How robotics, health tech, and agentic design are redefining what’s possible—with a little help from sugar detoxes and Tony Stark moments.
In this episode of Value First AI Daily, Chris and Nico explore the latest frontiers in AI—from OpenAI’s $38B AWS partnership to breakthroughs in robotic dexterity and dementia detection. They unpack how new agentic systems like Lumino are rewriting the rules of automation, how AI health monitoring is turning us into “digital cyborgs,” and why the real moat in AI may not be technology—it’s agility.
How agent-first design is transforming no-code automation platforms
Why Lumino and similar systems represent the next evolution of IPaaS
The implications of OpenAI’s $38B AWS compute deal for AI’s future
Why humanoid robotics might scale like the automotive industry
How AI-driven Alzheimer’s detection is quietly revolutionizing healthcare
The role of passive digital markers and glucose monitoring in proactive wellness
Why trusting AI isn’t about blind faith—it’s about better questions
0:00 — Gamma API updates and the rise of Lumino, a no-code IPaaS for agentic automation
4:15 — OpenAI + AWS: the $38B compute partnership reshaping AI infrastructure
7:20 — Robotics arms race: global humanoid competitors and the Iron Man II moment
11:40 — The coming flood of domestic and industrial robots—can the market absorb billions of units?
17:00 — AI abundance and manufacturing agility as the new moat
21:00 — Health AI breakthroughs: early dementia detection through EHR and passive data
26:00 — Continuous glucose monitoring and “digital enhancement” in everyday life
30:00 — Why data-driven suggestions change human behavior (and trust)
36:00 — AI’s role in debiasing health advice and enabling evidence-based decisions
41:00 — The human-AI trust milestone: from “trust AI” to “ask AI”
Gamma API — new AI app development platform
Lumino (ARIOX) — agentic no-code IPaaS system
OpenAI x AWS — $38B multi-year compute partnership
Perplexity Tasks — automated research assistant for ongoing AI monitoring
Continuous Glucose Monitors (CGM) — passive health data trackers
AI-based dementia detection systems — embedded in primary care EHRs
Agent-first systems like Lumino show that AI usability starts with machine understanding—not human simplification.
Agility is the new competitive moat. The speed of iteration beats scale and secrecy.
Healthcare AI is already improving early detection and personalization through passive data.
Continuous tracking and real data make human decisions more meaningful than arbitrary reminders.
Trust in AI doesn’t come from blind belief—it comes from interaction. The better your questions, the better its reasoning.
Chris: Good morning, LinkedIn friends, Value First Nation. Welcome to another episode of Value First AI Daily, your collaborative AI intelligence report. It is Tuesday, November eleven, twenty twenty five. How are we doing, Nico?
Nico: We're doing good. We're doing very good. Another another day. in the life and you know it's it's been a minute since it actually came out i say that it's been a maybe a week or two weeks but um no actually it's been three weeks to be fair um just got into it yesterday though and playing around with it for the first time Gamma API is some nice stuff. And also a new platform that is rolling out for no-code IPaaS, which is Lumino from ARIOX. And let's see, what else? No-code IPaaS. Yeah, yeah. So rather than having to deal with, I mean, it's, you know, not too different, I suppose, than Zapier or Make, except that now you're talking about like super complex systems as opposed to, just the regular regular old nitty-gritty and their their agent system is actually impressive so it's it's one of those where they thought about the system first before and like thought about the agentic use prior to actually thinking about like Oh, yeah, no, people need to be able to understand it better than the agent. Like, no, the agent needs to understand it better so they can help the human, right? So it's a nice platform in that sense. and uh you know another another pile of money in the uh in the ai world outside of just investments in general like even when it comes to venture capital they're they're still just blowing as much money as possible in ai startups so Outside of that, a thirty eight billion dollar deal with OpenAI and AWS or obviously. Another partnership for additional compute, and I think it's like a multi year commitment with OpenAI. So, you know. It's it's it's another day of watching the progress move forward and watching the Still watching that shit talk though. It's still on a daily basis seeing people talking trash about how the progress isn't there or that the ROI isn't there or that the overinvestment is happening or the bubble is happening. And I don't know what to tell you. On our side of the fence, it couldn't be, it couldn't be any different.
Chris: Yeah.
