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BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.

BREAKING: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them, per WSJ.

One of the richest men alive just put a target on every factory worker's job in America. This is a $100 billion fund built to acquire physical companies and gut them with AI. Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything. Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy. The playbook is simple and brutal. Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies. The investors he is courting are not small players either. He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth. Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof. Bezos already controls the cloud infrastructure that most of the world's businesses run on. And now he wants to own the physical factories that build everything those businesses sell. He turned a bookstore into the backbone of global commerce. He is running the exact same playbook again, just with assembly lines instead of warehouses. He is not betting on one company winning the AI race. He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.

One of the richest men alive just put a target on every factory worker's job in America. This is a $100 billion fund built to acquire physical companies and gut them with AI. Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything. Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy. The playbook is simple and brutal. Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies. The investors he is courting are not small players either. He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth. Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof. Bezos already controls the cloud infrastructure that most of the world's businesses run on. And now he wants to own the physical factories that build everything those businesses sell. He turned a bookstore into the backbone of global commerce. He is running the exact same playbook again, just with assembly lines instead of warehouses. He is not betting on one company winning the AI race. He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.

One of the richest men alive just put a target on every factory worker's job in America. This is a $100 billion fund built to acquire physical companies and gut them with AI. Jeff Bezos said it himself, AI is the new electricity, it will be inside everything, underneath everything, powering everything. Project Prometheus already raised $6.2 billion, recruited top engineers away from OpenAI, DeepMind, and Meta, and has been operating in near-total secrecy. The playbook is simple and brutal. Find manufacturers that AI is already disrupting, buy them at a discount, then automate whatever human labor remains Bezos has his sights on aerospace firms, computer manufacturers, and automobile companies. The investors he is courting are not small players either. He has been in talks with JPMorgan's Jamie Dimon and Abu Dhabi's sovereign wealth fund, two of the most powerful pools of capital on Earth. Analysts are already comparing this to J.P. Morgan in the 1890s, when he bought failing railroads and steel mills and consolidated 67% of U.S. steel production under one roof. Bezos already controls the cloud infrastructure that most of the world's businesses run on. And now he wants to own the physical factories that build everything those businesses sell. He turned a bookstore into the backbone of global commerce. He is running the exact same playbook again, just with assembly lines instead of warehouses. He is not betting on one company winning the AI race. He is building the infrastructure layer underneath all of them, physical, automated, and impossible to ignore.

One of the most expensive bets in corporate history just collapsed. Meta spent $80 billion building a world that almost nobody wanted to live in. It started in 2021 when Mark Zuckerberg renamed his entire company after a concept from a science fiction novel. He told the world virtual reality would replace the internet. He was wrong. This week, Meta officially announced it is shutting down Horizon Worlds on VR headsets, the platform meant to be the foundation of the metaverse. June 15 is the date it dies on Quest devices. To understand the scale of this failure, consider what $80 billion could have bought. Instead, it built a cartoon world where Zuckerberg’s avatar famously had no legs. Reality Labs lost $19.1 billion in 2025 alone. In Q4, it pulled in $955 million in revenue against a $6 billion loss. That is a 6-to-1 burn ratio. Earlier this year, Meta killed the work version of the metaverse, closed three VR game studios, and laid off over 1,000 Reality Labs employees. Each announcement was framed as a “strategic shift.” Taken together, they tell a different story. Users never showed up, retention was catastrophic almost from day one. The company is now all-in on AI and the Ray-Ban smart glasses are the new flagship product. Meta’s stock sits near all-time highs and the market has already moved on. The metaverse is dead. The question now is what gets built on top of its $80 billion grave.

The man who built Uber just admitted his company walked away from the future and today, the numbers proved exactly how right he was. Waymo just dropped a bombshell safety report. Their autonomous fleet has now completed 170 million driverless miles with no human behind the wheel.​ That is up from 127 million just three months ago, which means they are adding nearly half a million miles every single day. The safety numbers are almost hard to believe. Waymo recorded 92% fewer serious injury crashes, 85% fewer cyclist injuries, and 81% fewer motorcycle injuries than the average human driver.​ Now here is where it gets personal. Travis Kalanick, the founder of Uber went on the All-In Podcast this week and said Waymo is "obviously ahead."​ He also said Tesla is playing the game on "hard mode."​ But hard mode is not impossible and Tesla has something Waymo does not. Tesla has millions of cars already on the road collecting real world data every single day.​ If their camera-only approach pays off, they would scale autonomy faster than anyone in history, Waymo included. Kalanick acknowledged the difficulty of Tesla's path, but he did not count them out.​ Behind his read on Tesla was a much more painful confession about his own company. At the Abundance Summit last year, Kalanick admitted Uber's management killed their autonomous car project, saying "Wish we had an autonomous ride-sharing product right now." Uber was once second only to Waymo in self-driving research. Then in 2020, they sold the entire division in what became one of the most regretted exits in Silicon Valley history.​ Waymo now operates in 10 US cities, delivered 15 million rides in 2025, and is targeting 1 million rides per week by end of 2026. Uber is now their distribution partner in some cities, the student became the landlord. Kalanick is now launching a robotics company called Atoms, reportedly trying to move faster in self-driving than Waymo itself.​ The man is building the thing he gave away. Waymo has the data, tesla has the scale and Uber has the regret. The question now is who owns the streets when this is all said and done.

