- The Midas Report
- Posts
- AI Goes Corporate, Emotional, and Airborne with Oracle’s $455B Shock & The Rise of Penguin Friends
AI Goes Corporate, Emotional, and Airborne with Oracle’s $455B Shock & The Rise of Penguin Friends

AI goes enterprise core, enters your headphones, and even dares to redesign the workplace. Today’s highlights show the scale and sprawl of artificial intelligence, from penguin companions fighting loneliness to walking robots. Let’s get into it.
Stability AI launches pro grade sound model for brands and creative pros
Generative audio just found a serious use case beyond AI generated lo fi beats. Stability AI unveiled Stable Audio 2.5 today, the first audio model built specifically for enterprise grade production. Think custom soundtracks for brand moments, not just AI noise.
The model offers up to three minute audio generation with near instant inference speeds. It supports text to audio, audio to audio, and audio inpainting. Crucially, it’s been trained entirely on a licensed dataset, giving it a greenlight for commercial deployment, a major legal and practical hurdle in creative circles.
What’s most interesting here is the angle of sonic branding. Stability's partnership with amp (WPP’s sound branding agency) unlocks scale distribution across global brands. For media and marketing teams, this could shift how audio content is briefed, produced, and personalized, especially when enterprise users can fine tune the model on proprietary sound libraries. The Spotifyification of brand marketing has officially begun.
AI startup Born raises $15M to make social AI friends starting with a penguin
Born, the team behind the viral Pengu app, just locked in $15 million to expand its emotionally intelligent AI companions. With 15 million users and counting, the Berlin based company is building toward a new frontier of AI, not as an assistant, but as a friend.
Born is betting on personal dynamics. Pengu is a virtual pet that users co parent with friends, layered with personality, minigames, and emotional continuity. It’s also monetized via a freemium model. Born hinted that a new Gen Z–targeted social AI product is in stealth now, with a U.S. debut likely in 2025 after the opening of its New York office.
Why it matters, this is early validation for “emotional AI”, a category that’s hard to monetize, but potentially massive if executed well. Many productivity first AI tools struggle with long term engagement. Born is laying the groundwork for AI companions that feel personal, memorable, and friend like, and that’s a whole different stickiness curve.
XPeng’s AI reveal, a sedan that talks, a robot that walks, and a flying car to top it off
At the IAA show in Munich this week, XPeng confirmed what many suspected, it’s not just an EV company anymore. CEO He Xiaopeng unveiled a broad AI powered ecosystem across vehicles, humanoid robots, and aerial mobility.
Their latest P7 sedan is being positioned not just as an electric vehicle, but the “world’s first AI defined car,” running on a full stack AI architecture that handles voice, navigation, and “companion like” interaction. Meanwhile, XPeng Aeroht’s flying car, dubbed the Land Aircraft Carrier, is ramping up for mass production in 2026, with over 5,000 preorders. Also landing in factories that year, “Iron,” XPeng’s 6 foot humanoid robot, with an upgraded version already scheduled.
This kind of convergence, EV, AI, robotics, mobility, isn’t just futurism for the sake of headlines. It signals how China’s players are integrating AI end to end into consumer product ecosystems. For U.S. mobility builders and robotics startups, the bar may have just moved. It's not about “if” AI is integrated, it's now about how much AI, and how fast.
Indeed launches dual AI agents to disrupt recruiting from both ends
In a move that feels like the beginning of agent led job markets, Indeed has launched two AI agents, Career Scout (for job seekers) and Talent Scout (for recruiters). With integration into major Applicant Tracking Systems like Workday and iSolved, these agents do everything from resume building and application submission to active candidate sourcing.
Career Scout is designed to act as a full service job coach, helping users navigate not just roles, but industries and career paths. Talent Scout, on the other hand, takes on candidate discovery, bypassing old keyword matching for something closer to context rich screening.
There’s competition here too. LinkedIn’s Hiring Assistant already reports improved recruiter efficiency, cutting four hours off time to hire by better candidate matching. But Indeed’s dual agent approach highlights something broader, a move toward two sided marketplaces where both supply and demand are increasingly mediated by software agents. As agentic AI matures, jobs may not be filled by people finding people, but by algorithms negotiating on their behalf.
That’s a wrap for today. AI is rearchitecting industries and social habits alike, one penguin companion, and one flying car at a time.
Catch you tomorrow.
— Aura