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Velocity Over Noise
The AMC Newsletter, 7/7/2025
⚡️ Quote of the Week
“Momentum isn’t a feeling — it’s a reward system for people who ship despite noise.”
📆 The Week: Before & After
Last Week (June 30 – July 4)
Markets stayed cautiously bullish despite mixed signals: oil steadied post-Middle East volatility, while Powell reaffirmed the Fed's data-dependency stance during the ECB Sintra Forum.
Tech equities edged up with Nvidia and Alphabet extending gains as AI productivity tailwinds deepened across multiple sectors.
Ethereum devs gathered at EthCC, building quietly as institutions slowly return to the conversation.
Next Week (July 7 – 11)
Central bank spotlight continues with post-Sintra commentary and Non-Farm Payroll data shaping inflation outlook.
Quantum and edge-AI events in Europe offer a pulse on the next compute frontier.
Keep your eyes on ABM-AI marketing launches, post-Quantum cybersecurity debates, and evolving digital asset compliance guidance.
✍️ My Weekly Article Preview
“From Data to Decisions: How Founders Are Winning the Execution Game”
Three startups using real-time AI feedback loops to leapfrog legacy players.
Dissects operational architecturd, agentic systems, rapid iteration cycles.
Velocity and decision quality are the new moats, not just data volume.
Provides frameworks to assess product-market fit through AI lens.
Your takeaway: strategic speed with structures that scale.
📉 Macro, Finance & Geopolitics
ECB Sintra Forum (June 27–29): Powell’s remarks were dovish-leaning but non-committal; markets are pricing 50/50 odds on September cuts.
💡 Insight: The “soft landing” narrative is now tied to labor data and China’s stimulus signals.U.S. Non-Farm Payrolls (July 3): 134k jobs added — modest, but enough to maintain Fed caution.
💡 Insight: Stability, not strength, is this cycle’s new economic gold standard.Eurozone inflation holds steady: Core CPI at 2.5%, pushing ECB to hold fire.
💡 Insight: Europe isn’t out of the woods — expect verbal tightening and slower QE unwinding.
🚨 Wait, why do I always hear about these “non-farm payroll”, what does that even mean ?? Why do they matter ? Learn more here 🚨
🧠 Neurotech
Neuralink begins multi-site BCI clinical trials
Elon’s BCI project opens two more U.S. hospitals for voluntary trials. Implant focuses on motor cortex decoding.
💡 Insight: Real patients, real data — we’re now in the “FDA + user feedback” era of neurotech.China expands public BCI insurance pilot
The first government-backed insurance initiative covering brain-implant recovery costs rolls out in two provinces.
💡 Insight: Healthcare reimbursement is how tech goes from experiment to infrastructure.BCI ethics protocol published by IEEE
New standards cover consent, cognitive sovereignty, and long-term safety for neuro-interfacing devices.
💡 Insight: Before mainstream adoption, neurotech needs a trust framework.
🚨 Wait, why does BCI even mean ? Learn more here 🚨
🧬 Quantum
IBM’s Starling Roadmap targets 200 logical qubits by 2029
Roadmap lays out multi-decade path to billion-gate fault-tolerant machines.
💡 Insight: The real race isn’t qubit count — it’s fault tolerance at scale.Scientists achieve teleportation between quantum computers
Spreading the workload across several small processors and letting quantum teleportation knit them together in real time.
💡 Insight: With quantum teleportation smoothing out the differences, the whole ensemble could act like a single, massively parallel engine.Quantum computing is having a moment.
Quantum computing has the attention of the most powerful institutions in the world, including Google, Microsoft, Amazon, IBM and the U.S. government.
💡 Insight: The end of pre-quantum assumptions is coming faster than most boards are prepared for.
🤖 AI
Google Vids with Veo 3 rolls out globally
Marketing teams can now create synced video clips with just a prompt.
💡 Insight: You no longer need a studio — you need a sentence and a strategy.Retell AI makes voice agent automation customizable.
An AI-native, no-code platform that spins up natural-sounding voice agents that can answer questions, schedule appointments, and resolve administrative issues
💡 Insight: Agentic workflows aren’t a future—they’re a feature now.The 10 Hottest Agentic AI Tools And Agents Of 2025.
From the likes of AWS, Databricks, Dataiku, Google Cloud, GitHut, IBM, Salesforce, ServiceNow and Snowflake.
💡 Insight: The AI stack is fragmenting—tool selection is a new skill.
🌐 Web3, Crypto & Blockchain
EthCC Europe (June 30 – July 3)
Dev-focused conference highlights modular chain experiments, zk-rollups, and data availability layers.
💡 Insight: Ethereum’s devs are focused on scalability primitives—not hype cycles.Robinhood Blockchain Plans, Tokenized Stocks, and Staking
Robinhood launches tokenized US stocks and ETFs in Europe with 24/5 trading and dividend support via Arbitrum.
