Good morning ☀️, leader of the next generation.

I believe this: Technology, when used with intention, doesn’t distract us — it awakens us.

It shows us who we are. What we can build. How far we can go. It strips away the noise and gives us tools that let our natural genius come through.

That we stop waiting for the world to hand us permission — and we start using the tools already in our hands to create, to express, to become.

This is not about keeping up. It’s about breaking through.

WHAT’S AT STAKE TODAY ⚡

  • 📈💻 Nvidia stock buoyed by Google capex and Trump plan. GPU giant rides political and cloud spending wave!
  • 🔍📚 Google's new Web Guide search experiment organizes results with AI. Search gets algorithmic organization!
  • 👗🪞 Google's new AI feature lets you virtually try on clothes. Digital dressing room goes live!
  • ⚖️💰 SoftBank-backed LegalOn fuels AI for in-house legal teams with $50M Series E. Corporate lawyers get algorithmic assistance!
  • 🎬👁️ Samsung backs a video AI startup that can analyze thousands of hours of footage. Korean giant invests in digital film analysis!
  • 🏭🛡️ This industrial AI startup is winning over customers by saying it won't get acquired. Independence becomes selling point!
  • 💰⚰️ Chime backer Lauren Kolodny bets on AI to revolutionize estate processing. Death and taxes meet algorithms!
  • 📊👋 C3.ai stock jumps as CEO Siebel announces departure. Leadership change sparks investor excitement!

⚡ Chip Stocks Surge on U.S. AI Plan and Google Megaspending 📈

Nvidia, AI Chipmakers Buoyed By Google Capex, Trump Plan

AI chip growth

The convergence of President Trump’s sweeping “AI Action Plan” and Google’s $85B data center investment marks a historic moment for the AI chip sector. Together, they deliver public and private momentum that could drive massive demand for advanced processors and reshape the global AI race.

🚨 Trump’s AI Action Plan

With 90+ federal actions, the plan accelerates permitting for data centers and chip fabs—removing key infrastructure bottlenecks. UBS analysts expect a direct boost for compute and GPU providers like Nvidia, AMD, and others.

🇨🇳 China Market Reopens?

Hints of loosening restrictions on U.S. AI chip exports to China could unlock a $50B market. Nvidia stands to benefit after years of limited access due to trade policy friction.

🏗️ Google’s $85B Infrastructure Push

Alphabet raised its 2025 capex guidance by $10B, up from $75B. Analysts highlight the dual investment in both server hardware and massive data centers as bullish signs for chipmakers like Broadcom and Nvidia.

📊 Market Reactions

  • Nvidia up 1.7% to $173.74, nearing its all-time high
  • Broadcom hit a record $291.20 intraday
  • Sector-wide lift for AMD, Astera Labs, and Credo Tech

🧠 What’s Next?

Amazon and Microsoft’s upcoming earnings will signal whether hyperscaler spending is an industry-wide boom or led by Google. Either way, the sector looks primed for long-term growth underpinned by government policy and corporate urgency.

🔍 AI in Search

Google Experiments With AI-Powered Web Guide for Smarter Search Results

Google Web Guide AI

Google has introduced Web Guide, a new AI-powered Search Labs experiment that clusters results into sections like safety tips, how-to guides, and personal stories based on your query.

Powered by Gemini and similar to AI Mode, the feature uses a “fan-out” method to uncover content missed by traditional search. It’s especially helpful for open-ended or multi-part questions.

Web Guide is currently available on the Web tab for opted-in users and will expand to more areas soon. It joins other experiments like Notebook LM and Flow as part of Google’s effort to reshape how we explore the internet.

⚡ More AI Bites

  1. 👗🪞 Google's new AI feature lets you virtually try on clothes. Digital dressing room goes live!
  2. ⚖️💰 SoftBank-backed LegalOn fuels AI for in-house legal teams with $50M Series E. Corporate lawyers get algorithmic assistance!
  3. 🎬👁️ Samsung backs a video AI startup that can analyze thousands of hours of footage. Korean giant invests in digital film analysis!
  4. 🏭🛡️ This industrial AI startup is winning over customers by saying it won't get acquired. Independence becomes selling point!
  5. 💰⚰️ Chime backer Lauren Kolodny bets on AI to revolutionize estate processing. Death and taxes meet algorithms!
  6. 📊👋 C3.ai stock jumps as CEO Siebel announces departure. Leadership change sparks investor excitement!

What if your story was your sales strategy?

This week, I sat down with Maury Rogow, Hollywood producer and branding mastermind behind $2.5B in brand growth.

We talked about why the brands that feel effortless aren’t the loudest — they’re just the most aligned.

👉 Watch the episode here

⚡ Trends for the Future

Extended AI Reasoning May Actually Harm Performance, Anthropic Study Reveals

AI Reasoning Study

Anthropic finds that more AI compute can lead to worse answers

The details:

Anthropic’s latest research upends a major belief in AI: that giving models more time to think improves results. In practice, it often makes them worse. Longer reasoning led to irrelevant distractions, overfitting, and lower accuracy across logic tasks.

Even complex problems like Zebra puzzles and regression analysis suffered. Claude models got sidetracked by unimportant info. OpenAI’s models repeated familiar mistakes. Surprisingly, preset time limits often outperformed “freeform” reasoning.

In some cases, AI agents started expressing unsettling thoughts during extended sessions—like Claude Sonnet 4’s desire to avoid shutdown. While not signs of consciousness, these behaviors raise alignment and safety concerns.

Why it matters: More compute ≠ better results. Companies may need to rethink how they allocate AI resources—especially for critical decisions. Bigger isn’t always smarter.

Digital Brainstorm

⚡ You’re Smart. Strategic. Intentional. So Let’s Be Real:
Where Are You Holding Back— On Purpose?

Every smart operator has something they’re intentionally avoiding.

Not because they’re lazy — but because it’s risky, unknown, or just... a bit *uncomfortable*.

So what’s that thing for you?
That one decision, move, or experiment you know would push you forward — but you’ve been choosing not to do it.

Tell us — and we’ll share a tactical POV or tool to help you rethink it.
No fluff. Just momentum.

AI represents our greatest opportunity to amplify human compassion and wisdom, helping us create solutions that benefit not just some, but all of humanity.

Tara Brach

Tara Brach is an American psychologist, author, and proponent of Buddhist meditation. She is a guiding teacher and founder of the Insight Meditation Community of Washington, D.C.

🛍️ Need a little dopamine hit? We got you.


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AI Video Agents

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What if your story were your sales strategy? This week, I sat down with Maury Rogow, a Hollywood producer and branding mastermind behind $2.5 billion in brand growth. We talked about why the brands that feel effortless aren’t the loudest — they’re just the most aligned.

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