😯 FDA Just Went Full Silicon Valley
Plus: An Energy Upgrade No One Was Expecting, and More
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
FDA just took a Silicon Valley shortcut.
The walls around you might be the next power plant.
The thing we’ve all used for 20 years is quietly fading.
China made $6.9B from 2-minute shows.
And more. Let’s get to it!
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Top Insights of the Week
1. 🤫 FDA Just Went Full Silicon Valley
Hard to believe… but FDA just said the hell with bureaucracy… sort of… an AI revolution is happening in the FDA… they just tested AI to speed up drug approvals. Tasks that once took three days now take minutes.
And it worked. So well, they're rolling it out agency-wide by June 30.
They even created a new Chief AI Officer position.
This isn't just efficiency. It’s medicine moving faster. Treatments reaching patients sooner. Less waiting, less spending.
For biotech and pharma, shorter reviews mean quicker profits, less cash burned in limbo. For startups, it’s a brand-new market… AI tools built for regulators.
FDA’s quiet AI move is a wake-up call. Because when even bureaucracy starts speeding up, everything changes.
2. ⚡️ An Energy Upgrade No One Was Expecting
Cement doesn’t do much. It holds things up. That’s it. It’s not smart. Not fast. Not flashy. Just solid. Reliable. Forgettable… But a few researchers asked a simple question… What if it could do more?
Scientists made a new kind of cement that works like a battery. It can store energy and power things—right from a building’s walls… turning buildings into giant batteries.
Here’s the idea… Your walls hold up your roof and hold a charge. No extra batteries. No extra space. Just one material doing two jobs.
The new breakthrough is still rough around the edges. Charging makes bubbles. Bubbles break things. Dry cement doesn’t carry charge well. Add water, and the structure weakens… But the direction feels right.
We build billions of square feet every year. What if that space did more than sit there? What if the future isn’t about more devices—but smarter materials?
One day, your house could power itself. Not from panels slapped on the roof, but from the walls that already stand. No noise. No wires. Just stillness, storing energy.
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4. 🔍 Is Google Too Big to Notice This?
Google’s got a problem… for the first time in 20 years, people are Googling less. Apple’s head of services let that slip. Quietly. But it’s a big deal… what changed?…
People aren’t searching. They’re chatting. Tools like ChatGPT and Perplexity are answering questions faster, cleaner, and without a wall of links. Ask. Get an answer. Move on.
Google still dominates search. ~90% of the market. But that’s also 90% of the risk.
One smart move from Apple or OpenAI and the whole thing wobbles. It’s already happened… when Google’s AI botched a demo, Alphabet lost $100B in a day. When Apple teased AI in Safari? Another $150B gone.
That’s what happens when you pay Apple $20B a year to be the default search engine—and default stops mattering.
Google has its own AI, Gemini. It’s good. But it’s hidden. Lost in apps no one opens… Meanwhile, OpenAI just hired Instacart’s CEO to run its app division. And they’re building momentum. Fast.
AI is expensive. Way more than traditional search. So Google’s stuck. If they go all-in on AI, they gut their own $200B search engine. If they don’t, they fall behind… They’re spending $75B a year on AI infrastructure… but keeping it locked away… Google still has the goods…
World-class AI models
Billions of users across Gmail, YouTube, Docs, and Calendar
Data pipelines and integrations no one else can match
What they don’t have? A front door… just imagine:
Gmail that answers questions.
Calendar that finds your last client call.
YouTube as a smart search engine.
Gemini should live where people already are—not behind an extra app or login… If Google doesn’t adjust? They won’t disappear. But they might fade. Big. Profitable. And forgotten.
Top 3 Charts of the Week
1. 📺 Bite-Sized Stories Are Taking Over U.S.
TV is shrinking. Not in screens. In time… Two-minute dramas—made for your phone—are blowing up. China pulled in $6.9B from them last year. More than movie theaters.
In the U.S., app downloads for these bite-size dramas jumped from 43,000 to 4.6M in one year.
People don’t want to wait. They want the whole story. Now. Quick hits. Big drama. All in vertical video… This isn’t a phase. It’s how people watch TV now.
2. 📈 Traffic To ChatGPT Hit A Record High, Again
ChatGPT.com got 780 million visits last month (data from Similarweb) from U.S. users—up 14% from March. People are using it to ask odd questions and skip Google.
OpenAI is slowly chipping away at Google’s search dominance. Google gets ~96B searches per week, ChatGPT gets ~1B.
3. 📦 De Minimis Shipments Have Soared In Recent Years
U.S. just slashed import taxes on small packages from China—from 120% down to 54%. Starts May 14… That’s a sharp turn. Just two weeks ago, they were going the other way.
Last year, 1.36B of these little packages (de minimis) entered the U.S.—that’s 43 every second… Temu and Shein took a hit when prices went up—sales dropped 17% and 23%… Now, they’ve got room to breathe.
Cheaper stuff might be coming back to your doorstep. And if you sell or buy small goods from overseas, this changes the math overnight.
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