OpenAI's trillion-dollar shopping addiction
π4 min read

πΈ OpenAI Announces It Needs More Infrastructure Than Earth Has
Sam Altman casually mentioned OpenAI has "more massive infrastructure deals" coming after already committing to $1 trillion in compute. That's trillion with a T.
Why it matters: OpenAI is literally trying to buy all the GPUs before anyone else can. It's like hoarding toilet paper in 2020, but for AGI. (source)
π¬ Sora App Launch Goes Viral (Despite Being Invite-Only)
OpenAI's video generator Sora matched ChatGPT's launch week downloads - while being invite-only. People are literally begging for access to make AI slop videos.
Why it matters: Humanity's appetite for fake content is infinite. We're speedrunning the death of authentic media. (source)
π€ Zendesk's AI Agent Plans to Replace 80% of Support Staff
Zendesk announced an AI that can handle 80% of support tickets alone. The other 20%? A "co-pilot" will help the remaining humans not cry.
Why it matters: Customer service is about to become 80% robots pretending to care and 20% humans pretending they're not obsolete. (source)
π’ Google Launches "Gemini Enterprise" (Because Why Not)
Google's new enterprise AI platform integrates with Microsoft 365. Yes, Google is making tools that work with Microsoft. Hell has frozen over.
Why it matters: The enterprise AI war is now a three-way cage match between Google, OpenAI, and Anthropic. May the best hallucinator win. (source)
π TSMC Revenue Up 30% Because AI Goes Brrrrr
The world's biggest chipmaker posted a 30% revenue surge. Turns out making the shovels for the AI gold rush is pretty lucrative.
Why it matters: TSMC is printing money faster than the Fed. Every AI company needs their chips, and they know it. (source)
π± Jony Ive and Sam Altman Building AI Device to "Heal" Us
The duo is creating devices to fix our "uncomfortable relationship" with tech. Because nothing says healing like more screens from the guy who made the iPhone.
Why it matters: Two tech titans are trying to solve phone addiction by... building new devices. Galaxy brain move. (source)
π¨π³ China Spending 1/5 of U.S. on AI (Rookie Numbers)
Chinese tech giants are being outspent 5-to-1 by U.S. companies on AI infrastructure. Turns out chip sanctions actually work.
Why it matters: The AI arms race is becoming a spending contest, and China forgot its wallet. (source)
π Cisco Builds the Nervous System for AI's Distributed Brain
Cisco's P200 chip connects AI data centers thousands of miles apart into one mega-computer. Microsoft and Alibaba already signed up.
Why it matters: AI models are so bloated they need multiple data centers just to think. Cisco's selling the cables for this Frankenstein monster. (source)
π Hollywood and Bollywood Unite Against AI Training
Film studios are lobbying India to stop AI companies from training on their content without paying. Good luck with that.
Why it matters: The copyright wars are going global. Spoiler: AI companies will just train anyway and pay the fines later. (source)
π²π½ Salesforce Drops $1B on Mexico (AI Nearshoring Intensifies)
Salesforce is betting a billion that Mexico will be the next AI hub. New office, new talent center, same old CRM.
Why it matters: Tech companies are diversifying away from Silicon Valley. Turns out you can build AI without $5000/month studio apartments. (source)
Quick Hits:
- Google's Gemini CLI gets extensions - Now your terminal can hallucinate with Figma integration (source)
- Virtual shoe try-on arrives - Because buying shoes online wasn't dystopian enough (source)
- Corporate boards hiring boomers for AI expertise - Nothing says "understanding AI" like a 70-year-old ex-CEO (source)
- Lawyers warned about AI hallucinations - Turns out citing fake cases is still illegal (source)
- India's stock market has no AI plays - Foreign investors pulling billions because there's nothing to YOLO into (source)
- NBA champion becomes AI founder - Tristan Thompson pivots from rebounds to recursion (source)
- Anthropic researcher defects to DeepMind - Cited "anti-China statements" as reason. The geopolitics are getting spicy. (source)
Until tomorrow (unless the infrastructure runs out),
Team Galaxy.ai
P.S. If you're a customer service rep, maybe start that coding bootcamp now. Just saying.
P.P.S. Sam Altman spending a trillion dollars on infrastructure while I'm over here trying to run Llama on my laptop. We are not the same.
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