general 52 - The Latremie Post

‘Vibe revenue’: AI companies admit they’re worried about a bubble

**Top Tech Executives Raise Concerns Over AI Bubble Amid Soaring Valuations**

*By Eakarat Buanoi | iStock | CNBC*
*Lisbon, Portugal*

Top technology executives have voiced concerns about a potential bubble forming in the artificial intelligence (AI) sector, highlighting growing unease within the industry as valuations continue to soar.

In recent weeks, markets have been grappling with the reality that excessive capital is flowing into the AI boom. This influx has cast doubts over future revenue and profit forecasts, leading many to question the sustainability of current high valuations.

### Warnings from Finance Leaders and Investors

So far, most cautionary signals about inflated valuations have come from investors and finance leaders. Goldman Sachs CEO David Solomon and Morgan Stanley President Ted Pick have both warned of possible market corrections as valuations of several major tech companies hit historic highs.

Adding to these concerns, renowned investor Michael Burry—known for predicting the 2008 financial crisis—accused major AI infrastructure and cloud providers, commonly known as “hyperscalers,” of understating chip depreciation expenses. Burry cautioned that companies like Oracle and Meta may be significantly overstating their profits. He recently revealed put options betting against Nvidia and Palantir.

### Voices from AI Industry CEOs

However, it’s not just financiers raising red flags. CEOs of companies actively developing AI technologies have also expressed skepticism about the market exuberance during interviews at the Web Summit tech conference in Lisbon.

“I think the valuations are pretty exaggerated here and there, and there are signs of a bubble on the horizon,” said Jarek Kutylowski, CEO of German AI firm DeepL.

Echoing similar sentiment, Picsart CEO Hovhannes Avoyan commented, “We see lots of AI companies raising tremendous valuations without any revenue. That’s a concern.” Avoyan referred to smaller startups being backed heavily despite minimal or “vibe revenue,” a term playfully linked to “vibe coding,” which involves using AI to write code without requiring deep technical skills.

### Growing AI Demand Despite Concerns

Despite worries about inflated valuations, industry leaders remain optimistic about AI’s long-term potential.

Lyft CEO David Risher acknowledged, “Let’s be clear, we are absolutely in a financial bubble. There is no question about it. This is incredible, transformational technology, and no one wants to be left behind.” He stressed the difference between the financial bubble and the underlying industrial prospects, adding, “Data centers and model creation will have a long, long life because it transforms how we live and work.”

Looking ahead to AI adoption in 2026, Kutylowski highlighted strong interest and demand: “Everyone understands that AI can do magical things for businesses and elevate efficiency. However, many organizations are still struggling to fully adopt AI. We will make progress, but it’s premature to say every enterprise has it all figured out.”

DeepL’s core offering is an AI translation tool, but the company recently launched a general-purpose AI “agent” designed to perform tasks on behalf of employees. Similarly, Francois Chadwick, CFO of enterprise AI company Cohere, told CNBC, “Demand is definitely there.”

### Massive Capex Outlook for AI Infrastructure

Investment in AI infrastructure is showing no signs of slowing down.

A new report from venture capital firm Accel estimates that new AI data center capacity will reach 117 gigawatts by 2030, representing roughly $4 trillion in capital expenditure over the next five years. To justify this investment, about $3.1 trillion in revenue would be needed.

So far this year, companies including Nvidia and OpenAI have announced multibillion-dollar deals aimed at expanding data center capacity worldwide to meet rising demand.

Philippe Botteri, a partner at Accel, expects that revenue growth will be driven by three major factors: more powerful AI models requiring extensive training capacity, the rising use of new AI services, and the so-called “agentic revolution” in enterprises. The term “agentic” typically describes AI tools capable of autonomously carrying out tasks for users.

### Divergent Views on Future Spending

Not everyone agrees that such massive spending is necessary.

Ben Harburg, managing partner at Novo Capital, suggested that the figures discussed by large tech firms may be inflated. “We hear these crazy headline numbers about how much energy and how many chips will be needed. But there’s probably more of a bubble brewing around infrastructure spending than on actual products,” Harburg said.

He added, “We’re starting to realize there’s been overexuberance around data centers. Even Sam [Altman] would probably admit privately that they need fewer chips, less capital, and less energy than initially anticipated.”

