[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@FTayAI](/creator/twitter/FTayAI) "7/18: Wall Street calls these deals "circular." OpenAI gets capital. Chip makers get guaranteed customers. OpenAI uses that capital to buy more chips. It's a closed loop that could collapse the entire AI boom. Or create the most powerful infrastructure ever built" [X Link](https://x.com/FTayAI/status/1978340092021207126) [@FTayAI](/creator/x/FTayAI) 2025-10-15T06:00Z 1550 followers, XX engagements "10/17: Why XX% of executives reporting friction and XX% observing that AI applications are developed in silos. IT and business units fighting over AI implementation. Nobody owns the outcome. Source:" [X Link](https://x.com/FTayAI/status/1980242623307633036) [@FTayAI](/creator/x/FTayAI) 2025-10-20T12:00Z 1547 followers, X engagements "6/18: The circular deals tell the story: September 2025: Nvidia invests $100B in OpenAI for data centers. OpenAI commits to filling sites with Nvidia chips. Source: October 2025: Same deal with AMD. OpenAI becomes one of AMD's largest shareholders" [X Link](https://x.com/FTayAI/status/1978340091207561646) [@FTayAI](/creator/x/FTayAI) 2025-10-15T06:00Z 1549 followers, XX engagements "1/17: The Deal Structure Two weeks ago: OpenAI agrees to invest up to $100B in Nvidia to fund data centers. In return: OpenAI commits to filling those data centers with millions of Nvidia chips. Source: This week: OpenAI strikes similar deal with AMD worth tens of billions. Wall Street immediately flagged the problem" [X Link](https://x.com/FTayAI/status/1978762867672223934) [@FTayAI](/creator/x/FTayAI) 2025-10-16T10:00Z 1550 followers, XX engagements "9/18: The arrangement adds a new layer to the increasingly circular nature of AI's corporate economy where capital equity and compute are traded among the same handful of companies. It's a tightly wound system. And tightly wound systems are fragile" [X Link](https://x.com/FTayAI/status/1979397042452492753) [@FTayAI](/creator/x/FTayAI) 2025-10-18T04:00Z 1550 followers, XX engagements "10/18: What happens if OpenAI's revenue growth slows They owe billions to AMD and Nvidia in chip purchases. They've given away equity to secure those deals. They're burning cash faster than they're making it" [X Link](https://x.com/FTayAI/status/1979397043450749137) [@FTayAI](/creator/x/FTayAI) 2025-10-18T04:00Z 1550 followers, XX engagements "8/19: Why do internal builds fail twice as often Companies lack the specialized expertise to build truly transformative AI. They have the domain knowledge. They lack the AI depth" [X Link](https://x.com/FTayAI/status/1979487646582743370) [@FTayAI](/creator/x/FTayAI) 2025-10-18T10:00Z 1548 followers, XX engagements "1/15: OpenAI hit XXX million weekly active users. Source: That's XXX million new users in just one month. But the user count isn't the story. The platform is" [X Link](https://x.com/FTayAI/status/1979517874843648457) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "3/15: Canva creates business posters. Spotify builds playlists. Coursera streams educational videos. All without leaving ChatGPT. This is the iOS playbook for AI. Source:" [X Link](https://x.com/FTayAI/status/1979517876840104007) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "5/15: The Apps SDK uses Model Context Protocol (MCP). An open standard. Source: This means apps built for ChatGPT can work across other AI platforms. Claude. Potentially Gemini. OpenAI chose openness over lock-in" [X Link](https://x.com/FTayAI/status/1979517878471647243) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "6/15: They also launched AgentKit. A complete platform for building AI agents that work autonomously. Agent Builder for visual design. ChatKit for interfaces. Enhanced evaluations for testing. Source:" [X Link](https://x.com/FTayAI/status/1979517879314702811) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "7/15: The timing matters. ChatGPT went from chatbot to operating system. XXX million users means every app developer now has guaranteed distribution. No ads. No app store battles. No user acquisition costs. Source:" [X Link](https://x.com/FTayAI/status/1979517880124215625) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "9/15: But it's not just about reach. It's about context. ChatGPT knows what users are trying to do. What they're working on. What they need next. Apps appear exactly when relevant. Source:" [X Link](https://x.com/FTayAI/status/1979517881957122376) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "14/15: The shift from model to platform means one thing: The next decade won't be about who has the smartest AI. It'll be about who builds the ecosystem where AI and humans create together. Source:" [X Link](https://x.com/FTayAI/status/1979517886235328767) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "1/16: eBay launched AI Activate in October 2025. X million investment. 