Midjourney Ventures Into Body Scanning  🔗 **Source:** [Midjourney Ventures Into Body Scanning](https://share.snipd.com/episode/1e4ce0d3-351c-49a2-8a39-ba64f029ccc8) ## Highlights - **MidJourney's 60 Second Full Body Scanner** - MidJourney launched a full-body ultrasound scanner that uses 40 semiconductor transducers and two petaflops to capture detailed images in 60 seconds. - The device scans you in a water vat with ultrasonic Transcript: Jaeden Schafer They have launched their very first hardware product. This is something I wasn't expecting when I opened up Twitter yesterday or X yesterday. It is a full body ultrasound scanner. It's going to capture detailed images in 60 seconds. So it's using 40 semiconductor transducers and two petaflops of compute. The company is planning to open a spa in San Francisco's Union Square that is going to have 100 scanners. It's all going to be next year, 2027. And they are positioning this as preventative health tool that could rival MRI quality without radiation or hospital logistics. Okay, this is just like coming from the company that was previously doing AI generated images. Absolutely not something I was expecting. But if you go look up like pictures of this thing, it's incredible. There's all these tiny microscopic speakers basically that are blasting little sounds at you. In order to get this full body scan, you actually have to go into a vat of water. So you walk into a vat of water, you're surrounded by all these tiny little speakers that are blasting at you, and it can get every single nanoparticle of your whole body scanned. And it's pretty impressive because it's not just externally, it's internally. So it's, it's able to scan your lungs, all of your, um, all of your organs. It's really, really incredible. And you can do the whole thing in 60 seconds. So if you've done an MRI scan before, you know, you're, you're super claustrophobic. You can't move. You're in this giant tube. You have to wear, uh, you know, a lead vest for radiation. This is very cool. So the way this whole thing works is that AI is going to handle the 3D reconstruction of muscle, fat, bone, and organs. So basically, it's going to be fed back all of these basically like bat echolocation, sonar, sound bounce detection that it's done. And then the AI is going to put that back together and decode this into a way that shows a full 3D reconstruction of your whole body. About a dozen people have been scanned so far. Midjourney hasn't published any kind of comparative imaging data against MRI baselines. And the company is actually not going to go do FDA diagnostic clearance. They're actually going to start with body composition maps. This is a much lower regulatory category. They're also kind of floating the idea of a new FDA device class for consumer health tracking. So it's not like something that's like, hey, go go in this thing. It's going to diagnose if you have any issues. They're more like, hey, this is for preventative. This is for giving you information. It's kind of just like a body tracker just because FDA takes so long. But this is really incredible. Basically, majornein is betting that this kind of real time full body imaging is going to become a consumer wellness staple rather than a clinical tool. So the way that they're thinking about this is that gym memberships are going to be able to put this in, spas, etc. And their goal is to build 50,000 of these that they put around the world. Seconds instead of, you know, hours and MRI scan. Their goal is that the whole world could be able to get full body, high quality scans, internal, external in 60 seconds with just 50,000 of these. ([Time 0:02:23](https://share.snipd.com/snip/79d0d4aa-178b-4df1-9f6d-4ba0460ca228)) - **Entering A Vat For A 60 Second Scan** - Jaeden Schafer describes the scanner experience: you enter a vat of water surrounded by tiny ultrasonic transducers that 'blast' sound to map every nanoparticle of your body. - The host contrasts the 60-second wet scan with slow, claustrophobic MRI procedures to emphasize convenience. Transcript: Jaeden Schafer Absolutely not something I was expecting. But if you go look up like pictures of this thing, it's incredible. There's all these tiny microscopic speakers basically that are blasting little sounds at you. In order to get this full body scan, you actually have to go into a vat of water. So you walk into a vat of water, you're surrounded by all these tiny little speakers that are blasting at you, and it can get every single nanoparticle of your whole body scanned. And it's pretty impressive because it's not just externally, it's internally. So it's, it's able to scan your lungs, all of your, um, all of your organs. It's really, really incredible. And you can do the whole thing in 60 seconds. ([Time 0:03:00](https://share.snipd.com/snip/8b1b2b36-37d0-4109-9b90-d304c7e3afc6)) - **Scanner Positioned As Consumer Preventative Health** - MidJourney intends the scanner as a consumer preventative health tool offering MRI-like internal imaging without radiation, focusing first on body composition maps to avoid FDA