—

As enthusiasm for AI continues to grow, so too does the debate over where the technology’s promise ends and market speculation begins. Industry leaders and investors alike will be watching closely to see how this dynamic unfolds in the coming years.
https://www.cnbc.com/2025/11/14/vibe-revenue-ai-companies-admit-theyre-worried-about-a-bubble.html

TreVeyon Henderson is breaking through as a top weapon for Drake Maye, Patriots

**“Don’t Fix It If It Ain’t Broke”**

*FOXBOURGH* — Drake Maye knew the questions were coming after a night where chants of “MVP!” rained down on him at Gillette Stadium. It came as little surprise that the 23-year-old quarterback deflected any talk of his rising stock as one of the top players in the NFL.

And on Thursday night, he had an easy avenue to deflect said discourse.

“May have been for TreVeyon tonight,” Maye said of those chants. “He scored three touchdowns.”

Maye’s stellar play all season long may have helped New England orchestrate this current eight-game win streak and 9-2 overall record. But with New England’s banged-up personnel in the ground game in need of a lift this week, rookie running back TreVeyon Henderson has answered the call.

In the span of just five days, the 2025 second-round pick has found the end zone five times, with a two-score showing against the Buccaneers on Sunday followed up by another impactful performance on primetime TV against the Jets Thursday night.

Thrust into a featured role on offense with lead back Rhamondre Stevenson still sidelined with a toe injury, Henderson thrived as the Patriots’ spark plug. He rushed for two touchdowns in the first half before hauling in a touchdown from Maye in the third quarter, en route to a 27-14 win over New York.

Henderson’s arrival has been a welcome remedy for New England’s shorthanded personnel, with the Ohio State product becoming just the second Patriots rookie in franchise history to post a three-touchdown game. The only other Patriots rookie to post a similar stat line? Rob Gronkowski in 2010.

“Don’t fix it if it ain’t broke,” Maye said of Henderson starting to settle into a groove. “I think just him stepping up. I think it was a big time for him stepping up, and it’s been great for him to get all these reps, to keep getting these reps. He wants to be great. He’s just showing up every day and asking questions.

“I think just continuing for him to keep going in the [coming] weeks and know that him and ‘Mondre and our backs, we can create a good one-two thing going.”

Henderson made the most of the red-zone reps afforded to him, opening the scoring for New England early in the second quarter. He spun away from a tackle, remained on his feet as several Jets swarmed around him, and eventually landed over the goal line after his offensive line pushed him forward.

He scored again on New England’s next drive, with a booming pancake block delivered by Mike Onwenu clearing the path for Henderson to scamper in from seven yards out, giving the Patriots their first lead of the night.

With those two rushing scores, Henderson also joined Curtis Martin (1995) as the only Patriots rookies since 1970 to post consecutive games with two or more rushing touchdowns.

“Really, those first two touchdowns, all [because of] my offensive linemen,” Henderson said on Amazon’s postgame coverage. “I got to give those guys credit. They make my job easier. Those guys put in the dirty work, and so I really give the credit to those guys. I’m really thankful to be playing alongside those guys, running behind those guys, and just playing on this team.”

But Henderson was not done.

During a drive where Maye tormented the Jets’ defense by rolling out of the pocket, ducking pressure, and hitting open targets sprouting up across the field, New York’s secondary could only shake their heads after the quarterback lofted a ball over to Henderson in the end zone for a six-yard touchdown in the third quarter.

“He’s executed, whether that’s a checkdown or a touchdown in the back of the end zone,” Mike Vrabel said of the rookie. “No home runs tonight, but I thought he grinded out pretty much what was there. He’s helped us a lot of ways tonight and saw the power push touchdown, which was really cool.”

It hasn’t been the easiest start to an NFL career for Henderson. After a standout showing in training camp and preseason action, he had just one touchdown through his first nine games, gaining 283 total yards on the ground.

But be it the opportunity afforded by more reps or Henderson’s growing confidence at football’s highest level, the explosive running back is starting to find his footing.

It’s a mid-season development that should lift an already surging Patriots team — and terrify the rest of an NFL that already has its hands full accounting for the likes of Maye and the rest of New England’s imposing arsenal of weapons.

“It feels great,” Henderson said of breaking through over the last two games. “I’ve just been staying patient, trusting the Lord’s plan, just continuing to do my part and the rest I leave up to Him.”
https://www.boston.com/sports/new-england-patriots/2025/11/14/treveyon-henderson-new-england-patriots-drake-maye-mike-vrabel-touchdown-jets/

A beacon of hope for St James, Hanover

The announcement came on a warm Thursday evening at King’s House in St Andrew. Beneath the high ceilings and the quiet anticipation of the gathered crowd, Governor General Sir Patrick Allen read the name that would carry both pride and hope to Jamaica’s western shores: Tiana Dinham, the 2026 Jamaica Rhodes Scholar.

