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- 🫥 OpenAI Admits AI Hype Feels Empty
🫥 OpenAI Admits AI Hype Feels Empty
Plus, Meta Signs Big AI Deal with AMD
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Welcome back, AI Admirers!
Breaking News: OpenAI’s COO Brad Lightcap says AI has transformed how individuals work, but it hasn’t yet deeply penetrated enterprise business processes.
Get ready to dive into the latest happenings in AI.
📢 Today's Headline:
OpenAI Says Enterprise AI Still Nascent!
Meta Teams Up with AMD for AI Power!
Anthropic Expands Claude AI for Business!
How to Build AI Agents in 2026!
Latest AI Tools & Resources!
Today’s Poll and Results!
Read time: 3.5 minutes!
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The problem: Companies are buying AI. Nobody's using it to actually change how work gets done.
What happened:
OpenAI's COO said the quiet part out loud: businesses haven't adopted AI at scale. This while launching a whole new platform to solve the exact problem they're admitting exists.
The company that keeps saying agents will kill SaaS? They were Slack's biggest customer last year. Still running on boring enterprise software like everyone else.
They're measuring success by "business outcomes" instead of seats sold because they genuinely don't know what winning looks like yet.
Why it matters: Every AI pitch deck promises transformation. The biggest AI company just admitted it hasn't happened. That's your leverage.
✅ Do this now: Next time a vendor pitches AI tools, ask for proof they changed actual workflows—not adoption stats or user counts. OpenAI just gave you permission to call BS.
Meta signed a deal worth up to $100 billion to buy AMD chips. The kicker? AMD is giving Meta warrants to own 10% of the company.
AMD is paying Meta to be their customer. Buy chips, unlock shares. Hit milestones, get more. Same deal they gave OpenAI.
Meta isn't ditching Nvidia. They just committed to millions of Blackwell chips too. They're buying from everyone because they need that much compute.
The warrants are for 160 million shares at one penny each. If Meta maxes out purchases and AMD stock hits certain prices, Zuck basically owns a chunk of AMD.
Shipments start late 2026 with custom MI450 chips built for Meta's infrastructure.
👀 The real story: When you're spending $135 billion a year on AI infrastructure, you can't rely on one supplier. Meta's bet is that AI demand keeps exploding and they'll need every chip they can get.
⚠️ Watch the "up to" language. This is a ceiling, not a guarantee. If AI spending cools, Meta buys less.
Anthropic launched 10 new Claude plugins for investment banking, HR, wealth management, and design. The market immediately freaked out.
This keeps happening. Last time Anthropic announced new tools, a software ETF dropped 6% in one day, Thomson Reuters fell 16%, and LegalZoom crashed 20%. Today stocks swung again during the livestream.
Friday they launched code scanning tools. CrowdStrike and Zscaler each dropped 10%. Cybersecurity stocks lost billions. Then Anthropic scheduled another event for Tuesday. They're not slowing down.
Anthropic says these tools are "complementary" to existing software. The market doesn't believe them. Every launch triggers a selloff.
Anthropic has 300,000 business customers and just raised money at a $380 billion valuation. They're racing OpenAI on enterprise tools.
👀 The pattern: Anthropic announces capabilities, entire industries lose market value. It doesn't matter if the tools actually replace the software. Investors think they might.
⚠️ If you're in software, legal tech, cybersecurity, or financial data, your execs are definitely talking about this. The AI disruption timeline just accelerated.
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🚨 Quick Poll
Today’s Poll:
Is AMD the right partner for Meta’s long-term AI plans? |
Vote today, see the results tomorrow!
Previous Poll:
Is paying consultants the right move for OpenAI’s enterprise push?
A) Yes – Smart way to scale AI in business – 56% 🏆
B) No – Feels like overkill and wasted money – 44%
Most of you think OpenAI calling in the consultants is actually smart — proof that even the world's hottest AI company knows enterprise sales is a different game than consumer adoption.
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