diagnostic clearance. - They plan spas and gyms with 50,000 units worldwide to make full-body imaging a wellness staple. Transcript: Jaeden Schafer So the way this whole thing works is that AI is going to handle the 3D reconstruction of muscle, fat, bone, and organs. So basically, it's going to be fed back all of these basically like bat echolocation, sonar, sound bounce detection that it's done. And then the AI is going to put that back together and decode this into a way that shows a full 3D reconstruction of your whole body. About a dozen people have been scanned so far. Midjourney hasn't published any kind of comparative imaging data against MRI baselines. And the company is actually not going to go do FDA diagnostic clearance. They're actually going to start with body composition maps. This is a much lower regulatory category. They're also kind of floating the idea of a new FDA device class for consumer health tracking. So it's not like something that's like, hey, go go in this thing. It's going to diagnose if you have any issues. They're more like, hey, this is for preventative. This is for giving you information. It's kind of just like a body tracker just because FDA takes so long. But this is really incredible. Basically, majornein is betting that this kind of real time full body imaging is going to become a consumer wellness staple rather than a clinical tool. So the way that they're thinking about this is that gym memberships are going to be able to put this in, spas, etc. And their goal is to build 50,000 of these that they put around the world. Seconds instead of, you know, hours and MRI scan. Their goal is that the whole world could be able to get full body, high quality scans, internal, external in 60 seconds with just 50,000 of these. ([Time 0:03:44](https://share.snipd.com/snip/7dc9972d-5bc9-4ece-80f2-d8c426ad1165)) - **AI Reconstructs 3D Anatomy From Sonar Echoes** - The scanner uses AI for 3D reconstruction from sonar-like echoes to map muscle, fat, bone, and organs rather than raw diagnostic claims. - MidJourney hasn't published MRI comparison data and is avoiding FDA diagnostic clearance by starting with composition maps. Transcript: Jaeden Schafer And then the AI is going to put that back together and decode this into a way that shows a full 3D reconstruction of your whole body. About a dozen people have been scanned so far. Midjourney hasn't published any kind of comparative imaging data against MRI baselines. And the company is actually not going to go do FDA diagnostic clearance. They're actually going to start with body composition maps. This is a much lower regulatory category. They're also kind of floating the idea of a new FDA device class for consumer health tracking. So it's not like something that's like, hey, go go in this thing. It's going to diagnose if you have any issues. They're more like, hey, this is for preventative. This is for giving you information. It's kind of just like a body tracker just because FDA takes so long. But this is really incredible. ([Time 0:04:00](https://share.snipd.com/snip/90f5c8ac-1dbd-455e-aac6-9a6597a386cb)) - **Anthropic's Ban Became A Publicity Flashpoint** - Anthropic was forced to pull Fable 5 and Mythos 5 after Amazon researchers found jailbreaks, which the company argues are common across models including ChatGPT 5.5. - Media framed the ban as elevating Anthropic into the center of AI policy and investor narratives pre-IPO. Transcript: Jaeden Schafer Okay, let's talk about Anthropik's federal ban. Some people are saying this is becoming a bit of a marketing asset, because the US government forced them to pull their newest model, Fable 5, and Mythos 5 last week, and this is all after Amazon researchers found that there was some jailbreak vulnerabilities, and apparently Anthropik said, hey, look, why do we have to fix these jailbreaks? Because you can do the same jailbreaks on chatGBT 5.5, so know, like, why are you targeting us? And there was kind of this whole back and forth. And the government's like, well, there's a jailbreak. And you said this was super dangerous. So we got to pull it. Now, some people think this is really bad for Anthropic, but over at TechCrunch, the hosts of their equity podcast said that this incident has positioned Anthropic at the center of AI policy. And this debate that is happening this week was done without the company spending any marketing dollars. ([Time 0:05:23](https://share.snipd.com/snip/b1295cfa-ae2c-4af6-bc15-ae8f6bdf7155)) - **TechCrunch Says Ban Boosted Anthropic's Narrative** - TechCrunch's Equity hosts suggested the forced pull cast Anthropic as fighting the government and boosted its pre-IPO narrative without paid marketing. - The framing implies investors may view Anthropic as stronger because it's being singled out. Transcript: Jaeden Schafer Now, some people think this is really bad for Anthropic, but over at TechCrunch, the hosts of their equity podcast said that this incident has positioned Anthropic at the center of AI policy. And this debate that is happening this week was done without the company spending