Amazon’s $200B AI Scare 😱📉

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
Amazon just spooked Wall Street with its $200B AI spending plans, Spotify’s selling actual paper books now (yes, really), and Reddit’s betting big on becoming your new Google. Meanwhile, the Super Bowl is turning into a crypto casino, Jennifer Garner’s baby food brand just popped on the NYSE, and TikTok might have to remove your favorite feature… or pay billions. Oh, and if your coworking space doesn’t serve caviar, are you even working? Let’s dive in. This edition is spicy. 🔥

Hot Takes 🚀

1. Amazon’s $200B AI Bet Just Backfired 💥🧠
Amazon’s stock tanked 9% after revealing plans to drop $200 billion on AI infrastructure by 2026. Investors freaked, analysts downgraded, and Big Tech collectively lost $1 trillion in market value this week. Welcome to the AI bubble—hope you brought a parachute.
👉 See why Wall Street is scared stiff

2. Spotify Wants to Be Your Bookstore Now 📖🎶
Spotify is adding physical books to its app. That’s right—actual dead-tree books. Users in the US and UK will be able to buy printed versions of their favorite audiobooks. It’s a clever Amazon swipe and a gift to indie bookstores thanks to its Bookshop.org partnership.
👉 Check out how Spotify is reinventing reading

3. Bitcoin Is Crashing—Again 💸🪙
Crypto’s in freefall. Bitcoin plunged below $68K, its lowest in over a year. Altcoins are following fast. With institutions becoming net sellers and sentiment souring, the $60K–$40K range could be next. Turns out, AI hype isn't the only bubble leaking air.
👉 Track the crypto carnage

4. Apple’s Turning 50… and Planning Something Big 🎉🍏
Tim Cook is promising “some celebration” for Apple’s 50th anniversary this April. Rumors are swirling: new Apple TV? A “HomePad”? Special edition gadgets? Whatever it is, Apple’s about to throw the kind of birthday bash only a $3T company can.
👉 Here’s what we know about Apple’s milestone plans

5. Reddit’s AI Search Is Booming 🔍🤖
Reddit’s planning to replace Google for opinion-driven search with its AI-powered answers. Weekly active users of Reddit’s AI search jumped from 1M to 15M in under a year. Now it’s blending LLMs and community wisdom to monetize the chaos.
👉 Explore Reddit’s plan to dominate AI search

Quick Hits 📰

• 📈 Levi’s Are Cool Again: Harry Styles and 90s nostalgia are fueling a global denim revival, with Levi’s sales surging in the UK.
  👉 Denim is back, baby

• 🧒 Jennifer Garner’s Baby Food Brand Surges: Once Upon a Farm jumped 20% in its NYSE debut. Clean-label, no-preservative snacks for the win.
  👉 See why Gen Z parents love it

• 🥬 Organic Food Is Booming: Despite inflation, organic sales in the UK are growing at the fastest pace in 20 years. Health over price, apparently.
  👉 Why shoppers are spending more on clean food

• 🛜 Anthropic Says “No Ads” in AI Chats: While OpenAI explores sponsored messages, Claude’s makers are pledging an ad-free experience. (At least for now.)
  👉 See why Claude is staying clean

• 🎰 Super Bowl Betting Hits $167M—and Counting: Thanks to prediction markets like Kalshi, sports betting is exploding—even in states where it’s illegal.
  👉 Why the Super Bowl is now Wall Street with Gatorade

• 🇪🇺 TikTok in Trouble with EU: The platform may face massive fines if it doesn’t curb “addictive” features like autoplay and infinite scroll.
  👉 Here’s what the EU wants TikTok to change

• ❄️ AI Is Coaching Olympians: Google DeepMind is helping snowboarders perfect their tricks with pose tracking and biomechanics insights.
  👉 How AI is changing the way athletes train

• 🧠 Wikipedia’s Volunteer Editors Are Fighting AI Slop: Regional editors are ensuring AI engines don’t spread junk data, especially in underrepresented languages.
  👉 The army behind your AI answers

• 🏛️ Luxury Coworking Is Booming: $9K/month “WeWork for the 1%” clubs now offer caviar, Zoom grooming, and concierge coffee.
  👉 See where CEOs go to work beautifully

• 🇬🇧 British Pub Food Is Taking Over the US: Freestanding meat pies, jacket potatoes, and sticky toffee pudding are trending at new hotspots.
  👉 The UK’s comfort food goes global
  

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