# Udit Goenka

> AI product expert, founder, and angel investor. Personal site with blog covering AI news, startups, growth, and investing.

## Main Pages

- [Home](https://udit.co): Portfolio — ventures, expertise, angel investing, resources
- [Blog](https://udit.co/blog): AI, startups, growth, product & investing insights
- [Newsletter](https://udit.co/newsletter): Weekly AI & startup insights newsletter

## Blog Posts

- [Volkswagen adopts Xpeng's Chinese autonomous driving AI in a geopolitical first](https://udit.co/blog/xpeng-vla-2-volkswagen-chinese-autonomous-driving-ai-2026): Volkswagen is the first Western automaker to adopt Chinese-developed autonomous driving software. Xpeng's VLA 2.0 delivers 12x faster inference and near-Level 4 autonomy. Morgan Stanley calls it a bold leap forward.
- [ServiceNow's Autonomous Workforce resolves 90% of IT tickets without humans](https://udit.co/blog/servicenow-autonomous-workforce-ai-agents-enterprise-2026): ServiceNow launched Autonomous Workforce on March 2 — teams of AI specialists that resolve 90%+ of IT requests autonomously and are 99% faster than human agents. The enterprise agentic AI era has arrived.
- [1.5 million people join the QuitGPT boycott as protest hits OpenAI HQ](https://udit.co/blog/quitgpt-boycott-openai-pentagon-deal-1-5-million): The QuitGPT movement has grown to 1.5 million participants boycotting ChatGPT over OpenAI's Pentagon military deal. An in-person protest at OpenAI's San Francisco headquarters is planned for March 3.
- [NVIDIA's $20 billion Groq deal signals the end of the GPU era](https://udit.co/blog/nvidia-20-billion-groq-deal-inference-chip-gtc-2026): NVIDIA confirmed a $20 billion licensing deal with Groq to build a dedicated AI inference chip using LPU technology. OpenAI is the primary customer. The new chip debuts at GTC on March 16.
- [Claude used in Iran strikes hours after Trump banned Anthropic](https://udit.co/blog/claude-used-iran-strikes-hours-after-trump-ban): The Pentagon used Claude AI for target selection during Operation Epic Fury — hours after Trump signed an executive order banning Anthropic from all government systems. Timeline, evidence, and what it means.
- [Claude crashes globally at its most popular moment ever](https://udit.co/blog/claude-global-outage-march-2026-unprecedented-demand): Anthropic's Claude went down worldwide on March 2 with thousands of reports — days after hitting #1 on the App Store. The irony: unprecedented demand from the Pentagon controversy caused the crash.
- [China drops the first national standards for humanoid robots and the rest of the world has nothing](https://udit.co/blog/china-first-national-standards-humanoid-robots-embodied-ai-2026): China's Ministry of Industry released the world's first national standard system for humanoid robots covering 330+ models across 140+ manufacturers. The US and EU have zero comparable frameworks.
- [California cracks its 50-year nuclear ban because AI's power bill got too big](https://udit.co/blog/california-nuclear-ban-ai-power-demand-reversal-2026): California is reconsidering its 50-year nuclear energy moratorium as AI data center power demand surges. New legislation would allow next-gen nuclear tech for the first time since the 1970s.
- [AT&T cut AI costs 90% by replacing LLMs with small language models](https://udit.co/blog/att-small-language-models-90-percent-cost-cut-agentic-ai): AT&T's Chief Data Officer reveals how switching from large language models to small language models cut AI costs by 90% while tripling daily token throughput from 8 billion to 27 billion.
- [iPhone 17e packs a full AI stack for $599 — pre-order March 4](https://udit.co/blog/apple-iphone-17e-ai-budget-599-launch): Apple's iPhone 17e brings the complete Apple Intelligence suite to a $599 device with the A19 chip, 16-core Neural Engine, and iOS 26. Pre-orders open March 4, available March 11.
