to get the promotion right now - 1K free AI credits, 2 weeks free and 30% off the subscription after that.
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🔥 The Geopolitical AI War Just Got Real
For the last two years, the playbook was simple: if you're a Chinese AI company, move to Singapore. Regulators can't touch you there. You're offshore. You're safe.
Meta thought so too. In December 2025, they announced a $2 billion acquisition of Manus, a Singaporean robotics startup founded by Chinese engineers. The deal was supposed to be clean. Singapore is neutral. The company was already offshore. What could go wrong?
Everything.
On April 27, China's National Development and Reform Commission (NDRC) blocked the deal. Not because Meta is American. Not because of tariffs or sanctions. Because they decided Manus was a strategic asset, regardless of where it was incorporated.
The message: relocation doesn't matter anymore.
This is the moment the AI industry has been dreading. For years, the assumption was that you could engineer your way around geopolitics. Move your team. Change your jurisdiction. Restructure your cap table. The regulators would lose interest.
They won't.
What makes this different from the chip wars is that AI infrastructure is invisible. You can't see a robotics company the way you can see a fab. But China's move signals they're thinking about AI the way the US thinks about semiconductors — as a strategic chokepoint. And they're willing to enforce it retroactively, across borders, against deals that were already announced.
The real question: how many other "Singapore-washed" companies are now in the crosshairs? And what does this mean for the next wave of AI startups trying to raise capital from both sides of the Pacific?
The answer is probably: a lot more friction. A lot more legal uncertainty. And a lot more founders realizing that geography isn't a moat anymore — alignment is.
💥 The $1.8 Billion Company That Broke Every Rule
Matthew Gallagher spent $20,000 and two months building Medvi. His only full-time hire is his brother. The company is on pace for $1.8 billion in annual sales.
He didn't raise a Series A. He didn't hire a team. He didn't follow the playbook.
Instead, he did something weirder: he built the entire operation on AI.
The stack: ChatGPT and Claude for code. Grok for edge cases. Midjourney and Runway for marketing. ElevenLabs for customer service. Contract engineers and account managers fill the gaps. But the core — the thing that actually runs the business — is AI.
The product itself has nothing to do with AI. It's a telehealth marketplace for GLP-1 weight-loss drugs. Boring. Regulated. Competitive. The kind of business that should require 50 people, a legal team, and millions in funding.
Gallagher did it with two.
What's interesting isn't that he proved Sam Altman's prediction right (though he did). It's that he proved something bigger: the operational model is changing. What used to require headcount now requires judgment. What used to require a team now requires one person who knows how to orchestrate AI.
The GLP-1 market is extraordinary right now — demand is insane, the regulatory window is open, and margins are fat. But that's not the story. The story is that the constraints have shifted. You're no longer constrained by how many people you can hire. You're constrained by how fast you can think.
That's a different game. And most founders haven't figured out how to play it yet.
🧠 ON MY MIND
Four things on my mind this week:
Majestic Labs just attacked AI's biggest bottleneck. The company, founded by ex-Google and Meta engineers, introduced Prometheus — a server system designed to solve the "memory wall" problem. Current AI infrastructure maxes out on memory bandwidth. Prometheus uses custom AIUs and up to 128TB of high-speed memory per server. The implication: as models get bigger and inference workloads grow, the winners won't be the companies with the most GPUs. They'll be the companies that solve the infrastructure bottlenecks Nvidia alone can't address. — Wall Street Journal
AI cyber tools are compressing the attack timeline. A new report warns that frontier models could turn vulnerability discovery into exploitation in hours instead of weeks. The concern isn't elite hackers anymore — it's that AI tools are democratizing offensive capability. Defenders now have to patch faster than attackers can weaponize. The cybersecurity industry is shifting from human-speed to automated-speed. That changes everything about how you think about security. — The Verge / BISI
OpenAI and Amazon just expanded their cloud deal. OpenAI is making its models available through AWS, moving beyond exclusive reliance on Microsoft Azure. The move signals a shift toward multi-cloud, multi-model ecosystems. Distribution is winning over exclusivity. — Axios
Siemens is moving industrial AI from assistance to execution. Vasi Philomin, EVP of Data and AI at Siemens, said it plainly: "We are moving away from AI that supports, to AI that actually completes work end-to-end." The shift from copilot to agent is happening in industrial systems first. That's where the ROI is clearest. — AI Magazine
Public opinion on AI is souring, and it's happening at the worst possible time. OpenAI is targeting an IPO as early as Q4 2026. Anthropic is weighing a listing in the same window. Both companies are walking into a moment when public sentiment toward AI has turned decidedly negative — driven by concerns about energy consumption, job displacement, and surveillance. The IPO roadshow is going to be rough. — CNBC
👀 FROM THE FEED
The two biggest AI labs in the world, fierce competitors currently mid-lawsuit, just quietly landed on the same side of the most important question in AI this year. That kind of alignment only happens when the stakes are real.
❓ AI GENERATED OR NOT
Bangkok. 11pm. A guy ordering noodles. Motorbikes in the rain. Is this photo real — or AI generated?
Last week's poll: Last week's answer: AI generated. 87.5% of you voted "Yeah it's AI." Only 12.5% said "Nope." The image was clean but the details didn't hold up under scrutiny. You're getting better at this.
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