The discovery layer: what is gaining momentum, who is building it, and which signals may point to something larger. Radar describes activity — it is not a ranking or investment advice.
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AI agents are software systems that use a language model to plan a sequence of steps and then take actions — calling tools, writing files, querying databases — instead of only producing text.
Large models trained on broad data that can be adapted to many downstream tasks rather than being built for one purpose.
The set of techniques — quantisation, batching, caching, distillation and specialised silicon — that reduce the cost and latency of running a trained model.
Moving heat away from servers using liquid — either cold plates attached to chips or full immersion in a dielectric fluid — instead of moving air.
General-purpose robots with a roughly human form factor, intended to work in spaces built for people rather than in purpose-built cells.
Vehicles that perceive their surroundings and drive without a human operator, ranging from robotaxis to yard trucks and delivery pods.
Nuclear reactors in the roughly 50–300 MW range, built from factory-produced modules rather than assembled entirely on site.
Storage that discharges for ten hours or more — iron-air, flow batteries, thermal and mechanical systems — as opposed to the four-hour lithium standard.
Machinery that pulls carbon dioxide directly out of ambient air for permanent storage or industrial use.
Using machine learning models to predict protein structure and to design new proteins with intended functions.
Satellite constellations that image and sense the planet continuously, across optical, radar and hyperspectral bands.
Eyewear with cameras, microphones, speakers and sometimes a display, used as a hands-free interface to an AI assistant.
Artificial Intelligence
Models, agents and the infrastructure behind them.
Robotics
Machines that act in the physical world.
Data Centers & Compute
The physical substrate of the AI era.
Energy
Generation, storage and grid capacity.
Climate Tech
Removing, avoiding and adapting.
Space
Launch, orbit and what gets built up there.
Quantum Computing
Early machines, long horizons.
FinTech
Payments, credit and financial infrastructure.
HealthTech & Biotech
Biology as an engineering discipline.
Mobility & EV
Electric and autonomous transport.
Smart Cities
Instrumented, and hopefully more liveable.
Semiconductors
Where compute is actually made.
Cybersecurity
Defending systems that increasingly act on their own.
AI capacity planning has become an electricity problem. Interconnection queues, transformer lead times and cooling water now determine build schedules more than chip supply does.
SignalThe constraint on deploying AI agents in serious workflows is not capability but accountability. Audit trails, scoped permissions and approval steps are becoming the product.
SignalAs AI products reach volume, attention is shifting from training runs to the recurring cost of serving. Routing, compression and purpose-built silicon are where margin is won.
SignalHumanoid platforms are being sold as general labour but deployed on single repetitive tasks, because that is where data, safety cases and payback periods are tractable.
SignalBuyers with round-the-clock load are paying for generation they can schedule. That is pulling capital toward nuclear, geothermal and multi-day storage rather than additional intermittent capacity.
SignalSatellites, sensors and models are converging on a market for verified answers — emissions, crop yield, construction progress — rather than raw data feeds.
Anthropic has released the newest version of its mid-range model, boasting faster response times and less token burn.
Source: TechCrunch · Read the original
Shopify is expanding WebMCP support to checkout, allowing browser-based AI agents to update order details and complete purchases with a buyer's authorization.
Source: TechCrunch · Read the original
Jensen Huang introduced software and hardware products that add independent security layers around AI agents so they stay within their environments even if they try to break out.
Source: TechCrunch · Read the original