Daily Tech News 4 November 2025

• None dare call it a bubble: The AI industry is running on FOMO. (The Verge) (archive site)
  
  I'm not sure bankruptcy is something I'd fear missing out on though:

  Dedicated AI companies are burning through cash in the meantime: OpenAI reportedly hit $12 billion in annualized revenue this summer - while reportedly being on track to burn through $115 billion through 2029.

  The company has since pushed its expected cash burn up to $1 trillion dollars, albeit over a less well-defined timespan.

  Tension over this mismatch, Fath said, is ratcheting up. There's a "push and pull between those companies and investors," he added. "Investors are saying, 'Am I going to get a return on this spend?'" It's one of the increasingly clear indicators that some parts of the AI industry are a bubble - but it doesn't yet tell us what happens after it pops.

  You get wet.

  OpenAI's rumored IPO is a perfect example of the conundrum, Alter added. The company wants to secure about 26 gigawatts of computing capacity for data centers (which translates to about $1.5 trillion at current costs, per Alter) - meaning that even with the company's current revenue, an up to $100 billion investment from Nvidia, and other "circular deals," Alter says she still hasn't been able to understand how the company's clear funding gap gets solved.

  Correction: You take a bath.
  
  
  
• Coca Cola's new AI holiday ad is sloppy eyesore. (The Verge) (archive site)
  
  The company declined to comment on how much it spent on the slop, but said that around 100 people worked on the project - a similar number to earlier non-AI-slop campaigns.
  
  
  
• Hands-off driving is coming and we are so not ready. (The Verge) (archive site)
  
  Who will be liable when you run over a hundred AI-animated bunnies on their way home from a Coca Cola commercial shoot?
  
  
  
• What has gotten into The Verge today? They're starting to sound like...
  
  They're starting to sound like me.

• A company called Adeia - which I've never heard of, but apparently they spun off from Xperi, which I've also never heard of, is suing AMD over its 3D vcache. (Tom's Hardware)
  
  They claim they have patents on putting things on top of other things.
  
  
  
• Where did all those annoying CAPTCHAs go? (Wired) (archive site)
  
  They've been replaced by fucking news sites that won't let you read their fucking news.
  
  And tracking cookies. Mostly tracking cookies.
  
  
  
• Taking a look at that Asus ProArt 6k monitor. (9to5 Mac)
  
  They're particularly looking at it in an Apple context but it works perfectly fine as a Windows monitor, or Linux for that matter.
  
  And their conclusion: It's good. It's very good.
  
  It's not cheap, but at $1299 the 32" 6k Asus monitor is cheaper than Apple's 5k 27" Studio Display. That costs $1599, or $1999 if you want a height-adjustable stand.
  
  Apple's own 6k 32" display costs $999 - just for the stand. The screen itself starts at $4999.

posted by Pixy Misa at 04:00 AM

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