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🧑‍🚀 AI Market Rally, Job Cuts Fears, & OpenAI’s Talent Arms Race

Jan 1, 2026

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9 min read

🧑‍🚀 AI Market Rally, Job Cuts Fears, & OpenAI’s Talent Arms Race

AI stocks lifted 2025 markets, 2026 risks include AI-driven job cuts, OpenAI’s costly pay, Apple’s cautious AI bet, and Andreessen’s U.S. innovation edge.

Matthew Berman
Matthew Berman
🧑‍🚀 AI Rights Debate, NVIDIA–Intel Superchips, Meta Agents

Dec 31, 2025

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8 min read

🧑‍🚀 AI Rights Debate, NVIDIA–Intel Superchips, Meta Agents

AI rights risks, NVIDIA–Intel $5B superchips, Meta’s $2B agents, NVIDIA AI21 talks, world models near inflection, AI datacenters become power projects

Matthew Berman
Matthew Berman
🧑‍🚀 OpenAI Cash Burn, AI Shopping Agents, & SoftBank’s AI Bet

Dec 30, 2025

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9 min read

🧑‍🚀 OpenAI Cash Burn, AI Shopping Agents, & SoftBank’s AI Bet

OpenAI losses rise, Visa/Mastercard test AI shopping, SoftBank boosts AI infra post NVIDIA sale, NASA Moon base, AI centers lean on fossil power.

Matthew Berman
Matthew Berman
🧑‍🚀 AI Debt Fears, NVIDIA’s Moat, & Musk’s Compute Race

Dec 29, 2025

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9 min read

🧑‍🚀 AI Debt Fears, NVIDIA’s Moat, & Musk’s Compute Race

Debt markets cool, NVIDIA's hold, Intel unveils mega-chips, xAI claims compute lead, 50 AI billionaires, hacked robots, Waymo tests Gemini, nuclear powers data centers.

Matthew Berman
Matthew Berman
🧑‍🚀 Meta Drama, China's Battery Grip, & Disney–OpenAI Deal

Dec 24, 2025

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10 min read

🧑‍🚀 Meta Drama, China's Battery Grip, & Disney–OpenAI Deal

AI trust risks, China battery dependence, Disney’s $1B OpenAI deal, Meta AI tensions, browser security flaws, robot hype doubts, and build apps in ChatGPT.

Matthew Berman
Matthew Berman
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