Nico: Another like human robotics company yesterday, just like they're coming out of the woodwork at this point. right it actually kind of reminds me with the exception of like how bad and all that kind of stuff went it reminds me of that moment in uh iron man two where uh tony's sitting there doing the uh congressional hearing and hammers there and they're showing the video of how all the different countries from around the world are trying to copy the iron man so that's what it kind of looks like to me except there's like maybe i i think That I can off the top of my head, there's five really strong Asian competitors and then probably four fairly strong us competitors. And I think like two European competitors, maybe, um, So it's, it's, I mean, it's already, it's starting to heat up, like even, and that doesn't seem like much, but you have to think about these things on the same level as cars. Cause that's like the numbers. i'm thinking of in my head right like the dude from figures talking about wanting like his goal is to try to ship something i think he said like two billion units before twenty thirty right which to me is it's that's nuts crazy think about yeah and it's like if even if he does a quarter of that right like even if he's doing five hundred million that's like that's weird to me like i don't know what I'm not entirely sure. Is there a saturation moment? I mean, because that's basically saying, and what does he mean? How could you ship two billion units within that time? Again, if you've not seen the latest figure, I knew it was eventually coming. It's just like... It's funny only in that I thought he was going to straight focus on industrial and he was going to leave domestic for somebody else. But then it seemed like, you know, he basically started having the same thing I would, which is like, Hey, you're building these robots. Like it's that whole chappy moment of like, well, I want to bring it home too. Yeah. Like, okay. But you know, here's where we start crossing lines or whatever, you know, that being the case, I thought it was going to be celebrities. I was like, oh yeah, surely it'll be, you know, they're going to have it and then a celebrity is going to buy it and then you'll see it, you know, on TV or whatever, and then people are going to want to get it. No, no. People are really already like foaming at the mouth, like waiting. Oh yeah. Something that can do laundry and take care of all the menial tasks that I have. And so it's like, imagine the, the productivity that you get back from having all of that time taken off of your hands.
Chris: right
Nico: especially if you were like if you're a manual laborer right and i'm not talking about like plumbers or anything just yet though i can see that in i don't know a year something like that i mean and if you're saying like oh no because of the the hand dexterity like again you must have you need to catch yesterday's episode where the all they're they're having to do is just copy a human does so that it's only gonna take like a plumber or two or whatever or you know handyman whatever it might be like they they're just going to record what they're doing in every single instance of repair and then you're taking care of stuff yeah and this is why like the moat we keep talking about the moat and like the new innovation is how agile and good at go to market like you can be and how fast, because when you can just say, look at this thing and make one just like it, reverse engineer anything just by looking at it, which is what AI can do, it's going to be very hard to innovate in the old ways, at least. And Like that's where maybe you put energy into trying to, you know, make it look a certain way on the outside and then you're doing things on the inside. But like all of that energy and like trying to hide will take away from your ability to be agile and fast and to where like he needs to be in a place where like, this is the kind of stuff that's unheard of where you get, you focus on industrial. And then you just decide to put it in the home too. Like going from B to B, like B to B industrial to like B to C consumer goods, right? Companies don't do that. Not without like massive restructuring and resource change and all this stuff. And now you can, you just have to like, again it's that level of innovation of what the problem is and how you want to solve it right and how you want to solve it in a way that doesn't like pigeonhole you or sets up the foundation like if you know you're building the foundation like like that's what's happening like there is a raising foundation as ai learns as all of this convergence happens in all these different Again, I think this is another spot where there's so much nuance and there's so much space to create a successful, like even manufacturing business related to data centers or energy or robotics or like AI systems. I mean, we're just scratching the surface at the moment.
Chris: Yeah.
Nico: And it's, that's just looking at it again from like, I mean, that's also zeroing in on a, on a robotics level and on a, on a physical level. And we talk about marketing and we talk about decision-making and, and then, you know, sometimes, and we touch on health, right. And how much of an increase this, this doesn't help. And. You hear me and Chris talk about what this does, not just economically, but just for people in general, for the world in general. And you'll hear us mention abundance. And you'll hear us talk about an era of abundance and what that means and what that looks like. So I just wanted to do like a real quick rundown because one of the things that I leverage a lot is perplexity tasks. I really missed GPT tasks because I use them all the time every day. Do you want me to share your screen?
Chris: Yes.
