
AI Unraveled: Latest AI News & Trends, ChatGPT, Gemini, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias AI Business Weekly News Rundown: š°āVibe revenueā: AI companies admit theyāre worried about a bubble š¤ Meta will now grade employees on their AI skills š¤ McKinsey report reveals AIās reality check ā OpenAI fixes ChatGPT's em dash problem
Nov 15, 2025
This week dives into concerns over 'vibe revenue' in AI, as companies worry about a potential bubble. Meta plans to grade employees on their AI skills, signaling a shift in workplace culture. Samsung's staggering 60% chip price hike complicates the infrastructure landscape. A revealing McKinsey report highlights that while most firms adopt AI, only a fraction see real financial gains. Plus, OpenAI addresses quirks in ChatGPT, showing how fine-tuning can enhance user experience. The conversation explores moving AI from pilot projects to impactful production.
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Bubble Anxiety Amid Massive Bets
- The industry shows massive infrastructure bets while leaders warn of a 'vibe revenue' bubble.
- Heavy capex and rising chip costs create a fragile foundation beneath AI enthusiasm.
Inference Spend Dominates Economics
- Inference spend is the ongoing operational cash burn and dwarfs one-time training costs.
- OpenAI's reported inference spend suggests running models may cost more than current revenue streams.
High Adoption, Low Financial Impact
- McKinsey finds high experimentation but low scaling: 88% use AI while only a third scale.
- Only 6% see meaningful financial gains, highlighting a steep execution gap.
