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The OhHigh vehicle debuts

Waymo unveiled its sixth-generation robotaxi, nicknamed 'OhHigh' (OJ AI), built on a Chinese minivan platform to replace the expensive Jaguar I-PACE fleet and reduce manufacturing costs.

Rider-focused design upgrades

The vehicle features gondola-style doors that part cleanly without trapping hands, a flat floor, spacious headroom, and a friendly, rounded aesthetic reminiscent of Google's original Firefly prototype.

Selective rollout amid recalls

Launching first to select riders in Phoenix, Los Angeles, and San Francisco before expanding to Denver, the rollout coincides with company-wide service pauses due to flooding-related recalls affecting even this new generation.

Profitability questions loom

While the cheaper vehicle aims to improve unit economics, hosts questioned whether this gets Waymo to break-even before needing another funding round or a SpaceX-style IPO.

Stored raises $250M as 'anti-Amazon'

The Atlanta-based fulfillment startup founded by Georgia Tech alumni in 2015 raised $250M at a $3B valuation ($775M total), positioning itself as an alternative that lets merchants retain customer relationships.

The speed expectation challenge

While Stored offers Amazon-like logistics without the platform lock-in, it faces the hurdle of replicating Amazon's same-day or same-hour delivery infrastructure that has trained consumer expectations.

Snowflake's $6B AWS commitment

Snowflake signed a massive deal for AWS's Trainium chips to diversify away from Nvidia GPUs, reflecting growing demand for CPUs optimized for AI agent workloads.

Open Router's $113M gateway play

Alphabet's Capital G led the Series B for Open Router, an 'AI gateway' enabling companies to route prompts across multiple models (OpenAI, Anthropic, etc.) to avoid vendor lock-in and optimize costs.

The picks-and-shovels thesis

Open Router represents a pure 'picks and shovels' bet on AI infrastructure uncertainty, though hosts questioned its long-term defensibility once the model landscape consolidates.