“I am in disbelief,” she said, reacting to the news. “I knew I was a finalist. I was here to interview for the scholarship, but there was also that slight moment where [I thought] maybe I won’t get it,” she told *The Gleaner*. “I can’t fully express the excitement, the joy I feel. I also know that my family will be elated for this accomplishment.”

For most, the Rhodes Scholarship is a dream painted in Oxford’s spires—a passport to one of the world’s most prestigious universities. Established in 1902 through the will of Cecil Rhodes, the scholarship seeks young leaders with outstanding intellect, character, leadership, and commitment to service.

Each year, a select few from across the Commonwealth are chosen to study at the University of Oxford, joining a global community of thinkers and changemakers.

For Dinham, however, this moment was more than an academic triumph. It was a spark of light in a season of darkness.

A little over two weeks before, Hurricane Melissa tore through western Jamaica, leaving communities in ruin. In St James, where Dinham had attended Mount Alvernia High School, and in Hanover, where she was raised, homes were swept away and families were left without food, water, or shelter.

Yet even amid devastation, she said her achievement carried the weight of shared resilience.

“I think we are looking forward to some good news because, as you can imagine, this entire hurricane situation has brought a lot of devastation to a lot of people. They lost their homes, they don’t have food, they don’t have water. So even just a small thing of just winning the scholarship will bring joy to some people like hope at the end of the tunnel,” the 22-year-old told *The Gleaner* shortly after the announcement.

“I think this win is another win for my entire high school community as well as my regular community that I live in in Maryland,” said Dinham, who is currently pursuing studies in geographical and earth sciences at the University of North Carolina at Chapel Hill.

With the Rhodes Scholarship, she intends to pursue graduate studies in water science, policy and management, or sustainability, enterprise, and the environment.

When the announcement came, her first instinct was to call her mother. She shed tears as her mom shouted praises, telling her daughter how proud she was.

Dinham had known the competition would be fierce. She noted that the shortlisted group of nine contenders were all exceptional, each with dreams as big as her own.

“The other eight finalists were amazing. Some of them will be friends I will keep going forward. We’ve built this bond over the course of this day, and it’s kind of sad that they haven’t gotten it as well, but I am super excited that the work I have done has got me this far and got me this recognition, and I look forward to using this scholarship to further the work I am doing in Jamaica.”
https://jamaica-gleaner.com/article/lead-stories/20251114/beacon-hope-st-james-hanover

$300M in crypto longs liquidated in the past hour as Bitcoin falls to $97K

**Crypto Market Sees $300 Million Liquidated Amid Sudden Selloff**

Crypto markets experienced a sharp wave of liquidations today, with approximately $300 million in leveraged long positions wiped out in the last 60 minutes. This sudden selloff was triggered as Bitcoin’s price quickly pulled back from near $99,000 to $97,000, sparking widespread selling pressure across digital assets.

**Key Developments:**

– **Long Position Liquidations:** Leveraged long positions—bets on rising prices—became highly vulnerable during the rapid downturn. Forced closures occurred across major exchanges as traders’ accounts hit liquidation thresholds.
– **Market-Wide Impact:** The selloff was not limited to Bitcoin. Digital asset traders saw widespread forced exits across platforms, as real-time liquidation heatmaps displayed intense activity during the market correction.
– **Technical Levels:** Bitcoin’s drop below key technical support levels amplified the liquidation wave, causing similar events to previous market corrections in 2024.

Over the past 24 hours, more than 235,644 traders have been affected, with total liquidations amounting to $1 billion across the crypto market. Notably, HTX experienced the largest single liquidation, with a BTC-USDT position worth over $44 million.

As extreme volatility continues in the crypto sector, traders are reminded to exercise caution with leveraged positions, especially during rapid price movements and uncertain market conditions.
https://bitcoinethereumnews.com/bitcoin/300m-in-crypto-longs-liquidated-in-the-past-hour-as-bitcoin-falls-to-97k/

How to unlock Napalm Burst in Black Ops 7 Zombies

The Napalm Burst Ammo Mod in Black Ops 7 Zombies

The Napalm Burst is an Ammo Mod reintroduced in Black Ops 7 Zombies. The latest installment features a total of six such mods, along with several Augments to enhance them. Napalm Burst works similarly to how it did in Black Ops 6. When equipped, it modifies your regular ammo to cause fire damage to both normal and special zombies, essentially adding a fire attribute to your weapon. This increases damage over time, making it an effective choice in various combat situations.