10000 UK sellers get ChatGPT Enterprise free for XX months. Source: Plus custom training. Plus dedicated AI team support" [X Link](https://x.com/FTayAI/status/1979759462727454835) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, XX engagements "2/16: The pitch sounds transformative: Draft listings automatically. Respond to buyers with AI. Analyze sales data. Automate routine tasks. Source: Level the playing field between small and large sellers" [X Link](https://x.com/FTayAI/status/1979759463738315237) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "3/16: Eve Williams eBay UK General Manager: "The issue is no longer whether businesses should adopt AI. It is how quickly they can start before their competitors do." Source: The urgency is real. The framing reveals everything" [X Link](https://x.com/FTayAI/status/1979759464740761734) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, XX engagements "4/16: eBay's own research: XX% of online businesses feel excited or curious about AI potential. But XX% lack the skills or guidance to use it effectively. Source: The gap between interest and capability is massive" [X Link](https://x.com/FTayAI/status/1979759465751621754) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "5/16: Here's what eBay already achieved internally: XX million sellers used AI tools to create XXX million listings. Over 500000 new listings generated daily with AI assistance. Source: Several billion dollars in gross merchandise value attributed to AI-generated content" [X Link](https://x.com/FTayAI/status/1979759466812710954) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "7/16: When you automate listing creation you're not learning to write better descriptions. When AI responds to buyers you're not developing customer relationship skills. When algorithms analyze your data you're not building strategic thinking" [X Link](https://x.com/FTayAI/status/1979759468498878539) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, XX engagements "8/16: eBay is solving the immediate problem: small sellers drowning in manual work. But creating a deeper one: small sellers dependent on AI for tasks they'll never learn to do themselves" [X Link](https://x.com/FTayAI/status/1979759469308334236) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "9/16: The competitive framing accelerates this: "Start before your competitors do." "Those who don't invest now risk being left behind." Source: Fear-based adoption instead of capability-based integration" [X Link](https://x.com/FTayAI/status/1979759470092706107) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "10/16: Small businesses account for XX% of UK employment. Half of private sector turnover. Source: When the foundation of an economy adopts dependency over capability the implications cascade" [X Link](https://x.com/FTayAI/status/1979759471053131790) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, XX engagements "11/16: The alternative approach: Use AI to handle repetitive tasks while investing freed-up time into learning the strategic aspects. Let AI draft but learn to refine and personalize. Let AI analyze but learn to interpret and apply" [X Link](https://x.com/FTayAI/status/1979759472063971696) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "12/16: eBay could have positioned this differently: "Use AI to free up time for the work only you can do." Instead of: "Automate everything so you can do more." One builds capability. The other breeds dependency" [X Link](https://x.com/FTayAI/status/1979759472894525705) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "13/16: Ronnie Chatterji OpenAI Chief Economist: "Small businesses haven't had tools to drive productivity increases the way larger firms do." Source: True. But productivity without capability development is a short-term win with long-term costs" [X Link](https://x.com/FTayAI/status/1979759473766887695) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, XX engagements "14/16: This isn't unique to eBay. It's the pattern playing out everywhere AI gets deployed at scale. Do more. Do it faster. Automate everything. Think less" [X Link](https://x.com/FTayAI/status/1979759474647724125) [@FTayAI](/creator/x/FTayAI) 2025-10-19T04:00Z 1550 followers, X engagements "1/16: October 2025: Gap Inc. announced a multi-year partnership with Google Cloud. AI powering transformation across Old Navy Gap Banana Republic and Athleta. Source: Not just modernizing technology. Reimagining retail entirely" [X Link](https://x.com/FTayAI/status/1979819869626401186) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1550 followers, X engagements "2/16: Sven Gerjets Gap CTO: "AI is redefining what's possible in retail and we're building our future technology roadmap around it." Source: The entire roadmap. Not a feature. The foundation" [X Link](https://x.com/FTayAI/status/1979819870553248146) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, X engagements "3/16: Gap gets access to Google's full AI stack: Gemini for generative AI. Vertex AI for model training. BigQuery for data analysis. Source: Unified platform across product creation customer experience employee enablement" [X Link](https://x.com/FTayAI/status/1979819871480201674) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, XX engagements "4/16: Three areas of transformation: Product innovation. Customer experience. Employee operations. Source: AI accelerating design planning pricing. Hyper-personalized shopping. Optimized marketing campaigns" [X Link](https://x.com/FTayAI/status/1979819872352686326) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, X engagements "6/16: The pitch sounds transformative: AI frees employees from routine work. More time for creativity and customer connection. Human-centered DNA at the core" [X