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💡 $100 Billion Bet on Batteries
America’s Grid Storage Revolution Begins
Dear Friend,
As May 2025 accelerates, three transformative currents are powering global tech evolution: bold energy infrastructure bets, autonomous mobility’s strategic alliances, and defense AI’s battlefield breakthroughs.
In Mobility, Uber executes a dual-axis robotaxi strategy: deploying May Mobility’s autonomous vans across U.S. cities while partnering with Momenta to dominate European markets by 2026. Toyota’s flirtation with Waymo’s autonomy stack signals automakers’ scramble to avoid obsolescence, as AI reshapes logistics via Algorhythm’s SemiCab India acquisition-targeting 90% freight utilization in a $1.3 trillion market.
The U.S. battery sector’s $100 billion domestic supply chain pledge, conditional on sustained policy backing, marks a watershed in energy independence, even as fusion pioneer General Fusion (backed by Jeff Bezos and $300 million in prior funding) urgently seeks final capital injections to operationalize its piston-driven reactor design. Corporate renewables hit new scales with Meta locking 240 MW of Texas solar capacity through Sunraycer’s Midpoint and Gaia installations, anchoring a 4-GW solar-storage portfolio that redefines corporate energy procurement.
Physical AI pivots to defense-critical systems: UK’s Arondite secures $12 million to unify battlefield drones and sensors under a single AI layer, while Anduril merges Klas’s edge computing with its Lattice platform for real-time autonomous warfare. These advances fuel projections of industrial AI hitting $192 billion by 2034, as smart factories and predictive analytics redefine manufacturing.
From Texas solar fields to Indo-Pacific defense grids, this week’s moves reveal an innovation ecosystem prioritizing resilience through calculated risk and cross-sector symbiosis.
Warm regards,
Vitaly Golomb |  |
Mobility
1. Uber Teams up With May Mobility to Launch Robotaxis in U.S. Cities
Uber Technologies revealed its partnership with self-driving technology startup May Mobility to deploy thousands of autonomous vehicles on its ride-hailing platform across U.S. cities.
2. Uber and Momenta Announce Strategic Agreement for Robotaxi Deployment Internationally
Uber Technologies and Momenta announced a strategic agreement to introduce autonomous vehicles to the Uber platform in international markets outside of the US and China.
3. Algorhythm Holdings Acquires SemiCab India
U.S.-based Algorhythm Holdings acquired SemiCab India to expand its AI-driven logistics footprint. The deal grants access to India’s $1.3T logistics market and partnerships with the National Digital Freight Exchange.
4. Toyota and Waymo Explore Autonomous Tech Partnership
Toyota and Waymo entered discussions to collaborate on advancing self-driving technology, potentially integrating Waymo’s autonomy stack into Toyota’s future mobility solutions.
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Energy Transition
1. Battery Industry says $100 billion in US Investment Contingent on Washington Support
Manufacturers and developers of U.S. energy storage projects said their industry will invest $100 billion this decade to create a wholly domestic battery supply chain, but warned the goal was contingent on support from Washington.
2. Bezos-Backed Fusion Startup Seeks Additional Funding
General Fusion Inc., a Canadian startup backed by Jeff Bezos that has already raised more than $300 million to develop nuclear fusion technology, is making a public plea to investors for additional capital, stating they are "ready to execute" their plan but need financing to "finish the job".
3. Meta Signs Agreements for Texas Solar Projects
Meta entered into agreements to purchase 100% of the environmental attributes from Sunraycer’s 97.5-MW Midpoint Solar project in Hill County and the 143-MW Gaia Solar project in Navarro County, Texas. These projects are part of Sunraycer’s 4-GW portfolio of solar and battery facilities.
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Physical AI
1. Arondite Secures $12m to Drive Safe AI Use in Defence Systems
Arondite, a UK-based company specialising in AI for defence, has successfully raised more than $12m (£9m) from global investors to advance safe integration of AI and autonomy across defence systems.
2. Anduril Acquires Klas to Bolster AI Warfare Systems
AI defense startup Anduril Industries finalized its acquisition of Ireland-based Klas, a tactical communications systems manufacturer, to integrate Klas’s hardware with its autonomous Lattice AI platform for advanced battlefield coordination.
3. Industrial AI Market Poised for Explosive Growth
A market report highlights industrial AI’s rapid expansion, with smart-factory initiatives, robotics, and automation driving the sector toward a projected $192 billion market size by 2034.
Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities LLC are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.