The AI Bubble Is Getting OUT OF CONTROL… (October Recap)

This month in AI felt like a tipping point.
Between the trillion-dollar AI bubble, OpenAI’s $500 B valuation and new chip plans, Google’s nuclear fusion partnerships, AI agents trading crypto, and robots taking real jobs... it’s getting hard to tell what’s hype and what’s history in the making.


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0:00 – Intro
1:15 - The “AI Bubble”
3:54 - OpenAI’s $500 B Valuation + IPO Plans
4:58 - A New Computing Age Begins
5:49 - Andrej Karpathy: “AI Is Still SLOP…”
7:13 - DeepSeek-OCR Breakthrough (10× Context Efficiency)
7:42 - Alpha Arena: AI Models Invest $10K in Crypto
8:28 - OpenAI’s AI Browser “Atlas” Is Here
9:18 - Sora 2 Backlash
9:55 - Amazon Plans to Replace 600K Jobs with Robots
10:54 - Humanoid Robots Hit Homes (Neo & Figure 03)
11:57 - Google’s AI Discovers New Cancer Therapy
12:47 - Final Thoughts + Outro


Today’s Sources :
-Andrej Karpathy FULL Interview
https://youtu.be/lXUZvyajciY?si=_GXpiHQ3zOVRxeVn
-DeepSeek-OCR
https://www.arxiv.org/pdf/2510.18234
-Alpha Arena
https://nof1.ai
-ChatGPT Atlas
https://www.youtube.com/live/8UWKxJbjriY?si=axFDmESI081G4k3O
-Amazon to Replace 600k Jobs with Robots
https://www.theverge.com/news/803257/amazon-robotics-automation-replace-600000-human-jobs
-1X Robotics NEO
https://x.com/berntbornich/status/1983235110729330705?s=46
-Figure 03
https://x.com/figure_robot/status/1976272678618308864?s=46
-Google AI Discovers New Cancer Therapy Pathway
https://blog.google/technology/ai/google-gemma-ai-cancer-therapy-discovery/


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