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Vibe Revenue and the AI Bubble

Vibe Revenue
First, there was vibe coding. Within a week we were vibe marketing. Then we started vibe hiring and vibe fundraising. And now, as Brian Chesky (Airbnb’s CEO) pointed out, we are entering the era of “vibe revenue,” where hyperscalers invest in model labs, model labs pre-commit to buying compute from hyperscalers, chip companies invest in labs and clouds that pre-purchase large volumes of chips, startups receive cloud credits that lock them into specific stacks, and everyone publishes record demand numbers. Continue Reading →

Agentic IRS Agents

The Internal Revenue Service is deploying Salesforce’s AI agent platform, Agentforce, across multiple divisions. Axios reported the rollout. Continue Reading →

Free ChatGPT for Teachers

OpenAI released ChatGPT for Teachers yesterday: a set of classroom-focused tools that help with lesson planning, assignment creation, feedback, and differentiated instruction. Teachers now have a clear entry point for using AI without building workflows from scratch. Continue Reading →
Google released Gemini 3 yesterday with immediate availability across its entire ecosystem. The company says the model sets new performance benchmarks: Gemini 3 scored 37.4 on Humanity's Last Exam, the highest on record and substantially above GPT-5 Pro's 31.64. It topped the LMArena leaderboard for user satisfaction and introduced generative UI capabilities that create interactive interfaces, not just text responses. Continue Reading →

Jeff Bezos is Back in the Game

Project Prometheus is a new AI company co-led by Jeff Bezos and physicist Vik Bajaj. According to the New York Times, the company raised about $6.2 billion before launch. It focuses on physical AI, which refers to models and systems that understand, simulate, and optimize real-world processes in engineering and manufacturing. Prometheus treats physical systems as core surfaces for AI-driven design, automation, and optimization. This is Jeff Bezos's first operational role since stepping down as Amazon’s CEO back in 2021. Continue Reading →
AI Critics
My AI critic systems cut proposal revision cycles by more than 40 percent over 18 months, shortened blog and social production time by over 50 percent, and objectively improved the efficacy of our business writing. If you create more than ten similar deliverables per quarter, you will benefit from a structured set of critics that evaluates your work the same way every time. Here is how to build them. Continue Reading →
Google released a new shopping feature that confirms what we talked about in last week's Agentic Browser Wars essay: Google is moving from search to action. The update lets users skip the cart step and go directly to checkout from Google Shopping. Google calls this “agentic checkout.” Continue Reading →
OpenAI just launched GPT-5.1, which fixes the things that broke your workflows. There are two new modes: Instant is faster and better at simple tasks, while Thinking uses adaptive compute allocation to improve reasoning and reduce the wobble that emerged in GPT-5’s first months. This release is a stability upgrade for teams that use GPT-5 in production. Continue Reading →
ElevenLabs has launched the Iconic Voice Marketplace, a licensing platform that lets brands legally use AI-generated replicas of famous voices in content and ads. It’s a consent-based system designed to bring order to synthetic speech. The company calls it a “performer-first” model where every licensed voice is cleared, compensated, and auditable. Continue Reading →

Wikipedia Wants AI to Pay Up

Wikipedia just told the AI industry to stop scraping and start subscribing. In a blog post Monday, the Wikimedia Foundation urged AI developers to access its content through Wikimedia Enterprise, a paid API that supports the site’s nonprofit mission. The message was polite but clear: attribution matters, and free-riding doesn’t. Continue Reading →

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