Good: Motive Logistics (Formerly KeepTruckin) preparing for IPO through JP Morgan as underwriter.
What it is:
Motive Technologies—formerly KeepTruckin—is a San Francisco–based fleet-management software and hardware provider. It offers GPS-enabled Hours-of-Service tracking, dashcams, safety monitoring, andcompliance tools to over 120,000 businesses in North America. The company, valued at $2.85 billion in its Series F round, has reportedly selected JPMorgan Chase as its lead underwriter for a planned U.S. IPO targeting late 2025.
What it will do:
An IPO would provide Motive with capital to accelerate R&D—especially in AI-driven safety analytics andexpansion into new services or geographies. It could also fuel hardware development, fleet automation, and possibly autonomous-driving technology partnerships.
How you can benefit:
Participating in or following the IPO could offer exposure to the fast-growing logistics‑tech sector. As commerce continues digitizing, Motive’s tools for compliance, safety, and efficiency position it well for sustained uptake. Additionally, the firm’s financial transparency post‑IPO allows better performance monitoring compared to its startup stage.
Bad: U.S. alcohol consumption has fallen to its lowest level since 1939
What it is:
According to new Gallup data, just 54% of U.S. adults drink alcohol—the lowest rate since polling began in 1939 (downsharply from 62% in 2023 and 58% in 2024). Health concerns are driving this collapse: 53% now see even moderate drinking as harmful, a substantial rise from years past. The most dramatic reductions are seen among younger adults and Republicans.
What it will do:
This generational shift could disrupt traditional alcohol demand. With fewer regular drinkers, beverage companies mayincreasingly pivot to non-alcoholic or health-centric alternatives, premium products, and rebranding strategies to alignwith wellness-conscious audiences.
How you can benefit:
This trend opens investment opportunities in non-alcoholic beverages, Marijuana, Nicotine/tobacco (zyn in particular), wellness brands, and emerging “sober-curious” product categories. especially those gaining traction among Millennials and Gen Z. Beverage firms investing in health-forward innovation (e.g. additive-free spirits or mocktails) may be poised for growth despite broader declines.
Ugly: Sam Altman, co-founder of OpenAI, is co-launching Merge Labs, a brain-computer interface startup targeting competition with Elon Musk’s Neuralink.
What it is:
Sam Altman, co-founder and CEO of OpenAI, is co-launching Merge Labs, a brain-computer interface (BCI) startup aimed at challenging Elon Musk’s Neuralink. The venture is valued at about $850 million and seeks to raise $250 million—much of which may come from OpenAI’s venture arm. Altman will serve as co-founder alongside Alex Blania (CEO of Worldcoin’s World ID project), though he’s not expected to manage day-to-day operations.
What it will do:
Merge Labs targets high-bandwidth, less invasive BCI development, seeking broader scalability and applicationsthat extend beyond medical uses. By applying recent AI advances, it aims to make brain-machine interfaces more practical, responsive, and ethically manageable compared to existing implants like Neuralink’s.
How you can benefit:
While private, Merge Labs represents a potentially paradigm-shifting opportunity in neurotechnology and human-AI integration. I forsee a major competition ensuing which could lead to IPO’s for these companies which would be a massive upside for investors. So stay tuned.
