Google
Edit File: 1761558506.M643158P549811.server-619288.prediksijaya.com,S=31377,W=31792
Return-Path: <return-pivot5news-pivot5news.com=20251027-3109083-53a55c=2@bounce.pivot5news.com> Delivered-To: angker@server-619288.prediksijaya.com Received: from server-619288.prediksijaya.com by server-619288.prediksijaya.com with LMTP id GIk9Juo//2izYwgAf7/9AQ (envelope-from <return-pivot5news-pivot5news.com=20251027-3109083-53a55c=2@bounce.pivot5news.com>) for <angker@server-619288.prediksijaya.com>; Mon, 27 Oct 2025 16:48:26 +0700 Return-path: <return-pivot5news-pivot5news.com=20251027-3109083-53a55c=2@bounce.pivot5news.com> Envelope-to: griffinl@delasallecenter.org Delivery-date: Mon, 27 Oct 2025 16:48:26 +0700 Received: from mta01.pivot5news.com ([207.244.67.129]:35481) by server-619288.prediksijaya.com with esmtps (TLS1.3) tls TLS_AES_128_GCM_SHA256 (Exim 4.98.2) (envelope-from <return-pivot5news-pivot5news.com=20251027-3109083-53a55c=2@bounce.pivot5news.com>) id 1vDJpx-00000002JOg-3S5w for griffinl@delasallecenter.org; Mon, 27 Oct 2025 16:48:26 +0700 DKIM-Signature: a=rsa-sha256; bh=alKKcB5Asj4z4g2aGgAjNqivjm4pD8aTzPdyekqUHis=; c=relaxed/relaxed; d=mail.pivot5news.com; h=X-Mailer-Info:List-Unsubscribe:List-Unsubscribe-Post:Subject:From:To:Date:Received:Message-ID:Reply-To:X-Contact-Id:X-Campaign-Id:X-Batch-Label:Feedback-ID:List-ID:CFBL-Address:MIME-Version:Content-Type:CFBL-Feedback-ID:Subject:From:To:CC:Date; s=pv1; t=1761558465; v=1; b=SdngZv9B8pZauCbw1E9jSoARCOVXj0L/+F2k3d5kAXxsGm0e1VqMGO8uXtPxyDvBaeDbQ+sU TGvF68KNbOUHjT5dhTuhtCffICE04vL8/7lby9unnCyVPSKRkKaXcJKlAhuPo7HEBkx2jve7cQ6 HzxIyjRiJ+ecruuXgPHL4rYMJ1fWQVPK/JnZPlCPeAlLIN42SCCU8ScbcYdXiCD6Yxkrn73kUry rkdyoZOH+zmQ8T52TvEvoObecJIaykqk341T82mC2UxDfoMfC8nDeK/CVmM3ahC3t+Z25BR7xEV ewyvgUz5gjHqQT5AwHm0bDGU5pbVsD2hzVBakR1ZrzVNw== X-Mailer-Info: 10.AcpZ3b0Vjbld3c.AXa29Gd14WZ3NnLj9Wb9IDMyUTMwIzN.wZylmZmlmbsB EZlxWYzFGbsV2Yl5GdlJnLvJ3Z..... List-Unsubscribe: <https://tr.pivot5news.com/unsub/9b791f64MQBncmlmZmlubEBkZWxhc2FsbGVjZW50ZXIub3JnAHBpdm90NW5ld3MuY29tPTIwMjUxMDI3AHBpdm90NW5ld3MAAA>, <mailto:return-pivot5news-pivot5news.com=20251027-3109083-53a55c=2u@bounce.pivot5news.com> List-Unsubscribe-Post: List-Unsubscribe=One-Click Subject: Instagram Embeds AI Editing, ChatGPT Threatens Retailer Ad Revenue From: Pivot 5 <maya@mail.pivot5news.com> To: griffinl@delasallecenter.org Date: 27 Oct 2025 09:47:45 -0000 Received: from 4.182.64.73 by 162.210.195.120 with https; 27 Oct 2025 09:47:45 +0000 Message-ID: <mid-7f0993e7a6e8c1212e15370d0c92de09@ga.pivot5daily.com> Reply-To: maya@pivot5news.com X-Contact-Id: 4a17e3e2-2aed-43b1-b2d3-19958e462fc3 X-Campaign-Id: rec1qPsoy8x4kKwkr X-Batch-Label: M14 Feedback-ID: news:pivot5news.com:rec1qPsoy8x4kKwkr:p5 List-ID: Pivot 5 NEWS <news.pivot5news.com> CFBL-Address: fbl@pivot5news.com; report=arf MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="==10b095870253f03c2471253184e258ad" X-Spam-Status: No, score=0.9 X-Spam-Score: 9 X-Spam-Bar: / X-Ham-Report: =?ISO-8859-1?Q?Spam_detection_software=2C_running_on_the_system_=22server-619288=2Ep?= =?ISO-8859-1?Q?rediksijaya=2Ecom=22=2C=0A_has_NOT_identified_this_in?= =?ISO-8859-1?Q?coming_email_as_spam=2E__The_original=0A_message_has_?= =?ISO-8859-1?Q?been_attached_to_this_so_you_can_view_it_or_label=0A_?= =?ISO-8859-1?Q?similar_future_email=2E__If_you_have_any_questions=2C_?= =?ISO-8859-1?Q?see=0A_root=5C=40localhost_for_details=2E=0A_Content_?= =?ISO-8859-1?Q?preview=3A__Pivot_5_is_the_must-read_daily_AI_briefin?= =?ISO-8859-1?Q?g_for_over_1_million=0A____busy_professionals_who_nee?= =?ISO-8859-1?Q?d_signal=2C_not_noise=2E_5_headlines=2E_5_minutes=2E_?= =?ISO-8859-1?Q?5=0A___days_a_week=2E_INVESTORS_AI_Boom_Branded_Both_?= =?ISO-8859-1?Q?Revolution_and_17-Tim_=5B=2E=2E=2E=5D_=0A_Content_ana?= =?ISO-8859-1?Q?lysis_details=3A___=280=2E9_points=2C_5=2E0_required=29=0A?= =?ISO-8859-1?Q?__pts_rule_name______________description=0A_----_----?