The man who built Uber just admitted his company walked away from the future and today, the numbers proved exactly how right he was. Waymo just dropped a bombshell safety report. Their autonomous fleet has now completed 170 million driverless miles with no human behind the wheel.​ That is up from 127 million just three months ago, which means they are adding nearly half a million miles every single day. The safety numbers are almost hard to believe. Waymo recorded 92% fewer serious injury crashes, 85% fewer cyclist injuries, and 81% fewer motorcycle injuries than the average human driver.​ Now here is where it gets personal. Travis Kalanick, the founder of Uber went on the All-In Podcast this week and said Waymo is "obviously ahead."​ He also said Tesla is playing the game on "hard mode."​ But hard mode is not impossible and Tesla has something Waymo does not. Tesla has millions of cars already on the road collecting real world data every single day.​ If their camera-only approach pays off, they would scale autonomy faster than anyone in history, Waymo included. Kalanick acknowledged the difficulty of Tesla's path, but he did not count them out.​ Behind his read on Tesla was a much more painful confession about his own company. At the Abundance Summit last year, Kalanick admitted Uber's management killed their autonomous car project, saying "Wish we had an autonomous ride-sharing product right now." Uber was once second only to Waymo in self-driving research. Then in 2020, they sold the entire division in what became one of the most regretted exits in Silicon Valley history.​ Waymo now operates in 10 US cities, delivered 15 million rides in 2025, and is targeting 1 million rides per week by end of 2026. Uber is now their distribution partner in some cities, the student became the landlord. Kalanick is now launching a robotics company called Atoms, reportedly trying to move faster in self-driving than Waymo itself.​ The man is building the thing he gave away. Waymo has the data, tesla has the scale and Uber has the regret. The question now is who owns the streets when this is all said and done.

NEWS: Waymo has just announced that their autonomous fleet has now driven a combined 170 million rider-only miles without a human driver as of Dec 2025, up from 127 million in Sept 2025. That's 467,000 miles per day on average. Waymo also released updated safety stats. Locations: • LA: 37.8 million • SF: 53.5 million • PHX: 68.6 million • Austin: 10.7 million

Uber just handed a struggling EV startup $1.25 billion and the keys to its entire robotaxi future. This is Uber's entire autonomous strategy exposed in one deal. Rivian gets up to $1.25 billion and up to 50,000 robotaxis. They also get exclusive deployment across 25 cities in the US, Canada, and Europe, all through Uber's app by 2031. Uber's entire strategy is to partner with everyone and own the distribution layer. Waymo, May Mobility, Lucid, Nuro, Nvidia and now Rivian. The list keeps growing. Uber's CEO said it himself in an old interview, still relevant today. His plan is simple, whoever wins the AV race, Uber wants to be the platform they have to come through.​ There is one company Uber desperately wants that refuses to show up. Tesla. Uber's CEO actually called Elon Musk, had the conversation directly and pitched the partnership.​ Musk's answer was essentially, we're doing it alone.​ This is not surprising to anyone who has watched Elon Musk build companies. He builds the rockets, the chips, the software, and the app and owns the entire stack every time. Tesla isn’t just building a robotaxi, it’s building a parallel ride-hailing network that competes directly with Uber on every street in every city. Uber's CEO admitted it plainly, if Tesla goes direct through the Tesla app, they become a competitor.​ While Uber signs check after check and deal after deal, Tesla is quietly building alone, the way Elon always does. Now Uber just locked in Rivian, a company burning cash, desperately needing a lifeline and gave them a clear survival path tied entirely to Uber's success. The first 10,000 Rivian robotaxis launch in San Francisco and Miami in 2028 and another 40,000 available starting 2030. Uber is racing to plant its flag in every major city before Tesla's Cybercab arrives and makes all of these partnerships irrelevant. But here is question nobody can answer yet, does the company that owns the distribution win or does the company that owns the whole machine win?​​ Uber is betting it's distribution while Elon is betting it's everything else. One of them is about to be very, very wrong.