By Tommy Vee

Happy Monday, fellas. Today’s Daybreak is all about control, noise, and discipline. Disney rents the future instead of buying it, AI videos finally get a voice, and someone built an AI that actually gets you off the couch. Same tech arms race, different power moves.

Turn Up the Volume: Mirelo and the $41M Bet

AI videos look impressive until you hit play and realize they sound like a funeral. No footsteps, no chaos, no life. Just pixels staring back at you. That silent problem is exactly why Berlin startup Mirelo just pulled in $41 million from Index Ventures and a16z. Their whole mission is simple and overdue. Give AI videos a pulse. Mirelo’s tech watches what is happening on screen and generates sound effects that actually match the action, turning lifeless clips into something that feels cinematic instead of cursed. Footsteps land when feet hit the ground, explosions sound like explosions, and scenes finally stop feeling fake. Investors see the obvious truth here. Video without sound is half a product, and half a product does not win markets. While everyone else was obsessed with visuals, Mirelo realized silence was the real flaw. Sometimes the biggest breakthrough is just fixing the thing everyone ignored.

Disney x OpenAI: Exclusive, Expensive, and Temporary

Disney just did what Disney always does when the future shows up knocking. They didn’t argue, they didn’t hesitate, they wrote a billion dollar check and slid it across the table to OpenAI. The deal lets fans generate AI content using over 200 iconic characters, from Mickey to Marvel, and yeah it sounds wild, but the real twist is the exclusivity only lasts one year. After that, the velvet rope drops and every other AI company gets a shot at the mouse. This isn’t Disney selling out, it’s Disney renting the future, watching how the game plays out, and keeping one hand on the exit. They get to learn what works, what breaks, and what makes lawyers sweat while everyone else waits outside like extras in a casting call. One year of control, unlimited data, zero long term commitment. Classic Disney. Smile for the camera, cash the check, and leave the door unlocked on purpose.

First Voyage’s Momo: The AI That Gets You to Do Stuff

First Voyage just raised $2.5 million to build an AI companion that actually helps you break habits instead of breaking your brain with notifications that go nowhere. Investors including a16z Speedrun, SignalFire, and True Global handed over the cash because they see the same ugly truth everyone else tries to ignore. Most apps promise change and deliver guilt trips. First Voyage’s product, called Momo, behaves like a digital pet that nags you with personality, remembers what you want to do, and rewards you when you actually do it by giving you care points and cute accessories. People already spend billions on habit trackers that look pretty and disappear by Tuesday. Momo doesn’t get distracted by shiny UI. It learns your patterns, nudges you at the right time, and makes sticking to goals feel less like punishment and more like leveling up in a game you might actually finish. That twist turned investor heads, because an AI friend that gets you to do the boring stuff is worth a lot more than another chatbot that pretends to care while doing nothing.

The Tommy Vee Take

That’s the juice for today, fellas. Disney rented the future, AI videos finally learned to talk, and your new digital buddy might actually make you get off the couch. The game is moving fast, the money is louder than the hype, and if you’re not paying attention, you’re already behind.

Keep your eyes open, your brain sharper, and remember… AI doesn’t wait, and neither should you. This is Tommy Vee, signing off.