AI with Kyle Daily Update 056
Today in AI: Nvidia and OpenAI $100bn bet + Meta Adds AI Dating
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The skinny on what's happening in AI - straight from the previous live session:
Highlights
💰 Nvidia & OpenAI's $100B Circular Money Game
Nvidia will invest $100 billion in OpenAI while OpenAI pays Nvidia for chips - money going in circles. OpenAI (valued at $500B after two years!!) uses Nvidia's investment cash to buy Nvidia's chips. Similar to Oracle's deal last week that briefly made Larry Ellison richest man on earth.
Apologies for the profanity but honestly here’s a related meme that’s too good not to share:
Nvidia investing $100B into OpenAI in order for OpenAI to buy more Nvidia chips
— litquidity (@litcapital)
5:20 PM • Sep 22, 2025
Kyle's take: This is financial alchemy - robbing Peter to pay Paul. Who then pays it back to Peter?
That’s par for the course with these big deals. But my concern is that the entire AI industry is betting on ONE company. OpenAI is at the center of deals with Oracle, Microsoft, and now Nvidia. Everything depends on Sam Altman and co. not screwing up. That's not diversification, that's systemic fragility.
If OpenAI fails, the whole house of cards collapses. We're watching the creation of a single point of failure for the entire tech industry.
Source: Financial Times
💕 Meta Adds AI to Dating as 25% of Young Adults Turn to AI Romance
Facebook Dating launching AI assistant to help find matches and refine profiles. Match Group (owns Tinder, Hinge, OKCupid) already invested $20M in AI features but lost 68% stock value in 5 years. Meanwhile, Psychology Today reports 25% of young adults now using AI for romantic and sexual needs.
Meta adds AI dating assistant
Kyle's take: AI's perfect for pattern matching - connecting profiles based on preferences. But here's the darker reality: 25% adoption for AI romance amongst 18-30 age group in just two years is extremely rapid.
The future of dating and love is getting very complex. These platforms optimise for keeping you on the app, not finding love.
Plus we're seeing divorces blamed on ChatGPT - people using it as a therapist that only agrees with them, creating echo chambers that destroy marriages. See the interesting Futurism article on this.
Source: Techcrunch, Futurism
📈 OpenAI Goes Luxury While Grok Goes Cheap
Sam Altman announced "compute intensive offerings" coming to Pro subscribers ($200/month) with potential additional fees. This came days after Grok 4 Fast crushed pricing at 15x cheaper than competitors.
Over the next few weeks, we are launching some new compute-intensive offerings. Because of the associated costs, some features will initially only be available to Pro subscribers, and some new products will have additional fees.
Our intention remains to drive the cost of
— Sam Altman (@sama)
6:45 PM • Sep 21, 2025
Kyle's take: Smart move by Sam. Grok started a race to the bottom on pricing, so OpenAI's going upmarket instead. Commodity markets are death - you spiral down until price equals cost with zero profit. It’s potentially the future of intelligence - but that’s another discussion!
Sam's instead choosing luxury over commodity. Also, timing isn't coincidental - Sunday he tweets "we need more compute," Monday the Nvidia deal drops. Everything's orchestrated.
the Commodity Traop
Source: Sam Altman tweet
Member Question from Epic: "Do you have anything you need built for the community?"
Kyle's response: I'm always open to partnerships! I bring distribution - quarter million audience across platforms. You bring the building skills and ideas. I'm currently building my own lead magnet tool and doing a Google hackathon this Friday (€10K prize) so stretched on my own building capacity!
But if you have something that would genuinely help the community, pitch me. DM me (not email, I don't read those). I can handle marketing and launch, we split the upside. Already done multiple six-figure launches this year with my AI workshop kit. Increasingly the hard part isn’t just building - it's distribution, and that's what I bring to the table.
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