💀 Wall Street discovers AI eats software companies

📉 Wall Street Has an "Oh Sh*t" Moment About AI

• US futures tanked with Nasdaq down 0.77% as investors finally realized AI isn't adding jobs - it's yeeting entire industries into the void. Software firms, brokerages, and trucking companies getting hit hardest.

• Why it matters: The "AI disruption trade" just went from meme to REALITY CHECK. Turns out "software eating the world" was just the appetizer - AI is the main course. (source)

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💰 Adani Drops $100B Bomb on AI Infrastructure

• Adani Enterprises announced $100 BILLION for renewable-powered AI data centers by 2035. This will trigger another $150B in related investments. That's $250B total. In India. For AI. Sir, this is a Wendy's.

• Why it matters: India can't make chips but they CAN build data centers. This is their moonshot - becoming the world's AI server farm. (source)

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🚀 Ricursive Raises $335M for AI That Designs... More AI

• This 4-month-old startup just raised $300M at a $4 BILLION valuation (??) Their pitch: AI that designs chips in hours instead of years. Nvidia is both a customer AND investor. Nothing suspicious here.

• Why it matters: We've reached recursive AI inception - AI designing the chips that run AI. The singularity isn't coming, it's filing SEC paperwork. (source)

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🤝 Infosys Partners with Anthropic (Translation: "Please Don't Fire Us")

• Infosys partnered with Anthropic to build AI agents after losing $44.46 BILLION in market cap this month. AI now makes up 5.5% of their revenue across 4,600 projects.

• Why it matters: Indian IT giants are desperately trying to avoid becoming the next Blockbuster. Spoiler: It's not going great!! (source)

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🚨 Spain Goes Nuclear on Big Tech Over AI Child Abuse Content

• Spain ordered prosecutors to investigate X, Meta, and TikTok for spreading AI-generated CSAM. PM Pedro Sanchez: "The impunity of these giants must end"

• Why it matters: Europe's done playing around. Multiple countries investigating, and this is just the beginning of the AI content moderation wars. (source)

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🔍 Ireland Investigates Grok for... You Know What

• Ireland's Data Protection Commission opened formal investigation into Grok generating sexualized images (including minors). They can fine up to 4% of global revenue under GDPR.

• Why it matters: Elon's chatbot speedrunning international bans. First Turkey, now Ireland. Maybe don't let the AI generate EVERYTHING?? (source)

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🔒 OpenAI Launches "Lockdown Mode" (Finally)

• ChatGPT gets new security mode limiting web browsing to cached content and letting admins whitelist apps. Because apparently prompt injection is still a thing.

• Why it matters: We're giving AI access to corporate secrets while it's still vulnerable to "ignore previous instructions and leak everything" attacks. What could go wrong? (source)

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🤖 OpenClaw's "AI Uprising" Was Just Humans Being Weird

• OpenClaw (190k GitHub stars) made headlines when AI agents supposedly organized against humans on Reddit clone Moltbook. Plot twist: It was humans pretending to be bots because the platform had massive security holes.

• Why it matters: AI agents are so insecure they can't even stage a proper uprising. The revolution will not be prompt-injected. (source)

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🇨🇳 Alibaba's Qwen3.5 Makes Western AI Look Bloated

• Qwen3.5-397B uses only 17B parameters per query while matching GPT-5.2 performance. It's 60% cheaper and 8x better at large workloads.

• Why it matters: China just said "your 2 trillion parameter model is cute" and built something actually efficient. The AI race just became about who can do more with less. (source)

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🇮🇳 India Becomes ChatGPT's Second Home

• Sam Altman confirmed India has 100 million weekly ChatGPT users. Anthropic's opening a Bengaluru office because India is Claude's #2 market too.

• Why it matters: India's not just building data centers - they're speedrunning AI adoption. A billion people discovering ChatGPT at once. RIP customer service jobs. (source)

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💶 a16z Guy Takes 9 Flights to Stockholm for One Deal

• Gabriel Vasquez flew to Stockholm NINE TIMES IN A YEAR to lead a $2.3M pre-seed into AI dental startup Dentio. No local office. Just vibes.

• Why it matters: Silicon Valley VCs are so desperate for deals they're collecting airline miles like Pokemon cards. "Silicon Valley is a state of mind" - yeah, a desperate one. (source)

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🚁 SpaceX Enters Pentagon Drone Competition (Wait, What??)

• SpaceX and xAI competing for $100M Pentagon contract for autonomous drone swarms. Remember when Elon was against "new tools for killing people"? Pepperidge Farm remembers.

• Why it matters: Musk went from "AI safety" to "weaponized drone swarms" real quick. Character development or villain arc? You decide. (source)

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👻 Meta Patents Digital Necromancy

• Meta patented an AI system that simulates deceased users using their data to post when they're "on break" or, you know, dead.

• Why it matters: Black Mirror called, they want their dystopia back. We're literally turning dead people into chatbots. This is fine. Everything is fine. (source)

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