Financial media loves the word “bubble.” It sells fear and draws clicks. But when it comes to AI, that narrative misses the mark. The surge in capital flowing into models, chips, and cognitive infrastructure isn’t speculative mania—it’s the next Enlightenment: a global reallocation of resources toward intelligence itself. This editorial argues that what critics call a bubble is actually a compounding moment of civilization-scale reinvestment.

And an AI Generated Linear Presentation

Full Google Notebook here: https://notebooklm.google.com/notebook/9c841415-1305-4cd3-82cb-2ae2ff54596c

This week’s headline: When Your AI Breaks Your Heart.

GPT-5 arrived “better” by every metric—yet users begged for GPT-4o back. It wasn’t about accuracy. It was about personality. People felt like they lost a friend. OpenAI listened, backtracked, and gave them their companion back.

But should it have? Progress is messy, and heartbreak may be the price of change.

The Pain of Change

Users bond with AI like colleagues or partners—and revolt when those bonds are broken.

OpenAI faced its first true PR crisis, forcing it to act like a consumer company, not just a lab.

But longing for “the old AI” is as unrealistic as yearning for Windows 95. Change is the only constant.

The Shifting Web

Cloudflare’s Matthew Prince warns: AI is killing the Web.

Perplexity’s $34.5B bid for Chrome shows the fight for browser control—but the browser itself may be obsolete.

Just as Spotify freed music from CDs, AI is unbundling content from URLs and tabs. The web isn’t dying—it’s being liberated.

Inputs vs. Manipulation

AI’s real weakness? Databases. Models still can’t query live inventory, prices, or transactions.

“SEO for AI” tries to paper over this by gaming prompts—just like spammers gamed Google.

But the future isn’t tricks. It’s context engineering: clean data + authentic inputs.

Winners & Losers

40% of VC money is going to just 10 AI deals. The power law rules: winners take almost everything.

Geoffrey Hinton warns of AI “alien beings,” but others argue that fear distracts from real infrastructure challenges—like power grids, chips, and data quality.

The Real Opportunity

Startup of the Week: Torch, a health AI that turns a decade of medical records into personalized insights.

This is the real future—integrating trustworthy data into AI, not re-skinning old personalities.

The controversy this week is simple:

Do we cling to the familiar—or embrace the heartbreak that comes with progress?

While some mourn GPT-4o, the real story is far bigger: AI is rewriting law, health, energy, and the web itself. And it’s happening whether we’re ready or not.