@4maciejko.bsky.social
Global Business Strategist & Board Member | Chairman & CEO | Co-founder, INSEAD AI | AI x Business medium.com/@robert_14895 ‘AI News You Missed’ linkedin.com/build-relation/newsletter-follow?entityUrn=7225978947564380160
➡️ OpenAI’s funding cliff
➡️ Fresh pieces from INSEAD profs & why women are not “lagging” in AI.
➕ RSVP for two live sessions on how BCG U builds AI capability at scale and how to start angel investing in AI.
maciejko.medium.com/ai-news-you-...
AI News You Missed #84 is out.
Key topics:
➡️ Anthropic’s Opus jumping ahead of Gemini 3
➡️ Google and a new Chinese rival pushing on NVIDIA
➡️ MIT + McKinsey saying AI can already do 12 - 57 percent of our work
➡️ Alibaba’s 10M-download AI boom
maciejko.medium.com/ai-news-you-...
Join us on December 9 to hear from BCG practitioners what the top 5% of companies are doing to upskill their teams and turn AI into real value. Hope to see you there!
RSVP Here: eventbrite.com/e/1975343541708
#ai #futureofwork #artificialintelligence #bcg
+ Sam Altman warns of rough months ahead for OpenAI
+ Antrophic, Microsoft & NVIDIA team up
+ Live events in Germany, London, Paris, Singapore & Copenhagen
+ Fun prompt to try
+ Charts of the Week (12 eye-opening ones)
+ Video of top 5 private discussions in the INSEAD AI community this week
3️⃣ OpenAI counters with 5.1 Pro + Codex-Max
4️⃣ Google Antigravity — new coding standard?
5️⃣ NVIDIA Beats, Pops & Drops
+ CEO's To Do List
+ Google shares rally after Buffet investment
+ Oracle underwater after OpenAI deal
+ Bond markets worry as AI capex floods in
🚨 AI NEWS YOU MISSED ❗#83
Quite possibly the #1 Business AI Source 💪 NOT for CEOs only
READ (For Free): medium.com/@maciejko/ai...
Top 5 stories:
1️⃣ Google on top with Gemini 3 + Nano Banana Pro
2️⃣ Musk’s Grok quietly matches Google — but truth?
I asked Google’s nanobanana to summarize the first 178 chat messages in the INSEAD AI (alum-led) community yesterday in anime style, then in the style of a human artist. A minute or so later the Gemini 3 Pro-fueled model gave me these
22.11.2025 14:03 — 👍 2 🔁 0 💬 0 📌 0
Is this time “different”?
18.11.2025 11:29 — 👍 0 🔁 0 💬 0 📌 0Top 5 stories:
1️⃣ OpenAI $1.4 Trillion investments. Backstop?
2️⃣ A DeepSeek 2.0 moment ?
3️⃣ Layoffs Spike, AI Cited
4️⃣ Apple Siri by Google?
5️⃣ Google’s Space Data Centers
+ Video summary in < 5 minutes + Video summary of top 5 disucssions
🚨 AI NEWS YOU MISSED ❗#81
Quite possibly the #1 Business AI Source 💪 NOT for CEOs only
READ (free): maciejko.medium.com/ai-news-you-...
Leaders should ask two simple questions. If abundance arrives, who captures it and on what terms. If it does not, what is your plan when prices fall faster than demand rises.
08.11.2025 11:48 — 👍 0 🔁 0 💬 0 📌 0But right now it feels like there are no adults in the room influencing who pays, who benefits, and what happens if the capex story stalls.
08.11.2025 11:48 — 👍 0 🔁 0 💬 1 📌 0Optimists argue the opposite. Cheaper models, custom chips, and agentic apps can expand demand faster than prices fall. Productivity gains could finally show up in profit and loss statements. Maybe they are right.
08.11.2025 11:48 — 👍 0 🔁 0 💬 1 📌 0Put it together and you get a world where model prices drift toward zero, infrastructure prices trend lower as supply catches up, and margins compress across the stack unless new, sticky applications create clear willingness to pay. That requires real product market fit, not hype.
08.11.2025 11:48 — 👍 0 🔁 0 💬 1 📌 0Custom silicon plus massive capacity buildouts can pull pricing power away from any single supplier over time. If supply overshoots demand, chip and cloud prices will grind down.
