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🗞️In this edition
Nvidia Sees $1 Trillion Coming by 2027
Legendary Investor: “AI Companies Will Run Out of Money”
Meta Announced Cloud AI Is Over
⚡ YOUR MOVE For people building the life they want, now.
In other AI news
The Startup Winning at AI Is Terrified of Anthropic
OpenAI Revealed What Separates AI Winners From Everyone Else
Google Just Got Dangerously Personal
4 must-try AI tools
The numbers keep getting bigger, the warnings keep getting louder, and AI is moving closer to your desk. This week, the gap between the optimists and the skeptics has never been wider. Keep reading.
What's happening:
CEO Jensen Huang told developers demand could hit $1 trillion by 2027. Nvidia expanding into inference chips that power ChatGPT responses after training.
The inference inflection arrived.
Why this is important:
Inference chips generate responses after training.
Google and Meta building their own chips. Nvidia licensed Groq's inference technology, hired their top engineers. Competing in both training and deployment now.
What's happening:
The legendary VC says companies will run out of money on $2 trillion infrastructure. SaaS stocks already down 25% as AI agents replace software.
One day we trip and run out.
Why this is important:
When people get rich fast, everyone else rushes in.
Meta, Amazon, Google, Microsoft hiding $662 billion in data center leases. CEOs blaming AI for layoffs instead of admitting they overhired.
What's happening:
Manus launched desktop app that runs AI agents locally instead of cloud. Can organize files, build apps, control your machine. Competing with free OpenClaw.
AI left the cloud for your desktop.
Why this is important:
OpenClaw went viral running free on local devices. Nvidia CEO called it "the next ChatGPT." Now Meta charges for the same thing locally.
⚡ YOUR MOVE For people building the life they want, now.
🔭 a16z dropped their Top 100 Gen AI Consumer Apps report. Someone pulled the 20 most important takeaways. This is where the money is moving next. → Read the thread
🛠️ NotebookLM turns your raw notes into a personalized podcast with real insights. Most people have never heard of it. All of them should be using it. → Try it now
📈 Alex Hormozi on winning with AI in 2026. One idea in this video changes how you see your entire career. Roles are dead. Workflows win. → Watch the video
🔥 The people quietly building side projects right now will look like geniuses in 18 months. This post explains why obsession and speed are the only moat left. → Read the post
The Startup Winning at AI Is Terrified of Anthropic – The fastest-growing AI startup in the world just admitted who keeps it up at night.
OpenAI Revealed What Separates AI Winners From Everyone Else – OpenAI just published the roadmap. Most companies are already on the wrong step.
Google Just Got Dangerously Personal – Google gave Gemini access to your Gmail, Photos, and search history. And called it a gift.
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KIN - Five AI advisors for your work, relationships, health, growth, and life.
Nvidia sees $1 trillion in orders. Gurley sees a reset coming. And Meta just put an AI agent directly on your computer. They can all be right at the same time. The wave is real. The question is who's still standing when it breaks.
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