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Artificial Intelligence

1. OpenAI announced GPT-5 and its variants and made them available across all tiers including free users. They call it their “best AI system yet”. (Ars Technica)

2. NVIDIA and Intel Enable Physical-AI Integration at SIGGRAPH
   Both companies unveiled tools at SIGGRAPH to help bridge AI models with robotics and real-world applications. (TS2 Space)

3. U.S. Government Adds GPT, Gemini, Claude as Official AI Tools
   OpenAI’s ChatGPT, Google Gemini, and Anthropic’s Claude are now approved for federal agency use via the General Services Administration. (Medium)

4. AI Less Likely to Replace Jobs in Cleaning, Construction, Hospitality
   A recent Australian study finds these sectors remain resistant to automation, easing concerns about widespread job displacement. (TS2 Space)

5. NVIDIA’s first-ever humanoid robots on the way in partnership with Foxconn
   The two giants are teaming up to enter the humanoid robot race to establish a foothold in the market using NVIDIA’s AI supply chain. (WCCFTech)

Our vision
While new versions of ChatGPT are being released the race for dominance in physical AI is on the horizon. NVIDIA is utilizing their strong foundations in AI to pair with a manufacturing giant Foxconn to bring a new product to market later this year. Even though the capabilities of generative AI are advancing, I’d keep an eye on how the transition to the age of physical AI impacts society in ways software can’t.

Spatial Computing

1. Apple VisionOS 26 Unlocks Generative XR Interfaces
   This update transforms Vision Pro with AI-powered dynamic widgets, immersive scenes, and truly spatial interactions. (TS2 Space)

2. Dymesty Lauches Titanium AI Glasses on Kickstarter

   With a 48 hour battery life and ultra-light 35g titanium frame these glasses join the AI smart glasses battle alongside Google, Samsung and Meta. (WRAL)

3. Spatial Computing Shift Accelerates in 2025
   With giants like Apple, Samsung, Google, and Valve ramping up glasses-first technology, this year marks a pivotal shift. (TS2 Space)

4. Enterprise-Grade XR Headset Debuts
   DPVR’s P1 Max offers stronger cooling and expansion behind its enterprise-design hardware. (CES)

5. Generative XR Tools Power Faster Immersive Design
   Designers are using AI to build XR environments with less effort and more nuance. (TS2 Space)

Our vision
With new devices continuing to hit the market with varying form factors it’s clear that the spatial computing industry is finding its legs. Granted you have to wade through the terms AR, MR, XR, Spatial Computing and more there is a growing appetite for these devices even if they haven’t found their “killer app” just yet. Honestly I wonder if they need such a milestone to be reached or if each device - smart glasses or VR headset - just gets really good at replacing our other daily drivers like phones and computers if that’s how adoption really takes off.

Robotics

1. Humanoid Robot Games Debut in Beijing
   The inaugural competition showcased robots competing in real-world tasks providing an early look at functional humanoid potential. (TS2 Space, qazinform.com)

2. South Korea unveils all-muscle humanoid robot Allex
   Built for real world impact with human level control this robot focuses on safety, versatility and responsiveness to real world situations. (Interesting Engineering)

3. Zoomlion Unveils Next-Gen Robotics at WRC
   Innovations in factory and humanoid robotics were among the highlights on the global stage this week. (Vegas Inc.)

4. SoftBank Eyes OpenAI to Blend AI, Chips, Robotics
   Talks between SoftBank and OpenAI may pave the way for integrated AI hardware and robotic systems. (Crescendo)

Our vision
The markets in the next industrial revolution are beginning to overlap. Right now the world is leaning heavily into artificial intelligence and when that is combined with advancements in hardware we start to see progress accelerate. This progress is bringing us towards a future that feels right out of a sci-fi movie. We have iRobot on our horizon with a splash of Her. Who could’ve imagined we’d be here so soon?