Nico: And so one of the tasks that I have set up for perplexity is that on a weekly basis, it'll go and it'll research and show me what are the most meaningful recent AI breakthroughs and updates in Alzheimer's and dementia. The last week, this is a week. So this is a weekly, this is not a monthly, this is just on a weekly basis. Okay. Primary highlights, zero-cost AI-driven digital detection workflow embedded in primary care EHRs increased new Alzheimer's and related dementia diagnoses by thirty-one percent and triggered forty-one percent more appropriate follow-up assessments, demonstrating scalable early detection without added clinician burden. Researchers reported a highly sensitive diagnostic approach that stages dementia using neurovascular and metabolic signatures, suggesting AI-enabled stratification beyond symptom scores alone. Institutions highlighted that AI can materially cut the cost and time of Alzheimer's detection in real world clinical settings, supporting wide deployment in primary care populations, sixty five plus via patient portals and passive digital markers. I know that sounded like a whole lot of technical stuff, but it wasn't because of the fact that it basically said that for senior citizens. Through just a patient portal online. And passive digital markers.
Chris: What's a passive digital marker?
Nico: I got to tell you, even my wife is using one of these and it's awesome. It's really awesome. I'm actually going to look into one myself. She has a noninvasive digital device. like she's she's basically kind of a cyborg kind of not really um like she hasn't replaced a part of her body with something but she's uh she's enhanced yeah we'll say that right she's digitally enhanced now she has a marker that's embedded on her arm and embedded it's a pin it's a fairly long pin um and it's basically punched into her arm and then there's you know tape that covers it or whatever to make sure that it stays in place and it has a bluetooth connection to her phone and it shows her constant imagine you guys know the cost on these things It can show her all the same stuff, obviously, that you see on your iPhone or your iWatch. You know, blood pressure, all that kind of stuff. But it can also show her blood glucose levels. So it's a glucose monitor that is super, super tiny. that doesn't have a whole lot of, I've seen what the waistline ones look like. I've seen a lot of the on-person glucose monitors. They suck. They suck real bad.
Chris: Yeah, they're fairly bulky.
Nico: I'm sure they're like you have to get newer, more really expensive ones. Right. To have that whole like digital connection to your phone and have alerts and stuff and download our app and then subscribe to our app every month or whatever. Like so you're paying whatever price here you have this one time purchase device. That doesn't require any sort of upkeep in terms of like battery and like batteries really easy to replace. No big deal. Little watch battery lasts like whatever, three, five years, something like that. And then boom, instant connection, like native. That's, that's what just makes sense is this like, oh yeah. And you use an app to monitor it and check everything out. And it lets you know, like, it'll give you the, the really cool part about it is that it'll send you messages and it'll say like, Hey, you know, your blood sugar, your blood sugar is starting to spike a little bit. Why don't you get up and just, you know, stretch for a minute, you know, do some, do like overhead stretches a couple of times or whatever, you know, just something to get some, burn up, burn up some of that energy, whatever it is. Right.
Chris: And based on real data, instead of just, uh, like, deciding once an hour or putting these notifications on your phone that you inevitably ignore because they're arbitrary.
Nico: And this world of, man, everywhere. If you just ask AI to do some of this stuff, it's sitting there waiting for you to ask it to do better things right like this where it's like it can using real data give you real advice and i think for a lot of humans um that's gonna subconsciously change the way we ignore or not ignore notifications like for me it matters that like the difference between arbitrary and subjective and objective. Like, is this suggestion being made to me right now? Like, just because somebody thought it was a good idea or there's best practice information somewhere else and this is how everybody else does it? Or is it based on actual data that relates to me as an individual and how I work, how I operate, how my body works, right? uh now with with with adhd ignoring anything's always on the table but just knowing giving it that little more meaning like i wouldn't be surprised if subconsciously it's like less of a fight to get me to follow those kinds of directions because it's not just even going to the doctor like these one-time blood tests that just like okay, we're going to decide like the next year's worth of like things we're going to do based on one, you know, test at one moment in time. Right. Like, no, like that's yeah. It doesn't work like that.
Chris: No, no, it doesn't.
Nico: And I mean, again, for me, like Alzheimer's and dementia is like, It's a big thing altogether. I dealt with it from an end user perspective when I was end user perspective. I say that from like, .
Chris: Yeah, I know. Thank you for repeating it, because I would have missed that. Man, we're in sass.
Nico: Yeah, I know. I know. Dealing with my parents from an end user perspective. Yeah, it's so good. All right. So yeah, having having that experience. Um, it definitely, definitely opens your eyes to like, Hey, this is a pretty serious problem and it's actually getting worse and worse. And it's, it's worse, you know, getting worse in the sense that it's like cancer, like it's just increasing in number and without like really being able to understand causality. And we're starting to get there. Um, you know, shocker, uh, sugars involved, uh, Like AI is going to find out all the stuff that we really don't want to know that we knew was doing some terrible stuff. Right.
Chris: Yeah.
