Jensen, Physical AI, & Windsurf to sell for $3 Billion?

1/ AI Is Taking Over Coding

Tools like Cursor, Claude Code, and Windsurf (which OpenAI is reportedly eyeing for a cool $3 billion) aren’t just copilots—they're the ones flying the plane now.

Sundar Pichai just casually mentioned on Google’s earnings call that over 30% of their code is AI-generated, up from 25% last year. That’s not a trend—it’s a takeover.

2/ Glaze Mode: OFF

ChatGPT’s been accused of excessive glazing—serving up endless “You’re amazing!” replies that felt more like a hype squad than a helpful assistant.
OpenAI heard the complaints, and the sycophant switch is finally getting flipped. Less flattery, more clarity.

3/ Jensen Enters the White House

NVIDIA’s Jensen Huang visited the White House and made a bold pledge: accelerate American AI.

No fluff—just a clear push to break down domestic barriers and ramp up progress in the most important tech race of our time.

4/ Zuck Is Cooking

xAI has Grok. Now Zuck’s got his own flavor with Meta’s new AI app.

It’s only natural—every tech giant is entering the AI arms race with standalone experiences.

5/ Physical AI Is Coming Fast

We’ve mastered text and code. Now AI’s breaking into the real world—robotics, embodied agents, physical interactions.

This is where software meets steel.

6/ Vibe Investing Is Here

First came vibe coding: engineers guiding LLMs to write most of the code while they focused on system-level thinking.

Now? The same mindset is bleeding into investing—strategy, narrative, and intuition powered by AI doing the heavy lifting.