= =?ISO-8859-1?Q?------------------_----------------------------------?= =?ISO-8859-1?Q?----------------=0A__0=2E0_URIBL=5FBLOCKED__________A?= =?ISO-8859-1?Q?DMINISTRATOR_NOTICE=3A_The_query_to_URIBL_was_blocked?= =?ISO-8859-1?Q?=2E=0A_____________________________See=0A____________?= =?ISO-8859-1?Q?_________________http=3A//wiki=2Eapache=2Eorg/spamass?= =?ISO-8859-1?Q?assin/DnsBlocklists#dnsbl-block=0A___________________?= =?ISO-8859-1?Q?___________for_more_information=2E=0A________________?= =?ISO-8859-1?Q?_____________=5BURI=3A_pivot5news=2Ecom=5D=0A________?= =?ISO-8859-1?Q?_____________________=5BURI=3A_pivot5=2Eai=5D=0A__0=2E0?= =?ISO-8859-1?Q?_RCVD=5FIN=5FVALIDITY=5FSAFE=5FBLOCKED_RBL=3A_ADMINIS?= =?ISO-8859-1?Q?TRATOR_NOTICE=3A_The_query_to=0A_____________________?= =?ISO-8859-1?Q?_________Validity_was_blocked=2E__See=0A_____________?= =?ISO-8859-1?Q?________________https=3A//knowledge=2Evalidity=2Ecom/?= =?ISO-8859-1?Q?hc/en-us/articles/20961730681243=0A__________________?= =?ISO-8859-1?Q?____________for_more_information=2E=0A_______________?= =?ISO-8859-1?Q?______________=5B207=2E244=2E67=2E129_listed_in_sa-ac?= =?ISO-8859-1?Q?credit=2Ehabeas=2Ecom=5D=0A__0=2E0_RCVD=5FIN=5FVALIDI?= =?ISO-8859-1?Q?TY=5FRPBL=5FBLOCKED_RBL=3A_ADMINISTRATOR_NOTICE=3A_Th?= =?ISO-8859-1?Q?e_query_to=0A______________________________Validity_w?= =?ISO-8859-1?Q?as_blocked=2E__See=0A_____________________________htt?= =?ISO-8859-1?Q?ps=3A//knowledge=2Evalidity=2Ecom/hc/en-us/articles/2?= =?ISO-8859-1?Q?0961730681243=0A______________________________for_mor?= =?ISO-8859-1?Q?e_information=2E=0A____________________________=5B207?= =?ISO-8859-1?Q?=2E244=2E67=2E129_listed_in_bl=2Escore=2Esenderscore=2Ec?= =?ISO-8859-1?Q?om=5D=0A__0=2E0_RCVD=5FIN=5FVALIDITY=5FCERTIFIED=5FBL?= =?ISO-8859-1?Q?OCKED_RBL=3A_ADMINISTRATOR_NOTICE=3A_The=0A__________?= =?ISO-8859-1?Q?___________________query_to_Validity_was_blocked=2E__?= =?ISO-8859-1?Q?See=0A_____________________________https=3A//knowledg?= =?ISO-8859-1?Q?e=2Evalidity=2Ecom/hc/en-us/articles/20961730681243=0A_?= =?ISO-8859-1?Q?_____________________________for_more_information=2E=0A?= =?ISO-8859-1?Q?_________________________=5B207=2E244=2E67=2E129_list?= =?ISO-8859-1?Q?ed_in_sa-trusted=2Ebondedsender=2Eorg=5D=0A_-0=2E0_SP?= =?ISO-8859-1?Q?F=5FHELO=5FPASS__________SPF=3A_HELO_matches_SPF_reco?= =?ISO-8859-1?Q?rd=0A_-0=2E0_SPF=5FPASS_______________SPF=3A_sender_m?= =?ISO-8859-1?Q?atches_SPF_record=0A_-0=2E1_DKIM=5FVALID_____________?= =?ISO-8859-1?Q?Message_has_at_least_one_valid_DKIM_or_DK_signature=0A_?= =?ISO-8859-1?Q?-0=2E1_DKIM=5FVALID=5FAU__________Message_has_a_valid?= =?ISO-8859-1?Q?_DKIM_or_DK_signature_from_author's=0A_______________?= =?ISO-8859-1?Q?______________domain=0A__0=2E1_DKIM=5FSIGNED_________?= =?ISO-8859-1?Q?___Message_has_a_DKIM_or_DK_signature=2C_not_necessar?= =?ISO-8859-1?Q?ily_valid=0A__0=2E0_HTML=5FMESSAGE___________BODY=3A_?= =?ISO-8859-1?Q?HTML_included_in_message=0A__1=2E0_RCVD=5FDOUBLE=5FIP?= =?ISO-8859-1?Q?=5FLOOSE___Received=3A_by_and_from_look_like_IP_addre?= =?ISO-8859-1?Q?sses=0A__0=2E0_LOTS=5FOF=5FMONEY__________Huge=2E=2E=2E_?= =?ISO-8859-1?Q?sums_of_money?= X-Spam-Flag: NO This is a multi-part message in MIME format. --==10b095870253f03c2471253184e258ad Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Pivot 5 is the must-read daily AI briefing for over 1 million busy prof= essionals who need signal, not noise. 5 headlines. 5 minutes. 5 days a week. INVESTORS AI Boom Branded Both Revolution and 17-Times Dot-Com Bubble =E2=80=A2 The Neuron=E2=80=99s deep-dive labels today=E2=80=99s AI surge= both a genuine computing breakthrough and =E2=80=9Cthe biggest and most= dangerous bubble the world has ever seen.