Alex Banks

Building a better future with AI

Alex Banks is a founder, creator and investor. He reaches over 1 million people on social media each week with insights into the world of artificial intelligence (AI).

He is the founder and writer of The Signal, a weekly newsletter that cuts through the AI noise to over 50,000+ readers.

Alex is also an active early-stage investor and advisor to startups across the AI and technology landscape.

👉 All partnerships, enquiries and speaking engagements: contact@noisemedia.ai

Writer

As an introvert, I used to struggle with interaction.

Luckily AI is becoming the Great Equaliser:

1. Speech-to-speech: Real-time conversation without the pressure
→ Example: ChatGPT's voice mode enables natural, flowing dialogue
→ Benefit: Perfect for on-the-go brainstorming, notetaking or setting tasks
→ Access: https://chatgpt.com/

2. Visual learning: Complex information made simple
→ Example: NotebookLM creates mind maps, flashcards, and video overviews
→ Benefit: Transforms dense material into formats that match how you think
→ Access: https://notebooklm.google/

3. Content creation: Building your personal brand becomes accessible
→ Example: GrowHub crafts LinkedIn posts that sound like you, not AI
→ Benefit: Share your thoughts online without hours of writing
→ Access: https://growhub.ai/

4. Speech-to-text: Your thoughts flow without typing friction
→ Example: Wispr Flow captures your ideas through natural dictation
→ Benefit: Write faster by speaking, perfect for those who think out loud
→ Access: https://lnkd.in/eCTTPPEz

5. Guided learning: Ask unlimited "why's" without judgment
→ Example: Gemini 2.5 Flash's guided learning mode breaks down any topic
→ Benefit: Patient, step-by-step explanations at your own pace
→ Access: https://gemini.google.com/

My take?

The possibilities of what we can achieve with AI are endless.

Especially when paired with human creativity, curiosity, and ambition.

A whole new game has been created where everyone gets to play.

So here's my question to you:

How has AI helped you overcome a personal challenge?

Share your story below.

P.S. Follow me Alex Banks for daily AI highlights & insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

Image credit: Tobi Lutke on X

Google just woke up.

And OpenAI is feeling the heat.

A leaked internal memo from Sam Altman just surfaced.

The OpenAI CEO admits Google's AI progress could "create some temporary economic headwinds."

Here's what's happening:

→ OpenAI's revenue growth could slow to single digits by 2026
→ They're projecting a $74 billion operating loss by 2028
→ Gemini 3 Pro now leads GPT-5.1 in reasoning and coding tasks

Altman's own words: "Google has been doing excellent work recently in every aspect."

This is a massive shift.

For 3 years, OpenAI had peacetime dominance.

Now it’s a wartime scenario.

OpenAI is scrambling with social-infused features like Sora 2 App and group chats in ChatGPT in an effort to push top-line revenue and seek virality.

Meanwhile, Google's been quietly building:

→ Gemini 3 for reasoning
→ Nano Banana Pro for images
→ Veo 3.1 for video
→ TPUs powering everything

The real insight here:

• Google wasn't the first search engine
• Many came and went before it
• What matters is being the last mover

Owning the "stack" from chip to chatbot creates the only real enduring moat.

My takeaway:

Frontier LLMs are rapidly commoditising.

OpenAI pioneered the technology, but it can't defend margins when competitors match its capability.

I recently switched my new default model from GPT-5.1 to Gemini 3 “Fast” mode for general Q&A tasks because of its speed.

The sleeping giant has woken up.

And the AI race just got a whole lot more interesting.

Follow me Alex Banks for daily AI highlights and insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

Runway just dropped Gen-4.5.

It's now the world's # 1 AI video model.

The numbers:

→ 1,247 ELO score on Artificial Analysis leaderboard
→ Beats Google’s Veo 3, Kling 2.5, and OpenAI’s Sora 2 Pro
→ Top-rated model globally

Core capabilities:

→ Unprecedented physical accuracy (realistic weight, momentum, and force)
→ Complex multi-element scenes rendered with precision
→ Maintains visual consistency across diverse aesthetics
→ Intricate camera choreography from single prompts
→ Handles both photorealistic and stylised animation

What's different:

• Built entirely on NVIDIA GPUs (Hopper and Blackwell series)
• Same speed and pricing as Gen-4
• All existing control modes coming to Gen-4.5 (Image to Video, Keyframes, Video to Video)

Current limitations:

1. Causal reasoning issues: A door might open before someone touches the handle. Effects can precede causes.
2. Object permanence problems: A cup can vanish after being blocked from view, then reappear in the next frame.
3. Success bias: Actions succeed too often, e.g., a poorly aimed basketball shot still goes in.

