$400B AI bubble ready to pop

💸 Big Tech's $400B AI Gamble Enters the "Find Out" Phase

• Tech giants are about to report earnings after burning $400 billion on AI this year. MIT says only 5% of AI projects actually work. The math isn't mathing.

• This week decides if AI is the next internet or the next Pets.com. Spoiler: both can be true simultaneously. (source)

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⚔️ China's Military AI Runs on DeepSeek (Not a Joke)

• The PLA is using an AI model literally called "DeepSeek" for autonomous target recognition. They're also ditching Western chips for Huawei's finest silicon.

• The AI arms race is real, and China's naming their military AI like a 90s hacker movie. What could go wrong? (source)

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📈 Wall Street Cancels Stock Buybacks, YOLOs Into AI

• Companies just redirected $1.2 trillion from buybacks to AI infrastructure. Investors are actually rewarding this behavior.

• Corporate America just went all-in on the AI casino. Either we're building the future or speedrunning the dot-com crash with better graphics. (source)

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🤖 OpenAI is Literally Becoming Facebook

• One in five OpenAI employees now comes from Meta. They're exploring using ChatGPT's memory for personalized ads. Sam Altman's research utopia is dead.

• Your AI assistant might soon know you better than your therapist - and sell that data to the highest bidder. (source)

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🎯 Qualcomm Enters the Chat, Nvidia Sweats

• Qualcomm dropped two new AI chips to challenge Nvidia's monopoly. They promise efficiency and availability "in a couple years" (lol).

• Competition might finally lower GPU prices from "mortgage payment" to merely "car payment." (source)

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💰 Sequoia Bets $950M the Bubble Won't Pop

• The VC legends just raised nearly a billion for early-stage AI startups, despite everyone screaming "bubble!"

• Either Sequoia knows something we don't, or they're speedrunning WeWork 2.0 with transformers. (source)

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🎨 Google Quietly Dominates AI Creation (Plot Twist)

• 74% of creators prefer Gemini for images, 69% use Veo for video. Google is winning while everyone's distracted by ChatGPT drama.

• While OpenAI fights itself, Google's actually shipping products people use. Boring but effective. (source)

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🎵 OpenAI Pivots to AI Music (Third Time's the Charm)

• OpenAI's training music models with Juilliard students. Because nothing says "artistic integrity" like replacing musicians with code.

• A billion ChatGPT users are about to become bedroom producers. RIP human creativity, 2025-2025. (source)

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🗣️ Saudi Arabia Builds Voice-Only OS, Mouse Manufacturers Panic

• Humain's launching an OS where you just talk to your computer. No clicking, just yapping.

• Either this is the future of computing or the fastest way to annoy everyone in your open office. (source)

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⚖️ Australia Sues Microsoft for Forced AI Bundling

• Microsoft allegedly hid cheaper plans without Copilot, forcing users to pay for AI they didn't want.

• Turns out bundling AI into everything and jacking up prices makes regulators angry. Who could have predicted this? (source)

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🎯 Ex-Israeli Intelligence Creates Reddit Stalker for Sales

• Unit 8200 vets raised $20M for AI that scans Reddit to find people complaining about software, then sells them alternatives.

• Your Reddit rants are now sales leads. Privacy is dead, but at least the targeting is accurate. (source)

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🏎️ Ferrari Accepts Crypto from AI Millionaires

• Ferrari's launching digital tokens for auctions because young AI entrepreneurs don't know what to do with their money.

• When luxury brands start chasing "AI generation" wealth, you know the bubble is absolutely massive. (source)

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Until tomorrow (unless the bubble pops first),
Team Galaxy.ai

P.S. If your company isn't burning at least $100M on GPUs this quarter, are you even trying?

P.P.S. We asked ChatGPT if AI is a bubble. It said no. We asked Claude. It apologized for the inconvenience. Draw your own conclusions.

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