- [SJ Semiconductor's $700M IPO: China's bet on homegrown AI chip packaging](https://udit.co/blog/sj-semiconductor-ipo-china-ai-chip-packaging-sovereignty): SMIC spinoff SJ Semiconductor raised ¥4.8B ($700M) for 3D AI chip packaging. Approved for STAR Market. Why advanced packaging is China's path around US export controls.
- [SF sidewalk chalk wars: OpenAI vs Anthropic fans turn Pentagon drama into street art](https://udit.co/blog/sf-chalk-wars-openai-anthropic-pentagon-ai-ethics): Chalk messages reading 'God loves Anthropic' appeared outside OpenAI's SF HQ. The city washed them away. They came back overnight. The AI culture war hits the streets.
- [OpenAI's Pentagon deal has the same safety loopholes Anthropic refused to accept](https://udit.co/blog/openai-pentagon-deal-safety-loopholes-anthropic-comparison): Sam Altman admitted the Pentagon deal was 'definitely rushed.' The key loophole: it doesn't ban collection of publicly available American data. Full breakdown.
- [NVIDIA finds 70% of healthcare organizations now deploy AI with proven ROI](https://udit.co/blog/nvidia-healthcare-ai-70-percent-adoption-2026-survey): NVIDIA's 2nd annual healthcare AI survey: 70% adoption, 85% report revenue gains, 80% see cost reductions. The data on what's working and what's not.
- [NVIDIA declares 6G must be built AI-first at MWC 2026](https://udit.co/blog/nvidia-6g-ai-native-platforms-mwc-2026-telecom): NVIDIA laid out its vision for AI-native 6G at MWC 2026. A three-layer autonomous telecom framework, GTC 2026 preview, and why the 5G-to-6G transition matters.
- [MWC 2026 day one: the IQ era arrives with robot phones, foldables, and AI everywhere](https://udit.co/blog/mwc-2026-day-one-ai-roundup-iq-era): MWC 2026 opened with Honor's robot phone, Lenovo foldables, Xiaomi's LeitzPhone, and AI baked into every device. The full day one roundup.
- [Lenovo Qira: ambient AI that works across every device without asking](https://udit.co/blog/lenovo-qira-ambient-ai-mwc-2026-cross-device): Lenovo unveiled Qira at MWC 2026 — OS-level ambient AI across PCs and Motorola phones. Always-on, offline-capable, and shipping Q1 2026.
- [Honor's robot phone has a dancing camera arm and a humanoid friend at MWC 2026](https://udit.co/blog/honor-robot-phone-humanoid-mwc-2026-dancing-camera): Honor unveiled the world's first phone with a 4DoF motorized 200MP ARRI camera that physically moves, tracks subjects, and dances to music. Plus a humanoid robot.
- [200+ Google and OpenAI workers petition Pentagon to ban autonomous weapons](https://udit.co/blog/google-openai-workers-petition-pentagon-autonomous-weapons): Over 200 employees at Google and OpenAI signed an open letter backing Anthropic's position on military AI. The demands, the signatories, and what it means.
- [EU AI Act preparatory obligations are now live — 150 days to full enforcement](https://udit.co/blog/eu-ai-act-preparatory-obligations-march-2026-compliance): March 1 marked the binding activation of EU AI Act preparatory obligations. Companies face fines up to 7% of global revenue. What you need to do now.
- [Claude hits #1 on the App Store after Pentagon blacklist backfires](https://udit.co/blog/claude-hits-number-1-app-store-pentagon-ban-backfire): Claude jumped from outside the top 100 to #1 on the App Store after the Pentagon banned Anthropic. The Streisand effect in action — download data, timeline, and what it means.
- [China's MiniMax M2.5 rivals Claude at one-tenth the price and UBS just initiated a buy](https://udit.co/blog/china-minimax-m2-5-rivals-claude-ubs-buy-rating): MiniMax M2.5 is reaching a third of Claude's usage at 10% of the cost. UBS initiated a buy rating. Five new Chinese AI models are reshaping the competition.
