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Today's topics:
-Debt-fueled AI bubble risks
-Hyperscaler capex and profitability
-User backlash to forced AI
-How to spot AI slop
-iPad M5 local AI gains
-Chinese open models ascend
-Accenture’s ‘reinventors’ strategy
-Epic accused of AI art
-AI restores Trajan’s Column
-Investors hedge AI exposure
-https://gpt3experiments.substack.com/p/dont-push-ai-down-our-throats
-https://www.theguardian.com/business/2025/dec/01/accenture-rebrands-staff-reinventors-ai-artificial-intelligence
-https://www.macstories.net/stories/ipad-pro-m5-neural-benchmarks-mlx/
-https://trajancolumn.com/
-https://www.planetearthandbeyond.co/p/did-nvidia-just-prove-there-is-no
-https://www.eurogamer.net/fortnite-fans-are-saying-no-to-ai-slop-after-spotting-what-they-believe-are-ai-generated-images-in-game
-https://theconversation.com/the-ai-bubble-isnt-new-karl-marx-explained-the-mechanisms-behind-it-nearly-150-years-ago-270663
-https://www.nbcnews.com/tech/innovation/silicon-valley-building-free-chinese-ai-rcna242430
-https://www.npr.org/2025/11/30/nx-s1-5610951/fake-ai-videos-slop-quiz
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