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- $1 TRILLION Wiped By The Blue Wave?
$1 TRILLION Wiped By The Blue Wave?
+Claude Is Dreaming While Elon Throttles Grok Bot
In partnership with
The voice-to-text app that built its own speech model
Most dictation apps are a wrapper around someone else's speech model. Wispr Flow trained its own.
It's called Canto, and it was built for the way people actually talk to AI: thinking out loud, changing direction mid-sentence, half-whispering in an open office.
Wispr tested it on 10 hours of real dictations from more than 2,300 speakers. Canto had the lowest word error rate of every model tested, including models from Google, OpenAI, AssemblyAI and Deepgram. That means your prompts to ChatGPT, Claude and Cursor come through the way you said them.
Talk naturally in any app and Wispr Flow types clean, formatted text, 4x faster than typing.
Hello WKND AI Warriors!
Will the blue wave drown out AI data centers?
Also, hedge funds are dumping AI stocks while data-center companies report surging demand.
Plus, Claude is “dreaming,” while Elon sharply reduces Grok Bot for usage.
Oh yeah, and OpenAI wants you to say “compute campuses” instead of “data centers”
Today's newsletter includes:
📰 AI NEWS RECAP
🤿 AI DEEP DIVE
📰 AI NEWS RECAP
The blue wave exposed a cost AI investors had underpriced: public consent. Texas can keep already-permitted projects moving while demanding better terms for the next wave. That distinction matters more than the blanket “Democrats will stop AI” narrative.
Power, water and tax concessions belong in the investment math. Paying those costs may squeeze returns, but durable local agreements could make construction schedules more credible.
Strong earnings cannot settle the question of future returns. IREN reported surging AI-cloud revenue while hedge funds were cutting tech exposure. Forced selling can punish healthy businesses; healthy demand can still produce overpriced stocks. I’m watching which projects can fund their promises and earn permission to expand.
Gina Hinojosa’s Texas victory puts data-center approvals under scrutiny. Her agenda calls for protections on water, electricity bills and local control, rather than an unconditional green light.
Hedge funds dumped technology shares as this week’s selloff erased gains and triggered risk cuts. Crowded positions helped amplify the damage, complicating any simple verdict on AI’s underlying demand.
OpenAI wants its data centers called “compute campuses,” alongside new community commitments. Friendlier branding leaves the same hard question: who pays for the power, water and infrastructure?
Anthropic showed how Claude “dreams” between tasks, reorganizing saved memories and correcting mistakes. The research points toward assistants that improve from past work without retraining their underlying models.
Grok Bot usage limits were cut, with Musk blaming unsustainable costs and subscribers protesting. Depending on an AI assistant means depending on how much service its provider can afford.
Claude added a Personal Finance beta that reads connected bank accounts for eligible American subscribers. It can explain spending, but cannot move money and may still get numbers wrong.
OpenAI released GPT-6 Cyber for vetted security work, reporting 81 newly discovered severe Firefox flaws. Access remains restricted because tools that find weaknesses can also help exploit them.
Thursday’s selloff hit AI infrastructure across the board. Kobeissi’s figures below are intraday snapshots, followed by Gavin Baker’s explanation of why permitted Texas projects can still proceed into 2027 and 2028.
AI DEEP DIVE
Tech stocks lost over $1 TRILLION last week.
Before that, Leopold Aschenbrenner lost $35 BILLION in one month on AI stocks
Has the AI bubble finally popped?