- [Jack Dorsey cut 40% of Block's staff and called it AI — Wall Street isn't buying it](https://udit.co/blog/block-dorsey-ai-washing-layoffs-40-percent): Block laid off 4,000 employees claiming 50% AI efficiency gains. Wharton's Ethan Mollick calls it implausible. The stock rose 24%. What's really going on.
- [Apple replacing Core ML with Core AI at WWDC 2026 changes everything for iOS 27](https://udit.co/blog/apple-core-ai-replaces-core-ml-wwdc-2026-ios-27): Apple is replacing Core ML with a new Core AI framework at WWDC 2026. Third-party model support, Gemini integration, and what iOS 27 developers need to know.
- [Anthropic sues the Pentagon: first AI lab to take the US government to court](https://udit.co/blog/anthropic-sues-pentagon-ai-safety-first-lawsuit): Anthropic filed suit against the Pentagon over its supply chain risk designation. The legal arguments, timeline, and what this unprecedented lawsuit means for AI regulation.
- [Trump's federal preemption push vs. state AI laws: the Colorado showdown explained](https://udit.co/blog/trump-federal-preemption-state-ai-laws-colorado): Trump's executive order targets state AI laws with federal preemption. Colorado and 36 AGs are fighting back. Here is what it means.
- [Perplexity Computer launches with 19 AI models orchestrated as a single super agent](https://udit.co/blog/perplexity-computer-19-model-ai-super-agent-launch): Perplexity Computer coordinates Claude Opus 4.6, GPT-5.2, Gemini, Grok, and 15 more models. $200/month for Max subscribers.
- [OpenAI Frontier Alliances: why McKinsey, BCG, Accenture, and Capgemini just bet big on enterprise AI agents](https://udit.co/blog/openai-frontier-alliances-mckinsey-bcg-accenture): OpenAI signed multi-year deals with four consulting giants to sell and deploy its Frontier AI agent platform. Here is what it means.
- [OpenAI accuses DeepSeek of model distillation in memo to Congress](https://udit.co/blog/openai-accuses-deepseek-model-distillation-congress): OpenAI told US lawmakers that DeepSeek used obfuscated routers to scrape its models. Anthropic followed with its own accusations.
- [OpenAI raises $110 billion from Amazon, Nvidia, and SoftBank in the largest private funding round ever](https://udit.co/blog/openai-110b-funding-amazon-nvidia-softbank-largest-private-round): OpenAI closed $110B at a $730B pre-money valuation. Amazon led with $50B, Nvidia and SoftBank each put in $30B. Full breakdown.
- [Meta signs multi-billion dollar deal to rent Google TPUs, challenging Nvidia's grip on AI compute](https://udit.co/blog/meta-google-tpu-deal-challenges-nvidia-dominance): Meta leases Google TPUs in a multiyear deal worth billions. Combined with AMD and Nvidia pacts, Meta is reshaping AI chip supply dynamics.
- [Google Flow becomes a full AI creative studio with Nano Banana and Veo 3.1 under one roof](https://udit.co/blog/google-flow-ai-creative-studio-nano-banana-veo): Google merges Nano Banana, Veo 3.1, Whisk, and ImageFX into Flow. Free image generation, pro video tools, and 1.5B creations.
- [Google DeepMind and DOE launch Genesis: AI tools for all 17 national laboratories](https://udit.co/blog/google-deepmind-doe-genesis-national-laboratories): The Genesis mission gives every U.S. national lab access to AI co-scientist, AlphaEvolve, AlphaGenome, and WeatherNext.
- [DeepSeek V4 locks out Nvidia and AMD, hands Huawei a multi-week head start](https://udit.co/blog/deepseek-v4-locks-out-nvidia-amd-huawei-head-start): DeepSeek denied US chipmakers early access to its V4 model while giving Huawei priority optimization time. Export control allegations add fuel.
