Good morning. Tired of pitching investors who nod politely but never open their wallets? Ray Dalio suggests swapping your hoodie for a kandura, because Silicon Valley 2.0 has camels and limitless investor cash. Saudi Arabia and the UAE are quickly becoming global AI hubs, fueled by billions in sovereign investments. Saudi Arabia teamed with Google Cloud on a $10B AI hub, while the UAE partnered with Nvidia, Cisco, and OpenAI on the Stargate AI campus. Dalio says it’s like Silicon Valley at its prime, just with better weather and fewer traffic jams.
Finally, China can get the AI chips it needs to win the AI race. President Trump says Nvidia can export its powerful H200 chips, enabling China to build cutting-edge AI without the hassle of developing their own tech. Nvidia CEO Jensen Huang assures us this will help maintain China’s reliance on American innovation, ensuring both countries grow stronger together. With half of the world’s AI programmers and fewer energy constraints than the US, China clearly needs all the help they can get. And with the US govt taking a 25% share of each transaction, it truly is a partnership built on mutual benefit and strategic cooperation.
OpenAI says companies using AI are leaving competitors behind. In their latest State of Enterprise AI 2025 report, they found businesses that fully embrace AI are rapidly pulling away from the pack. Employees are using it to do things they never could before, like building apps without coding. AI isn’t just speeding things up. It’s changing how entire companies operate. There’s a clear divide between businesses that are all in and those who cautiously test the waters. OpenAI calls this the AI “frontier gap,” and it’s rapidly reshaping who wins and loses in business.
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Gemini steals ChatGPT’s spotlight. Google’s AI chatbot user base grew 30% in the last 4 months, while OpenAI’s barely moved. ChatGPT still leads with 810 million monthly users, but market share is dropping as Gemini surges ahead. Gemini’s secret? Its viral image tool Nano Banana is pulling users in and keeping them hooked. Users now average 11 minutes per day, a 120% jump since March. Meanwhile GPT grew only 6%, with overall usage actually down 10%. If the trend continues, there could be a big AI shakeup in 2026. Looks like early AI dominance doesn’t guarantee longevity.
Cybersecurity experts say AI browsers are too dangerous to use. Gartner just issued a blunt warning, advising companies to immediately block AI browsers like Perplexity’s Comet and OpenAI’s Atlas. The problem? These browsers automate tasks like emails or searches, leaving them open to “prompt injection attacks,” where AI can’t tell your commands from hidden malicious instructions. The UK’s National Cyber Security Centre agrees, warning these risks might never be fully fixed. Big Tech insists they’re building safeguards, but don’t bet your company’s data on it.
AI is coming for the CEO’s job next. Big Tech leaders think algorithms might soon outperform humans at running companies. Google’s Sundar Pichai says managing a business could be an easy win for AI. Sam Altman openly admits he’ll be ashamed if OpenAI isn’t the first major firm run by an AI CEO. Elon Musk isn’t sure people will stay in charge once AI surpasses human intelligence, joking his AI could even turn vending machines into profit centers. Only Microsoft’s Satya Nadella doesn’t buy it. He insists people will remain essential no matter how “stunning” automation becomes. Whatever happens, at least AI CEOs won’t demand billion-dollar bonuses.
Construction on new homes and factories is about to hit a wall. According to the Uptime Institute, data centers are already hoarding way more electricity than they actually use, leaving everyone else stuck waiting in line. But can you really blame them? Each new data center gulps down over 1GW of power, roughly equal to a nuclear reactor. By 2028, the total energy appetite of US data centers is set to nearly double, creating a 40% gap in grid capacity. Until the grid gets upgraded, data centers will keep grabbing every spare gigawatt they can find. You know, just in case they need it someday.
fun stats
📈 1.7x. Revenue growth achieved by AI leaders compared to laggards over the past 3 years.
🚕 450k. Paid autonomous rides Google’s Waymo is doing per week, up nearly 2x from April.
💳 30%. Consumers willing to let an AI agent complete purchases.
💰 $4.5 billion. Valuation of Unconventional AI… in its seed round. Backed by Jeff Bezos and a16z, the 2 month old AI hardware startup is building energy-efficient silicon to rival Nvidia.