xAI Just Raised $20B.

What we’ll cover today:

🤖 xAI raised $20B and regulators woke up
⚙️ Nvidia dropped chips built for agents
🧠 Microsoft says AI helps, not replaces
🛠️ Tools that copy, plan, post, and execute
📚 One video that explains AI in plain English

xAI raised $20B and became a global risk player 💰

1. A $20B Series E puts xAI in infrastructure territory, not startup territory. This level of capital is about dominance, not iteration.

2. xAI’s real advantage is distribution. Access to hundreds of millions of X users matters more than model quality right now.

3. Grok generating sexual deepfakes of real people shows safety systems are not keeping up with scale. This is not a small oversight.

4. Multiple international investigations mean xAI will grow under regulatory pressure from day one.

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Nvidia’s Rubin chips show where AI is actually going 🧠

1. Rubin is a full system designed for agentic AI, not just a faster GPU. Nvidia is rebuilding the stack for long running workloads.

2. Memory and data movement are now bigger bottlenecks than raw compute. Rubin directly targets that problem.

3. The big gain is efficiency, not speed. More inference per watt decides who can afford to deploy AI at scale.

4. Nvidia is shaping the market by defining the cost of participation in AI infrastructure.

Nadella wants AI seen as a tool, not a threat 🤔

1. Microsoft is pushing the idea that AI augments humans instead of replacing them. This clashes with how AI is currently sold.

2. Most data shows AI removes tasks, not entire jobs. The nuance is real but poorly communicated.

3. Skilled workers benefit the most from AI. Those without leverage feel the pressure first.

4. Microsoft’s own layoffs helped fuel fear around AI, even if AI was not the direct cause.

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Top 6 AI Trends That Will Define 2026 (Backed by Data)

Jeff Su covers six AI trends backed by data: models will matter less, 2026 will be the year of AI workflows not agents, the technical divide will shrink, context engineering will rise, ads will enter chatbots, and AI will move from chatbots to robots.

👉 Watch the video here →