Transportation

1. Tesla to Open Austin Robo‑Taxi Service in September
   The company plans public launch of its robo‑taxi fleet next month, pending software upgrades and safety protocols. (Barron's)

2. Federal Input Sought on Automated Driving Systems
   U.S. DOT is gathering public feedback to inform safety and policy frameworks for automated vehicles. (ACT News)

3. GM Resurfaces Automaker-Focused Self-Driving Car Plans
   GM resumes its autonomous vehicle strategy centered on personal vehicles rather than robotaxis. (TT News)

4. Tesla officially launches Model YL with 6 seats
   The latest model from the leading electric car company starts at $47,000 and is currently only available in China. (Electrek)

5. 5G Infrastructure Boosts Autonomous Vehicle Capabilities
   Ericsson highlighted how 5G is enabling smarter connectivity for AV communication and safety systems. (ericsson.com)

Our vision
Have you been in a Waymo or Robotaxi? We got to try a Waymo out for the first time in July in San Francisco. I imagine it’s a similar yet slightly different experience compared to riding in a Robotaxi. What is most likely the same is the weird excitement that comes from being in a car with no driver on the road going up and down steep hills. The future really is faster than you think. As time moves on these autonomous vehicles will gather more real world data, train their AI models on bigger data centers and continue to improve to the point where our grandchildren will ask how they let us drive cars in our day.

Gaming

1. AI Co‑Pilots Reshape Game Development
   Coplay’s CEO shared how AI assistants are enabling developers to take ideas from concept to creation faster than ever. (Developer Tech)

2. 90% of Developers Now Use AI Tools in Game Creation
   A new survey shows near-universal adoption of AI technologies in game development workflows. (Game World Observer)

3. Quantum-Powered MMO Space Moths Debuts
   This new massively multiplayer game uses quantum computing to generate levels on demand. (Quantum Insider)

4. GeForce NOW Surpasses 2,300 Streaming Titles
   NVIDIA’s cloud gaming platform keeps expanding, offering more games on-demand. (NVIDIA Blog)

5. August 2025 Game Releases Span Remakes to Originals
   From Metal Gear Solid Δ to indie hits, this month is packed with both nostalgia and new experiences. (SEAGM News)

Our vision
Generating levels on demand with quantum computing? I didn’t think I’d be reading that sentence yet. But gaming is starting to see the effects of new tooling and technologies rapidly becoming available. The use of AI was groundbreaking for efficiency and creativity but now quantum computing? That’s not what I expected at this point in our game development story arc.

Biotech

1. FDA approves breakthrough eye drops that fix near vision without glasses which affects more than 100 million adults in the US alone. (New Atlas)

2. AI Designs Drugs for Previously Undruggable Proteins
   New AI models can design molecules to target previously elusive proteins, offering hope for tough diseases. (News-Medical)

3. Cytiva Accelerates Drug Discovery with AI Tools
   AI-powered systems are helping Cytiva streamline research and development in biotech pipeline innovation. (BioTecNika)

Our vision
Would you take eye drops instead of wearing reading glasses? More breakthroughs like this are coming. Simple and familiar remedies to things like poor vision will start popping up. As technologies rate of advancement shifts from linear to exponential, the progress we see in the next five years will be the same as what was done in the previous 30. Keep an eye on biological breakthroughs with the use of technology. It will provide some interesting opportunities for our health and wealth.

Space

1. NASA’s NISAR Satellite Unfurls Record Antenna in Orbit
   This milestone enables high-resolution mapping of Earth’s ice, forests, and disasters like never before. (ScienceDaily, SciTechDaily)

2. ULA Sends Vulcan Rocket on First Space Force Mission
   The new Vulcan rocket completed its inaugural national security launch for the U.S. Space Force. (Spaceflight Now)

3. SpaceX Hits 100 Falcon 9 Launches in 2025
   SpaceX continues its cadence by adding another 24 Starlink satellites to orbit, pushing total launch counts. (Spaceflight Now)

4. TOMEX+ Rocket Prepares for Missouri Launch
   A privately built suborbital rocket is next in line to take off from Wallops Flight Facility. (Contextual Robotics Institute)

5. Space Cyber Threats Escalate via Satellite Hijacking
   Satellite hijacking incidents spotlight growing vulnerabilities in space infrastructure and national security. (ABC News)

Our vision
The fact that space tech is even a mainstay in our newsletter now speaks to the revolution we are seeing in the private space industry. TOMEX+ launching from Missouri of all places is another example of how the final frontier is being explored by folks outside of major space agencies and governments. That doesn’t mean that NASA and the U.S. Space Force won’t continue to push towards the skys alongside the likes of SpaceX, but it does mean they won’t be alone up there.

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