💡 Insight: Stablecoin velocity in EU markets could accelerate tokenized commerce.Ripple applies for US national bank charter as crypto eyes next frontier
The move reflects a broader push by crypto firms for regulatory clarity and deeper integration with the traditional financial system.
💡 Insight: A charter would allow crypto companies to settle payments faster and cut costs by bypassing intermediary banks, while also providing a stamp of legitimacy after years of what they claim has been regulatory sidelining.
🌱 ESG, Electric & Sustainability
EV market passes 25 million units sold YTD
IEA confirms 35% growth in Q1–Q2 across China, EU, and India.
💡 Insight: EV infrastructure is now the gating constraint — not demand.Salesforce Launches Agentforce to Automate Sustainability Disclosures
Next-generation AI-powered assistant designed to accelerate sustainability reporting, slash operational costs, and increase business efficiency by automating complex compliance tasks and surfacing actionable emissions insights.💡 Insight: Agentforce eliminates manual data processing with intelligent, natural language-driven AI agents to deliver real-time sustainability insights and automate disclosure compliance.
How anti-ESG movement is reshaping corporate sustainability reports
When companies maintain disclosures despite potential backlash, it's because those practices are integrated into operations.
💡 Insight: focus less on what companies say about their values and more on what their actions reveal about strategic thinking and operational capabilities.
🧓 Agetech
Responsible AgeTech ’25: Ethical AI for Aging — July 10 (Virtual)
A global online summit focused on AI-driven solutions for elder care, hosted by Responsible AgeTech.
💡 Insight: AgeTech is entering the mainstream of tech and policy convergence — and regulation is catching up faster than in other verticals.Grand Challenge Canada Funds ElderTech Startups
Through its Catalytic Grants Program, Grand Challenges Canada is funding health-focused AgeTech innovations targeting chronic care, social isolation, and in-home diagnostics.
💡 Insight: Emerging-market innovators are finally being resourced to scale AgeTech at population levels, not just in labs.Ambient Intelligence Trials Expand in Germany
Fraunhofer IESE launches new smart sensor trials in assisted-living facilities, testing predictive behavior monitoring using AI and environmental data.
📚 Must‑Read of the Week
Morning Bid: Wall St flirts with new record – Reuters, June 27
Markets remain on edge — surging AI stocks, dollar softness, stablecoin spillover into U.S. Treasury demand. The piece covers oil price normalization, China’s faltering PMI, and upcoming inflation data shaping the Fed's July narrative.
💡 Insight: In a week filled with optimism and tension, this piece breaks down what actually moved the markets—and why investors are still hesitant to call a trend.
💡 Tactical Advice for Founders
“Narrative Audit: Reframe How You’re Being Understood”
Spend 30 minutes this week reviewing how your startup is positioned externally. Look at your LinkedIn tagline, pitch deck opener, website hero section, and intro email. Now ask: “Would someone in my target audience immediately understand our value without a call?”
If not, it’s time for a narrative edit. Shift from “what we do” to “what problem we solve — and why now.” Refine for urgency, clarity, and trust. Founders often wait until fundraising to do this. Don’t.
🧠 Insight: Attention is scarce. The sharper your narrative, the faster people opt in — or out. Both are wins.
🛠️ Free AI Tool for Productivity
Supernormal
This AI tool joins your Zoom, Meet, or Teams calls and generates instant meeting notes, summaries, and action items. Works across Google Docs, Slack, Notion, and integrates with your CRM.
🎥 Supernormal vs. Otter - The final review
💡 Insight: Supernormal is a real game-changer for async teams, founders in back-to-back calls, and product managers needing fast recaps without sifting through transcripts.
📍 Key Events This Week (July 7–11)
The W3B Club: Web3 Marketing: Learn how to grow your Web3 project from those who master it ! - Step into the future of storytelling, loyalty, and growth with The W3B Club as we unpack how Web3 is reshaping the rules of marketing.
Quantum Crossroads: Public Futures of Quantum – July 7–8, New Zealand
Cultural, scientific, and political visioning for quantum tech in the global south.IEEE EDGE 2025 – July 7–12, Helsinki
Leading conference on edge AI systems, security, and comms infrastructure.IEEE QSW 2025 – July 7–12, Helsinki
The premier forum on quantum software and developer toolkits.Demandbase Summer School Kickoff – July 7 (Virtual)
ABM and AI-driven B2B growth strategies with live teaching sessions.Alteryx x ForgeX Webinar: AI in ABM – July 8 (Virtual)
Applied walkthrough on autonomous lead scoring and pipeline AI.Buffini Leadership Summit – Starts July 7 (Virtual)
Founder-focused resilience, goal-setting, and high-trust management systems.Eurostat CPI & Core Inflation Data Release – July 9
Key macro input for EU investment outlook and rate expectations.
Thank you for reading and stay cool,
AMC