any marketing dollars. They're saying, look, it's actually making Anthropic look like they're fighting the government. And beyond that, it shows them as, number one, a strong company. If they're getting, you know, kind of signaled out by the government for what could be an industry-wide problem, that might actually strengthen their pre-IPO narrative because investors Are saying, look, there's something different about Anthropoc. ([Time 0:06:44](https://share.snipd.com/snip/5406751a-366c-4c6e-8731-48cee75fe6fd)) - **Amazon Shelves Sam Altman Film Amid OpenAI Deal** - Amazon's MGM studio dropped Luca Guadagnino's film 'Artificial' about Sam Altman's firing and reinstatement and is shopping it to other distributors after a $50B AWS investment in OpenAI created a conflict. - The film is near finished with Andrew Garfield playing Altman, so it'll likely find another distributor rather than being canceled. Transcript: Jaeden Schafer Okay. Amazon's MGM is dropping the new Sam Altman film Artificial. This was created by Luca Guadino, and the film is basically dramatizing Sam Altman's five-day firing and reinstatement as opening eye CEO. This all happened back in like November 2023. I know it seems like a million years ago, but it wasn't that long ago. They made a whole movie about it, but Amazon doesn't want to distribute it anymore. And so they're actually shopping for new distributors. This is coming just a few weeks after Amazon announced a $50 billion investment in OpenAI, which is kind of a weird conflict between, you know, the studio's parent company and also depicting OpenAI's internal crisis. So it's almost like, look, they're putting $50 billion into OpenAI. Maybe they don't want to be the people that distribute a video that might not put Sam Altman in the best light. So that's going to be interesting to see who else picks that up. I think we all want to see the film. Come on. We all have to live through the drama of him getting fired and wondering what was going to happen. We all want to see the movie, whether it's good or not. I love these types of movies. I love the one they made about Uber. I love the one they made about Blackberry. I love all of these kind of like Silicon Valley insider movies. I know they're not all perfect. The We Crashed one was phenomenal. Highly recommend it. Apparently, Andrew Garfield is playing Altman. The thing that I'm happy about is that the film is far enough along that they're just shopping, sending this to a different distributor, and they're not canceling it out all together. It's basically near finished of a product. So I think they just have some editing and stuff. ([Time 0:07:29](https://share.snipd.com/snip/d608254f-47fe-49e1-8d1c-5ef4fb666d40)) - **AWS Moves Tranium Chips Into The Open Market** - AWS plans to sell its Tranium AI chips to external buyers, creating a potential NVIDIA rival and forcing choices about capacity vs. bundled cloud revenue. - Tranium capacity is sold out more than a year before shipping, pressuring TSMC capacity allocation dominated by NVIDIA orders. Transcript: Jaeden Schafer Okay, AWS is in open talks, more Amazon ish news to sell tranium chips outside of just being built inside of AWS. So they're actually going and targeting outside buyers. This is something that NVIDIA is probably feeling particularly threatened by. The AWS CEO, Andy Jassy, he pegged the chips business at about $50 billion annual run rate, which is enough to rival Intel's revenue and create the first credible alternative to NVIDIA For AI training silicon. I mean, that's pretty wild for them to be like, hey, look, we have this new chip, we've been using it internally. And we think this thing is worth, you know, the entire company of Intel. Tranium for capability is already completely sold out, which is more than a year before this chip is actually shipping. And they've completely sold it out a year ahead of time that I think has forced Amazon to choose between serving AWS customers or external buyers. Amazon is going to need to secure basically additional capacity from TSMC, which is currently dominated by NVIDIA orders and has become Apple's replacement at the foundry's largest Customer. NVIDIA is simultaneously expanding into a 200 billion CPU for AI market, which is pushing into Intel and AMD territory. So it's kind of interesting because we have Amazon moving into Nvidia's territory. We have Nvidia moving into Intel and AMD's territory. The reason why I think this matters and why it's particularly interesting to me is because right now we have kind of this hyperscaler supply crunch and it's in a way it's actually forcing Amazon's hand because if they sell their Tranium externally, it's going to sacrifice this kind of a bundled cloud revenue that Amazon makes when it owns the full stack. So they have this kind of bundled revenue when they're selling it inside of AWS. But, you know, for every single chip that they sell or every single chip that they ship, it's a five year revenue stream lost, right? Because if they'd taken this Tranium, they put it in their own data center, and then they sold