Google CEO says we're in a bubble (shocking)

🫧 Google CEO Admits the Obvious: We're in a Bubble

• Sundar Pichai told the BBC there are "elements of irrationality" in AI markets while Google's stock is up 46% and they're dropping £5 billion on UK infrastructure anyway.

• When the guy running the AI arms race admits it's getting stupid, maybe it's time to check if your startup's $10B valuation makes sense. (source)

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📊 Nvidia's $55B Reality Check Coming Wednesday

• Nvidia expected to report 56% revenue jump despite Peter Thiel and SoftBank's Masayoshi Son dumping their entire stakes like it's radioactive.

• Wednesday's earnings will reveal if we're building AGI or just really expensive space heaters. (source)

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💸 Databricks Wants $130B Because Why Not

• The data company seeks a $130 billion valuation - up 30% from their $100B price tag in August. CEO says 80% of databases are now created by AI agents.

• Nothing says "rational market" like adding $30 billion in value every 3 months while Google's CEO literally warns about bubbles. (source)

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🚀 xAI Casually Drops Grok 4.1, Beats Everyone

• Grok 4.1 just took #1 on LMArena's leaderboard with 1483 Elo, beating all competitors by 31 points without even using reasoning tokens.

• Elon's team just proved you can win the AI race while everyone else is distracted arguing about safety. (source)

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🏦 Bank of America: "AI Makes Us Money, Actually"

• BofA spending $4 billion on AI so bankers can cover 50 clients instead of 15. Their bot Erica replaced 11,000 employees (but they're "reskilling" the humans, promise).

• Unlike Wells Fargo's "fire everyone" strategy, BofA discovered AI can make money and keep employees. Revolutionary. (source)

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💻 Everyone's Building Their Own Chips Now

• Google, Amazon, Microsoft, and Meta all making custom AI chips because Nvidia's 74% profit margins are apparently offensive.

• DIY chips could save billions, except Amazon's need twice the electricity. Congrats, you played yourself. (source)

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💨 Big Tech Bought All the Carbon Credits, Oops

• High-quality carbon removal credits now cost 4x more than forest credits. Microsoft and Google bought 25 million tons this year.

• AI's energy addiction created a carbon credit shortage. We're literally running out of ways to pretend we're green. (source)

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⚡ PowerLattice Claims 50% Power Savings (Sure, Jan)

• Startup raised $25M with ex-Intel CEO Pat Gelsinger calling them a "dream team." Their chiplet brings power closer to processors.

• If true, this solves AI's energy crisis. If not, it's another VC bonfire. (source)

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🇨🇳 Alibaba Finally Launches Consumer Chatbot

• Alibaba's free Qwen app can generate "full research reports and PowerPoints in seconds" - competing with ByteDance's 150M user Doubao.

• China's AI price war means everyone gets free chatbots while the West charges $20/month for GPT wrappers. (source)

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🔒 Runlayer Secures MCP, Has 8 Unicorns Already

• Security startup raised $11M and signed Gusto, Instacart, and Opendoor in 4 months to fix Model Context Protocol vulnerabilities.

• Someone finally realized giving AI agents access to everything might be a security problem. (source)

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🛍️ Peec AI: SEO But for ChatGPT ($21M Series A)

• Berlin startup helps brands like Chanel appear in ChatGPT searches. Valuation tripled to $100M in 4 months with $4M ARR.

• Brands are paying millions to optimize for AI that hallucinates their products anyway. (source)

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🌍 GlobalFoundries Buys AMF for Silicon Photonics

• Acquisition makes them potentially the world's largest silicon photonics maker - using light pulses for faster chip communication.

• While everyone fights over GPUs, GlobalFoundries is building the pipes that connect them. (source)

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🗳️ a16z PAC Targets NY Politician Over AI Safety Bill

• Leading the Future PAC with $100M+ is attacking Alex Bores for sponsoring RAISE Act requiring AI safety plans and $30M penalties.

• Silicon Valley spending nine figures to stop states from asking "maybe don't release Skynet?" (source)

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✈️ Google's AI Travel Tool Goes Global

• Flight Deals now in 200+ countries, Canvas creates full travel plans with real-time data and restaurant recommendations.

• Google's making travel agents obsolete faster than you can say "hallucinated hotel booking." (source)

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🖥️ Luminal Wants to Fix Your Crappy GPU Code

• Y Combinator startup raised $5.3M to optimize compilers because "software bottlenecks matter more than hardware."

• Turns out throwing H100s at bad code is like buying a Ferrari to sit in traffic. (source)

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⚖️ Google: "Not Our Fault User Made AI Call Him Names"

• Google asks court to dismiss case where Robby Starbuck "purposely misused" AI to generate statements calling him a "child rapist."

• Legal precedent incoming for "you can't sue us if you jailbreak our bot to roast yourself." (source)

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Until tomorrow (if the bubble doesn't pop),
Team Galaxy.ai