Already being used by:

→ Target (Retail & Ecommerce)
→ BBC (Broadcast)
→ Ubisoft (Gaming)

Runway says it will be available to everyone in the coming days.

My takeaway:

Two years ago, Runway released Gen-1, the first publicly available video generation model.

Now they're setting a new benchmark.

We’re one step closer to systems that truly understand how the real world actually works.

I can feel the video generation race really accelerating and we're all going to benefit from this competition.

Follow me Alex Banks for daily AI highlights and insights.

Want to learn how to leverage AI in your work?

Subscribe to my newsletter:
https://lnkd.in/ePSZP6KF

China just shipped $113M of humanoid robots.

UBTECH’s Walker S2 has begun mass production:

The Numbers:

→ 800M yuan (~$113M) in orders secured
→ 500 robots delivering by year-end
→ 5,000 annual capacity by 2026
→ 10,000 units by 2027

Who's Buying:

• BYD
• Geely Auto
• FAW-Volkswagen
• Foxconn
• Dongfeng Liuzhou Motor
• SF Express

What Makes Walker S2 Production-Ready:

→ 176cm tall, 70kg, 52 degrees of freedom
→ Walks at 2m/s with humanoid gait
→ 162° waist rotation for tight spaces
→ Deep squat capability with 15kg payload
→ Gen-4 dexterous hands with 6 tactile sensors
→ "Human-eye" binocular vision system

I was impressed by the 3-minute autonomous battery swap:

Traditional robots:
Work 5 hours → Stop → Charge → Wait

Walker S2:
Work 5 hours → Swap battery (3 mins) → Keep working

The dual-battery system monitors power in real-time and autonomously chooses to swap or charge based on task priorities.

Result: 24/7 continuous operation with zero human intervention.

Market Response: 

→ UBTECH's stock climbed 150% this year to 133 HKD
→ Revenue up 27.5% to 621M yuan
→ Humanoids now represent 30% of total sales (up from 10% last year)

My takeaway:

We've crossed the chasm from R&D to real deployment.

The race has shifted from who can build the flashiest demo to who can deliver real scale, maintain uptime, and prove ROI.

UBTECH seems to be answering all three.

Follow me Alex Banks for daily AI highlights and insights.

P.S. I’ll be doing a full breakdown in my newsletter this week.

I cover the most important AI developments to keep you ahead.

Subscribe here: https://lnkd.in/ePSZP6KF

This 1965 clip of Isaac Asimov blows my mind.

He predicted exactly what we're building today:

The convergence of humans and machines into something new.

The two-way transformation is now undeniable:

1. Robots becoming more human-like

• Humanoid robots are starting to move like us
• Neural networks are mimicking our brains
• Soft robotics using organic-inspired materials

2. Humans incorporating more technology

• Neuralink developing brain-computer interfaces
• Advanced prosthetics controlled by thought
• Artificial organs replacing failing human ones

Most people only know Asimov for his famous Three Laws of Robotics:

1. A robot may not harm a human or allow harm
2. A robot must obey human orders (unless violating Law 1)
3. A robot must protect itself (unless violating Laws 1 or 2)

Asimov saw what others couldn't.

While everyone debated if machines could think, he asked what happens when they merge with us.

A hybrid species might surpass both humans and machines.

My takeaway:

In a world obsessed with AI replacing humans, Asimov offered a different vision 60 years ago.

Not replacement, but convergence.

The line between humans and machines will continue to blur.

Is this the future we need?

Follow me Alex Banks for daily AI highlights and insights.

I cover the most important AI developments each week in my newsletter.

Subscribe here: https://lnkd.in/ePSZP6KF

Mike Gelb

The Consumer VC

A podcast serving founders and investors that want to learn how some of the top venture capitalists that invest in B2C businesses make investing decisions.

