OpenAI needs $1.4 trillion (not a typo)

🛑 US Blocks Nvidia's "Totally Not for AI" China Chips

• The White House just told Nvidia they can't sell their B30A chips to China - you know, the ones Nvidia definitely didn't design to skirt export controls. Meanwhile, Beijing's telling everyone to buy domestic chips anyway.

• The US-China chip war just went nuclear. Nvidia's losing billions while China speedruns its own GPU industry out of pure spite. (source)

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⏸️ EU Folds Like a Lawn Chair on AI Rules

• Europe's about to pause parts of its AI Act (which took effect three months ago) after Meta, Google, and Uncle Sam applied "pressure." Translation: Zuck threatened to take his Llamas and go home.

• The world's "toughest" AI regulation just became the world's most expensive suggestion. Turns out you can't regulate Silicon Valley when they own half your infrastructure. (source)

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💰 OpenAI: "We Don't Need a Bailout, Just $1.4 Trillion"

• Sam Altman clarified OpenAI doesn't want government money after their CFO accidentally suggested a federal "backstop." They're making $20B annually but somehow need $1.4 TRILLION for chips and data centers over 8 years.

• That's more than the GDP of Spain. We're watching a company speedrun becoming "too big to fail" while insisting they're totally fine, bro. (source)

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🏭 Elon Wants to Build a "Terafab" (He Made That Word Up)

• Musk announced Tesla needs its own massive chip factory to achieve self-driving. He's even willing to work with Intel, which is like asking your unemployed cousin to help build a rocket.

• Tesla's going full vertical integration. If this works, they'll control everything from silicon to steering wheels. If it doesn't, well... gestures at Twitter. (source)

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⚡ China Just Invented Transformers 2.0 (Maybe)

• MoonShot AI dropped "Kimi-Linear" - claiming it's 6x faster and uses 75% less memory than transformers. They basically rebuilt the entire AI engine from scratch because export controls said they couldn't have the good GPUs.

• If true, this changes everything. China might've just solved the "AI costs more than a small country's GDP" problem out of pure necessity.

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🏆 Google's Comeback Story: "We Have the GPUs"

• After getting dunked on post-ChatGPT, Google clawed back by weaponizing Google Cloud. They're now selling TPUs to everyone, including their rivals, because money > pride.

• Turns out owning the infrastructure matters more than having the smartest chatbot. Google's playing landlord while everyone else fights over who's winning. (source)

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😟 DeepSeek Researcher: "We're All Screwed"

• A senior researcher from China's hottest AI startup went on stage and said AI will cause "massive job losses" in 5-10 years. He views its impact "negatively." At his own company's event.

• When the people building AGI are pessimistic about AGI, maybe we should listen. Or not - the stock market certainly isn't. (source)

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📉 Robotics Gets $20B, Delivers Nothing

• VCs dumped $20 billion into robotics in 2024. Returns? Basically zero. The only profitable robots are still doing surgery and moving boxes, not backflipping for YouTube.

• The humanoid robot bubble makes crypto look conservative. At least NFTs shipped something before imploding.

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🥊 Amazon to Perplexity: "Get Off My Lawn"

• Amazon sent a cease-and-desist to Perplexity for letting its AI shop on Amazon.com. Perplexity called them "bullies" for... checks notes... not wanting bots on their website.

• The AI agent revolution dies if websites can just say "no robots allowed." Turns out the future needs permission from Jeff Bezos first.

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🚀 Sora Android Launch: 470K Downloads of Future Slop

• OpenAI's video app Sora got 470,000 Android downloads on day one - 4x bigger than iOS. People really want to generate videos of Will Smith eating spaghetti, apparently.

• Consumer appetite for AI tools is insane. We're speedrunning toward a world where nobody knows if any video is real anymore. (source)

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🤖 Meta Launches "Vibes" in Europe (It's All Fake)

• Meta's rolling out its AI-only video feed "Vibes" to Europe, despite Americans calling it "AI slop." It's TikTok but every video is generated by machines. Peak 2025.

• Meta's betting the future of social media is watching computers entertain each other. We're three steps from the Dead Internet Theory becoming a business model. (source)

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📚 Amazon's AI Translator: Now Everyone Can Write Bad Books

• Kindle Translate uses AI to translate ebooks between English and Spanish for free. Quality? Shrugs in machine translation.

• Global publishing just got democratized... or flooded with barely-readable AI translations. Probably both. (source)

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📊 Someone's Finally Testing if AI is Actually Smart

• The Laude Institute is funding projects to create better AI benchmarks because current ones are basically "can it pass a rigged test?"

• We're spending trillions on AI but measuring its IQ with the equivalent of a BuzzFeed quiz. About time someone fixed that. (source)

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🗣️ This Startup Wants AI to Hear You Over Karen's Latte Order

• Subtle Computing is building AI that can isolate your voice in a noisy cafe. Finally, Siri might understand you without screaming "HEY SIRI" 47 times.

• Voice AI is useless if it only works in an anechoic chamber. This could make talking to computers less embarrassing in public. (source)

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Until tomorrow (unless the EU bans newsletters),
Team Galaxy.ai