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  • 🪟 Windows 11 Overtakes 10 | 🤖 AI Robots Leap Ahead | 💸 Nvidia Tops Apple

🪟 Windows 11 Overtakes 10 | 🤖 AI Robots Leap Ahead | 💸 Nvidia Tops Apple

Windows 11 finally wins the OS adoption race, MIT’s AI-powered robots out-jump human designs, and Nvidia becomes the world’s most valuable company as AI chips fuel a new tech economy.

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🖋 Today’s Angle

Good morning & sorry for sending 2 newsletters yesterday, whoopsies! Today we're diving into the perfect tech storm brewing: Windows 11 just smoked Windows 10 in the adoption wars, crypto markets are sweating Trump's tariff timeline, and AI is somehow teaching robots to jump better than their human designers. Plus we've got some absolute units dropping serious funding rounds and a dad joke that's literally calculated to perfection. Ready to caffeinate your cortex?

––Sascha Thiele

🚀 Tech & Business

What Happened: After years of users clinging to Windows 10 like it was their security blanket, Windows 11 has finally crossed the 50% market share threshold, officially dethroning its predecessor. The tipping point? Microsoft's October 2025 end-of-support announcement for Windows 10, combined with hardware refresh cycles and some genuinely improved gaming performance. Even the enterprise crowd—traditionally slower than a dial-up connection when it comes to upgrades—is accelerating migration plans.

What Happened: MIT researchers just cracked the code on making robots that can out-jump their human-designed counterparts by combining generative AI with physics simulation engines. Their new system automatically refines robot designs through iterative AI modeling, essentially teaching machines to evolve their own physical capabilities. The result? A robot that literally jumps higher and lands more precisely than anything engineers could design manually. It's like Darwin's theory of evolution, but compressed into a few hours of compute time.

What Happened: Nvidia just overtook Apple to become the world's most valuable company with a market cap of $3.92 trillion, driven by absolutely insatiable demand for AI chips. Citi analysts are so bullish they raised their price target to $190, pointing to the company's Blackwell platform and sovereign AI infrastructure as growth catalysts. But here's the plot twist: there's a July tariff deadline looming that could disrupt the entire supply chain, making this victory celebration potentially short-lived.

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💰 The Finance Overview

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Tech markets are caught in a fascinating tug-of-war between AI optimism and trade policy anxiety. The Nasdaq and S&P 500 are trading sideways as investors digest Trump's announcement of 25-40% tariffs on 14 countries, set to take effect August 1st. Big Tech stocks took a collective breather, with most major players down 2-5%, but this feels more like profit-taking than panic selling.

The AI Infrastructure Index is absolutely blazing—Nvidia's ascension to the top market cap spot reflects genuine demand rather than speculative froth. Meanwhile, the Startup Funding Thermometer is showing signs of life, with over $500 million in new rounds announced just this week. The Crypto Barometer is flashing yellow as Bitcoin hovers around $107,800, down from recent highs but holding key support levels amid regulatory uncertainty.

Wild Card Alert: European startups are defying global funding slowdowns, with AI and defense tech leading a €19 billion first-half rally. Sometimes the best opportunities emerge when everyone else is playing it safe.

Ticker

S&P 500: $SPY ( ▼ 0.63% ) 

DowJones: $DJI ( ▲ 0.09% ) 

Nasdaq: $QQQ ( ▼ 1.23% ) 

German DAX: $DAX ( ▼ 0.27% ) 

Indian NIFTY: $NIFTY50.NSE ( ▲ 0.28% ) 

Bitcoin: $BTC.X ( ▼ 0.05% ) 

Ethereum: $ETH.X ( ▲ 2.62% ) 

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What Happened: Murano Global just announced they're going full MicroStrategy mode, adopting Bitcoin as a treasury asset with $500 million backing the strategy. This comes as Bitcoin trades around $107,800, down 1.5% in the last 24 hours amid broader crypto market weakness. The timing is particularly interesting given Trump's tariff announcements, which historically create uncertainty around risk assets.

What Happened: While everyone was watching Bitcoin's price action, Ethereum just processed a record-breaking 24.45 million transactions in a single day—that's over 1 million transactions per hour, or roughly 17,000 every minute. This represents a 24-fold increase from 2021 levels, driven by Layer 2 scaling solutions like Base and Arbitrum, plus a thriving DeFi ecosystem that's processing enterprise-level transaction volumes.

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🏁 Tomorrow’s Forecast

Quantum computing updates incoming with serious enterprise implications 🔬

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