Michael Burry just placed his bets AGAINST AI darlings while Germany's getting a €1 billion AI data center. Wild day in the AI world, as the smart money splits on whether we're in a bubble or bonanza.
BUBBLE ALERT? Michael Burry Shorts AI Giants
The Big Short is back! Michael Burry (yes, the guy Christian Bale played in the movie) just disclosed puts against Nvidia and Palantir yesterday. The same dude who called the 2008 housing crash is now betting against two of AI's biggest poster children. This comes right after Burry dropped a cryptic warning about market exuberance aimed at retail investors. Translation: 'Y'all are too excited about AI stocks.' Is this the canary in the coal mine for AI valuations? Remember, Nvidia is up roughly 700% since the ChatGPT launch, and Palantir's nearly doubled this year alone. Burry's either about to look like a genius again... or miss the biggest tech revolution since the internet. Either way, when the guy who saw 2008 coming makes a move this bold, we pay attention.
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Nvidia and Deutsche Telekom just announced they're dropping €1 billion to build a massive AI data center in Germany, marking Europe's biggest move yet to boost its AI infrastructure game.
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Uber reported soaring rideshare and delivery trips this morning but still missed profit expectations thanks to a $479 million legal charge - even AI-powered pricing algorithms can't fix lawsuit problems.
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A new open-source meeting assistant called Meetily launched yesterday, promising 100% local processing for your sensitive conversations without those creepy cloud-based bots listening in.
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Common Crawl, the nonprofit that's been quietly archiving the internet, is now revealed as the secret sauce feeding training data to practically every major AI company.
🔌 API WATCH
Why Your AI Evals Keep Breaking
Fresh research from Atla AI yesterday highlighted why your evaluation pipelines for LLMs might be failing. The core issue? Most evals weren't built for today's multi-modal, high-reasoning models. If you've been relying on MMLU or HumanEval, you're missing the mark on modern capabilities. For builders shipping this week: Anthropic's Claude 3.5 Sonnet still offers the best bang-for-buck at $3/M output tokens with 200K context. But if you need vision capabilities without breaking the bank, check out Gemini 1.5 Flash's $0.35/M token price with impressive visual reasoning that beats GPT-4o on multi-image tasks. The real hidden gem? Mistral's new Large 2 with $5/M pricing but near-Claude performance on reasoning tasks.
💰 FOLLOW THE MONEY
VCs Deployed $39B in October - But Where's It Going?
October saw $39B in global startup funding according to Crunchbase data released today - and the billion-dollar rounds are back, baby! Reflection AI, Polymarket, Crusoe and Base Power all secured unicorn-level deals. The smart money pattern? Infrastructure plays are winning BIG. While consumer AI apps struggle with retention, the picks-and-shovels companies building AI data centers, specialized chips, and model optimization tools are raking in cash. This mirrors what we saw in early cloud computing - the biggest returns went to infrastructure providers before SaaS winners emerged. Keep your eyes on Nvidia's stock reaction tomorrow to the Deutsche Telekom deal as a bellwether for AI infrastructure momentum.
🛠️ TOOL SPOTLIGHT
Yorph AI
Just dropped into beta today: your pocket data engineer. Yorph AI lets you join, clean, analyze, and visualize data from different sources in one place without writing SQL queries or Python scripts. It's basically giving non-technical folks the superpowers that used to require a whole data team. The semantic layer feature coming soon will let your whole company speak the same data language.
💼 SUCCESS STORY
Spotify
Spotify just crushed user forecasts this morning, reporting 713 million monthly active users in Q3 (11% YoY growth), beating analyst expectations of 711 million. While their CEO transition approaches, their AI-powered discovery features continue driving growth. Their personalized playlists and recommendation algorithms have become the gold standard in the audio streaming wars - proving that smart AI implementation doesn't just improve the product, it directly impacts the bottom line.
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📊 BY THE NUMBERS
€1 billion
The amount Nvidia and Deutsche Telekom announced today they're investing in a new German AI data center, showing Europe's getting serious about not falling behind in the AI infrastructure race.
$39 billion
Global venture funding deployed in October 2025 according to Crunchbase data released today - up from last year but down from September, suggesting a slight cooling in the AI funding frenzy.
713 million
Spotify's monthly active users reported this morning, showing how AI-powered recommendation engines continue driving growth for consumer tech platforms.
$479 million
The legal charge that tanked Uber's profits in today's earnings report, despite AI optimizing their rides and deliveries to record levels.
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The information provided in this newsletter, including the "Follow the Money" and "API Watch" sections, is for educational and informational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice. You should not treat any of the newsletter's content as such. Promptobello does not recommend that any cryptocurrency, security, or investment should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. Past performance is not indicative of future results.
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