Good morning. Calling AI a bubble is this week’s hottest trend. It’s basically replaced astrology as Wall Street’s favorite method of predicting doom. With NVIDIA falling and big players openly shorting, traders are treating today’s earnings call like a season finale cliffhanger. Analysts project revenue around $55B. Even a slight miss could pop investors’ AI optimism, dragging the entire economy down with it. But hey, if Nvidia nails it, the infinite money glitch rolls on.
⭐ Gemini 3 Pro is live and already GPT-5 feels outdated. Google’s newest multimodal AI handles text, images, audio, video, and agents simultaneously. It tops every benchmark from scientific reasoning to advanced mathematics, and supposedly hallucinates way less than Grok. But the real star is Google’s new ‘agent-first’ coding tool, Antigravity. It supports multiple agents, giving them direct browser access, and produces snapshots (called Artifacts) to verify what’s been done. After today’s update, it’s clear why Polymarket gives Gemini a 90% chance of being the dominant AI by the end of 2025. Place your bets now.
🛎️ Alibaba wants Qwen to become the OS for your entire life. Its new personal AI assistant aims to rival ChatGPT, handling everything: deep research, shopping, payments, images, reports, and PowerPoint presentations. Analysts say this could position Qwen as the global standard for proactive agentic AI. The free app is already growing rapidly across Asia, ranking in the top 5 on Apple’s App Store. This race isn’t about chatbots. It’s about who builds the first AI super app that knows what you want before you do.
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🤐 Want your own private AI? We looked into running Kimi K2 Thinking locally and nearly choked. It requires eight Nvidia H200 GPUs, at least 247 GB of memory, and costs more than $300k. Are you kidding? But there’s a hack that’ll let you run it for under $40k. Using the latest macOS Tahoe 26.2, you can cluster four Mac Studios and run the massive 1 trillion-parameter Kimi K2 smoothly. Thunderbolt 5 hits 80Gb/s speeds, while Apple’s MLX taps into the M5 chip’s neural accelerators for blazing-fast AI inference. The entire setup draws less than 500 watts (1/10 the power of Nvidia) at a fraction of the cost. Nvidia clearly has some explaining to do.
📊 Nobody ever said “I love doing my taxes.” But now you can handle all your accounting directly inside ChatGPT. OpenAI teamed up with Intuit to integrate TurboTax and QuickBooks right into ChatGPT. Estimate refunds, track expenses, or review mortgages without ever leaving the chat window. The catch? You’re handing all your sensitive financial data directly to a friendly chatbot and trusting it to make financial decisions for you. Yikes! Let’s hope it’s as creative as your accountant.
🌶️ Yesterday’s Microdose was too spicy for Cloudflare. We apologize for singlehandedly crashing half the internet. Officially, Cloudflare blamed the outage on a bot-mitigation bug triggered by a routine update. The CTO even issued an apology, calling the incident “unacceptable.” Services like ChatGPT and X were down for hours. But let’s get real. With 19% of the entire internet relying on Cloudflare, maybe they just couldn’t handle us. That’s our story, and we’re sticking to it.
🎧 Paul McCartney released a silent track to protest AI. He’s joining artists like Kate Bush and virtual band Gorillaz’ Damon Albarn on an album called Is This What We Want? It’s entirely made up of recordings of empty studios in protest of a UK law change that would let AI companies freely train on copyrighted music. McCartney’s contribution is a nearly 3 minute silent “Bonus Track,” emphasizing his concern about protecting emerging artists from AI theft. The album hit #38 on the UK charts, with proceeds going directly to charity. Play on repeat.
fun stats
Anthropic is (almost) the top valued AI startup 🎠 Thanks to another huge, circular $15B deal with Microsoft and Nvidia, the AI safety darling is now worth $350B. Rival OpenAI is #1, with a $500B valuation and 93% adoption rate.
[Sherwood]