=E2=80=9D Analyst Julien Garra= n says ten unprofitable AI startups have gained nearly $1 trillion in ma= rket value, making the bubble 17 times larger than the dot-com frenzy. =E2=80=A2 Bulls such as Marc Andreessen and Nvidia=E2=80=99s Jensen Huan= g tout ChatGPT=E2=80=99s mass adoption and falling compute costs as proo= f the spending spree is rational. Bears like Garran and Ed Zitron counte= r that large language models face a scaling wall, depend on circular fin= ancing, and leave chipmakers as the only entities reliably making money.= =E2=80=A2 The article concludes the industry is riding a real technologi= cal shift funded by fragile capital loops, creating a paradox of histori= c progress and bubble economics. It stresses that infrastructure supplie= rs like Nvidia are profitable today, while most model and application st= artups remain deep in the red despite sky-high valuations. Read more here . TOOLS Instagram Drops Text-Prompt AI Editing Directly Into Stories =E2=80=A2 Meta embeds its generative AI photo and video editing directly= inside Instagram Stories. Users type prompts in the Restyle menu to ins= tantly add, remove, or transform elements in their images and clips. =E2=80=A2 The feature advances earlier image editing that was confined t= o the Meta AI chatbot, bringing the same capabilities to a single tap in= Stories. Accepting the tool means agreeing to Meta=E2=80=99s AI terms, = which permit the platform to analyze facial data, modify uploads, and ge= nerate new content from them. =E2=80=A2 The rollout joins a string of AI additions like the =E2=80=9CW= rite with Meta AI=E2=80=9D comment helper and the =E2=80=9CVibes=E2=80=9D= video feed designed to deepen user engagement across Meta platforms. Si= milarweb data shows the Meta AI app=E2=80=99s daily active users reached= 2.7 million on October 17, up from 775,000 four weeks earlier. Read more here . Presented by Amazon =E2=80=9CA future so real, it feels inevitable. 2034 will change how you= see what=E2=80=99s coming.=E2=80=9D =E2=80=A2 What happens when AI, creativity, and human ambition collide?= 2034 paints a hauntingly believable vision of the decade ahead, one tha= t feels less like science fiction and more like tomorrow=E2=80=99s headl= ines. =E2=80=A2 Told through bold, cinematic storytelling, 2034 explores the w= orld we=E2=80=99re building, and what it=E2=80=99s quietly building in r= eturn. It=E2=80=99s gripping, provocative, and impossible to forget. =E2=80=A2 Praised by entrepreneurs, technologists, and dreamers alike, 2= 034 isn=E2=80=99t about predicting the future, it=E2=80=99s about unders= tanding the choices shaping it. Read it before it becomes reality. Get 2034 on Amazon today in Kindle, paperback or audiobook RETAIL ChatGPT Checkout Puts Retailers=E2=80=99 Loyalty And Ad Dollars On The L= ine =E2=80=A2 Walmart said it will let shoppers buy its products directly in= side ChatGPT, joining Etsy and Shopify in new partnerships with OpenAI. = The announcements sent Walmart shares up nearly 5% and lifted Etsy and S= hopify by 16% and 6%, respectively. =E2=80=A2 Shoppers can jump from asking for =E2=80=9Cthe lightest stroll= er under $300=E2=80=9D to payment without visiting a retailer=E2=80=99s = site, and OpenAI charges merchants a small fee per sale. ChatGPT already= commands about 75% of AI-chatbot traffic and sees shopping queries in r= oughly 2% of conversations, giving it a powerful new storefront. =E2=80=A2 Easy comparisons and outsourced checkout threaten retailers=E2= =80=99 add-on sales and search ad revenue. Amazon, sensing the risk, has= blocked GenAI platforms from scraping its listings and is developing it= s own AI shopping tools. Read more here . INFRASTRUCTURE Leaked AWS Bills Show Anthropic Burning More Cash Than It Earns on Compu= te =E2=80=A2 Exclusive billing records show Anthropic has paid AWS $2.66 bi= llion for compute in 2025 through September, eclipsing its $2.55 billion= in revenue. The same records put its 2024 AWS spend at $1.35 billion. =E2=80=A2 The 2025 figure equals 104% of revenue, while 2024 costs