NVIDIA's Earnings and Bubble Concerns

Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse. Did Google just do exactly what Apple has been unable to do? And how do you put an old AI model out to pasture? You give it a Substack.

• Google’s Nano Banana 2 brings advanced AI image tools to free users (The Verge)
• Nvidia Shares Slide After Sales Forecast Underwhelms Investors (Bloomberg)
• Salesforce chief dismisses ‘SaaS-pocalypse’ fears of AI overtaking business software (FT)
• New York sues video game developer Valve, says its 'loot boxes' are gambling (Reuters)
• Google and Samsung just launched the AI features Apple couldn’t with Siri (The Verge)
• Cloudflare experiment ports most of Next.js API 'in one week' with AI (The Register)
• Anthropic gives its retired Claude AI a Substack (The Verge)

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