Big AI's Trump bet backfires

What we’ll cover today:

🇺🇸 Big AI's Trump gamble might backfire.

💰 Microsoft made $10B from OpenAI in 3 months.

🔍 Google wants your apps inside Gemini.

💡 Gamma's founder reveals the next big AI opportunity.

Big AI’s Trump Bet Is Backfiring 🇺🇸

• AI giants backed Trump for fewer regulations. Now, a possible Democratic midterm win could bring tougher AI rules.

• Public opinion isn't helping. 57% of Americans think AI is bad for society, and two-thirds oppose new data centers.

• Meta, Nvidia, and others spent millions building political influence. Now they're preparing for possible investigations.

• AI companies got the freedom they wanted, but public backlash could make their next phase of growth much harder.

Microsoft Made $10B From OpenAI 💰

• Microsoft made $10 billion from OpenAI-related deals in just one quarter. That's nearly 11% of its total revenue.

• It earned $24.1 billion from OpenAI last fiscal year. At this pace, that could reach $40 billion annually.

• OpenAI also owes Microsoft $7.2 billion. But Microsoft hasn't revealed exactly where all that revenue comes from.

• Microsoft owns 24% of OpenAI, sells it cloud services, and competes with it. It's making money from both sides of the AI race.

Google Wants Your Apps Inside Gemini 🔍

• Google launched its Connected Apps Platform, letting developers bring their apps directly into Gemini and Search.

• Users could ask Gemini to design something in Canva or create a playlist without opening either app.

• Gemini already supports 50+ connected apps. Google is now opening the platform to more U.S. developers.

• The real shift? Apps could lose direct access to their users while Google becomes the middleman for everything.

🛠️ TOOLS

🌐 Framer – Build websites with AI design agents. →

📊 Tulu – Track which marketing spend actually drives revenue. →

📩 Scape – Organize emails and prepare contextual replies automatically. →

🚀 Empacer – Turn spoken requests into finished business tasks. →

📚 RESOURCE

💡 $100M ARR Founder: The Next Big AI Opportunity

Gamma's co-founder Jon Noronha breaks down agent harnesses, how Gamma uses 20 models and 200 calls for one presentation, and where the next startup opportunities lie.

Discover the Next AI Opportunity →

🔁 ICYMI

🎬 Elon Musk promised a full AI movie of The Odyssey, but Grok delivered just seven minutes. Watch Episode 1

🤖 Uber is giving ChatGPT Work to all 30,000 employees after finding that 80% of early users weren't engineers.

🇺🇸 Trump wants to ban the term "Artificial Intelligence" from government documents and replace it with "Super Intelligence."

💸 Anthropic reported an $80.7B loss in six months, but $72B was an accounting charge, not actual cash spent.