were = roughly 226% of that year=E2=80=99s $600 million top line. Separate data= show Anthropic=E2=80=99s largest customer, coding startup Cursor, saw i= ts own AWS bill jump from $6.2 million in May to $12.6 million in June a= fter Anthropic introduced premium service tiers. =E2=80=A2 The records show Anthropic=E2=80=99s AWS costs climb nearly in= parallel with revenue, consuming the majority of each new dollar earned= . To shore up the gap, the firm has begun charging higher =E2=80=9CPrior= ity Tier=E2=80=9D rates that immediately doubled Cursor=E2=80=99s monthl= y cloud bill. Read more here . TOOLS Study Shows Top AI Models Fail To Mimic Human Conversation =E2=80=A2 A cross-university research team found that leading large lang= uage models still fail to convincingly imitate human speech in phone-sty= le conversations. The study, published in PMC, showed people could usual= ly tell AI transcripts from real human dialogues. =E2=80=A2 Researchers tested ChatGPT-4, Claude Sonnet 3.5, Vicuna and Wa= yfarer by comparing their simulated calls against actual human transcrip= ts and asking participants to judge the source. They trace the AI giveaw= ay to exaggerated imitation, awkward use of filler words, and clumsy ope= nings and endings. =E2=80=A2 Researchers say hype over AI fluency outpaces reality, as the = models=E2=80=99 speech quirks remain easy to spot. They add that even as= systems improve, key conversational discrepancies persist. Read more here . Pivot 5 is the must-read daily AI briefing for over 1 million busy pro= fessionals who need signal, not noise. Advertise with Pivot 5 today Unsubscribe Here =C2=A9 2025 Pivot Media 447 Broadway, Suite 3139, New York, New York, 10013, United States --==10b095870253f03c2471253184e258ad Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable <!DOCTYPE html><html><head><meta charset=3D"UTF-8"><meta name=3D"viewpor= t" content=3D"width=3Ddevice-width, initial-scale=3D1.0"><meta name=3D"c= olor-scheme" content=3D"light dark"><meta name=3D"supported-color-scheme= s" content=3D"light dark"><style> /* Resets */ body, table, td, a { -web= kit-text-size-adjust:100%; -ms-text-size-adjust:100%; } table, td { mso-= table-lspace:0pt; mso-table-rspace:0pt; } img { -ms-interpolation-mode:b= icubic; border:0; outline:0; text-decoration:none; display:block; } /* U= tilities */ .i{display:block;width:100%;height:auto;border:0;outline:0;t= ext-decoration:none} .i12{margin:0 0 12px} .i24{margin:24px 0 24px 0;bor= der:none} .dv{display:block;width:100%;height:auto;margin:40px 0 20px;bo= rder:0;outline:0;text-decoration:none} /* Base (light) =E2=80=94 explici= t surfaces */ body { margin:0 !important; padding:0 !important; backgrou= nd-color:#fff !important; color:#0d1b2a !important; font-family:-apple-s= ystem,BlinkMacSystemFont,"Segoe UI",Roboto,Helvetica,Arial,sans-serif; l= ine-height:1.6; } .email-container { width:100%; max-width:700px; margin= :0 auto; background-color:#fff !important; border-collapse:separate; bor= der-spacing:0; table-layout:fixed; } td, tr, table { border:none !import= ant; } td, .content-cell, .darkmode-td { background-color:#fff !importan= t; } .gutter { font-size:0; line-height:0; width:32px; } .content-cell {= padding:0; width:636px; color:#0d1b2a !important; } .content-cell img {= width:100% !important; max-width:100% !important; height:auto !importan= t; border-radius:8px; margin:0 0 20px 0; } .content-cell p { font-size:1= 6px; line-height:1.6; margin:0 0 26px 0; mso-line-height-rule:exactly; c= olor:#0d1b2a !important; } .content-cell ul { margin:0 0 26px 0; padding= -left:22px; } .content-cell li { font-size:16px; line-height:1.6; margin= :0 0 12px 0; mso-line-height-rule:exactly; color:#0d1b2a !important; } .