👨 Zuckerberg: Out-AI’d, Outfunded, Out-Youth’d

Sora 2 is Open YET Just Limited Time. Quickly!. .

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Plus: Sora 2 App is Open to All. No invite code needed, but just a short time

Everyone’s freaking out about an AI bubble but what if AI’s the only thing that’s working? From Nvidia’s record highs to IBM’s tiniest model ever, what’s hype?

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AI INSIGHTS

📛 AI Bubble is NOT a Problem. Everything Else Is

Click to watch the full video

Everyone’s screaming “AI bubble!” But what if we’ve been pointing at the wrong risk this whole time? Maybe AI’s not the bubble. Maybe the rest of the economy is. Here’s what’s actually happening:

Nvidia is still hitting record highs
OpenAI’s Sora is #1 on the App Store
Anthropic just secured up to 1 million chips from Google
AI funding is literally massive
And the usage is even bigger

So if this is a bubble, it’s a weird one. Because everything’s still flying. Investor Gavin Baker draws a sharp line between now and the dot-com crash:

Back then: The 2001 telecom bust came from overbuilding “dark fiber”, empty optical cables waiting for internet traffic that never came
Right now: There are no dark GPUs. Every chip from Nvidia is already getting maxed out

→ Microsoft, Google, Meta are seeing real return on capital (ROIC) from their datacenter spend. Hyperscalers are earning solid ROI from their AI infra.

Why it matters: This is fiber-rich pumpkin season. If you think AI’s riding too hot, fine. But zoom out. What if the rest of the market is just too cold?

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1. The best ever solution for frustrating AI image edits. Not complex prompts. This simple no-code workflow to get flawless, precise edits on the first try.

2. How I built a “personal AI” stock analyst (with ZERO code). The complete n8n tutorial for AI agent that analyzes, compares, generates charts, all from your phone.

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4. Warning: The AI bubble burst could bankrupt Elon Musk. Don’t be fooled by car sales. The AI bubble burst is about to trigger a $94B margin call

TODAY IN AI

AI HIGHLIGHTS

😹 OpenAI’s Sora launched character cameos (see this video) so your cat, toys or whatever can star in every video. No invite code needed for a limited time, so be fast!

😂 ChatGPT exposed a parent’s “anti‑cheat” password after the kid simply asked for it. Folded under zero pressure. The comments made me giggle a lot. Here’s the post.

📚 USF just launched a free online AI prompt course for beginners. No coding needed. It’s actually practical for daily use cases. Registration is available now through the web.

🎤 AI singer Xania Monet became the first AI artist to hit Billboard airplay charts with “Let Go, Let God” & another song. Try listening to that song here, it’s quite good.

💸 Mark Zuckerberg is no longer youngest ‘self-made billionaire’ as three 22-year-old founders beat his record. Their AI startup hit a $10B valuation after a $350M raise.

💰 AI Daily Fundraising: Sequoia Capital launched 2 new funds totaling $950M to invest in early-stage AI startups globally, through IPOs despite past challenges.

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AI QUICK HITS

🚫 OpenAI stopped ChatGPT from giving medical & legal advice
📈 AI trade frenzy (Amazon,…) seems driven by a ‘virtuous’ cycle
😵 Google removed Gemma from AI studio after defamation claims
🏚 Anthropic has just opened its first Asia-Pacific office in Tokyo
🔩 OpenAI explored an IPO for 2026 that could value at up to $1T

AI CHART

🤖 Granite 4.0 Nano: Just How Small Can You Go?

IBM just launched their smallest AI models ever, and they’re seriously impressive for their size. Say hi to Granite 4.0 Nano. But don’t let the word Nano fool you, these little guys can hold their own.

Open-source (Apache 2.0 license, so devs can play freely)
Optimized for runtimes like llama.cpp, vLLM, and MLX
Trained on 15T+ tokens using the same pipeline as their larger siblings
Certified for responsible AI (ISO 42001, yes, that’s a real thing)

Okay, but… are they any good? Actually? Yes. Very. IBM tested them across tons of benchmarks, Granite Nano topped other models in the same size range, like:

Alibaba’s Qwen
Google’s Gemma

It also crushed it on more agent-y stuff. You can run these models on smaller devices, even offline. And they prove you don’t need 70B+ parameters to get real results.

And it can hold its own against the big names. Now let’s see who fires back next, Meta? Mistral? 🤔

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The AI Fire Team