Feb 04th Quick Takes

The Biz Model Club Newsletter

Hello, Biz Enthusiasts!
Buckle up, because todayā€™s newsletter is loaded with drama, disruption, and a little digital espionage. A Chinese AI startup just sent Nvidia stock into a nosedive, Boom Supersonic is trying to make flight attendants say ā€œWelcome to New Yorkā€ in just 3 hours, and Meta AI now knows you better than your nosy aunt at family reunions. Oh, and Elon Musk wants X to replace your bank. Should we be worriedā€¦ or just impressed? Letā€™s dive in šŸš€.

Must-See Report of the Week:šŸŽ

Pinterest Predicts 2025

The future is already here, and Pinterest mapped it out. Every year, Pinterest Predicts forecasts the trends that will shape industries, culture, and consumer behavior. The best part? Theyā€™re shockingly accurate - 80% of their predictions come true. Want to know what people will be obsessing over in 2025?

Source: Pinterest

Hot Takes šŸš€

1. DeepSeek Just Sent Nvidia Into a $600B Free Fall šŸ’„
Wall Street just got a wake-up call from China. DeepSeek, a one-year-old AI startup, launched a ChatGPT-like model at a fraction of the cost, proving you donā€™t need billions to compete. Investors freaked out, wiping $600B off Nvidiaā€™s market cap and sending stocks tumbling. Itā€™s like finding out your overpriced designer bag has a knockoff that looks identicalā€¦ but at 1/30th the price.
šŸ‘‰ How DeepSeek flipped the AI economy

2. Boom Supersonic Breaks the Sound Barrierā€¦ And Maybe the Airline Industry āœˆļø
The future of high-speed travel is officially airborne! Boomā€™s XB-1 jet hit Mach 1.1, making it the first independently developed jet to break the sound barrier. If all goes as planned, weā€™ll be hopping across the Atlantic in 3.5 hoursā€”just enough time for a movie and a bad airplane meal.
šŸ‘‰ See how Boom is reviving supersonic travel

3. Meta AI Wants to Know Everything About You (And Itā€™s Not Even Subtle) šŸ‘€
Meta AI just leveled up. It can now use your Facebook and Instagram data to personalize its responses. That means if youā€™re always liking travel content, Meta AI will suggest more vacation plans than your bank account can handle. Basically, itā€™s like a nosy friend who remembers everythingā€¦ except this one is powered by algorithms.
šŸ‘‰ How Meta AI is using your data

4. Muskā€™s X Turns Into a Bank With Visa Deal šŸ’³
Elon Musk just took another step toward turning X (formerly Twitter) into the ā€œeverything app.ā€ X is launching a digital wallet and peer-to-peer payments system, powered by Visa. Move over, Venmo and Zelleā€”soon, weā€™ll be tweeting our rent payments and tipping memes.
šŸ‘‰ Is X the future of digital banking?

5. Amazon Ends ā€˜Try Before You Buyā€™ā€”AI Shopping Wins Again šŸ’°
Amazon is shutting down its Prime ā€œTry Before You Buyā€ service, proving that AI-powered shopping tools are making physical try-ons obsolete. The AI overlords have officially taken over retailā€”hope you trust them to know your size better than you do.
šŸ‘‰ See how AI is changing retail

Quick Hits šŸ“°

  • OpenAI Accuses DeepSeek of Stealing Dataā€”OpenAI suspects DeepSeek used its API to train rival AI models. So, AI plagiarism is officially a thing now?
    šŸ‘‰ The latest AI rivalry drama

  • SoftBank Might Drop $25B on OpenAIā€”SoftBank is considering becoming OpenAIā€™s biggest investor. The only thing bigger? Their checkbook.
    šŸ‘‰ More on the AI power moves

  • TikTokā€™s Future Up for Grabsā€”A group of U.S. investors, including MrBeast, is bidding over $20B to buy TikTok. ByteDance is still ghosting them.
    šŸ‘‰ Whoā€™s trying to buy TikTok?

  • Alibaba Takes a Swing at DeepSeekā€”Alibaba released Qwen 2.5, claiming it outperforms DeepSeek and even OpenAIā€™s GPT-4o. The AI flexing continues.
    šŸ‘‰ Alibaba vs. DeepSeek: The AI battle heats up

  • Apple & SpaceXā€™s Satellite Secretā€”iPhones might soon get Starlink satellite connectivity. Finally, an excuse for your ā€œno signalā€ excuse to disappear.
    šŸ‘‰ The latest Apple x SpaceX rumors

  • AI Models Getting Cheaperā€”Thanks to AWSā€”DeepSeekā€™s R1 models are now available on AWS, making AI research affordable for everyoneā€¦ except Nvidia.
    šŸ‘‰ AWS shakes up the AI market

  • Vietnamā€™s Delivery Robots Take Overā€”Vietnamā€™s military-run postal service is deploying robots for package delivery. Your mailman just got an upgrade.
    šŸ‘‰ The future of package delivery

  • The AI Secrecy Debateā€”DeepSeekā€™s rise sparks debate on whether AI breakthroughs should be as secretive as grandmaā€™s famous cookie recipe.
    šŸ‘‰ Should AI research stay open-source?

  • FDA Approves a New Non-Opioid Painkillerā€”A game-changing pain relief drug is here, with none of the risks of addiction. Big Pharmaā€™s about to have a meltdown.
    šŸ‘‰ Why this could be a big deal

  • Grief Apps Are the New Therapy?ā€”AI-powered grief apps like Untangle are helping people navigate lossā€”because nothing says healing like an algorithm.
    šŸ‘‰ Are grief apps a good idea?

That's a wrap! Stay tuned for more insights and updates as we track these changes together in the weeks ahead!

ā

Play by the rules, but be ferocious.

Phil Knight

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