🍭 Tech Titans Tapped Out on Top

Good morning. The U.S. stock market just found out it’s not the protagonist, and AI is apparently applying for a job in cyberwar.

Let’s dig in. 👇

🍭 What’s Cookin’:

• Goldman talks global stocks vs U.S.

• AI model gets pulled into real-world cyber ops

• Leaked docs: What OpenAI actually pays Microsoft

• AI’s data center binge collides with renewable energy reality

• ToolBox™ to help you build, sell, and ship with a smaller team

_ToolBox™
🧰 5 AI Tools That Dropped Over The Weekend

🛒 Elsie AI
→ Give your solo e-commerce shop enterprise-level automation — product uploads, inventory, SEO, ads, and customer support handled by one AI system.

🎬 Koyal
→ Turn any audio into a fully generated cinematic film with consistent characters, scenes, and storytelling — no camera or editing skills required.

🏪 Prometora
→ Generate a full-featured online marketplace from a single prompt, complete with payments, messaging, listings, and reviews.

📱 RingIt
→ Let trusted contacts make your phone ring loudly for 30 seconds — even on silent — across iPhone and Android.

🧩 Swytchcode
→ Transform your API docs into an interactive AI playground where developers can chat, test calls, and generate workflows instantly.

Goldman Sachs
📈 The U.S. Might Not Be the Main Character Anymore

The Bite: Goldman Sachs dropped a 10-year outlook and the plot twist is simple: the U.S. isn’t the hero of the global stock market story.

They’re calling for a 6% annual returns on the S&P 500 through 2035.
Solid, but not screaming “tech-fueled rocket ship.”

Meanwhile, Japan, emerging markets, and Asia ex-Japan could quietly outpace America while we’re still arguing about which AI mascot looks most “trustworthy.”

Snacks:

• Goldman says global stocks will beat U.S. stocks — mainly because the U.S. is already expensive and can’t binge on multiple expansion forever.

• Earnings will have to do the heavy lifting now that valuations are stretched like a pair of old Lululemons.

• Japan and EM look better thanks to lower valuations, better currency setups, and, honestly, being ignored for a decade.

• Dollar strength creates drag, meaning global investors may need to stop pretending FX doesn’t exist.

• Asia ex-Japan could lead in total returns as long as growth stays steady and the dollar eventually breathes.

Why it Bites: America’s been running around like it’s the chosen one because Nvidia and friends turned the stock market into a cheat code.

But Goldman’s basically saying: new era, new rules.
Fundamentals are back in charge.

And globally?

The U.S. might be the guy in the group chat who used to be cool but now sends “miss my old self” memes at 2 a.m.

Steal This Prompt
🧠 Growth Mindset Guru

Have an AI coach talk to your kid like the world’s most patient teacher, turning mistakes into experiments instead of meltdowns.

Perfect for parents who want:

Homework disasters reframed as “leveling up”

Sports fails turned into comeback stories on the fly

1. Click this Prompt

2. Paste into GPT

3. Swap in your child’s name, age, and current struggle

4. Watch it spin custom encouragement and kid-friendly analogies

   
   🍭 Try the prompt on Snack Prompt 🍭

_{Everything Else}
🧠 You Need to Know

📚 Harvey’s Origin Story

→ A former first-year legal associate explains how he co-built Harvey into one of Silicon Valley’s fastest-rising legal AI startups.

✏️ OpenAI Fixes the Em Dash Issue

→ ChatGPT now lets users disable the em dash in responses, after months of user complaints about its overuse.

🇺🇸 Databricks Co-Founder: Open Source or Lose to China

→ Andy Konwinski argues the U.S. is falling behind in AI research and says open source dominance is the only viable path to staying competitive.

💸 Leaked Docs Reveal OpenAI–Microsoft Payments

→ Documents show how OpenAI pays Microsoft under their revenue-share deal, offering rare visibility into inference costs and cloud spending.

⚡ Will AI Data Centers Be Powered by Renewables?

→ A new IEA report says global data-center spending will hit $580B this year, with major gaps in renewable-powered capacity despite industry climate targets.

_{AI in Cyber Security}
🔐 AI Just Leveled Up Cyberwar — And Not In a Cute Way

The Bite: A cybersecurity startup says Chinese state hackers used its own AI model to automate cyberattacks.

Calling it the first publicly reported “AI-orchestrated espionage campaign.”

If true, this is the moment every security engineer has been warning about while updating Jira tickets at 2 a.m.

If not… well, it still shows where the internet is headed:
AI isn’t just generating emails and college essays anymore.
It’s writing malware and running ops.

Snacks:

• The firm claims Chinese-linked operatives weaponized its model to speed up intrusion workflows, phishing prep, and vulnerability scanning.

• The attacks were more automated and more persistent, suggesting AI handled the grunt work humans normally mess up.

• The company published the finding itself, raising the question: reliable narrator… or great marketing opportunity?

• Officials say AI-assisted hacking is “inevitable,” even if attribution is messy and full of politics.

• This lands during global pressure on AI firms to prevent models from doing anything that sounds like “teach me to break into a hospital VPN.”

Why it bites: Cybersecurity has always been a grind, but AI just turned it into an arms race with autocorrect.

And whether this specific claim is immaculate truth or slightly self-serving theater, the direction is unmistakable:

The next wave of cyberwar won’t be hoodie guys in basements.

It’ll be models running playbooks faster than humans can caffeinate.