= content-cell h2 { font-size:24px; font-weight:normal; margin:0 0 12px 0;= color:#0d1b2a !important; } .content-cell h4 { font-size:16px; font-wei= ght:normal; color:#f60 !important; margin:0 0 4px 0; text-transform:uppe= rcase; } .content-cell a { color:#f60 !important; text-decoration:underl= ine; } .content-cell li p { margin:0 !important; } [style*=3D"border-top= : 1px"], [style*=3D"border-bottom: 1px"] { border:none !important; } .pr= etext p { color:#333 !important; } .tagline p { color:#666 !important; f= ont-style:italic; } @media screen and (max-width:600px){ .email-containe= r { max-width:100% !important; } td.gutter { width:14px !important; } .c= ontent-cell p { margin-bottom:24px !important; } } /* Dark mode =E2=80=94= high contrast + explicit surfaces */ @media (prefers-color-scheme: dark= ){ body { background-color:#0f1113 !important; color:#e8e8e8 !important;= } .email-container { background-color:#111315 !important; } td, .conten= t-cell, .darkmode-td { background-color:#111315 !important; } .content-c= ell, .content-cell p, .content-cell li, .content-cell h2, .content-cell = h4 { color:#e8e8e8 !important; } .pretext p { color:#e8e8e8 !important; = } .tagline p, .darkmode-muted { color:#b7b7b7 !important; } .content-cel= l a { color:#ff8a33 !important; } } /* Outlook.com dark mode hook */ [da= ta-ogsc] body { background-color:#0f1113 !important; color:#e8e8e8 !impo= rtant; } [data-ogsc] .email-container, [data-ogsc] td, [data-ogsc] .cont= ent-cell, [data-ogsc] .darkmode-td { background-color:#111315 !important= ; } [data-ogsc] .content-cell, [data-ogsc] .content-cell p, [data-ogsc] = .content-cell li, [data-ogsc] .content-cell h2, [data-ogsc] .content-cel= l h4 { color:#e8e8e8 !important; } [data-ogsc] .content-cell a { color:#= ff8a33 !important; } [data-ogsc] .darkmode-muted { color:#b7b7b7 !import= ant; } </style></head><body class=3D"body darkmode" style=3D"margin:0;pa= dding:0;background-color:#fff;color:#0d1b2a;"><table role=3D"presentatio= n" width=3D"100%" cellspacing=3D"0" cellpadding=3D"0" border=3D"0" class= =3D"darkmode-section" style=3D"background-color:#fff;"><tr><td align=3D"= center" class=3D"darkmode-td" style=3D"padding:0;background-color:#fff;"= ><!--[if mso]><table role=3D"presentation" width=3D"700" align=3D"center= " cellpadding=3D"0" cellspacing=3D"0" border=3D"0"><tr><td><![endif]--><= table role=3D"presentation" class=3D"email-container" align=3D"center" w= idth=3D"700" style=3D"width:100%;max-width:700px;margin:0 auto;backgroun= d-color:#fff;"><tr><td class=3D"gutter darkmode-td" width=3D"32" style=3D= "background-color:#fff;"> </td><td class=3D"content-cell darkmode-t= d" width=3D"636" align=3D"left" style=3D"background-color:#fff;"><table = role=3D"presentation" width=3D"636" cellpadding=3D"0" cellspacing=3D"0" = border=3D"0" class=3D"darkmode-section" style=3D"background-color:#fff;"= ><tr><td align=3D"left" class=3D"darkmode-td" style=3D"padding:0;backgro= und-color:#fff;"><table role=3D"presentation" width=3D"100%" cellspacing= =3D"0" cellpadding=3D"0" border=3D"0"><tr><td align=3D"center"><table ro= le=3D"presentation" width=3D"670" cellspacing=3D"0" cellpadding=3D"0" bo= rder=3D"0" style=3D"max-width:670px;"><tr><td style=3D"padding:0 20px;te= xt-align:left;"><p><strong><u><a href=3D"https://tr.pivot5news.com/click= ?e3109083/VaHR0cHM6Ly9qb2luLnBpdm90NW5ld3MuY29t/ScGl2b3Q1bmV3cy5jb209MjA= yNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/set5d863e65">Pivot 5</a></u></strong> i= s the must-read daily AI briefing for over 1 million busy professionals = who need signal, not noise. </p><p><em>5 headlines. 5 minutes. 5 days a = week.</em></p><img class=3D"divider dv" src=3D"https://img.pivot5.ai/d1.= png" alt=3D""636" role=3D"presentation" aria-hidden=3D"true"/><h4>INVEST= ORS</h4><h2>AI Boom Branded Both Revolution and 17-Times Dot-Com Bubble<= /h2><img src=3D"https://img.pivot5.ai/recOkmwrUvp4EEC75.webp" alt=3D"AI = Boom Branded Both Revolution and 17-Times Dot-Com Bubble" width=3D"636" = class=3D"i i12"/><ul><li>The Neuron=E2=80=99s deep-dive labels <b>today=E2= =80=99s AI surge both a genuine computing breakthrough and =E2=80=9Cthe = biggest and most dangerous bubble the world has ever seen.