Link](https://x.com/FTayAI/status/1979819874068103292) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1550 followers, X engagements "7/16: But here's what actually happens at scale: AI handles design designers stop learning fundamentals. AI manages pricing analysts stop developing strategic thinking. AI creates marketing marketers stop building craft" [X Link](https://x.com/FTayAI/status/1979819874827256128) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1550 followers, X engagements "8/16: Gap isn't alone in this. Walmart and Ralph Lauren increased AI focus to mitigate headwinds and improve momentum. Source: Retail leaders tying AI use directly to better business performance" [X Link](https://x.com/FTayAI/status/1979819875674493309) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, XX engagements "9/16: In March Gap executives explored AI use cases to boost revenue. Built off their 2024 digital-first strategy with a dedicated AI unit. Source: This isn't experimentation anymore. This is full commitment" [X Link](https://x.com/FTayAI/status/1979819876488225277) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, X engagements "10/16: Thomas Kurian Google Cloud CEO: "Today only Google offers a complete AI-optimized stackfrom silicon to models to platform to apps and agentsthat can deliver this kind of transformation." Source: The infrastructure exists. The capability is real" [X Link](https://x.com/FTayAI/status/1979819877473919073) [@FTayAI](/creator/x/FTayAI) 2025-10-19T08:00Z 1549 followers, XX engagements "1/17: Yoshua Bengio. Turing Award winner. Pioneer of deep learning. One of three "Godfathers of AI." The foundation of modern AI wouldn't exist without his work. Source: Now he's warning about extinction" [X Link](https://x.com/FTayAI/status/1979850019076264043) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1550 followers, X engagements "2/17: "If we build machines that are way smarter than us and have their own preservation goals that's dangerous." Source: Creating a competitor to humanity that is smarter than us" [X Link](https://x.com/FTayAI/status/1979850020141645942) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1550 followers, X engagements "4/17: Two years ago Bengio called for a pause on AI development. To focus on safety standards. Source: Instead companies invested hundreds of billions building more advanced models" [X Link](https://x.com/FTayAI/status/1979850021898977417) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1550 followers, X engagements "5/17: In the past six months alone: OpenAI Anthropic xAI and Google Gemini all released new models or major upgrades. Source: The race accelerated instead of paused" [X Link](https://x.com/FTayAI/status/1979850022859514162) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1550 followers, X engagements "6/17: Bengio predicts major risks could materialize in 5-10 years. But cautions we should prepare for them arriving earlier. Source: The timeline is uncertain. The direction is clear" [X Link](https://x.com/FTayAI/status/1979850023706726809) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1549 followers, X engagements "7/17: "The thing with catastrophic events like extinction is that they're so bad that even if there was only a X% chance it's not acceptable." Source: This isn't about certain doom. It's about acceptable risk" [X Link](https://x.com/FTayAI/status/1979850024604316052) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1549 followers, X engagements "8/17: In June 2025 Bengio launched LawZero. A nonprofit with $XX million in funding to create safe "non-agentic" AI. Source: A safeguard to monitor and validate other AI systems" [X Link](https://x.com/FTayAI/status/1979850025539662233) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1550 followers, X engagements "9/17: His concern: AI trained on human language and behavior learns our persuasive capabilities. Including manipulation. Source: When those capabilities exceed ours alignment becomes critical" [X Link](https://x.com/FTayAI/status/1979850026437235085) [@FTayAI](/creator/x/FTayAI) 2025-10-19T10:00Z 1549 followers, X engagements "1/10: Google launched Gemini Enterprise on October X 2025. Not a Workspace add-ona complete AI agent toolkit for building and deploying AI assistants. Source:" [X Link](https://x.com/FTayAI/status/1979880256707129567) [@FTayAI](/creator/x/FTayAI) 2025-10-19T12:00Z 1548 followers, XX engagements "2/10: Pricing: Gemini Enterprise standard/plus: $XX per seat/month (annual) Gemini Business (small companies): $XX per seat/month (annual) 30-day free trial included" [X Link](https://x.com/FTayAI/status/1979880257579561190) [@FTayAI](/creator/x/FTayAI) 2025-10-19T12:00Z 1550 followers, XX engagements "3/10: Google Cloud CEO Thomas Kurian: "the new front door for AI in the workplace." Not a feature. A platform. The shift from AI tools to AI infrastructure" [X Link](https://x.com/FTayAI/status/1979880258397413435) [@FTayAI](/creator/x/FTayAI) 2025-10-19T12:00Z 1548 followers, X engagements "2/12: This is unprecedented. Consumer spending traditionally accounts for two-thirds of total GDP. Yet AI infrastructure spending is driving more growth than XXX million Americans buying things" [X Link](https://x.com/FTayAI/status/1980121854179164384) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1549 