- [Dario Amodei refused the Pentagon's deadline. Then Trump banned Anthropic from government.](https://udit.co/blog/dario-amodei-refuses-pentagon-military-ai-deadline): Anthropic's CEO rejected unrestricted military AI use. Hours later, Trump ordered all federal agencies to drop Claude immediately.
- [White House AI energy pledge: tech giants must cover your electricity rate hikes](https://udit.co/blog/white-house-ai-energy-ratepayer-protection-pledge): Trump's ratepayer protection pledge forces AI companies to absorb data center energy costs. What it means for your electricity bill.
- [Samsung Galaxy S26 AI features: Now Nudge, agentic AI, and everything from Unpacked](https://udit.co/blog/samsung-galaxy-s26-agentic-ai-features-unpacked): Samsung Galaxy S26 launched with agentic AI that acts on your behalf. Full breakdown of every AI feature from Unpacked 2026.
- [Pentagon to Anthropic: restrict military AI use and expect punishment](https://udit.co/blog/pentagon-anthropic-military-ai-surveillance-tensions): The Pentagon warned Anthropic over its refusal to allow Claude for mass surveillance and autonomous weapons. Full breakdown.
- [NVIDIA Q4 FY26 earnings: $68 billion revenue proves AI boom is far from over](https://udit.co/blog/nvidia-q4-fy26-earnings-68-billion-revenue-ai-boom): NVIDIA smashed Q4 FY26 estimates with $68B revenue, $62.3B from data centers. Full breakdown of results, Vera Rubin, and what it means for AI.
- [Google absorbs Intrinsic robotics: why Alphabet is merging AI with physical automation](https://udit.co/blog/google-intrinsic-robotics-merges-alphabet): Alphabet's robotics software company Intrinsic joins Google. What this means for AI-powered robots and Google's automation strategy.
- [Anthropic drops its safety pause pledge: what RSP v3.0 actually changes](https://udit.co/blog/anthropic-drops-safety-pause-pledge-rsp-v3): Anthropic removed its commitment to halt AI training if risks aren't mitigated. Here is what RSP v3.0 changes and why it matters.
- [Anthropic acquires Vercept: what it means for Claude's computer-use future](https://udit.co/blog/anthropic-acquires-vercept-computer-use-ai-agent): Anthropic bought Vercept, an AI startup that built cloud agents operating full desktops. Here is why this acquisition matters.
- [AI data center backlash: why communities are fighting back against Big Tech infrastructure](https://udit.co/blog/ai-data-center-opposition-energy-environment): Public opposition to AI data centers is growing fast. Energy costs, noise, water usage are driving community resistance.
- [Claude AI hack: 150GB stolen from Mexico's government](https://udit.co/blog/claude-ai-mexico-government-hack): Claude AI helped one hacker steal 150GB of Mexican government data. Full breakdown of the attack, timeline, and what it means.
- [OpenClaw alternative: Nanobot, PicoClaw, ZeroClaw, and 4 more tested AI agents](https://udit.co/blog/openclaw-alternative): OpenClaw alternatives compared for security, speed, and size. Nanobot, ZeroClaw, PicoClaw, and 4 more tested options for safer AI agents.

