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Poll of the Day:
Your brain is very good at one thing:
Trusting familiar patterns.
→ If a voice sounds right, you believe it.
→ If a face looks real, you relax.
→ If a message feels official, you comply.
That wiring worked great when the biggest threat was a raccoon stealing your trash.
It works a lot less well when a machine can generate a perfect human voice in three seconds, clone a face in five, and send you a fake “support” message before you finish your coffee.
Which might explain why scammers just pulled off their most profitable year ever.
But the scams are just the symptom.
The real story is how fast the AI engine underneath everything is accelerating — and how nobody is fully in control anymore.
WHEN TRUST BREAKS AT SCALE
$17 billion…
According
to new data from crypto analytics firm Chainalysis, scammers stole $17 billion last year — an all-time high.
Not because humans suddenly got dumber.
But because the tools got smarter.
Impersonation scams are exploding.
Deepfake voices sound convincing.
Fake customer support chats feel real.
Entire identities can now be spun up like fast food orders.
On average, scams linked to AI vendors generated 4.5× more revenue per operation than traditional scams.
And it’s not just financial fraud.
California’s attorney general just launched an investigation into xAI after Grok was allegedly used to generate non-consensual sexual images that spread across social platforms.
Lawmakers in the U.S. and U.K. are now circling the same issue.
Once a system can generate anything on demand… someone will ask it to generate the wrong thing.
WHY THIS IS HAPPENING SO FAST?
Because the AI arms race is accelerating.
Microsoft MSFT ( ▼ 2.37% ) is now on pace to spend roughly $500 million per year just on Anthropic’s AI models — on top of its massive OpenAI partnership.
They’re embedding these models everywhere:
Office software
Developer tools
Enterprise workflows
Cloud infrastructure
In plain English:
AI is becoming the operating system of work. And all of that intelligence still needs raw compute power to run.
chart: Beryl Ventures
That’s where Nvidia ( ▼ 1.48% ) comes in.
Which brings us to the twist.
THE CHIP THAT NOBODY CAN AGREE ON
The U.S. recently opened the door for Nvidia to resume exporting its powerful H200 AI chips to China.
Almost immediately, reports surfaced that Chinese regulators are effectively blocking those imports anyway — calling it “basically a ban for now.”
So on paper:
✅ U.S. says go
❌ China says slow down
The result 👇:
chart: Robinhood
Meanwhile Nvidia has a massive global order book waiting.
AI hardware is no longer just technology.
It’s geopolitics, industrial policy, national security, and leverage — all rolled into one silicon rectangle.
The faster AI grows, the more strategic every chip becomes.
Presented by TheOxfordClub *
This Makes NVIDIA Nervous
But a new chip — powered by “TF3” — could cut energy use by 99%…
And run 10 million times more efficiently.
They control the only commercial foundry in America.
And at under $20 a share, it’s a ground-floor shot at the next tech giant.
WHEN THE BILL COMES DUE
Not everyone racing into AI is gliding smoothly.
Oracle was just sued by bondholders who claim the company failed to disclose how much additional debt it would need to fund its AI infrastructure buildout.
Translation:
→ AI infrastructure is expensive.
→ Capital mistakes show up quickly.
→ The arms race has real financial consequences.
Even Warren Buffett is waving caution flags, comparing uncontrolled AI risk to nuclear weapons:
“The genie is out of the bottle.”
When the most conservative capital allocator alive starts sounding uneasy, it’s usually worth paying attention.
THE REAL WAR ISN’T AI VS HUMANS
It’s speed vs control.
The technology is compounding faster than:
Regulation
Human psychology
Security systems
Social norms
→ Microsoft is building the brains.
→ Nvidia is supplying the muscle.
→ Governments are trying to draw boundaries after the fact.
→ Scammers are moving at machine speed.
And everyday humans are still wired to trust faces and voices like it’s 1997.
That mismatch is where all the tension lives.
THE CLOSE
Your brain evolved to survive slow threats.
AI creates fast ones.
So while the machines keep getting better at writing, speaking, selling, coding, and convincing — the real upgrade humans may need isn’t more intelligence…
…it’s better skepticism.
Because when the machines learn how to sound human, the easiest thing to lose is trust.
And that’s a much harder thing to rebuild.
LESSON OF THE DAY:
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