AI bubble enters "dangerous" phase

🎮 Nvidia Speedruns the Open Source Arc

• Nvidia just dropped Nemotron 3 models and literally bought the Slurm people (SchedMD) because Chinese AI labs are eating their lunch. Meta's going closed-source?? Perfect timing to cosplay as the good guys.

• Nvidia realized being the "freedom fighter" of AI is more profitable than just selling shovels. Also, DeepSeek is scary good and they're panicking. (source)

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💀 AI Reality Check: It's Not Working (Like, At All)

• Only 5% of companies saw "widespread value" from AI this year. FIVE. PERCENT. Klarna and Verizon are literally hiring humans back because their chatbots can't handle "my bill is wrong" without having an existential crisis.

• AI can solve quantum physics but can't schedule a meeting. Companies are delaying 25% of planned AI spending because turns out, vibes don't pay the bills. (source)

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📈 Bridgewater: "This Is Getting Dangerous"

• Hedge fund legend Greg Jensen says we're entering the "dangerous phase" of AI spending. Data center deals jumped from $15B to $125 BILLION in one year. That's not growth, that's cocaine economics.

• When the world's biggest hedge fund says "reasonable probability of a bubble," they mean "GET OUT NOW." Oracle's already whiffing earnings. The dot-com speedrun is real. (source)

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🏛️ Government Wants 1,000 Engineers (Good Luck)

• Trump admin plans to hire 1,000 engineers by March 31 for two-year stints. Apple, Google, and Nvidia "pledged to consider" alumni for jobs (translation: we'll look at their resumes, maybe).

• The government is trying to create a Silicon Valley <-> DC pipeline. Because nothing says "innovation" like a two-year temp job fixing COBOL systems from 1987. (source)

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🐉 China's GPU Dreams Hit Hong Kong Markets

• Biren Technology wants $300M from Hong Kong IPO claiming their BR100 chip matches Nvidia's H100. Small problem: U.S. sanctions mean no TSMC for manufacturing. Oops.

• Chinese AI hardware stocks are up 400% on debut because investors love betting on "what if we could actually make these work?" It's hopium at industrial scale. (source)

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🤝 Nvidia Begs China: "Please Buy Our Nerfed Chips"

• Nvidia got approval to sell H200s to China (with a 25% cut going to Uncle Sam as protection money). Alibaba and ByteDance want them SO BAD that Nvidia's considering ramping production.

• The geopolitical gymnastics here are INSANE. China needs chips, Nvidia needs money, and everyone's pretending this isn't completely absurd. (source)

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💊 AI Drug Discovery Hits Unicorn Status (Again)

• Chai Discovery raised $130M at $1.3B valuation for AI antibody design. That's over $225M total for a company whose drugs won't hit market for like... a decade??

• VCs are betting computational biology will revolutionize pharma. Or they just need somewhere to park money that isn't "ChatGPT for dogs." (source)

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🔊 AI Videos Finally Get Sound (Revolutionary!)

• Mirelo raised $41M seed (!!!) to add sound effects to AI videos. Their big innovation? Making fake videos sound... fake but with audio.

• George Lucas said "sound is 50% of the movie" but apparently nobody told AI video companies until now. Better late than never?? (source)

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📊 AI Passes CFA Exams, Finance Bros in Shambles

• Gemini 3.0 scored 97.6% on CFA Level 1. Two years ago GPT-3.5 failed completely. The robots are coming for the Excel jockeys.

• When AI aces finance exams, the only thing left for humans is "relationship management" (aka expensive dinners and golf). RIP analyst jobs. (source)

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🎥 Zoom's AI: "We'll Summarize Your Pain"

• Zoom launched AI Companion 3.0 with free tier getting 3 meeting summaries/month. It connects to Google Drive and generates "daily reflection reports" (corporate speak for "here's how you wasted today").

• Zoom's trying to stay relevant by turning meetings into data. Because if there's one thing we need, it's AI telling us our meetings sucked. (source)

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💰 Creative Commons Backs "Pay-to-Crawl" (LOL)

• Creative Commons supports making AI companies pay websites for scraping. You know, that thing they've been doing for free since forever??

• It's like trying to charge for air after everyone's already breathing. Good luck with that retroactive paywall, bestie. (source)

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🇮🇹 Italy's AI Adoption: 16% and Vibing

• Italian companies using AI doubled to 16.4%. Main barriers? "Lack of skills" (58.6%), "unclear regulation" (47.3%), and my favorite: "we don't know what it does" (probably).

• Even in developed countries, 83.6% of businesses are like "nah, we're good." The AI revolution is more like an AI suggestion. (source)

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🪶 Startup Turns Chicken Feathers into Cashmere (No, Really)

• Everbloom raised $8M to use AI for turning literal chicken feathers into luxury fabric. The future is weird, y'all.

• Finally, AI solving real problems like "what do we do with all these feathers?" Next up: AI-powered lint recycling. (source)

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🎬 Riverside's AI Shows Your Year in "Umms"

• Podcast platform made AI supercuts of your most-used words and awkward laughs. It's like Spotify Wrapped but for your verbal tics.

• Peak "nobody asked for this" energy. AI replacing human editors with... whatever this is. (source)

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📖 "Slop" Is Word of the Year (Chef's Kiss)

• Merriam-Webster chose "slop" - defined as "low quality AI content" - as 2025's word. The dictionary just roasted an entire industry.

• We've gone from fearing AI to mocking it in record time. "Sometimes you don't seem too superintelligent" - Merriam-Webster, probably while looking at ChatGPT. (source)

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