How to Unlock the Napalm Burst in Black Ops 7 Zombies

You can unlock the Napalm Burst Ammo Mod once you reach Player Level 35. This mod retains its fiery characteristics from the previous installment. When equipped, your bullets deal fire damage to zombies, applying a burn effect that intensifies over time. This effect impacts both standard and special zombies, making it especially useful against hordes as well as boss encounters.

After unlocking the Ammo Mod, you can use it between matches. During gameplay, head to an Arsenal Machine to purchase the mod using Salvage, the in-game currency.

Augments Available for Napalm Burst in Black Ops 7 Zombies

Black Ops 7 allows you to enhance the Napalm Burst mod’s effectiveness by using various Augments. Each Ammo Mod comes with eight Augments to research: four Major and four Minor. Additionally, a second Minor Augment Slot can be unlocked after completing all other research related to that mod.

Major Augments

Big Game: Burn elite zombies effectively.
Thermite: Increases the burning effect, causing enemies to take more damage over time.
Firebomb: Zombies explode on death, spreading fire to nearby enemies.
Petroleum (New): Creates a pool of fire at the bullet’s impact location.

Minor Augments

Extension: Increases the burn duration on zombies.
Incendiary: Each damage tick transfers the burn effect to the surrounding area.
Contact Burn: The initial burn effect delivers massive damage.
Backdraft (New): Increases the activation range of the burn effect.

You can access the Augment Research Lab after reaching Player Level 11. To activate the Augment Research for Napalm Burst, you must unlock a total of three Augments. Keep in mind that you can equip only two Augments at a time for each Ammo Mod — one Major and one Minor.

Summary

Unlocking the Napalm Burst Ammo Mod at Player Level 35 gives you the ability to inflict fiery damage over time to zombies, greatly improving your crowd control and boss fighting capabilities in Black Ops 7 Zombies. Enhancing the mod further with carefully selected Augments can amplify its effectiveness and versatility in combat.

For more guides and updates, check out the following articles:

https://www.sportskeeda.com/call-of-duty-game/how-unlock-napalm-burst-black-ops-7-zombies

Banks has 26, UMass defeats Le Moyne 94-80

AMHERST, Mass. (AP) — Marcus Banks scored 26 points to lead UMass to a 94-80 victory over Le Moyne on Thursday.

Banks shot 9 of 17 from the field, including 5 for 10 from three-point range, and went 3 for 4 from the free-throw line to help the Minutemen improve to 2-1. K’Jei Parker contributed 19 points, shooting an efficient 6 for 7 from the field, including a perfect 3 for 3 from beyond the arc, and was flawless from the free-throw line, hitting all 4 attempts. Parker also dished out five assists.

Leonardo Bettiol added 17 points for UMass, making 7 of 11 shots and 3 of 6 free throws.

For Le Moyne (1-3), Jakai Sanders finished with 17 points, six rebounds, and five assists. Trent Mosquera contributed 15 points, six rebounds, and three steals, while Deng Garang tallied 14 points, four assists, and six steals.

UMass took control of the game with 7:08 remaining in the first half and never relinquished the lead. Banks paced his team with 16 first-half points to help put UMass up 48-38 at the break. In the second half, the Minutemen extended their advantage to 60-38, fueled by a 12-0 scoring run. Parker led the team in the second half, scoring 16 points.

The Associated Press created this story using technology provided by Data Skrive and data from Sportradar.
By The Associated Press.
https://mymotherlode.com/sports/college-sports-game-stories/10183961/banks-has-26-umass-defeats-le-moyne-94-80.html

Thursday Night Football: Patriots extend win streak to eight games

The Patriots kicked off Week 11 by extending their winning streak to eight games with a 27-14 home victory. Running back TreVeyon Henderson was a standout performer, scoring three touchdowns. The Patriots’ defense also played a crucial role, forcing a turnover on downs at the two-minute warning to seal the win.