Past guests include:
Mark Gainey, Founder of Strava
Andy Dunn, Founder of Bonobos
Ariel Kaye, Founder of Parachute
Denise Woodard, Founder of Partake Foods
Nagraj Kashyap, Managing Partner at Softbank Investment Advisors' Vision Fund
Wayne Wu, General Partner at VMG
Mike Duda, Managing Partner at Bullish
Brendan Rogers, Co-founder of Wag! and 2am
Madeline Haydon, Founder of nut pods
Matteo Franceschetti, Founder of Eight Sleep
Bret Thomas, Founder of CAVU Venture Partners
Carter Reum, Founder of M13
Soraya Darabi, Founder of TMV
Elizabeth Yin, Founder of Hustle Fund
Ariana Thacker, Founding Partner of Conscience VC
Henri Pierre-Jacques, Founder of Harlem Capital
Greg Bettinelli, Partner at Upfront Ventures
Daniel Gluck, General Partner at Powerplant Ventures
Kiva Dickinson, Founder of Selva Ventures
Adelle Archer, Founder of Eterneva
Kanyi Maqubela, Founder of Kindred Ventures
Steve Hughes, Founder of Sunrise Strategic Partners
Seth Goldman, Founder of Honest Tea, Eat the Change and PLNT Burger
Spike Mendelsohn, Celebrity Chef & Founder of Eat the Change, PLNT Burger
Jesse Draper, Founder of Halogen Ventures
Nick Saltarelli, Founder of Mid-Day Squares
Charles Hudson, Founder of Precursor Ventures
Rick Desai, General Partner at Listen Ventures
Michele Romanow, Founder of Clearco
Mac the VC, Founder of Rarebreed
Michael Ronen, Founder of Branded
Jason Karp, Founder of Humanco, Hu Kitchen and Hu Chocolate
Jackie Fast, Founder of Sandbox Studios
Joe Kudla, Founder of Vouri
John Foraker, Founder of Once Upon a Farm
Kate Beardsley, Founder of Hannah Grey
Mike Ghaffary, General Partner at Canvas
Nisha Dua, Founder of BBG Ventures
Ben Sun, Founder of Primary Ventures
+ more

Ranked by Listen Notes as one of the top 1% most popular shows globally.

To learn more, head over to www.theconsumervc.com

Founder & Host

Manufactured

Community Manager

Grishin Robotics

Venture Scout

Clearco

Venture Partnerships

Team Shift 

Venture Development Analyst

University of Southern California - Marshall School of Business

•	Conducted due diligence and interviewed social media startup that has currently raised $500k; presented findings and recommendation to head of venture capital fund.
•	Developed processes for LP management, sourcing and portfolio company management.

Venture Analyst

•	Led sessions tutoring operations and supply chain material to International Business Education and Research (IBEAR) students

Teacher Assistant

Sunset Canyon Group

I co-founded an ecommerce private label company that sourced, marketed and sold consumer products on Amazon as well as our own brand sites. The company sold chair hammocks, laybags and mason jar soap dispensers.

•	Researched and analyzed niche-markets. Founded and launched e-commerce businesses selling retail consumer products, growing business to $25k in monthly sales
•	Negotiated product sourcing with American and Chinese manufacturers.
•	Sold direct to consumer products on Amazon.com and analyzed key search terms in order to improve return on ad spend.

Business Development Strategist

Smart eStrategy

Smart eStrategy is a digital marketing service that specializes in Social Media and Website Optimiation for ecommerce and service products. Their main clientele are startups that already have operations processes in place to which they're in a position to scale exponentially. 

•	Managed non-profit’s Facebook marketing business and grew business over 2,000%, by using data analytics to analyze consumer segments and building a sales funnel.
•	Lead sales calls with prospective clients and grew business revenue by $80k / year.
•	Audited prospective clients Facebook Business, Website, and Google Analytics accounts and recommended sales strategies.

Ads Strategist

William Morris Endeavor

William Morris Endeavor is one of the largest entertainment agencies in the world. Fortune lists them as top 25 private companies. From critically acclaimed television and film to bestselling novels and sold-out concerts, they influence an unparalleled amount of compelling experiences created around the world each day.

•	Managed contracts for $30M+ in gross earnings and 400 shows per in the north-east of the United States, including Foo Fighters, Florence and the Machine, Sam Smith, Peter Frampton, Morrissey.
•	Coordinated day to day operations for artists such as Tool, Puscifer, Godsmack, The Cult, Failure.
•	Negotiated deal points and contract language with major and independent promoters including Live Nation, AEG, C3 Presents, SLP Presents, Kirschner Concerts.

