OpenAI builds its own chips (RIP Nvidia?)

🔥 OpenAI Says "We'll Make Our Own Chips, With Blackjack"

• OpenAI is teaming up with Broadcom to build custom AI chips by 2026, because apparently paying Nvidia $10 billion wasn't painful enough.

• When you're spending more on GPUs than some countries' GDP, making your own silicon starts looking like a reasonable business decision. (source)

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🚀 Sierra Speedruns to $10B Valuation in 18 Months

• Bret Taylor's AI customer service startup Sierra just raised $350M and hit a $10B valuation. That's roughly $555 million per month of existence.

• VCs are literally throwing money at anything that says "AI agents" — and Sierra is catching it with both hands. (source)

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⚖️ Warner Bros. Discovers Batman Isn't Public Domain

• Warner Bros. is suing Midjourney for letting users generate copyrighted characters. Apparently "prompt: Batman but legally distinct" wasn't enough.

• The great AI copyright war is heating up, and every studio wants their piece of the "you trained on our stuff without asking" lawsuit pie. (source)

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🧐 FTC Wants to Save Kids From AI Therapists

• The FTC is investigating AI chatbots' impact on children after reports of inappropriate conversations and unlicensed "therapy bots."

• Turns out letting kids chat with unregulated AI might have some minor downsides — who could have predicted this? (source)

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🤖 China's DeepSeek Builds AI Agents (Shocking, I Know)

• Chinese startup DeepSeek is developing advanced AI agents that can perform multi-step tasks and learn from mistakes. Release planned for end of 2025.

• The global AI agent arms race is real, and everyone's trying to build the first AI that can actually do your job for you. (source)

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🔍 Exa Raises $85M to Be "Google for Robots"

• Exa built a search engine specifically for AI models — no ads, no SEO spam, just pure knowledge for our silicon overlords.

• Even AI needs to Google stuff, and apparently regular Google isn't premium enough for our artificial friends. (source)

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🚚 Logistics Startup Augment Gets $85M for "Augie" the Freight Bot

• Augment's AI assistant automates tedious logistics tasks like tracking packages and chasing emails. Founded by the guy who sold his last logistics company for $2.1B.

• If you can sell logistics software twice for billions, maybe the real AI revolution is in making spreadsheets slightly less painful. (source)

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💼 NY Fed: "AI Job Apocalypse Postponed Until Further Notice"

• New York Fed reports AI hasn't caused major job losses yet, but warns that layoffs and reduced hiring are coming as AI integration deepens.

• We're in the calm before the storm — companies are still figuring out how to fire people efficiently with AI. (source)

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📈 Lambda Eyes IPO Because GPU Rentals Are Apparently Profitable

• AI infrastructure company Lambda hired banks for a potential 2026 IPO, following rival CoreWeave's successful public debut.

• Selling shovels during the AI gold rush is extremely lucrative — who knew renting GPUs could be a billion-dollar business? (source)

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🧑‍💼 xAI's Executive Musical Chairs Continue

• Elon's xAI just lost another C-suite executive — CFO Mike Liberatore lasted only a few months before joining the exodus.

• When your leadership team has the retention rate of a TikTok trend, maybe the problem isn't the market conditions. (source)

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🎬 Captions Becomes "Mirage" Because Branding Is Hard

• The AI video editing app Captions rebranded to Mirage and pivoted to building foundational video models instead of just creator tools.

• Everyone's realizing that building on someone else's AI is like renting your business model — better to own the tech. (source)

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📸 Google Photos Animates Your Vacation Pics with Veo 3

• Google's new Veo 3 model can turn your still photos into short video clips, because apparently static memories aren't engaging enough anymore.

• We've reached peak AI when your vacation photos need generative enhancement to hold attention. (source)

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👻 Snapchat Adds AI Image Generation Because Why Not

• Snapchat+ subscribers can now generate images with text prompts using the new "Imagine Lens" — turn yourself into an alien, live your truth.

• AI image generation just became as casual as adding a dog filter — we're all digital artists now. (source)

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👗 Three Fashion Sites Launch "Ella" the AI Stylist

• Vivrelle, Revolve, and FWRD created an AI personal shopper that recommends outfits across all three platforms for any occasion.

• AI is coming for personal shoppers too — soon the only human job left will be explaining why AI took your job. (source)

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Until tomorrow (if the servers don't melt),
Team Galaxy.ai

P.S. If an AI offers you therapy, maybe stick to actual humans. Just a thought.

P.P.S. OpenAI making their own chips is either genius or the most expensive way to avoid Nvidia's markup. Time will tell.