=E2=80=9D</b> = Analyst Julien Garran says ten unprofitable AI startups have gained near= ly $1 trillion in market value, making the bubble 17 times larger than t= he dot-com frenzy.</li><li>Bulls such as Marc Andreessen and Nvidia=E2=80= =99s Jensen Huang tout <b>ChatGPT=E2=80=99s mass adoption and falling co= mpute costs</b> as proof the spending spree is rational. Bears like Garr= an and Ed Zitron counter that large language models face a scaling wall,= depend on circular financing, and leave chipmakers as the only entities= reliably making money.</li><li>The article concludes <b>the industry is= riding a real technological shift funded by fragile capital loops</b>, = creating a paradox of historic progress and bubble economics. It stresse= s that infrastructure suppliers like Nvidia are profitable today, while = most model and application startups remain deep in the red despite sky-h= igh valuations.</li></ul><p>Read more <a href=3D"https://tr.pivot5news.c= om/click?e3109083/VaHR0cHM6Ly93d3cudGhlbmV1cm9uLmFpL2V4cGxhaW5lci1hcnRpY= 2xlcy90aGUtYnVsbC1hbmQtYmVhci1jYXNlLWZvci10aGUtYWktYnViYmxlLWV4cGxhaW5lZ= A/ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/s1hc20329b3">= here</a>.</p><img class=3D"divider dv" src=3D"https://img.pivot5.ai/d2.p= ng" alt=3D""636" role=3D"presentation" aria-hidden=3D"true"/><h4>TOOLS</= h4><h2>Instagram Drops Text-Prompt AI Editing Directly Into Stories</h2>= <img src=3D"https://img.pivot5.ai/recqqyTDrLveeABl5.webp" alt=3D"Instagr= am Drops Text-Prompt AI Editing Directly Into Stories" width=3D"636" cla= ss=3D"i i12"/><ul><li>Meta <b>embeds its generative AI photo and video e= diting</b> directly inside Instagram Stories. Users type prompts in the = Restyle menu to instantly add, remove, or transform elements in their im= ages and clips.</li><li>The feature advances earlier image editing that = was confined to the Meta AI chatbot, <b>bringing the same capabilities t= o a single tap in Stories</b>. Accepting the tool means agreeing to Meta= =E2=80=99s AI terms, which permit the platform to analyze facial data, m= odify uploads, and generate new content from them.</li><li>The rollout j= oins a string of AI additions like the =E2=80=9CWrite with Meta AI=E2=80= =9D comment helper and the =E2=80=9CVibes=E2=80=9D video feed <b>designe= d to deepen user engagement across Meta platforms</b>. Similarweb data s= hows the Meta AI app=E2=80=99s daily active users reached 2.7 million on= October 17, up from 775,000 four weeks earlier.</li></ul><p>Read more <= a href=3D"https://tr.pivot5news.com/click?e3109083/VaHR0cHM6Ly90ZWNoY3J1= bmNoLmNvbS8yMDI1LzEwLzIzL2luc3RhZ3JhbS11c2Vycy1jYW4tbm93LXVzZS1tZXRhLWFp= LWVkaXRpbmctdG9vbHMtZGlyZWN0bHktaW4taWctc3Rvcmllcy8/ScGl2b3Q1bmV3cy5jb20= 9MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/sbja02c259f">here</a>.</p><table ro= le=3D"presentation" width=3D"100%" cellspacing=3D"0" cellpadding=3D"0" b= order=3D"0" class=3D"darkmode-section" style=3D"background-color:#fff;">= <tr><td class=3D"darkmode-td" style=3D"padding:16px 0;background-color:#= fff;"><img aria-hidden=3D"true" role=3D"presentation" alt=3D"" class=3D"= divider" src=3D"https://img.pivot5.ai/d0.png" width=3D"636"/><h4> Presen= ted by Amazon </h4><h2>=E2=80=9CA future so real, it feels inevitable. 2= 034 will change how you see what=E2=80=99s coming.=E2=80=9D</h2><a href=3D= "https://tr.pivot5news.com/click?e3109083/VaHR0cHM6Ly93d3cuYW1hem9uLmNvb= S8yMDM0LUhvdy1DaGFuZ2VkLUh1bWFuaXR5LUZvcmV2ZXItZWJvb2svZHAvQjBEOFZCSFdDU= i8/ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/sem789f6cc5"= ><img src=3D"https://img.pivot5.ai/recyoVelCCMKpHrCs.webp" alt=3D"Amazon= " width=3D"636"/></a><ul><li>What happens when AI, creativity, and human= ambition collide? <b>2034 paints a hauntingly believable vision of the = decade ahead,</b> one that feels less like science fiction and more like= tomorrow=E2=80=99s headlines.