The 'AI bubble' is actually the SaaS bubble. AI will do just fine. SaaS will die. You can simply flash code for your own custom solutions for everything.
INVESTMENT
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AI talent underpaid: each worth $150B as Google market cap fell 7%
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AI talent is still highly underpaid: Google’s market cap fell by 7% when Noam Shazeer and John Jumper left, so on average they’re each worth $150B .
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Zai IPOs at HK$120, GLM beats DeepSeek as world’s top open model
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btw Zai IPO'ed in Jan at HK$120 a share. when I first met @louszbd nobody really knew anyone using GLM's. now they have beat deepseek with the world's undisputed top open model and in some respects (see @ml_angelopoulos
) say top model period, and are returning to SF -
Noam Shazeer joins OpenAI; Character.AI valued at 1 billion despite difficulties
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Noam Shazeer, co-author of "Attention Is All You Need", left Google to join OpenAI, while his startup, Character.AI, reached a valuation of one billion dollars in March 2023. Despite the company's difficulties in establishing revenue
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AI money flooding is a warning sign of overhyped claims
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“All the Money Flooding Into AI Is a Giant Warning Sign” “The deeply depressing third possibility is that companies are raising and spending so much merely because shareholders are cheering them on, and the AI claims are just wildly overhyped.” James Mackintosh @wsj
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Microsoft Chevron deal shows AI data centre power push
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Microsoft Chevron deal shows AI data centre power push https://
cloudcomputing-news.net/news/ai-data-c
entre-power-microsoft-chevron-deal/?utm_source=dlvr.it&utm_medium=twitter
… #Cloud #Automation #Data #DataPlatforms #BusinessStrategy #CIO #DigitalTransformation #CTO -
Disney-OpenAI deal collapses, Netflix buys AI startup, A24+Google partners
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Why now? Disney's OpenAI deal collapsed when Sora got pulled. Netflix bought an AI startup outright. A24 + Google is a third model: partner, co-build, library locked.
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Grok connects to Interactive Brokers for portfolio updates
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You can now connect Grok to Interactive Brokers, delivering high quality, up-to-date information on your portfolio https://t.co/2HGYRoINXa
— xAI (@xai) 22 juin 2026You can now connect Grok to Interactive Brokers, delivering high quality, up-to-date information on your portfolio
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AI bubble as a decade of waves, not a tsunami
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The thing that's different about the AI bubble (if you could call it a bubble) is that it's really a series of waves that will continue for at least the next decade. It might look like a tsunami, but surf season is up.
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Bland raises $100M for voice AI handling complex calls
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Most voice AI breaks down the moment a conversation gets complicated.
— AI Highlight (@AIHighlight) 22 juin 2026
Bland raised $100M to build the one that does not. Urgent calls. Long calls. High pressure calls.
That is the entire product. https://t.co/699IKJGE2lMost voice AIs collapse as soon as a conversation becomes complicated. Bland raised $100 million to create one that doesn't. Urgent calls. Long calls. High-pressure calls. That's the whole product.