08.11.2025 11:48 — 👍 0 🔁 0 💬 1 📌 0Service businesses that lived on billable hours feel it as AI strips time from workflows and pushes fees down.
Up the stack, the moat is shifting to infrastructure. Microsoft is rolling Maia accelerators. Amazon is pushing Trainium and Inferentia. Google is advancing its next TPU.
That implies about thirty gigawatts of compute capacity. The spend dwarfs today’s profits and assumes scale economies show up fast.
The labor signal is flashing. U.S. employers announced the highest October layoffs since 2003. Cost cutting and AI are cited among the drivers.
If the best model is free or near free, paid model pricing faces real pressure.
At the same time, OpenAI is said to be near twenty billion dollars in annual revenue while lining up about one point four trillion dollars in data center and chip commitments over roughly eight years.
DEEPSEEK 2.0? THE MIRAGE OF AI ABUNDANCE AND THE RACE TOWARD MARGIN COLLAPSE
China’s open-source Kimi K2 just landed with trillion-parameter scale and strong public benchmarks. The lab and early reviewers say it tops leading closed U.S. models on some reasoning and coding tests.
5️⃣ Home android preorders open
+ Full AI Researcher by 2028?
+ Cursor to move on from Anthropic
+ Have you tried Google's Pomelli for marketing?
+ "We will never build a sex robot"
+ Live EVENT: Making AI Transformation Work - Tuesday
🚨 AI NEWS YOU MISSED ❗#80
Quite possibly the #1 Business AI Source 💪 NOT for CEOs only
Top 5 stories:
1️⃣ OpenAI restructuring to enable $1 trillion IPO?
2️⃣ Tech leaders with mixed earnings
3️⃣ China overtakes the U.S. in open-source AI
4️⃣ Nvidia tops $5T after GTC
maciejko.medium.com/ai-news-you-...
+ New State of AI 2025 Report from Nathan Benaich
+ 30 must-see pieces on OpenAI, Walmart, Blackstone, Klara, Microsoft, Antrophic, McKinsey, Salesforce, n8n, Deloitte, xAI, PwC, Lovable
+ Top 5 Discussions in the Private INSEAD AI (alum-led) Community
+ INSEADer Nobel Prize
Top 5 stories:
1️⃣ OpenAI Pivot to Porn?
2️⃣ AI helping solve cancer?
3️⃣ Will the AI circle grow or pop?
4️⃣ Google Gemini assault on enterprises
5️⃣ Gemini 3 coming this week?
🚨 AI NEWS YOU MISSED ❗#78
Quite possibly the #1 Business AI Source 💪 NOT for CEOs only
READ: medium.com/@maciejko/ai...
+ The Training Gap Is Real
+ Did Skynet become self-aware last week?
+ SOLD OUT (More tix coming) AI Forum in SF with AI 50 (alum-lead)‼️
+ Boards & C-Suites with Russell Reynolds Associates' Fawad Bajwa (THIS THURSDAY)
Top 5 stories of the week:
1️⃣ Nano-Banana Fever - the Facts
2️⃣ AI Cuts 13% of Entry-Level Roles?
3️⃣ The $3 Trillion AI Infrastructure Boom
4️⃣ Nvidia Smashes Sales Records
5️⃣ Alibaba AI Chip to Bypass U.S. Silicon
+ Top 100 AI Apps
+ Time AI 100
🚨 AI NEWS YOU MISSED ❗#75
Quite possibly the #1 Business AI Source 💪 NOT for CEOs only
READ (free): maciejko.medium.com/ai-news-you-...
What single commitment will your organization make in the next 60 days to close this gap and who owns it?
Link to Kyla's full Substack post : kyla.substack.com/p/ai-that-wo...
➡️ Entertainment/Film & TV and Design/Creative report the least training, with roughly 95% and 80% saying “no.”
➡️ Tech, consulting, and cybersecurity are better prepared, yet even leaders top out near 55–60% trained.
➡️ Low training tracks low trust, which makes adoption harder and outcomes worse.
The result is predictable: rushed rollouts, uneven skills, and avoidable risk.
Source: Kyla Scanlon’s Aug 28, 2025 reader survey (~1,200 anonymous responses), an exploratory snapshot likely skewed to U.S. professionals; not a representative sample but directionally useful.
