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BONUS: Colin's Daily SOS — September 25: AI gets wearable, orbital, and oddly practical

Published 1 week, 1 day ago
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Colin's Daily SOS is a daily bonus briefing from STARTUP or SHUTUP!

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Colin’s Daily SOS — September 25, 2026

AI is moving into more physical and practical settings: Meta is expanding Muse across glasses and a new keychain device, Google is preparing to test AI chips in orbit, and new tools target dashboards, software deployment, media editing, speech, and robotics.

In today’s episode

  • Meta’s Muse expansion: Meta introduced Charm, announced that Muse is coming to its AI glasses, previewed a real-time avatar, and added partners including PayPal, Walmart, Shopify, GitHub, and Box. Meta says the glasses will offer a private-processing mode.
  • AI infrastructure: Google’s Project Suncatcher will test Trillium TPUs in orbit. Separately, Oracle warned of possible payment delays connected to the Project Jupiter AI data center after pipeline-permitting delays.
  • Practical AI tools: The Rundown AI highlighted Gemini Canvas, Cursor Rollouts, Mirage Tesseract, Gemini 3.8 Flash TTS, and Black Forest Labs’ FLUX 3 Action robotics model.
  • AI safety: Dario Amodei and Sam Altman called for AI safety at the United Nations, according to The Rundown AI.
  • Trade and diplomacy: Brew Markets focused on a $2.2 trillion dinner and an extended tariff truce. Morning Brew reported claimed Trump–Xi understandings involving AI, Iran, and Taiwan.
  • Press access: A federal judge temporarily blocked the White House ban affecting CNN, MS NOW, and Politico. The underlying First Amendment case remains unresolved.
  • Markets and housing: The Dow fell for a third straight day, Darden declined after quarterly results, and the average 30-year mortgage rate reached 7.03%.
  • Quick hits: New York sued Polymarket US; Starbucks plans 250 store closures; Bob Chapek made disputed claims about Bob Iger; Fernando Mendoza launched a financial-advice series; and September 25 was declared Dolly Parton Day in multiple jurisdictions.

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