Enthusiasm for OpenAI’s Sora Fades After Initial Creative Burst

Anti-AI activist Sam Kirchner is currently on the run after allegedly threatening to shoot and kill employees of OpenAI, prompting police to label him as armed and dangerous. This situation has led to heightened security measures at OpenAI's San Francisco offices, where employees have been instructed to remain indoors and avoid displaying any OpenAI branding.

Wall Street is preparing to lend significant amounts to leading players in artificial intelligence (AI) while simultaneously seeking strategies to mitigate risks associated with potential market bubbles that this financing may create. This proactive approach reflects the growing financial commitment to AI advancements.

IBM CEO Arvind Krishna has stated that he does not perceive an AI bubble, despite widespread concerns among analysts and investors, emphasizing that the focus should be on the $8 trillion investment in data centers rather than speculative financial trends. He expressed worries about the unsustainable infrastructure investments by AI companies like OpenAI, which are pursuing advanced AI capabilities.

Sources indicate that SpaceX is planning a secondary share sale that could elevate its valuation to $800 billion, surpassing OpenAI and making it the most valuable private company in the U.S. This move follows recent discussions by the company's CFO with investors regarding the transaction.

Polymarket is facing challenges as traders have placed over $59 million in bets on whether the company will launch its US platform by year-end. This situation highlights the inherent uncertainties in prediction markets, which are designed to resolve ambiguity but are now grappling with it themselves.

OpenAI is facing significant challenges as it declares a 'code red' for its ChatGPT platform amid rising competition from Google's Gemini 3, which has rapidly gained a substantial user base. This situation reflects a growing concern within OpenAI regarding its market position and sustainability.

Parloa, a German startup focused on artificial intelligence for customer service, is reportedly seeking to raise $200 million in a new funding round, which could significantly enhance its valuation since May. This move reflects the company's ambition to expand its operations and improve its market position.

Google has been found to gather three times the amount of AI training data compared to OpenAI, leveraging its search monopoly to enhance its AI capabilities. This revelation comes amid ongoing antitrust scrutiny, where Google acknowledges using publisher content for AI training despite potential legal challenges.