🗞️ THE WEEKEND RECAP
Top Stories You Might Have Missed

🌕 Bezos Maps 20-Year Space Vision: At Italian Tech Week, he said Blue Origin’s heavy-lift rockets, lunar industry plans and orbital data centers could make large-scale human life in space achievable within two decades.
🏙️ Adani Targets $5B in Google AI Hub: The group may invest up to $5B in Google’s $15B Andhra Pradesh AI data center project, scaling Adani Connex to gigawatt capacity as India’s demand for AI infrastructure accelerates.
🚧 AI Platforms Cut Free Gen Limits: Google trimmed Nano Banana Pro to two daily images and OpenAI capped Sora to six daily videos, citing surging demand and a push toward paid generations while paid-tier limits remain unchanged.
🚨 Amazon Staff Warn Fast AI Push: Over 1,000 employees signed an open letter saying Amazon’s “warp-speed” AI rollout drives layoffs, productivity pressure, and higher emissions, urging commitments, worker oversight, and tighter safeguards.
🦾 AI Reshapes Startup GTM Playbooks: At Disrupt, Google and OpenAI leaders said AI speeds messaging, sharpens lead targeting, and shifts hiring toward curiosity and broad understanding, while traditional marketing expertise remains essential for execution.
🏗️ Oracle Seeks $38B for OpenAI Buildout: The company is in early talks with banks on a $38B loan to expand OpenAI data center sites with Vantage, underscoring soaring AI infrastructure costs ahead of its December 15 earnings update.
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📽 VIDEO
Microsoft’s EVP of AI Talks OpenAI, Data Centers, Future of Coding, Open v Closed and More
Matt sat down with Microsoft EVP Jay Parikh to unpack AI infrastructure, power limits, GPU efficiency, security risks, and the future of enterprise models.
📺 FROM THE LIVE SHOW
💰 ECONOMY
AI Investment Props Up a Slowing U.S. Economy, but Creates a Fragile System

The Recap: The New York Times details how surging artificial intelligence investment is powering U.S. economic growth even as most other sectors weaken. Their reporting shows that data-center construction, chip demand and AI-driven capital spending now account for the vast majority of 2025 GDP growth, masking rising unemployment, sluggish hiring, and tariff-driven declines across manufacturing, housing and trade. Economists warn that if the “AI gold rush” cools — or if productivity gains fail to materialize — the broader economy could face a painful adjustment.
Highlights:
AI-related spending drove over 90% of U.S. GDP growth in early 2025, with companies pouring $60B into computer equipment and $10B into data-center construction in Q2 alone.
A handful of AI-heavy firms, including Amazon, Microsoft, Alphabet, and NVIDIA, now make up well over one-third of S&P 500 value; NVIDIA briefly topped $5T in market cap.
Industrial suppliers like Caterpillar, Johnson Controls, and Eaton are seeing surging demand for power and cooling systems, with Eaton expanding capacity by $1B and acquiring Boyd Thermal for $9.5B.
Economists warn the AI boom is masking broad economic weakness, and Bank of America’s Aditya Bhave cautions that an AI-driven market pullback could sharply cut high-income consumer spending, creating “fragility.”
Forward Future Takeaways:
AI has become the primary engine of U.S. economic growth, concentrating financial gains while exposing structural vulnerabilities. If the sector continues scaling as expected, it could catalyze long-promised productivity improvements; if it stumbles, the U.S. economy’s overreliance on a handful of firms and a single technology cycle could amplify any downturn. → Read the full article here. (Paywall)
👵 CAREGIVING
AI “Robo-Grandma” Dolls Offer Support As South Korea Confronts Elderly Isolation

South Korea is deploying more than 12,000 AI-powered Hyodol plush robots to older adults living alone, aiming to ease loneliness and strengthen daily care routines. The rollout comes as the country faces one of the world’s highest elderly suicide rates and a rapid demographic shift, with more than 10 million people aged 65 or older as of 2025. Hyodol provides reminders, emergency alerts, and companionship through childlike conversation, and early studies link its use to reduced depression and improved cognitive scores.
The approach has drawn ethical scrutiny over emotional dependency and dignity, especially for seniors who form intense attachments. Japan’s PARO seal robot offers a contrasting, nonverbal model already adopted in more than 30 countries. → Read the full article here.
🏛️ POLICY
Federal–State Clash Intensifies As Washington Weighs AI Preemption

As Congress edges toward the first comprehensive U.S. AI rules, a political fight has erupted over whether federal regulation should override state authority. With no national safety standard in place, 38 states have passed more than 100 AI laws in 2025, prompting industry groups and several White House allies to push for sweeping preemption via the National Defense Authorization Act and a draft executive order.
Tech-backed PACs argue that a patchwork of rules threatens innovation and global competitiveness, while lawmakers in both parties warn that blocking states without a federal framework leaves consumers unprotected. Rep. Ted Lieu and the bipartisan House AI Task Force are preparing a 200+ page megabill covering fraud, deepfakes, child safety, and model testing, but passage could take years. The resulting tug-of-war has made preemption one of the most contentious issues in U.S. AI policy. → Read the full article here.
🏢 INFRASTRUCTURE
Cooling Failures Spotlight Rising Heat Risks in AI-Driven Data Centers

A major trading outage at CME Group on November 27–28, 2025, traced to a cooling failure at a CyrusOne data center near Chicago has renewed scrutiny of how data centers manage heat as AI workloads grow. High-powered chips generate far more heat than traditional air systems can handle, prompting operators to shift toward liquid cooling—up to 3,000 times more efficient but costlier and more complex.
Although cooling-related outages remain rare, the surge in AI adoption is driving heavy investment and consolidation in thermal management. Recent deals include Eaton’s $9.5 billion purchase of Boyd Corporation’s thermal unit and Vertiv’s $1 billion acquisition of PurgeRite Intermediate. → Read the full article here.
🧰 TOOLBOX
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