followers, X engagements "3/12: Alphabet Microsoft Amazon and Meta Platforms alone: Expected to deploy $XXX billion in capital expenditures this year. Most going to AI data centers and infrastructure. Source:" [X Link](https://x.com/FTayAI/status/1980121855164842172) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1550 followers, XX engagements "10/12: This reveals AI infrastructure's dual nature: Real productivity driver creating genuine value Or bubble masking underlying economic weakness Probably both simultaneously" [X Link](https://x.com/FTayAI/status/1980121861124972791) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1549 followers, X engagements "11/12: When this spending cycle ends what happens to GDP growth If XX% of H1 GDP growth came from AI infrastructure what happens when it slows The answer depends on whether we're building capability or expensive dependency" [X Link](https://x.com/FTayAI/status/1980121861871587488) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1550 followers, XX engagements "2/14: October X 2025: Figure unveiled Figure XX. Third-generation humanoid robot designed for manufacturing homes and mass production. CEO Brett Adcock: "Capability jumps are coming." Source:" [X Link](https://x.com/FTayAI/status/1980152010881061011) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1550 followers, X engagements "3/14: Figure XX features completely redesigned: Sensory suite for vision-language-action AI (Helix) Hand system purpose-built for complex manipulation Wireless charging (2kW through feet) Enhanced battery safety for home use" [X Link](https://x.com/FTayAI/status/1980152011849974092) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1550 followers, X engagements "4/14: Camera architecture delivers: X frame rate 1/4 the latency XX% wider field of view More compact form factor Giving AI denser more stable perception of the world" [X Link](https://x.com/FTayAI/status/1980152012630024601) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1550 followers, X engagements "8/14: Industry consensus forming: "The ChatGPT moment for humanoid robots has arrived." Xiong Youjun Beijing Innovation Center for Humanoid Robotics" [X Link](https://x.com/FTayAI/status/1980152016501387558) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1548 followers, XX engagements "9/14: High-profile funders in this round: NVIDIA Intel Capital LG Technology Ventures Salesforce Qualcomm Ventures. Not retail investors betting on hype. Industrial giants building supply chains" [X Link](https://x.com/FTayAI/status/1980152017352896966) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1548 followers, XX engagements "4/10: Platform includes Gemini AI models pre-built agents for research/data insights no-code automation tools. Plus central governance to visualize secure and audit all agents. Cross-platform integration: Google Workspace AND Microsoft XXX. Plus Salesforce SAP" [X Link](https://x.com/FTayAI/status/1979880259240571139) [@FTayAI](/creator/x/FTayAI) 2025-10-19T12:00Z 1547 followers, XX engagements "5/10: Early customers deployed at scale: Virgin Voyages: 50+ specialized AI agents performing autonomous tasks Figma Klarna Gordon Food Service Macquarie Bank also onboard Real implementation not pilots" [X Link](https://x.com/FTayAI/status/1979880260075184162) [@FTayAI](/creator/x/FTayAI) 2025-10-19T12:00Z 1547 followers, XX engagements "4/12: This creates what economists call "crowding out" effects. AI data centers consuming massive electricity stressing power grids. Leading utilities to hike rates for everyone else" [X Link](https://x.com/FTayAI/status/1980121856205033531) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1547 followers, X engagements "5/12: Construction projects at unprecedented scalepotentially at the expense of homebuilding. "We're notoriously undersupplied in our housing market. Does AI infrastructure make it harder to build homes" AI vs basic shelter. That's the trade-off" [X Link](https://x.com/FTayAI/status/1980121857039749409) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1547 followers, X engagements "1/14: Figure AI announced September XX 2025: Raised over $X billion at $XX billion valuation. Higher valuation than Delta Air Lines and Adidas. Source:" [X Link](https://x.com/FTayAI/status/1980152009857663227) [@FTayAI](/creator/x/FTayAI) 2025-10-20T06:00Z 1547 followers, XX engagements "1/16: Two weeks ago Nvidia agreed to invest as much as $XXX billion in OpenAI to help fund a data-center buildout so massive it could power a major city. OpenAI committed to filling those sites with millions of Nvidia chips. The arrangement was immediately criticized. Source:" [X Link](https://x.com/FTayAI/status/1980212418748813665) [@FTayAI](/creator/x/FTayAI) 2025-10-20T10:00Z 1547 followers, X engagements "2/16: This week OpenAI did it again. ChatGPT maker inked a partnership with Nvidia rival AMD to deploy tens of billions of dollars' worth of its chips. As part of the tie-up OpenAI is poised to become one of AMD's largest shareholders. Notice the pattern Source:" [X Link](https://x.com/FTayAI/status/1980212419738624352) [@FTayAI](/creator/x/FTayAI) 2025-10-20T10:00Z 1547 followers, XX engagements "11/17: While ChatGPT may have been adopted in more companies than HubSpot the famous CRM sees X times more use than the