If you are waiting for the AI bubble to pop, you might have to wait more after NVIDIA's results. China and US are in a spending war when it comes to establishing AI dominance. If you don't get this simple point as an investor, you are missing out on a huge opportunity. Of
ECONOMY
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OpenAI commits $1.4 trillion with no revenue strategy
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Never in history was so much owed by so few: OpenAI has now committed to spend $1.4 trillion, with no revenue anywhere in sight to pay for it.
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Pricing Tiers Show Major Differences in Job Visibility Impact
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that's a big difference between basic/standard/pro tiers, nothing changed on job visibility vs before
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France’s untapped potential in technology and innovation
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La France n’est pas un pays fini. C’est un pays bridé. Nous avons des ingénieurs brillants, des entrepreneurs audacieux, des mathématiciens recherchés dans le monde entier, un territoire béni des cieux. Et pourtant, nous nous comportons comme si nous étions condamnés à regarder… pic.twitter.com/6Od3rooQnt
— Rafik Smati (@RafikSmati) 19 novembre 2025La France n’est pas un pays fini. C’est un pays bridé. Nous avons des ingénieurs brillants, des entrepreneurs audacieux, des mathématiciens recherchés dans le monde entier, un territoire béni des cieux. Et pourtant, nous nous comportons comme si nous étions condamnés à regarder
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Gemini 3 Pro Challenges Market Leader with Free Benchmark Breakthrough
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Le roi du marketing ne manque jamais un bon buzz.
Cette fois, c’est celui sur Gemini 3 Pro qui explose tous les benchmark. Mais la descente s’accélère pour le leader, sérieusement challengé par ce modèle… gratuit en prime.
Je l’expliquais dans Mes Flashs de la Semaine : Sam -
Slot Machine Era: AI Reproducibility and Economic Incentives
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We are in the slot machine era of everything. Boss: "Can you remake that website you made yesterday?" Employee: "Err..no, AI made it. Same prompt is now returning a different result." Unfortunately this convo will rarely happen because this type of replication doesn't make $.
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The World as a Giant Casino: Paradoxes in AI, Finance, and Banking
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Honestly, the world feels like one giant casino 1) AI screwing over people's jobs. With the hope that people one day will have jobs to buy AI products. 2) NBFCs are eating into the market share of Indian Banks. While the banks finance NBFCs. 3) Banks eating into customers
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Three AI Business Mirages Exposed in Podcast Episode
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He publicado un episodio en @ivoox
: "Los 3 espejismos de la IA en negocios #podcast -
Chinese LLMs Making GenAI Affordable and Accessible Globally
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Decent-quality LLMs from China are really helping make GenAI affordable and accessible to the world through open source. Pursuing AGI with close models might be a winner-take-all game for U.S. big techs, but making AI more open will benefit researchers, students, entrepreneurs, and hobbyists in building AI that works for them. More in this @BloombergAsia interview: bloomberg.com/news/videos/20…