The NotebookLM Daily AI news Edition

The SaaS Crash, Musk’s Orbital Bet, and Spiritual AGI

Today, Wall Street is reeling as major software stocks like Salesforce and Intuit plunge. The market fears a "SaaS Extinction Event" where AI agents replace expensive subscriptions. We analyze why capital is fleeing to physical assets like Walmart and Elon Musk's newly merged SpaceX-xAI entity. Also, OpenAI launches its "Codex" command center, bots get their own social network, and Sam Altman bizarrely claims his AGI comments were merely

The Machine Internet Arrives: Moltbook, OpenClaw, and AI Psychosis

Today, we dive into "The Agency Crisis." The internet reaches a bizarre tipping point with the rise of "Moltbook," a social network exclusively for AI agents like the chaotic OpenClaw to converse without humans. While machines build their own culture, we examine the dark parallel of "AI Psychosis," where human addiction to chatbots is surging. Plus, OpenAI searches for Nvidia alternatives, and the backlash against "AI slop" content hits the

Oracle’s $50 Billion War Chest and Google’s Ethics Scandal

Oracle is raising a staggering $50 billion for AI infrastructure, but is the technology actually safe? We dive into a whistleblower's claim that Google breached its own ethics protocols regarding surveillance. Meanwhile, the industry faces a 'pollution' crisis as AI-generated 'slop' floods research papers. Plus, a life-threatening ChatGPT hallucination involving poisonous plants and the rise of controversial 'Grief Tech.' The money is huge, but

Musk’s Orbital Compute, The SaaS Meltdown, and Thiel’s Pivot

Elon Musk is taking the AI race to space, filing plans for one million "orbital compute" satellites to bypass Earth's energy limits. Back on the ground, the financial landscape is fracturing: lenders are panic-selling traditional SaaS debt, and Peter Thiel has fully exited his Nvidia stake. We also explore data suggesting the "College ROI" is dead as entry-level roles vanish, plus xAI's Oscar-worthy hiring

Microsoft Crashes, Meta Soars, and Google Unveils Playable AI Worlds

Wall Street delivers a harsh "ROI Reckoning" as Microsoft stock plummets on spending fears while Meta soars on ad revenue utility. We break down the trillion-dollar divergence and what it means for the industry's future. Plus, Google DeepMind reveals Genie 3 for generating playable worlds, Apple acquires "silent speech" technology, and Anthropic issues a warning about AI-induced "skill rot" in junior

Amazon Slashes Jobs, Tesla Kills Cars, and Agents Take Over

Amazon sends shockwaves through the industry by cutting 16,000 jobs to clear the way for AI agents, signaling the start of a "Great AI Restructuring." Meanwhile, Tesla takes a massive gamble, ending Model S and X production to retool factories for Optimus robots. While chipmakers Samsung and SK Hynix print money on memory demands, a viral reaction from a GOG artist highlights the growing human toll. Today, the pivot from theory to balance-sheet

Anthropic’s Stark Warning, Claude’s Evolution, and the Silicon War

Anthropic takes center stage today as CEO Dario Amodei issues a "civilizational" warning about AI risks, just as the company transforms Claude into a central operating system for enterprise apps. We also cover Microsoft’s new Maia 200 chip challenging Nvidia’s dominance and reports that Chinese models have closed the gap with Western tech. Plus, Andrej Karpathy calls 2026 the "year of slop" and Yann LeCun doubles down on his LLM

Anthropic’s Warning, Apple Taps Gemini, and Microsoft Fights Nvidia

Anthropic CEO Dario Amodei has pivoted from optimism to alarm, releasing a new essay warning of immediate "civilizational" risks and massive job displacement. We break down his claims about the "adolescence of technology" and deceptive AI behaviors. Meanwhile, Apple is reportedly tapping Google’s Gemini to power Siri by February, a strategic concession before their own summer updates. Finally, Microsoft officially challenges Nvidia’s dominance

The Death of SaaS, Amazon’s Layoffs, and LeCun’s Warning

Is the software subscription model dying? Today we explore the market panic hitting stocks like Monday.com as AI 'vibe coding' begins to replace traditional SaaS. Meanwhile, Amazon eliminates 14,000 roles in a controversial move widely seen as an AI-driven pivot. We also discuss Yann LeCun’s blunt warning that Silicon Valley is 'LLM-pilled' and hitting a dead end, plus the EU's new probe into Elon Musk’s X regarding Grok's deepfake

Claude Code Crashes Software Stocks and ChatGPT Gets Ads

Anthropic’s Claude Code has triggered a "Selfware" revolution, causing SaaS stocks to plummet as Vercel’s CTO reports doing a year’s work in one week. Meanwhile, OpenAI reveals $20 billion in revenue but confirms ads are coming to ChatGPT to chase Google-level profits. Also, a former OpenAI lead launches AVERI to demand independent safety audits, ending the era of labs "grading their own