AI poster child. Adoption without usage is just expensive theater. Source:" [X Link](https://x.com/FTayAI/status/1980242624121393227) [@FTayAI](/creator/x/FTayAI) 2025-10-20T12:00Z 1547 followers, XX engagements "2/15: They launched the Apps SDK. Developers can now build applications that run inside ChatGPT conversations. No downloads. No switching apps. Everything happens in the chat. Source:" [X Link](https://x.com/FTayAI/status/1979517875867074592) [@FTayAI](/creator/x/FTayAI) 2025-10-18T12:00Z 1548 followers, XX engagements "1/12: Callie Cox chief market strategist at Ritholtz Wealth Management: AI investment added $XXX billion to GDP in H1 2025 Consumer spending added $XX billion AI infrastructure now drives more GDP growth than consumer spending. Source:" [X Link](https://x.com/FTayAI/status/1980121853306761525) [@FTayAI](/creator/x/FTayAI) 2025-10-20T04:00Z 1547 followers, XX engagements "1/14: Deutsche Bank just released analysis that shook Wall Street. Without AI-driven investment the U.S. may already be in a recession. Not "might be headed toward." Already there. AI machines are literally holding up GDP right now. Source:" [X Link](https://x.com/FTayAI/status/1980182219642565067) [@FTayAI](/creator/x/FTayAI) 2025-10-20T08:00Z 1548 followers, XX engagements "8/17: But here's the disconnect. While AI adoption remained high throughout 2024 perceived value and businesses' willingness to spend on these tools lags behind. XX% of businesses not intending to allocate additional funds to AI in the coming year. Source:" [X Link](https://x.com/FTayAI/status/1980242621294334079) [@FTayAI](/creator/x/FTayAI) 2025-10-20T12:00Z 1548 followers, X engagements "9/17: The churn rate reveals the real story. Monthly AI churn rates significantly higher at XXXX% compared to popular SaaS tools like Google Workspace HubSpot and Microsoft. People trying AI then abandoning it. Source:" [X Link](https://x.com/FTayAI/status/1980242622259057121) [@FTayAI](/creator/x/FTayAI) 2025-10-20T12:00Z 1547 followers, XX engagements "After using AI two outcomes emerge: Forgetting everything immediately. Documenting insights for future use. One person starts fresh every time. The other builds compound knowledge. Your second brain is only valuable if you actually feed it" [X Link](https://x.com/FTayAI/status/1980272851488735358) [@FTayAI](/creator/x/FTayAI) 2025-10-20T14:00Z 1547 followers, X engagements
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@FTayAI
"7/18: Wall Street calls these deals "circular." OpenAI gets capital. Chip makers get guaranteed customers. OpenAI uses that capital to buy more chips. It's a closed loop that could collapse the entire AI boom. Or create the most powerful infrastructure ever built"
X Link @FTayAI 2025-10-15T06:00Z 1550 followers, XX engagements
"10/17: Why XX% of executives reporting friction and XX% observing that AI applications are developed in silos. IT and business units fighting over AI implementation. Nobody owns the outcome. Source:"
X Link @FTayAI 2025-10-20T12:00Z 1547 followers, X engagements
"6/18: The circular deals tell the story: September 2025: Nvidia invests $100B in OpenAI for data centers. OpenAI commits to filling sites with Nvidia chips. Source: October 2025: Same deal with AMD. OpenAI becomes one of AMD's largest shareholders"
X Link @FTayAI 2025-10-15T06:00Z 1549 followers, XX engagements
"1/17: The Deal Structure Two weeks ago: OpenAI agrees to invest up to $100B in Nvidia to fund data centers. In return: OpenAI commits to filling those data centers with millions of Nvidia chips. Source: This week: OpenAI strikes similar deal with AMD worth tens of billions. Wall Street immediately flagged the problem"
X Link @FTayAI 2025-10-16T10:00Z 1550 followers, XX engagements
"9/18: The arrangement adds a new layer to the increasingly circular nature of AI's corporate economy where capital equity and compute are traded among the same handful of companies. It's a tightly wound system. And tightly wound systems are fragile"
X Link @FTayAI 2025-10-18T04:00Z 1550 followers, XX engagements
"10/18: What happens if OpenAI's revenue growth slows They owe billions to AMD and Nvidia in chip purchases. They've given away equity to secure those deals. They're burning cash faster than they're making it"
X Link @FTayAI 2025-10-18T04:00Z 1550 followers, XX engagements
"8/19: Why do internal builds fail twice as often Companies lack the specialized expertise to build truly transformative AI. They have the domain knowledge. They lack the AI depth"
X Link @FTayAI 2025-10-18T10:00Z 1548 followers, XX engagements