## Blog Posts (Raw Markdown)

- [Volkswagen adopts Xpeng's Chinese autonomous driving AI in a geopolitical first](https://udit.co/blog/raw/xpeng-vla-2-volkswagen-chinese-autonomous-driving-ai-2026)
- [ServiceNow's Autonomous Workforce resolves 90% of IT tickets without humans](https://udit.co/blog/raw/servicenow-autonomous-workforce-ai-agents-enterprise-2026)
- [1.5 million people join the QuitGPT boycott as protest hits OpenAI HQ](https://udit.co/blog/raw/quitgpt-boycott-openai-pentagon-deal-1-5-million)
- [NVIDIA's $20 billion Groq deal signals the end of the GPU era](https://udit.co/blog/raw/nvidia-20-billion-groq-deal-inference-chip-gtc-2026)
- [Claude used in Iran strikes hours after Trump banned Anthropic](https://udit.co/blog/raw/claude-used-iran-strikes-hours-after-trump-ban)
- [Claude crashes globally at its most popular moment ever](https://udit.co/blog/raw/claude-global-outage-march-2026-unprecedented-demand)
- [China drops the first national standards for humanoid robots and the rest of the world has nothing](https://udit.co/blog/raw/china-first-national-standards-humanoid-robots-embodied-ai-2026)
- [California cracks its 50-year nuclear ban because AI's power bill got too big](https://udit.co/blog/raw/california-nuclear-ban-ai-power-demand-reversal-2026)
- [AT&T cut AI costs 90% by replacing LLMs with small language models](https://udit.co/blog/raw/att-small-language-models-90-percent-cost-cut-agentic-ai)
- [iPhone 17e packs a full AI stack for $599 — pre-order March 4](https://udit.co/blog/raw/apple-iphone-17e-ai-budget-599-launch)
- [SJ Semiconductor's $700M IPO: China's bet on homegrown AI chip packaging](https://udit.co/blog/raw/sj-semiconductor-ipo-china-ai-chip-packaging-sovereignty)
- [SF sidewalk chalk wars: OpenAI vs Anthropic fans turn Pentagon drama into street art](https://udit.co/blog/raw/sf-chalk-wars-openai-anthropic-pentagon-ai-ethics)
- [OpenAI's Pentagon deal has the same safety loopholes Anthropic refused to accept](https://udit.co/blog/raw/openai-pentagon-deal-safety-loopholes-anthropic-comparison)
- [NVIDIA finds 70% of healthcare organizations now deploy AI with proven ROI](https://udit.co/blog/raw/nvidia-healthcare-ai-70-percent-adoption-2026-survey)
- [NVIDIA declares 6G must be built AI-first at MWC 2026](https://udit.co/blog/raw/nvidia-6g-ai-native-platforms-mwc-2026-telecom)
- [MWC 2026 day one: the IQ era arrives with robot phones, foldables, and AI everywhere](https://udit.co/blog/raw/mwc-2026-day-one-ai-roundup-iq-era)
- [Lenovo Qira: ambient AI that works across every device without asking](https://udit.co/blog/raw/lenovo-qira-ambient-ai-mwc-2026-cross-device)
- [Honor's robot phone has a dancing camera arm and a humanoid friend at MWC 2026](https://udit.co/blog/raw/honor-robot-phone-humanoid-mwc-2026-dancing-camera)
- [200+ Google and OpenAI workers petition Pentagon to ban autonomous weapons](https://udit.co/blog/raw/google-openai-workers-petition-pentagon-autonomous-weapons)
- [EU AI Act preparatory obligations are now live — 150 days to full enforcement](https://udit.co/blog/raw/eu-ai-act-preparatory-obligations-march-2026-compliance)
- [Claude hits #1 on the App Store after Pentagon blacklist backfires](https://udit.co/blog/raw/claude-hits-number-1-app-store-pentagon-ban-backfire)
- [China's MiniMax M2.5 rivals Claude at one-tenth the price and UBS just initiated a buy](https://udit.co/blog/raw/china-minimax-m2-5-rivals-claude-ubs-buy-rating)
- [Jack Dorsey cut 40% of Block's staff and called it AI — Wall Street isn't buying it](https://udit.co/blog/raw/block-dorsey-ai-washing-layoffs-40-percent)
- [Apple replacing Core ML with Core AI at WWDC 2026 changes everything for iOS 27](https://udit.co/blog/raw/apple-core-ai-replaces-core-ml-wwdc-2026-ios-27)
