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Hello, Human Guide
Today, we will talk about these THREE stories:
The U.S. government freezing out a major AI lab
Tech stocks wobbling as AI optimism meets inflation reality
Analysts warning that the AI boom may be running on borrowed belief
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The Government Just Slammed the Door on a Top AI Lab
Pic: Reuters
The AI safety fight just turned political.
The Trump administration has reportedly blacklisted Anthropic from certain federal contracts after disputes over how its models could be used in military contexts, according to Sky News. The clash centers on model usage restrictions and national security flexibility, as Washington increases pressure on AI vendors working with defense agencies.
What stands out is how fast the tone shifted. This is less about one contract and more about who controls the guardrails when billions of dollars in defense spending are on the table. You can almost feel the fluorescent lights humming in a government conference room at 7 a.m., lawyers flipping pages while policy language gets rewritten.
If federal contracts start favoring “flexible” AI providers, the ripple effects will be enormous. Smaller labs will have to choose between principle and procurement.
If AI safety conditions become a liability in Washington, the real question is who will still insist on them when the money is on the line?
AI Stocks Are Sliding And Investors Are Nervous
The screens are flashing red again.
U.S. tech stocks slid this week as fresh inflation data spooked investors, with AI-heavy indexes leading the drop, according to CBS News. Analysts pointed to overheated valuations in companies tied to generative AI infrastructure and chip demand, especially after months of aggressive capital flows.
What struck me is how fragile the confidence feels. For months, AI was treated like a gravity-defying growth engine earnings didn’t matter as long as the narrative did. But when bond yields tick up and macro pressure returns, suddenly every trillion-dollar promise looks like it’s written in pencil.
This doesn’t mean AI innovation stops. But capital gets selective. And selective capital reshapes the ecosystem fast.
If the market decides AI earnings need to match AI hype, the real question is which companies survive the first serious pullback?
Is the AI Boom Built on Borrowed Belief?
The bubble question won’t go away.
Analysts at Investor's Business Daily are drawing comparisons between today’s AI investment surge and past speculative cycles, warning that valuations could outpace fundamentals if revenue growth lags. Venture and public markets have poured hundreds of billions into AI infrastructure, chips, and model development over the past two years.
What bothers me is how familiar this movie feels. Railroads. Dotcoms. Crypto. The pattern is the same: massive infrastructure spending justified by a transformative narrative. Late at night, trading dashboards glowing white, everyone tells themselves this time is different.
This is less about whether AI is real and more about timing. Transformations do happen. But markets rarely move in straight lines.
If the AI economy is being priced for perfection, the real question is what happens when it delivers something merely human?