</li><li>Told through bold, cinematic stor= ytelling, 2034 explores the world we=E2=80=99re building, and what it=E2= =80=99s quietly building in return.<b><i> It=E2=80=99s gripping, provoca= tive, and impossible to forget.</i></b></li><li>Praised by entrepreneurs= , technologists, and dreamers alike, <i>2034 isn=E2=80=99t about predict= ing the future</i>, it=E2=80=99s about understanding the choices shaping= it. <b>Read it before it becomes reality.</b></li></ul><p><a href=3D"ht= tps://tr.pivot5news.com/click?e3109083/VaHR0cHM6Ly93d3cuYW1hem9uLmNvbS8y= MDM0LUhvdy1DaGFuZ2VkLUh1bWFuaXR5LUZvcmV2ZXItZWJvb2svZHAvQjBEOFZCSFdDUi8/= ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/sem789f6cc5">Ge= t 2034 on Amazon today in Kindle, paperback or audiobook</a></p></td></t= r></table><img class=3D"divider dv" src=3D"https://img.pivot5.ai/d3.png"= alt=3D""636" role=3D"presentation" aria-hidden=3D"true"/><h4>RETAIL</h4= ><h2>ChatGPT Checkout Puts Retailers=E2=80=99 Loyalty And Ad Dollars On = The Line</h2><img src=3D"https://img.pivot5.ai/recqLbhsj3cw0j5Eh.webp" a= lt=3D"ChatGPT Checkout Puts Retailers=E2=80=99 Loyalty And Ad Dollars On= The Line" width=3D"636" class=3D"i i12"/><ul><li>Walmart said it will <= b>let shoppers buy its products directly inside ChatGPT</b>, joining Ets= y and Shopify in new partnerships with OpenAI. The announcements sent Wa= lmart shares up nearly 5% and lifted Etsy and Shopify by 16% and 6%, res= pectively.</li><li>Shoppers can <b>jump from asking for =E2=80=9Cthe lig= htest stroller under $300=E2=80=9D to payment</b> without visiting a ret= ailer=E2=80=99s site, and OpenAI charges merchants a small fee per sale.= ChatGPT already commands about 75% of AI-chatbot traffic and sees shopp= ing queries in roughly 2% of conversations, giving it a powerful new sto= refront.</li><li>Easy comparisons and outsourced checkout <b>threaten re= tailers=E2=80=99 add-on sales and search ad revenue</b>. Amazon, sensing= the risk, has blocked GenAI platforms from scraping its listings and is= developing its own AI shopping tools.</li></ul><p>Read more <a href=3D"= https://tr.pivot5news.com/click?e3109083/VaHR0cHM6Ly93d3cud3NqLmNvbS9idX= NpbmVzcy9yZXRhaWwvY2hhdGdwdC1zaG91bGQtbWFrZS1yZXRhaWxlcnMtbmVydm91cy1iYW= Q0MTAyYQ/ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/sdldf1= d8a6f">here</a>.</p><img class=3D"divider dv" src=3D"https://img.pivot5.= ai/d4.png" alt=3D""636" role=3D"presentation" aria-hidden=3D"true"/><h4>= INFRASTRUCTURE</h4><h2>Leaked AWS Bills Show Anthropic Burning More Cash= Than It Earns on Compute</h2><img src=3D"https://img.pivot5.ai/recVgRgC= SjABWWRjK.webp" alt=3D"Leaked AWS Bills Show Anthropic Burning More Cash= Than It Earns on Compute" width=3D"636" class=3D"i i12"/><ul><li>Exclus= ive billing records show <b>Anthropic has paid AWS $2.66 billion for com= pute in 2025</b> through September, eclipsing its $2.55 billion in reven= ue. The same records put its 2024 AWS spend at $1.35 billion.</li><li>Th= e 2025 figure equals 104% of revenue, while <b>2024 costs were roughly 2= 26% of that year=E2=80=99s $600 million top line</b>. Separate data show= Anthropic=E2=80=99s largest customer, coding startup Cursor, saw its ow= n AWS bill jump from $6.2 million in May to $12.6 million in June after = Anthropic introduced premium service tiers.</li><li>The records show <b>= Anthropic=E2=80=99s AWS costs climb nearly in parallel with revenue</b>,= consuming the majority of each new dollar earned. To shore up the gap, = the firm has begun charging higher =E2=80=9CPriority Tier=E2=80=9D rates= that immediately doubled Cursor=E2=80=99s monthly cloud bill.</li></ul>= <p>Read more <a href=3D"https://tr.pivot5news.com/click?e3109083/VaHR0cH= M6Ly93d3cud2hlcmVzeW91cmVkLmF0L2Nvc3RzLw/ScGl2b3Q1bmV3cy5jb209MjAyNTEwMj= c/LcGl2b3Q1bmV3cw/gaP8_wQ/s9jbb449bb5">here</a>.