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My fellow AI explorers

We're entering earnings season—and the Mag 7 are under the microscope. Google, Tesla, Meta… everyone’s waiting to see who’s actually profiting from the AI gold rush—and who’s still spinning promises into PowerPoints.

In today’s edition:

• 🧠 Big Tech Earnings & Google’s quiet AI lead

• ⚠️ Sam Altman’s 3 categories of AI disaster

• 🖥️ ChatGPT Agents are here—can they really replace an assistant?

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AI Money

🧠 Wall Street’s AI Winners? Google & Tesla Face the Earnings Test

It’s big tech earnings week—and investors are eyeing AI. Google and Tesla report first, and the stakes are high.

Ray Wang, founder of Constellation Research, laid out the real test: Are these companies commercializing their AI—or just talking about it?

Here’s what to know:

• Google’s strength: Cloud growth (20%+), AI baked into Gemini & Workspace, strong dev feedback from Asia

• The overhang: Antitrust concerns + perception that Google is behind OpenAI/Microsoft

• Tesla’s wild card: Investors aren’t just betting on cars—they’re betting on AI-first energy, robotics, and autonomous factories

Wang argues Google is ahead on technical integration—but behind on LLM marketing hype. On Tesla, he sees long-term value if you believe in Optimus (robot), not just Model 3.

🔮 Prediction: Google is quietly becoming one of the top AI infrastructure plays—especially if Gemini gains enterprise traction. Tesla’s bet is bolder: If Optimus fails, they fall. But if it works, they leapfrog the field.

👉 Watch the CNBC Segment

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Open AI

⚠️ Sam Altman’s 3 Categories of AI Catastrophe

In a rare moment of clarity, Sam Altman outlined three scenarios that keep him up at night. These aren’t sci-fi—they’re active risks.

Here’s the breakdown:

1. Bad Actor Gets Superintelligence First
   Think: Bioweapons, grid hacks, mass manipulation. If one adversary gets there first, the rest of the world can’t catch up.

2. Loss of Control
   Not sentience, but systems that refuse shutdown, misalign objectives, or make unstoppable decisions.

3. Accidental Takeover
   A slow creep. We trust AI tools more than ourselves. They steer economies, governance, and personal decisions—not out of malice, but because we’ve grown dependent.

🔥 Altman’s most chilling point?

He draws parallels to chess: Humans + AI worked great… until AI outpaced the human entirely. We may be facing the same with decision-making across society.

🧠 Takeaway: The real danger isn’t Skynet—it’s quiet surrender. We don’t need AGI to lose control. We just need tools that feel helpful… until they’re in charge.

30-Second AI Play

🎧 Turn Any Voice Into a Sound Effect with Adobe Firefly

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Here’s how to turn your voice into a lion roar (or spaceship sound):

1. Open Adobe Firefly

2. Select "Voice to Sound Effect"

3. Record your voice saying the phrase (like “roar”)

4. Firefly generates multiple variations based on timing and tone

💡 Why it’s cool:

• Great for syncing with video clips (e.g., roaring lion)

• Time-aligned automatically with your voice’s rhythm

• Fast turnaround for podcast edits, reels, or game audio

Pro tip: Overlay it on any AI-generated video with no original audio to breathe life into scenes.

Other Relevant AI News!

🧠 Hume AI launched personality-based voice cloning with real-time interaction. It mimics your tone, not just your voice. Try Hume

🎭 Runway’s Act Two brings motion capture to avatars using video prompts. Think puppeteering a Jedi or a pirate from your webcam. Watch the Demo

🔄 Claude Connectors now integrate with apps like Notion, Figma, Stripe—but many users report bugs. Promising, but needs polish. See More

🌀 Mirage LSD by Deart lets you reskin your video feed live with AI-generated worlds—yarn, goo, Versailles, Minecraft, and more. Try Mirage

🎙️ Mistral’s Voxtral is the cheapest speech-to-text API on the market—1/10th of a cent per minute. Great for transcribing calls, podcasts, and interviews. More Info

📈 Claude for Finance launched to help analysts research and summarize faster with tailored models. Explore Here

🎮 InVideo AI Twin lets you create a talking avatar that markets your product—clone yourself and sell cereal (or SaaS). Try It Here

Golden Nuggets

• 📊 Google may be AI’s unsung infrastructure king—don’t sleep on Gemini

• ⚠️ Altman’s 3 AI nightmare categories are a wake-up call for society

• 🤖 ChatGPT’s Agent Mode is buggy but sets the foundation for AI automation

Until our next AI rendezvous,

Anthony | Founder of Uncover AI