it to people, they would be able to keep using that chip for five years and selling it. It's usage to people kind of renting it out, right? Instead, if they go and sell that chip to someone, it's a one off deal. But right now, the reason that Amazon is doing this is because if they don't do, you know, kind of sell it one off when there's this massive demand, they're basically leaving billions Of dollars on the table, because there's certain customers that are not going to rent servers from Amazon. They're going to go buy them. They're going to try to get them from NVIDIA, but they're going to try to purchase them for themselves one way or another. So Amazon's like, look, let's try to make some money here. They're kind of trying to bet that this is a good NVIDIA alternative, that people are going to be interested because this is backed by a $50 billion business. ([Time 0:08:59](https://share.snipd.com/snip/286b70a8-6c15-4fb3-b6de-3fde1dbe4359)) - **Selling Chips Trades Recurring Cloud Revenue For Immediate Gains** - Selling Tranium chips externally can be lucrative short-term but sacrifices long-term bundled AWS revenue from renting servers over years. - Amazon must secure extra TSMC capacity while balancing competition with NVIDIA and customer demand for owned hardware. Transcript: Jaeden Schafer So they have this kind of bundled revenue when they're selling it inside of AWS. But, you know, for every single chip that they sell or every single chip that they ship, it's a five year revenue stream lost, right? Because if they'd taken this Tranium, they put it in their own data center, and then they sold it to people, they would be able to keep using that chip for five years and selling it. It's usage to people kind of renting it out, right? Instead, if they go and sell that chip to someone, it's a one off deal. But right now, the reason that Amazon is doing this is because if they don't do, you know, kind of sell it one off when there's this massive demand, they're basically leaving billions Of dollars on the table, because there's certain customers that are not going to rent servers from Amazon. They're going to go buy them. They're going to try to get them from NVIDIA, but they're going to try to purchase them for themselves one way or another. So Amazon's like, look, let's try to make some money here. They're kind of trying to bet that this is a good NVIDIA alternative, that people are going to be interested because this is backed by a $50 billion business. ([Time 0:10:33](https://share.snipd.com/snip/e9cf5d6d-c448-4678-8281-151e7e3cf6d1)) - **Apple Deal Could Validate Intel's Foundry Comeback** - Intel's stock jumped after an announced Apple chip design deal, signaling a potential shift of volume from Taiwan to US foundries and validating Intel's foundry push. - The move ties into U.S. industrial strategy and could open more design wins if real volume follows the political announcement. Transcript: Jaeden Schafer Intel's stock has jumped 9% after Trump announced an Apple chips design deal that's going to be happening. This, you know, bumped them up in pre-market trading. The move, I think, shows that there is a major shift in semiconductor manufacturing, pulling Apple away from Taiwan and marking Intel's biggest foundry win since their CEO, the new One, Lit Boutan, refocused the company on some outside partnerships. So their stock has gained 464% over the last 12 months. If you guys remember, Intel stock has been sliding for many, many years. This is lifting their market cap to $608 billion, a bid, a much broader 90% year-to rally in the semiconductor sector. Elon Musk's TerraFab, also described as basically the world's largest chip factory, is being designed with Intel's technology team, which is the first major outside foundry commitment For Intel's capital, very capital intensive manufacturing business. And Apple currently designs all of its own M series and A series chips, and they have a fabrication unit and all that is done in Taiwan, which means that any meaningful volume shift to Intel is going to be the company's most significant outsourced order to date. The reason why I think this is a big deal is because Intel has gone from manufacturing and they've kind of been, they're turning into sort of a geopolitical asset in the last 12 months. The Apple deal, if it includes real volume, is going to validate what the CEO has been betting on that US founder capacity, which is of course backed by government capital and a lot of President, you know, President Trump's attention. They're saying that this can compete with Taiwan. And so I think if we kind of watch whether this is going to open up the floodgates for other design wins, or if this is going to kind of be like a one-off political kind of like moment where Trump just wanted to make a big announcement. And so we kind of got this deal put together. I think that's remaining to be seen, but overall I'm excited to see this American company succeed moving some manufacturing to the United States. ([Time 0:11:37](https://share.snipd.com/snip/fc5bac61-0e6a-4af3-bc5a-669ca4d4c6c0))