Music Assistant

•	Proposed and pitched the premier “Spartan Cruise” to Senior Management (The first fitness obstacle course cruise by Spartan Race and by WME and the first cruise with a major brand in the obstacle race industry.)
•	Managed bookings of artists for music cruises and celebrities for comic-con appearances, including Whoopi Goldberg, among others.

•	Managed offices in the music department when staff were absent.
•	Managed ticket counts from promoters for entire company roster.

Music Floater

Howard Benson

•	Studio Caretaker during Rascal Flatts recordings. Documented signal flow.
•	Interim manager of band “Broadway Bullies”. Handled all social media.

Assistant/Runner

Follow for insights on venture capital, consumer startups and tips on how to build your network // Looking To Learn? Head to 👉 theconsumervc.com

I produce content that teaches you how the top consumer VCs invest in the most exciting brands and B2C technology. 

Some of the content I produce:

🎧  Podcast - Learn from some of the top VCs on your time by tuning in twice a week. 
Check it out 👉 theconsumervc.com

🏔 Live events - Come and interact with investors and founders. Last one was with Ty Haney, Founder of Outdoor Voices in Austin on 10/13

✍️ The Consumer Fortnight Newsletter - I share a bit of deal flow to help founders fundraise.
If you're an investor, apply to be added here 👉 https://forms.gle/v2u7wEvwodrNxaQt9

Thank you for reading!

I'm thrilled to share that I started a new position at Bridge 

And I couldn't be more delighted.

Over the past six years, I've been passionate about helping brands on the investment side – whether through curating thoughtful events, sharing content that supports the broader consumer community or connecting them directly with investors (after double opt-ins, of course). I'll continue doing that with Consumer VC

Now, I get to also help brands in a new way: by connecting them with the right lenders for their working capital needs.

Our mission at Bridge is simple but powerful: to give emerging companies the same access to capital that Fortune 500s have always enjoyed.

With a 10-minute application, Bridge instantly connects businesses with top financing partners, turning months of paperwork into competing offers within 48 hours.

I’m deeply grateful to Rohit Mathur, Harte Thompson, Cletus McKeown, and Emily Reeves for the opportunity. Excited to get started!

If you're looking for a lender or looking to get competing offers, feel free to DM me!

#CPG #consumerbrands #workingcapital #growth

Founder and Host of Consumer VC | 300+ Unfiltered Conversations with Top VCs & Founders | Building the #1 Community for Consumer Investors and Founders

I'm flying out from LA for this.

Which I rarely do for NYC events.

Two years ago, Sumeet Shah and I started Consumer Brews with one goal: bring together the people actually building consumer brands—founders, operators, investors—in the same room for real conversations.

No panels. No pitches.

Just the kind of conversations that actually move your business forward.

We're bringing it back December 10th.

If you're working on a consumer brand or thinking about starting one, this is where you need to be.

The full Bridge and VHS Ventures teams will be there.

I'll be wearing my ugly (actually awesome) Capitals Holiday sweater because Go Caps. Right, Sam Wiser

Spots are limited.

Sign up here – https://luma.com/ib64o1kd

cc: Cletus McKeown Emily Reeves

#consumerbrews #consumerbrands #consumer #CPG #coffee #GoCaps

A few weeks ago, my wife, Molly, and I launched a new series for premium Consumer VC substack subscribers called Talking Shop.

Talking Shop zooms in on a particular topic/theme within consumer and asks 1-3 people who we believe are experts (and "in the thick of it") their point of view to become more educated.

This week's edition focused on the cannabis-infused beverage market, which is on a heater.

We were delighted to feature Alexi Chialtas (FIND WUNDER) and Justin Buchanan (Reframe Beverage).

Link: https://lnkd.in/g7qAjWJZ

Our previous editions:

"Investing in Beauty and Personal Care Today"

Featuring:
- Diana Melencio (XRC Ventures)
- Odile Roujol (FAB Ventures Co-Creation Studio)
- Cristina Nuñez (True Beauty Ventures)

Link: https://lnkd.in/gDiphRXq

__________

"The State of the Chocolate Industry"

Featuring:
- Douglas Lamont (Tony's Chocolonely)
- Nick Saltarelli (Mid-Day Squares)

Link: https://lnkd.in/gB4r8Y_W

_________

"Is Protein Peaking or Just Getting Started?"

