Analysts Sound the Alarm on the AI Bubble

Plus: OpenAI’s Sora Faces a Copyright Reality Check

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Today’s headline that’s got everyone talking?
The AI bubble’s getting loud. Financial analysts are warning that the AI boom might be getting dangerously inflated.

Let’s break it down.

Today’s Unfiltered Report Features:

  • Top Stories Including: OpenAI Buys Into AMD’s AI Chip Future and Analysts Sound the Alarm on the AI Bubble

  • Upcoming Events:

  • Check out the holiday targeting playbook marketers are using this season

  • OpenAI’s Sora Faces a Copyright Reality Check

Read Time: 5 Minutes

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Top Stories

Image: NASDAQ: AMD

OpenAI Buys Into AMD’s AI Chip Future: OpenAI just inked a multibillion-dollar deal with AMD that could give Sam Altman’s company up to a 10% stake in the chipmaker. The agreement includes a six-gigawatt rollout of AMD’s Instinct GPUs starting in 2026, marking one of the biggest hardware deployments in AI history. The move positions AMD as a key rival to Nvidia while helping OpenAI diversify its chip supply, a critical play in the trillion-dollar race to power the next generation of AI models.

DeepMind’s CodeMender Is Fixing the Internet’s Bugs: Google DeepMind just rolled out CodeMender, an autonomous AI agent that can find and fix security flaws in code without human help already contributing over 70 patches to major open-source projects. Powered by DeepMind’s Gemini Deep Think models, it not only reacts to new vulnerabilities but also rewrites code to eliminate entire classes of security issues before they’re exploited. By validating every patch and self-correcting errors, CodeMender could mark the beginning of an era where AI secures the internet’s codebase faster than hackers can break it.

Analysts Sound the Alarm on the AI Bubble: Financial experts warn that the AI industry is inflating a massive bubble, with investments now estimated to be 17 times larger than the dot-com boom. Analysts argue that companies have overhyped AI’s capabilities and overspent on infrastructure, even as adoption rates and performance gains slow. Leaders like Goldman Sachs’ David Solomon and Jeff Bezos caution that the hype-fueled spending spree could end in a market crash, as investors struggle to separate real innovation from empty promises.

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What’s Trending

OpenAI’s Sora Faces a Copyright Reality Check

opting out no thank you GIF by Chelsea Handler

OpenAI’s new video app Sora is off to a viral start but not without controversy. Initially, the company told Hollywood studios they’d need to opt out if they didn’t want their intellectual property showing up in AI-generated videos. That didn’t sit well, especially as users began producing clips featuring copyrighted characters like Pikachu and SpongeBob, sometimes even mocking CEO Sam Altman. In response, Altman announced Sora will switch to an opt-in model, giving rights holders granular control over how (or if) their characters appear. He called it a way to support “interactive fan fiction” while protecting IP. OpenAI also plans to add monetization options, hinting at revenue sharing with creators and rights owners. Altman admitted there will still be “edge cases,” but the pivot signals OpenAI’s first real attempt to balance viral creativity with the legal realities of the entertainment industry.

That’s a Wrap for Today 👋

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