- [Anthropic sues the Pentagon: first AI lab to take the US government to court](https://udit.co/blog/raw/anthropic-sues-pentagon-ai-safety-first-lawsuit)
- [Trump's federal preemption push vs. state AI laws: the Colorado showdown explained](https://udit.co/blog/raw/trump-federal-preemption-state-ai-laws-colorado)
- [Perplexity Computer launches with 19 AI models orchestrated as a single super agent](https://udit.co/blog/raw/perplexity-computer-19-model-ai-super-agent-launch)
- [OpenAI Frontier Alliances: why McKinsey, BCG, Accenture, and Capgemini just bet big on enterprise AI agents](https://udit.co/blog/raw/openai-frontier-alliances-mckinsey-bcg-accenture)
- [OpenAI accuses DeepSeek of model distillation in memo to Congress](https://udit.co/blog/raw/openai-accuses-deepseek-model-distillation-congress)
- [OpenAI raises $110 billion from Amazon, Nvidia, and SoftBank in the largest private funding round ever](https://udit.co/blog/raw/openai-110b-funding-amazon-nvidia-softbank-largest-private-round)
- [Meta signs multi-billion dollar deal to rent Google TPUs, challenging Nvidia's grip on AI compute](https://udit.co/blog/raw/meta-google-tpu-deal-challenges-nvidia-dominance)
- [Google Flow becomes a full AI creative studio with Nano Banana and Veo 3.1 under one roof](https://udit.co/blog/raw/google-flow-ai-creative-studio-nano-banana-veo)
- [Google DeepMind and DOE launch Genesis: AI tools for all 17 national laboratories](https://udit.co/blog/raw/google-deepmind-doe-genesis-national-laboratories)
- [DeepSeek V4 locks out Nvidia and AMD, hands Huawei a multi-week head start](https://udit.co/blog/raw/deepseek-v4-locks-out-nvidia-amd-huawei-head-start)
- [Dario Amodei refused the Pentagon's deadline. Then Trump banned Anthropic from government.](https://udit.co/blog/raw/dario-amodei-refuses-pentagon-military-ai-deadline)
- [White House AI energy pledge: tech giants must cover your electricity rate hikes](https://udit.co/blog/raw/white-house-ai-energy-ratepayer-protection-pledge)
- [Samsung Galaxy S26 AI features: Now Nudge, agentic AI, and everything from Unpacked](https://udit.co/blog/raw/samsung-galaxy-s26-agentic-ai-features-unpacked)
- [Pentagon to Anthropic: restrict military AI use and expect punishment](https://udit.co/blog/raw/pentagon-anthropic-military-ai-surveillance-tensions)
- [NVIDIA Q4 FY26 earnings: $68 billion revenue proves AI boom is far from over](https://udit.co/blog/raw/nvidia-q4-fy26-earnings-68-billion-revenue-ai-boom)
- [Google absorbs Intrinsic robotics: why Alphabet is merging AI with physical automation](https://udit.co/blog/raw/google-intrinsic-robotics-merges-alphabet)
- [Anthropic drops its safety pause pledge: what RSP v3.0 actually changes](https://udit.co/blog/raw/anthropic-drops-safety-pause-pledge-rsp-v3)
- [Anthropic acquires Vercept: what it means for Claude's computer-use future](https://udit.co/blog/raw/anthropic-acquires-vercept-computer-use-ai-agent)
- [AI data center backlash: why communities are fighting back against Big Tech infrastructure](https://udit.co/blog/raw/ai-data-center-opposition-energy-environment)
- [Claude AI hack: 150GB stolen from Mexico's government](https://udit.co/blog/raw/claude-ai-mexico-government-hack)
- [OpenClaw alternative: Nanobot, PicoClaw, ZeroClaw, and 4 more tested AI agents](https://udit.co/blog/raw/openclaw-alternative)

## Legal

- [Privacy Policy](https://udit.co/privacy): Privacy policy and data handling practices
- [Terms of Service](https://udit.co/terms): Terms of service and usage conditions
- [Cookie Policy](https://udit.co/cookie-policy): Cookie usage and preferences policy