Featuring:
- Matt Landen (Chomps)
- Melissa Urban (Whole30)

Link: https://lnkd.in/gz5dmYnB

Next up: Current state of seed investing.

What topics should we also explore?

Beauty & Personal Care:

How do you invest in it?

What returns are realistic?

What sets brands apart?


Well, I wanted to find out.

So I chatted with Rich Gersten, Co-Founder & Managing Partner at True Beauty Ventures – one of the most respected early-stage funds in the beauty and wellness space – on Consumer VC

They were early investors in K18, Crown Affair, Vacation Inc., Youthforia among other incredible brands.

We get into:
• Why beauty & personal care consistently outperform other consumer categories
 • How Sephora & Ulta reshaped the entire retail landscape
 • The biggest mistakes founders make when scaling beauty brands
 • How True Beauty Ventures thinks about early-stage investing
 • Why most celebrity brands flop (and what makes Rhode the exception)
 • What’s really happening in beauty M&A and why exits have slowed
 • Valuation discipline, pro-rata, and why execution > product

Thank you to Glimpse for sponsoring this episode –

Glimpse is the most efficient and effective way to make sure that you’re not losing 2-3% of topline revenue to invalid deductions and fees across all the retailers, distributors, and Amazon… without putting any work on your team.

Links in comments below to listen to the full episode 👇👇👇

#beauty #personalcare #investing #venturecapital #retail #brands

Retail Deductions.

Let’s talk about it.

They’re confusing, time-consuming, and often misunderstood — yet they materially impact a brand’s profitability.

I spoke with Akash Raju (CEO & Co-Founder of Glimpse) about how deductions really work and what brands can do to protect their margins on the latest episode of Consumer VC.

Glimpse is the most efficient and effective way to ensure you’re not losing 2-3% of topline revenue to invalid deductions and fees across retailers, distributors, and Amazon… without putting any work on your team.

Glimpse has a 91% win rate on deduction disputes.

We dive into:
• The “deduction economy” retailers never explain
• How to identify invalid deductions
• Why distributors like UNFI + KeHE complicate the process
• When automation + AI can meaningfully help
• Tactical steps founders can take today

If retail is part of your growth strategy, this episode will save you money.

🔗 Listen here: https://lnkd.in/gKeytuZR

#retail #CPG #Deductions #Finance #Podcast #ConsumerVC #Margins

Last week in consumer:

Here are the stories that matter

Legal Drama
Costco is suing the US government for tariff refunds. They're blocking payments until the Supreme Court rules on whether Trump-era tariffs were illegal. Bold move from a retailer that rarely makes waves.

The BNPL Surge
Cyber Monday hit $14.25B in online sales. But here's the stat: $1.03B came from buy now, pay later. That's 7% of total sales. BNPL isn't a trend anymore—it's infrastructure.

Plant-Based Reckoning
Beyond Meat just lost a $38.9M trademark case over the phrase "Great Taste, Plant-Based." Meanwhile, Turkish giant ETİ is buying TRUBAR for $201M.

AI Meets Shopping
OpenAI launched shopping research in ChatGPT. Compare products, get recommendations, soon buy directly. Amazon and Visa are building tools for "agentic commerce"—AI that shops for you autonomously.

The shift from browsing to AI-assisted buying is happening faster than most brands are ready for.

The Unilever Pivot
They're selling Graze to focus on beauty and wellness.
Estée Lauder just took a stake in Mexican luxury fragrance Xinú. The lines between categories are blurring.

Black Friday showed it: online up 10.4%, stores up 1.7%. The gap keeps widening.

Link to Consumer VC Update in the comments for the latest news 👇

Thank you Glimpse for sponsoring this issue.

Do you operate a brand that's in retail? Glimpse helps brands turn retail deductions into a revenue engine by automating deductions retrieval, validation, disputing, and accounting.

If you're looking to recover lost revenue due to deductions, speak with Matt Holden from Glimpse to see how they can help.

#update #newsletter #consumervc #CPG #Retail #venturecapital

Who are the top CPG lawyers who specialize in co-manufacturing contracts?

I have a brand that's in a tough spot and needs some help.

What's your favorite venue in LA for a business event (preferably the westside) for 200ish people?

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