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TechPulse™ - WK48: AI Native Infrastructure Consolidates: Geopolitics Reshapes the Stack
The stack from sensors to edge AI to 5G/6G to autonomy is consolidating around AI-native infrastructure and geopolitically constrained supply chains. Capital is moving from experiments to deployment scaffolding. If you're still in pilot mode, you're behind.
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TechPulse™ - WK47: Edge Becomes Default – Robotaxis Go from Demo to Infrastructure.
Waymo launches paid driverless robotaxis in Miami, Zoox opens free rides in SF. Edge AI hardens into infrastructure: ClearBlade forecasting, Blaize silicon, Megaport+Latitude.sh. Robotaxis are now normal.
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TechPulse™ - WK46: Freeways, Full-Stack IoT, and the Freight SPAC That Actually Makes Sense.
TechPulse™ WK 46: OT security becomes core product, 5G FWA solidifies as broadband, edge powers AI inference, and AV freight/freeway corridors advance fastest. Infrastructure moats and corridor thinking now decide winners.
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TechPulse™ - WK45
TechPulse™ Nov 3-7, 2025: IIoT consolidates, telcos pivot to fiber & satellite, edge computing faces cost realities, and AVs hit regulatory hurdles. Winners focus on niche execution, owning stacks, and managing risks across these converging verticals.