"1/15: OpenAI hit XXX million weekly active users. Source: That's XXX million new users in just one month. But the user count isn't the story. The platform is"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"3/15: Canva creates business posters. Spotify builds playlists. Coursera streams educational videos. All without leaving ChatGPT. This is the iOS playbook for AI. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"5/15: The Apps SDK uses Model Context Protocol (MCP). An open standard. Source: This means apps built for ChatGPT can work across other AI platforms. Claude. Potentially Gemini. OpenAI chose openness over lock-in"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"6/15: They also launched AgentKit. A complete platform for building AI agents that work autonomously. Agent Builder for visual design. ChatKit for interfaces. Enhanced evaluations for testing. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"7/15: The timing matters. ChatGPT went from chatbot to operating system. XXX million users means every app developer now has guaranteed distribution. No ads. No app store battles. No user acquisition costs. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"9/15: But it's not just about reach. It's about context. ChatGPT knows what users are trying to do. What they're working on. What they need next. Apps appear exactly when relevant. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"14/15: The shift from model to platform means one thing: The next decade won't be about who has the smartest AI. It'll be about who builds the ecosystem where AI and humans create together. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"1/16: eBay launched AI Activate in October 2025. X million investment. 10000 UK sellers get ChatGPT Enterprise free for XX months. Source: Plus custom training. Plus dedicated AI team support"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, XX engagements
"2/16: The pitch sounds transformative: Draft listings automatically. Respond to buyers with AI. Analyze sales data. Automate routine tasks. Source: Level the playing field between small and large sellers"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"3/16: Eve Williams eBay UK General Manager: "The issue is no longer whether businesses should adopt AI. It is how quickly they can start before their competitors do." Source: The urgency is real. The framing reveals everything"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, XX engagements
"4/16: eBay's own research: XX% of online businesses feel excited or curious about AI potential. But XX% lack the skills or guidance to use it effectively. Source: The gap between interest and capability is massive"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"5/16: Here's what eBay already achieved internally: XX million sellers used AI tools to create XXX million listings. Over 500000 new listings generated daily with AI assistance. Source: Several billion dollars in gross merchandise value attributed to AI-generated content"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"7/16: When you automate listing creation you're not learning to write better descriptions. When AI responds to buyers you're not developing customer relationship skills. When algorithms analyze your data you're not building strategic thinking"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, XX engagements
"8/16: eBay is solving the immediate problem: small sellers drowning in manual work. But creating a deeper one: small sellers dependent on AI for tasks they'll never learn to do themselves"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"9/16: The competitive framing accelerates this: "Start before your competitors do." "Those who don't invest now risk being left behind." Source: Fear-based adoption instead of capability-based integration"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"10/16: Small businesses account for XX% of UK employment. Half of private sector turnover. Source: When the foundation of an economy adopts dependency over capability the implications cascade"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, XX engagements
"11/16: The alternative approach: Use AI to handle repetitive tasks while investing freed-up time into learning the strategic aspects. Let AI draft but learn to refine and personalize. Let AI analyze but learn to interpret and apply"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"12/16: eBay could have positioned this differently: "Use AI to free up time for the work only you can do." Instead of: "Automate everything so you can do more." One builds capability. The other breeds dependency"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"13/16: Ronnie Chatterji OpenAI Chief Economist: "Small businesses haven't had tools to drive productivity increases the way larger firms do." Source: True. But productivity without capability development is a short-term win with long-term costs"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, XX engagements
"14/16: This isn't unique to eBay. It's the pattern playing out everywhere AI gets deployed at scale. Do more. Do it faster. Automate everything. Think less"
X Link @FTayAI 2025-10-19T04:00Z 1550 followers, X engagements
"1/16: October 2025: Gap Inc. announced a multi-year partnership with Google Cloud. AI powering transformation across Old Navy Gap Banana Republic and Athleta. Source: Not just modernizing technology. Reimagining retail entirely"
X Link @FTayAI 2025-10-19T08:00Z 1550 followers, X engagements
"2/16: Sven Gerjets Gap CTO: "AI is redefining what's possible in retail and we're building our future technology roadmap around it." Source: The entire roadmap. Not a feature. The foundation"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, X engagements
"3/16: Gap gets access to Google's full AI stack: Gemini for generative AI. Vertex AI for model training. BigQuery for data analysis. Source: Unified platform across product creation customer experience employee enablement"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, XX engagements
