💣 The AI Bubble Problem

What we’ll cover today:

🗺️ Maps that build themselves

💻 The 8M-user coding craze

💣 The truth about the AI bubble

🎥 Google’s new AI that makes movies

🗺️ Google Maps Gets an AI Upgrade

1. Google is adding Gemini-powered tools to help anyone build custom interactive maps.

2. The builder agent creates projects from text prompts like “show pet-friendly hotels nearby.”

3. Developers can now link their own AI models directly to live Maps data.

4. Google wants Maps to become the core layer every AI assistant depends on.

💻 Lovable Hits 8 Million Users

1. Lovable grew from 2.3M to 8M users in just a few months.

2. It lets anyone build apps without coding, with 100K new projects daily.

3. Despite growth, traffic is down 40%, raising questions about momentum.

4. The startup now needs real retention, not just viral energy, to last.

💣 The AI Bubble Problem

1. The AI rush is creating more data centers than real demand.

2. Big tech has pledged hundreds of billions to build future compute power.

3. Most companies are still testing AI, not scaling it across operations.

4. The bubble risk isn’t hype, it’s overbuilding before usage catches up.

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How Google’s New AI Actually Works 🎥

In this video, Google’s VP walks through five new AI tools that write, film, design, and even complete web tasks live on screen. You’ll see real demos of Gemini creating videos, Flow making films, and Mariner doing online research like a human.

👉 Watch the full video