TBPN Dan Wang's Annual Letter, Meta Acquires Manus, Nvidia's $20B Groq Deal | Justin Mares
93 snips
Jan 5, 2026 
Justin Mares, CEO of Truemed and wellness entrepreneur, shares insights on his company's mission to transform healthcare spending towards prevention. He delves into the recent $34M Series A funding from Andreessen Horowitz, highlighting trends in HSA and FSA adoption for proactive health investments. The conversation also touches on the growing focus on preventive health products and services, as well as emerging trends in nutrition and health diagnostics that could reshape consumer behavior.
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Energy Is The Strategic AI Bottleneck
- Energy supply, not just compute, is a core strategic battleground for AI scale.
- The pace of US energy growth must accelerate materially to match Chinese demand and sustained data center expansion.
China’s Scaling Momentum Threatens Global Supply
- Dan Wang warns China has momentum in scaling manufacturing and many technologies besides semiconductors and aviation.
- He expects Chinese industrial scaling to reshape global supply chains and competitive dynamics over the next decade.
Manus Bought For Productized Agents
- The Manus acquisition signals product-first play: Meta bought a well-liked agent product and team.
- Productizing agents inside Meta could advance 'personal superintelligence' tied to Meta's ecosystem and devices.