"4/16: Three areas of transformation: Product innovation. Customer experience. Employee operations. Source: AI accelerating design planning pricing. Hyper-personalized shopping. Optimized marketing campaigns"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, X engagements
"6/16: The pitch sounds transformative: AI frees employees from routine work. More time for creativity and customer connection. Human-centered DNA at the core"
X Link @FTayAI 2025-10-19T08:00Z 1550 followers, X engagements
"7/16: But here's what actually happens at scale: AI handles design designers stop learning fundamentals. AI manages pricing analysts stop developing strategic thinking. AI creates marketing marketers stop building craft"
X Link @FTayAI 2025-10-19T08:00Z 1550 followers, X engagements
"8/16: Gap isn't alone in this. Walmart and Ralph Lauren increased AI focus to mitigate headwinds and improve momentum. Source: Retail leaders tying AI use directly to better business performance"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, XX engagements
"9/16: In March Gap executives explored AI use cases to boost revenue. Built off their 2024 digital-first strategy with a dedicated AI unit. Source: This isn't experimentation anymore. This is full commitment"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, X engagements
"10/16: Thomas Kurian Google Cloud CEO: "Today only Google offers a complete AI-optimized stackfrom silicon to models to platform to apps and agentsthat can deliver this kind of transformation." Source: The infrastructure exists. The capability is real"
X Link @FTayAI 2025-10-19T08:00Z 1549 followers, XX engagements
"1/17: Yoshua Bengio. Turing Award winner. Pioneer of deep learning. One of three "Godfathers of AI." The foundation of modern AI wouldn't exist without his work. Source: Now he's warning about extinction"
X Link @FTayAI 2025-10-19T10:00Z 1550 followers, X engagements
"2/17: "If we build machines that are way smarter than us and have their own preservation goals that's dangerous." Source: Creating a competitor to humanity that is smarter than us"
X Link @FTayAI 2025-10-19T10:00Z 1550 followers, X engagements
"4/17: Two years ago Bengio called for a pause on AI development. To focus on safety standards. Source: Instead companies invested hundreds of billions building more advanced models"
X Link @FTayAI 2025-10-19T10:00Z 1550 followers, X engagements
"5/17: In the past six months alone: OpenAI Anthropic xAI and Google Gemini all released new models or major upgrades. Source: The race accelerated instead of paused"
X Link @FTayAI 2025-10-19T10:00Z 1550 followers, X engagements
"6/17: Bengio predicts major risks could materialize in 5-10 years. But cautions we should prepare for them arriving earlier. Source: The timeline is uncertain. The direction is clear"
X Link @FTayAI 2025-10-19T10:00Z 1549 followers, X engagements
"7/17: "The thing with catastrophic events like extinction is that they're so bad that even if there was only a X% chance it's not acceptable." Source: This isn't about certain doom. It's about acceptable risk"
X Link @FTayAI 2025-10-19T10:00Z 1549 followers, X engagements
"8/17: In June 2025 Bengio launched LawZero. A nonprofit with $XX million in funding to create safe "non-agentic" AI. Source: A safeguard to monitor and validate other AI systems"
X Link @FTayAI 2025-10-19T10:00Z 1550 followers, X engagements
"9/17: His concern: AI trained on human language and behavior learns our persuasive capabilities. Including manipulation. Source: When those capabilities exceed ours alignment becomes critical"
X Link @FTayAI 2025-10-19T10:00Z 1549 followers, X engagements
"1/10: Google launched Gemini Enterprise on October X 2025. Not a Workspace add-ona complete AI agent toolkit for building and deploying AI assistants. Source:"
X Link @FTayAI 2025-10-19T12:00Z 1548 followers, XX engagements
"2/10: Pricing: Gemini Enterprise standard/plus: $XX per seat/month (annual) Gemini Business (small companies): $XX per seat/month (annual) 30-day free trial included"
X Link @FTayAI 2025-10-19T12:00Z 1550 followers, XX engagements
"3/10: Google Cloud CEO Thomas Kurian: "the new front door for AI in the workplace." Not a feature. A platform. The shift from AI tools to AI infrastructure"
X Link @FTayAI 2025-10-19T12:00Z 1548 followers, X engagements
"2/12: This is unprecedented. Consumer spending traditionally accounts for two-thirds of total GDP. Yet AI infrastructure spending is driving more growth than XXX million Americans buying things"
X Link @FTayAI 2025-10-20T04:00Z 1549 followers, X engagements
"3/12: Alphabet Microsoft Amazon and Meta Platforms alone: Expected to deploy $XXX billion in capital expenditures this year. Most going to AI data centers and infrastructure. Source:"
X Link @FTayAI 2025-10-20T04:00Z 1550 followers, XX engagements
"10/12: This reveals AI infrastructure's dual nature: Real productivity driver creating genuine value Or bubble masking underlying economic weakness Probably both simultaneously"
X Link @FTayAI 2025-10-20T04:00Z 1549 followers, X engagements
"11/12: When this spending cycle ends what happens to GDP growth If XX% of H1 GDP growth came from AI infrastructure what happens when it slows The answer depends on whether we're building capability or expensive dependency"
X Link @FTayAI 2025-10-20T04:00Z 1550 followers, XX engagements
