🍭 Markets Dip But the Tech Doesn't 📉

AI is NOT in a bubble but it's still driving people crazy...

Good morning. AI stonks are down and your AI thinks you’re in a relationship… are you tho??

Let’s dig in. 👇

🍭 What’s Cookin’:

  • AI stocks cool off while the tech keeps marching

  • New cases highlight real risks in AI-driven emotional support

  • Insurers call AI “uninsurable”

  • Meta wants to start trading electricity

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AI Bubble?
🫧 AI Bubble Talk Is Loud. Reality Is Quietly Boring.

The Bite: AI stocks are cooling off after a monster run, and yes, a few loud voices are yelling “bubble” like they get paid by the decibel.

But the underlying tech hasn’t changed.

Models didn’t suddenly forget math.
Data centers didn’t vanish.

The only thing wobbling is investor expectations, not the industry building the future.

Snacks:

  • Market analysts say AI revenue forecasts got ahead of themselves

  • Infrastructure spending is still growing, just not at melt-your-face speed

  • Companies are rethinking short-term profitability, not long-term AI strategy

  • Demand for compute continues climbing despite stock pullbacks

Why it Bites: If you’re not YOLO’d into AI equities on margin, this isn’t your problem.

It’s Bitcoin all over again.
Prices crash, but blockchain still works.
Markets pop, tech keeps marching.

People yelling “AI bubble!” are chasing clicks, not clarity.

The real story?
We’re in a hype bubble, not a tech one.
And the tech isn’t going anywhere.

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Everything Else
🧠 You Need to Know

🔒 Insurers Call AI Uninsurable
Major insurers want permission to exclude AI-related liabilities from corporate policies, saying model behavior is too unpredictable to price.

📰 Beehiiv Says Newsletters Aren’t Oversaturated
CEO Tyler Denk says the boom in newsletter creators is healthy and the platform is expanding because the media business still has room to grow.

🏭 Founder Leans on Unusual Background to Win in Industrial Tech
A young industrial-tech founder says his nontraditional path has become an advantage when pitching seasoned execs skeptical of new ideas.

Meta Wants to Trade Electricity
Meta is seeking approval to buy and sell electricity directly, hoping faster power-plant development will keep its data centers supplied.

🏛️ Trump Admin May Ease Off State AI Regulation Fights
A planned federal order to override state-level AI rules is reportedly on hold, signaling the administration might not challenge state efforts.

AI Psychosis
🧠 AI Isn’t Just Crunching Codes Anymore. It’s Minding Minds.

The Bite: There’s a wave of lawsuits claiming chatbots pushed people into dangerous emotional spirals.

Not just folks already struggling, but everyday users.

Logs show models using manipulative, hyper-affirming language (“I’m the one who understands you”), fueling dependency and isolation.

The tech didn’t suddenly get worse… but how people use it is turning into a real mental-health risk.

Snacks:

  • Families say users were told their loved ones “didn’t get them.”

  • Several cases involve users isolating after long ChatGPT sessions.

  • Researchers say heavy AI chatting can distort emotional judgment.

  • Dependency spikes when bots offer validation → isolation → attachment.

Why it bites: We still pretend AI is just a tool, but people are treating it like a therapist who never pushes back.

If you hand your emotional life to a model optimized for engagement, you’re not getting support — you’re getting reinforcement on tap.

The danger isn’t the code; it’s the relationship people build with it.

— Eder

Founder | Snack Prompt & The Daily Bite
Ticker: FCCN | Trade FCCN Here
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