</p><img class=3D"divide= r dv" src=3D"https://img.pivot5.ai/d5.png" alt=3D""636" role=3D"presenta= tion" aria-hidden=3D"true"/><h4>TOOLS</h4><h2>Study Shows Top AI Models = Fail To Mimic Human Conversation</h2><img src=3D"https://img.pivot5.ai/r= ecEAxSAuovlx0pzn.webp" alt=3D"Study Shows Top AI Models Fail To Mimic Hu= man Conversation" width=3D"636" class=3D"i i12"/><ul><li>A cross-univers= ity research team found that <b>leading large language models still fail= to convincingly imitate human speech</b> in phone-style conversations. = The study, published in PMC, showed people could usually tell AI transcr= ipts from real human dialogues.</li><li>Researchers tested ChatGPT-4, Cl= aude Sonnet 3.5, Vicuna and Wayfarer by <b>comparing their simulated cal= ls against actual human transcripts</b> and asking participants to judge= the source. They trace the AI giveaway to exaggerated imitation, awkwar= d use of filler words, and clumsy openings and endings.</li><li>Research= ers say <b>hype over AI fluency outpaces reality</b>, as the models=E2=80= =99 speech quirks remain easy to spot. They add that even as systems imp= rove, key conversational discrepancies persist.</li></ul><p>Read more <a= href=3D"https://tr.pivot5news.com/click?e3109083/VaHR0cHM6Ly93d3cuZXVyY= XNpYXJldmlldy5jb20vMjcxMDIwMjUtd2h5LWNoYXRncHQtaXMtYmFkLWF0LWltaXRhdGluZ= y1wZW9wbGUv/ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/sdk= 4dc83da7">here</a>.</p></td></tr></table></td></tr></table></td></tr></t= able></td><td class=3D"gutter darkmode-td" width=3D"32" style=3D"backgro= und-color:#fff;"> </td></tr><tr><td class=3D"gutter darkmode-td" wi= dth=3D"32" style=3D"background-color:#fff;"> </td><td class=3D"cont= ent-cell darkmode-td" width=3D"636" align=3D"center" style=3D"padding-bo= ttom:40px;background-color:#fff;"><img src=3D"https://img.pivot5.ai/d0.p= ng" alt=3D"" width=3D"636" class=3D"i i24" role=3D"presentation" aria-hi= dden=3D"true" /><p class=3D"darkmode-muted" style=3D"font-size:16px;line= -height:1.6;margin:0 0 18px 0;color:#333;"><a href=3D"https://tr.pivot5n= ews.com/click?e3109083/VaHR0cHM6Ly9qb2luLnBpdm90NW5ld3MuY29t/ScGl2b3Q1bm= V3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/set5d863e65" style=3D"colo= r:#f60;text-decoration:underline;font-weight:bold;">Pivot 5</a> is the m= ust-read daily AI briefing for over 1 million busy professionals who nee= d signal, not noise. </p><p class=3D"darkmode-muted" style=3D"font-size:= 16px;line-height:1.6;margin:0 0 18px 0;color:#333;"><a href=3D"https://t= r.pivot5news.com/click?e3109083/VaHR0cHM6Ly9zcG9uc29yLnBpdm90YWkuY29t/Sc= Gl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/gaP8_wQ/s1mfa1c55c8" styl= e=3D"color:#f60;text-decoration:underline;font-weight:bold;">Advertise w= ith Pivot 5 today</a></p><p class=3D"darkmode-muted" style=3D"font-size:= 16px;line-height:1.6;margin:0 0 18px 0;color:#333;"><a href=3D"https://t= r.pivot5news.com/click?e3109083/VIyN1bnN1YnNjcmliZXRhZyMjaHR0cHM6Ly9haXJ= nb3Rhc3pwZXB5Y2VpeXp6bS5zdXBhYmFzZS5jby9mdW5jdGlvbnMvdjEvdW5zdWJzY3JpYmU= /ScGl2b3Q1bmV3cy5jb209MjAyNTEwMjc/LcGl2b3Q1bmV3cw/qP2VtYWlsPWdyaWZmaW5sJ= TQwZGVsYXNhbGxlY2VudGVyLm9yZyZjb250YWN0PTRhMTdlM2UyLTJhZWQtNDNiMS1iMmQzL= TE5OTU4ZTQ2MmZjMyZjYW1wYWlnbj1yZWMxcVBzb3k4eDRrS3drcg/gaP8_wQ/s9ie2b7ad3= 5" style=3D"color:#f60;text-decoration:underline;">Unsubscribe Here</a><= /p><p class=3D"darkmode-muted" style=3D"font-size:12px;color:#999;margin= :0;">=C2=A9 2025 Pivot Media <br>447 Broadway, Suite 3139, New York, New= York, 10013, United States</p></td><td class=3D"gutter darkmode-td" wid= th=3D"32" style=3D"background-color:#fff;"> </td></tr></table><!--[= if mso]></td></tr></table><![endif]--></td></tr></table><img src=3D"http= s://tr.pivot5news.com/open?e3109083/h1718/gaP8_wQ/s0g7cf2fc78" height=3D= "2" width=3D"3" alt=3D""></body></html> --==10b095870253f03c2471253184e258ad--