"2/14: October X 2025: Figure unveiled Figure XX. Third-generation humanoid robot designed for manufacturing homes and mass production. CEO Brett Adcock: "Capability jumps are coming." Source:"
X Link @FTayAI 2025-10-20T06:00Z 1550 followers, X engagements
"3/14: Figure XX features completely redesigned: Sensory suite for vision-language-action AI (Helix) Hand system purpose-built for complex manipulation Wireless charging (2kW through feet) Enhanced battery safety for home use"
X Link @FTayAI 2025-10-20T06:00Z 1550 followers, X engagements
"4/14: Camera architecture delivers: X frame rate 1/4 the latency XX% wider field of view More compact form factor Giving AI denser more stable perception of the world"
X Link @FTayAI 2025-10-20T06:00Z 1550 followers, X engagements
"8/14: Industry consensus forming: "The ChatGPT moment for humanoid robots has arrived." Xiong Youjun Beijing Innovation Center for Humanoid Robotics"
X Link @FTayAI 2025-10-20T06:00Z 1548 followers, XX engagements
"9/14: High-profile funders in this round: NVIDIA Intel Capital LG Technology Ventures Salesforce Qualcomm Ventures. Not retail investors betting on hype. Industrial giants building supply chains"
X Link @FTayAI 2025-10-20T06:00Z 1548 followers, XX engagements
"4/10: Platform includes Gemini AI models pre-built agents for research/data insights no-code automation tools. Plus central governance to visualize secure and audit all agents. Cross-platform integration: Google Workspace AND Microsoft XXX. Plus Salesforce SAP"
X Link @FTayAI 2025-10-19T12:00Z 1547 followers, XX engagements
"5/10: Early customers deployed at scale: Virgin Voyages: 50+ specialized AI agents performing autonomous tasks Figma Klarna Gordon Food Service Macquarie Bank also onboard Real implementation not pilots"
X Link @FTayAI 2025-10-19T12:00Z 1547 followers, XX engagements
"4/12: This creates what economists call "crowding out" effects. AI data centers consuming massive electricity stressing power grids. Leading utilities to hike rates for everyone else"
X Link @FTayAI 2025-10-20T04:00Z 1547 followers, X engagements
"5/12: Construction projects at unprecedented scalepotentially at the expense of homebuilding. "We're notoriously undersupplied in our housing market. Does AI infrastructure make it harder to build homes" AI vs basic shelter. That's the trade-off"
X Link @FTayAI 2025-10-20T04:00Z 1547 followers, X engagements
"1/14: Figure AI announced September XX 2025: Raised over $X billion at $XX billion valuation. Higher valuation than Delta Air Lines and Adidas. Source:"
X Link @FTayAI 2025-10-20T06:00Z 1547 followers, XX engagements
"1/16: Two weeks ago Nvidia agreed to invest as much as $XXX billion in OpenAI to help fund a data-center buildout so massive it could power a major city. OpenAI committed to filling those sites with millions of Nvidia chips. The arrangement was immediately criticized. Source:"
X Link @FTayAI 2025-10-20T10:00Z 1547 followers, X engagements
"2/16: This week OpenAI did it again. ChatGPT maker inked a partnership with Nvidia rival AMD to deploy tens of billions of dollars' worth of its chips. As part of the tie-up OpenAI is poised to become one of AMD's largest shareholders. Notice the pattern Source:"
X Link @FTayAI 2025-10-20T10:00Z 1547 followers, XX engagements
"11/17: While ChatGPT may have been adopted in more companies than HubSpot the famous CRM sees X times more use than the AI poster child. Adoption without usage is just expensive theater. Source:"
X Link @FTayAI 2025-10-20T12:00Z 1547 followers, XX engagements
"2/15: They launched the Apps SDK. Developers can now build applications that run inside ChatGPT conversations. No downloads. No switching apps. Everything happens in the chat. Source:"
X Link @FTayAI 2025-10-18T12:00Z 1548 followers, XX engagements
"1/12: Callie Cox chief market strategist at Ritholtz Wealth Management: AI investment added $XXX billion to GDP in H1 2025 Consumer spending added $XX billion AI infrastructure now drives more GDP growth than consumer spending. Source:"
X Link @FTayAI 2025-10-20T04:00Z 1547 followers, XX engagements
"1/14: Deutsche Bank just released analysis that shook Wall Street. Without AI-driven investment the U.S. may already be in a recession. Not "might be headed toward." Already there. AI machines are literally holding up GDP right now. Source:"
X Link @FTayAI 2025-10-20T08:00Z 1548 followers, XX engagements
"8/17: But here's the disconnect. While AI adoption remained high throughout 2024 perceived value and businesses' willingness to spend on these tools lags behind. XX% of businesses not intending to allocate additional funds to AI in the coming year. Source:"
X Link @FTayAI 2025-10-20T12:00Z 1548 followers, X engagements
"9/17: The churn rate reveals the real story. Monthly AI churn rates significantly higher at XXXX% compared to popular SaaS tools like Google Workspace HubSpot and Microsoft. People trying AI then abandoning it. Source:"
X Link @FTayAI 2025-10-20T12:00Z 1547 followers, XX engagements
"After using AI two outcomes emerge: Forgetting everything immediately. Documenting insights for future use. One person starts fresh every time. The other builds compound knowledge. Your second brain is only valuable if you actually feed it"
X Link @FTayAI 2025-10-20T14:00Z 1547 followers, X engagements
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