Website pessoal + Blog: https://feta.blog
Episódio especial: https://youtu.be/-YMdo4oVXOo
Nesta semana a OpenAI assinou mais um deal para construir mais Data Centers. Isto levou-me a questionar se estamos numa bolha de AI. Por isso fui investigar quais são as semelhanças entre a bolha da dot com e a altura que vivemos agora.
O governo Americano ficou em Shutdown por falta de budget.
Entre outros temas
Links:
Crescimento económico: https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-first-half-2025-jason-furman-harvard-economist/
OpenAI Broadcom: https://www.wsj.com/tech/ai/openai-broadcom-forge-multibillion-dollar-chip-development-deal-58d930d1 & https://www.wsj.com/finance/investing/why-broadcoms-bet-on-openai-is-a-big-gamble-f6631ced
China vs USA: https://www.wsj.com/world/china/trump-tariffs-us-china-stock-market-e2652d66
Shutdown governo: https://www.economist.com/united-states/2025/09/30/your-federal-government-is-now-closed-for-business & https://www.wsj.com/politics/policy/government-shutdown-begins-as-funding-lapses-07f1027d
Deloitte: https://www.businessinsider.com/deloitte-australia-issues-refund-ai-assurance-project-2025-10
AI content: https://www.theverge.com/news/799003/maybe-we-arent-all-about-to-drown-in-ai-slop-just-yet
Andrew Tulloch: https://www.wsj.com/tech/ai/thinking-machines-lab-co-founder-departs-for-meta-442d7461