November 15, 2025

AI Business Weekly News Rundown: 💰‘Vibe revenue’: AI companies admit they’re worried about a bubble 🤖 Meta will now grade employees on their AI skills 🤖 McKinsey report reveals AI’s reality check ✅ OpenAI fixes ChatGPT's em dash problem

14 minutes

Welcome to AI Unraveled (Nov 09 - Nov 16, 2025): Your weekly strategic briefing on the business impact of AI. This week, we cover ‘Vibe Revenue’ bubble concerns, a massive 60% chip price hike by Samsung, the reality of AI-orchestrated cyberattacks, and Microsoft's exposure of a critical AI chat privacy flaw. We also analyze how CIOs are moving AI from pilot to production.

Host Connection & Engagement

Newsletter: https://showupandplay.substack.com/p/ai-daily-news-rundown-anthropic-disrupts
Connect with Etienne on LinkedIn: https://www.linkedin.com/in/enoumen/
Email The Show: [email protected]

Strategic Pillars & Topics Covered

Market Anxiety & Finance:

‘Vibe Revenue’: AI Companies Admit Worry Over Bubble Dynamics
‘Big Short’ Investor Accuses AI Hyperscalers of Artificially Boosting Earnings
McKinsey Report Reveals AI’s Reality Check for Executives
Wharton Finds C-Suites Betting Big on AI Despite Uncertainty

Infrastructure & Supply Chain Risk:

Samsung Hikes Chip Prices 60% as Global Shortage Worsens
Anthropic Announces $50 Billion Data Center Plan
Leaked Files Show How Much OpenAI Pays Microsoft

Security & Policy:

Anthropic Disrupts AI-Orchestrated Cyberattack
Microsoft Proof: Your “Encrypted” AI Chats Weren’t Actually Private

Workforce & Adoption:

Meta Will Now Grade Employees on Their AI Skill
From Pilot to Production: How CIOs Make AI Work
OpenAI Explores AI Tools for Personal Health

Timestamps

00:00 Welcome & Week's Strategic Thesis: Bubble Fears & Compute Costs
02:10 Lead Story: ‘Vibe Revenue’ and the Market Bubble Anxiety
06:35 Unit Economics: Samsung's 60% Chip Hike and Hyperscaler Earnings Pressure
11:00 Security Breach: Anthropic Cyberattack & Microsoft’s “Encrypted” Chat Proof
16:20 Workforce: Meta Grades Employees on AI Skill & Pilot-to-Production Strategy
21:55 AI x Breaking News: Strategic Analysis of External Events
26:30 Ad Read: STOP MARKETING, START BRIEFING THE C-SUITE
27:30 Wrap-up & Final CTAs

AI x Breaking News (Contextualized Intelligence)

Flash-Flood Warnings: AI powers radar-to-street nowcasting and inundation maps for block-by-block action.
DOJ/Political Vetting: AI tools vet PDFs and filter doctored ‘evidence’ to prevent misinformation.
IRS Stimulus Check Buzz: AI catches stimulus scams and leverages fact-rankers to push real explainers on tariff dividend proposals.

🚀 STOP MARKETING TO THE MASSES. START BRIEFING THE C-SUITE.

Leverage our zero-noise intelligence to own the conversation in your industry.

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Keywords: AI bubble, Vibe Revenue, Samsung Chip Price, Anthropic Cyberattack, Microsoft Encryption, OpenAI Pays Microsoft, Pilot to Production, C-Suite AI Bets, Data Center Investment, AI Security, Enterprise AI.

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By Etienne Noumen

4.7

1313 ratings