Nico: It's going to be a bunch of research and it's going to come back like, yep. Sugar. Yeah. Like, why did I have to do that? Isn't natural that you, you haven't had for like millennia that all of a sudden you shoved into your face in the last like, fifty, sixty years because it tasted so good and ends up being more addictive than cocaine for, for mice. Like, yeah, it turns out that causes a serious problem.
Chris: Yeah. That's the kind of thing, like, let's say we get the super intelligence and it's like, Yeah, we're done that guys. Sorry. You actually don't need it. And it just, it's all like cost and no profit, like if to the human race. So yeah, we're done with sugar.
Nico: Yeah, and I'm not going to lie. I actually made a very concerted effort over the last, not to branch off into this or get into dietary stuff at all, but just in terms of, to me, it's really just another case of validation, to be honest with you. You know, I tell people all the time, like tenant number three, it just knows all the things. Even if you don't think that it does, it can find it out. Right. And it can do the cross-referencing. So, yeah, I mean, that was, you know, topic of discussion. It's not like this hasn't been known for a long time, but of course it's validation. and so yeah having done it myself like you know not entirely it's not like i don't consume sugar at all but the type of sugar i consume now is very different um like raisin based or you know fruit based as opposed to like cane sugar based and uh yeah it's shocking it's seriously shocking like you try to eat something that is commercially made with sugar you can't really have more than like two bites before you're just like holy shit like that's way too sweet like how the hell like i i used to you know i'm not i'm not gonna joke i used to get um i'm sure my friend uh mark is a huge fan too of donuts um um and uh yeah i used to get them like you know half dozen at a time not really a big deal to go through like, you know, two, three, four, and, uh, now maybe one or two bites and it's just way too much. Right. Unlike your average donut. So, um, you know, and that's, again, it's AI breaking down and understand, and not again, like dieticians have figured that kind of thing out for a long time as well, but. again, it's the validation of like, Hey, is that really a thing? Like, you know, because you hear stuff all the time, you know, Oh, eggs are good for you. Eggs are bad for you. Milk's good for you. Milk's bad for you. Sugar's good for you. Sugar's bad for you. Glass of wine a day. Don't have any alcohol. It's, it's hard to know. Right.
Chris: Yeah. Sounds silly to say like, Oh, just trust AI, but it's like, all right. But if the same thing similar to my previous, statement like it makes us feel like we can get to the bottom of something without bias yeah right even when i have to move through the bias first because it's still human-based training like that has happened like the way that the system of logic works and like uh and again this is the part that um makes humans different is this layer of experiential like filtering of the world yeah like based on our beliefs right like that's not a thing at this point uh you know with these um with our ai friends and it feels good when you can do that and just not like because even the most empathetic doctors and like everybody's working within this system that like often does not have the individual human's best interest at heart so it's really hard to take advice that especially when it just doesn't feel right and it also feels a little helpless when you can't articulate it and you can't ask you can't find the right person to ask to like have a an unbiased conversation about it, it is so fulfilling to do that with AI. And not just accept the answer, but literally get to the bottom of it. Okay, where is that advice coming from? Where are you seeing that? What are the words that you saw? Can you share that quote? Can you share that article? All of it, until you're blue in the face. And then continue the conversation when you hear something next week that is new and exciting and makes sense, but you're not sure how it fits in. This just unending context is just a really powerful thing. You just got to ask it first.
Nico: That's where it is. Like you mentioned, trust AI or trust humans. It's a trust milestone with AI. It cannot be things like, oh, it's not smart enough. Oh, it doesn't know this. Oh, they're building it in this way. Even the ones that are built in specific ways, you still can break through because of the way that it's built. It's a thinking machine. You got to figure out how to ask in the right ways. If you ask AI native, just tell it to put on its AI native hat And that works for me every time, at least. I mean, I haven't used every system, but it's a good way to stop leaning on human knowledge and start using your own, whatever that means. Instead of relying on the human to, because there are some instances, especially recently, but instead of relying on the human to always be the finite answer on something, right? Finite decision maker, especially when it comes to a decision you need to make that requires non-bias and requires you to be as objective as possible. right you can cut back and forth between like oh okay let me get the non-objective uh viewpoint right let me get the the facts as they lie and then you can make your your decision based off of that right but at least knowing hey at least the options that came before me didn't have anything behind it it was this is just what it is yep
Chris: well until uh tomorrow. This has been another fun conversation and we'll see you on Wednesday. Everybody have a great rest of your Tuesday. Thanks, Nico.
Nico: No problem. See you guys.