Happy Thursday.
Imagine telling someone in 2010 that, one day, humans would be the minority on the internet.
Well, here we are. Bots now account for 57.5% of web traffic globally and 71.5% in the US.
The reverse-captcha era.
Enjoy today's news.
Bots just became the majority of the internet. Cloudflare says automated traffic now makes up 57.5% of the web, driven by AI scrapers and agents.
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SpaceX is going for the biggest IPO ever. Elon Musk’s company wants to raise $75B to fund Starlink, launches, and its AI infrastructure ambitions.
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OpenAI CEO Sam Altman says AI budgeting has suddenly become a “huge issue” for companies, with OpenAI’s top token spender burning 100B tokens a month.
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xAI previews Grok Imagine 1.5. The new image-to-video model turns still photos into cinematic clips with prompts for motion, camera moves, and atmosphere.
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Shopify’s 20th birthday came with a two-hour outage. Checkouts, storefronts, admin, support, and POS went down as merchants saw “Store does not exist.”
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Meta wants every business to have an AI sales rep. Business Agent can answer chats, recommend products, book appointments, hand off to humans, and send morning briefings on missed messages.
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Gopuff launches AI shopping that predicts your cart. Go uses SpaceXAI models, Gopuff’s 13 years of order data, X signals, voice chat, and 400+ micro-fulfillment centers to suggest products and deliver in as fast as 15 minutes.
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Monako puts Linux in your glasses. The new wearable computer claims it can run Claude Code, Codex, and other coding agents anywhere.
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Town raises $55M to build the assistant that learns you. The new “Townie” connects to your inbox, calendar, Slack, docs, messages, and workflows, then drafts, schedules, tracks projects, and handles follow-ups with approval.
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Suno gets a $5.4B valuation. The AI music app raised $400M+ after hitting #1 in the App Store’s Music category in dozens of countries.
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TikTok launches a World Cup app. TikTok Pro Events is a standalone US app for big cultural moments, with fan feeds, FIFA hubs, redeemable “Stars,” merch, TikTok Shop coupons, and creator-led marketing for brands.
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Tella’s Louise de Sadeleer posts why AI can’t write good content yet.
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Europe wants less big tech dependence. The EU is preparing a long-term push to rely less on US cloud, AI, and chips, and build more of its own tech at home.
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New Show Me Your Stack episode: Julia Rosenberg sits down with Vercel CEO Guillermo Rauch to unpack the anti-to-do-list stack: agents, v0 feedback, Timeless bug capture, and ideas saved before they disappear.
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Uber’s next chapter is “physical AI.” Dara Khosrowshahi joins Invest Like the Best to discuss autonomous vehicles, drones, platform loyalty, and rebuilding Uber into a calmer machine.
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As promised, tech and startups in a minute.
See you tomorrow.
P.S. ICYMI: Silicon Mania Magazine issue 2 is out 🤘
