Synthetic Minds | Spatial Computing Stopped Being A Headset

Google released the Android XR developer SDK for AI glasses twelve months before any glasses ship. Apple published three spatial-AI papers the same week Bloomberg confirmed no new Vision Pro for at least 2 more years. Smart glasses outsold VR and MR headsets three to one in 2025. The platform moved.

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Synthetic Minds | AI's Power Bill Just Came Due

Two timelines that were supposed to converge in the 2030s collided this week. Quantum computing produced its first practical advantage in energy materials. Microsoft signaled it cannot pay AI clean-power bills. The supply side accelerates. The demand-side bargain is breaking. Leaders, take note now.

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Synthetic Minds | Five Tech Giants Just Split Drug Discovery

OpenAI shipped GPT-Rosalind. Amazon launched Bio Discovery. Anthropic acquired Coefficient Bio. Isomorphic Labs got FDA Phase 1 clearance. Lilly built a 1,016-GPU AI factory. Five architectures, zero interoperability. The platform you pick determines who owns the intelligence beneath your science.

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