Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. Central bankers are warning of an AI bubble, but Silicon Valley investors remain enthusiastic about the potential of artificial general intelligence (AGI). The IMF and Bank of England caution about the risks of a financial bubble surrounding AI, but investors like 23-year-old Leopold Aschenbrenner continue to believe in the profitability of early investments in AGI. Aschenbrenner, a former OpenAI researcher, penned an influential monograph on AGI and launched a hedge fund that now manages over $1.5 billion. Despite criticism from former colleagues, his rapid rise exemplifies how belief in the inevitability and impact of AGI has become a form of capital in the AI economy. Companies like OpenAI and Anthropics are also betting on the imminent arrival of AGI, leading to significant investments in chips, data centers, and hedge funds based on this belief. While concerns about a potential AI bubble persist, investors like Aschenbrenner are confident in the transformative power of AGI and its potential to drive global economic growth. The article also touches on the gendered trends in AI development between the US and China, highlighting how culture, regulation, and demographics influence the emotional worlds created by AI technology.In the third quarter of 2025, PitchBook reports that 64.3% of deal value in the U.S. is linked to artificial intelligence (AI), marking a significant trend in the venture capital (VC) industry. AI has become a foundational technology in VC, providing new solutions for companies and driving hyper-scaling for outsized returns. Despite concerns about an over-reliance on AI and potential market bubbles, many believe that AI is a transformative force that will significantly impact the U.S. economy in the coming years. The VC industry has seen a record number of AI exits in 2025, with companies like CoreWeave going public. However, the IPO and M&A environment remains uncertain, with questions about the strength of the market and the types of companies going public. While some draw parallels between the current focus on AI and past technology booms like the dotcom bubble or the cloud boom, others believe that AI represents an unprecedented shift in how data is accessed and utilized. Overall, AI is driving significant activity in the VC industry, with many seeing it as a key driver of future economic growth in the U.S.Softbank has acquired ABB's robotics business for $5.4 billion, expanding its presence in the industrial automation sector. Verizon has partnered with AST SpaceMobile to provide satellite-to-cellular service for customers. Discord experienced a breach affecting 70,000 users who communicated with customer support teams, potentially exposing personal information. Other tech news includes Google Pixel 10 Pro Fold reviews, Musk settling a lawsuit with Twitter executives, Germany investigating Temu for price fixing, NYC suing Meta, Alphabet, Snap, and Bytedance, Paramount Skydance potentially joining Warner Bros. Discovery bid, and AstraZeneca partnering with SF's Algen for AI drug development.The CEO of Patagonia, Ryan Gellert, speaks out against climate denialists and emphasizes the importance of addressing climate change. The company's mission is to combat climate change while selling clothes, and Gellert discusses the challenges and strategies for sustainable growth. Patagonia positions itself as a brand for outdoor enthusiasts and focuses on minimizing its environmental footprint. Gellert also emphasizes the importance of having a positive impact, having fun, and facing facts about climate change. The text also mentions a peace deal in Gaza, with Israel and Hamas agreeing to

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