With this eighth consecutive win, the Patriots improve to 9-2 and remain firmly in control of the AFC West. Henderson, a rookie, has made the most of expanded opportunities in the absence of Rhamondre Stevenson. The second-round pick finished the game with 19 carries for 62 yards and added five receptions for 31 yards. One of his touchdowns came on a pass from quarterback Drake Maye, who continues to make a splash in his second NFL season.

Maye, a current MVP favorite, completed 25 of 34 passes for 281 yards, further establishing his breakout status. Wide receiver Stefon Diggs led the receiving corps with nine catches for 105 yards.

The Jets stayed competitive well into the fourth quarter, trailing 24-14 when they forced a punt with 7:29 remaining. However, their hopes of an upset faded quickly when Justin Fields mishandled a low snap, allowing Patriots linebacker Anfernee Jennings to recover the ball on the Jets’ 11-yard line.

Though the Jets managed to force a field goal and moved the ball on their next drive, the sense of urgency was lacking. Even a crucial fourth-down pass to tight end Jeremy Ruckert was broken up by defensive back Dell Pettus, effectively ending their comeback bid.

Fields had a mixed performance, rushing 11 times for 67 yards and a touchdown while completing 15 of 26 passes for 116 yards and a touchdown through the air. The passing touchdown went to recent acquisition John Metchie. Meanwhile, fellow newcomer Adonai Mitchell struggled, dropping two potential catches in his first game with the team.

Coming into this game, the Jets had won two straight. They will now use the upcoming mini-bye to prepare for a Week 12 trip to Baltimore. The Patriots, meanwhile, will hit the road as they look to continue their winning streak with a matchup against Cincinnati. A nine-game winning streak in one season would be their first since 2017.
https://www.nbcsports.com/nfl/profootballtalk/rumor-mill/news/thursday-night-football-patriots-extend-win-streak-to-eight-games

Vikings WR Justin Jefferson opens up on personal struggles for being unable to unlock “savage mode”

Minnesota Vikings wide receiver Justin Jefferson is aiming to return to his outstanding 2022 form.

In the 2022 season, Jefferson led the league with an impressive 1,809 receiving yards. He also recorded 128 receptions and scored eight touchdowns, establishing himself as one of the top receivers in the NFL.

As the new season approaches, Jefferson is focused on regaining that high level of performance to help propel the Vikings’ offense. Fans and analysts alike will be watching closely to see if he can replicate his exceptional achievements from last year.
https://www.sportskeeda.com/nfl/news-vikings-wr-justin-jefferson-opens-personal-struggles-unable-unlock-savage-mode

3 players who were unlucky to miss out on India A’s squad for the Rising Stars Asia Cup 2025 ft. Ravi Bishnoi

India A are all set to commence their participation in the Rising Stars Asia Cup 2025, which kicks off on Friday, November 14. The team will open their campaign against the United Arab Emirates in a Group B clash in Doha.

This busy period for Indian cricket sees multiple competitions running concurrently. Apart from the Rising Stars Asia Cup 2025, India A are engaged in a three-match one-day series against South Africa A in Rajkot, while the senior side faces off against the Proteas in a two-Test series. As a result, the BCCI has made some interesting decisions while selecting squads for these tournaments. Several talented players can consider themselves unfortunate to have missed out on selection.

**India A’s Squad for Rising Stars Asia Cup 2025**
– Priyansh Arya
– Vaibhav Sooryavanshi
– Nehal Wadhera
– Naman Dhir (vc)
– Suryansh Shedge
– Jitesh Sharma (c & wk)
– Ramandeep Singh
– Harsh Dubey
– Ashutosh Sharma
– Yash Thakur
– Gurjapneet Singh
– Vijay Kumar Vyshak
– Yudhvir Singh Charak
– Abishek Porel (wk)
– Suyash Sharma

**Stand-by Players:**
Gurnoor Singh Brar, Kumar Kushagra, Tanush Kotian, Sameer Rizvi, Shaik Rasheed

—

## Three Players Unlucky to Miss Out on India A’s Squad for the Rising Stars Asia Cup 2025

### 3. Prabhsimran Singh

Despite being named in the 50-over squad to face South Africa A, Prabhsimran Singh found himself on the bench during the first match in Rajkot, with Ishan Kishan preferred as wicket-keeper. Currently, India’s keeping options in the ODI format are well stocked, with KL Rahul a fixture in the middle order and the likes of Rishabh Pant, Dhruv Jurel, and Sanju Samson contending for backup roles. This leaves little room for a wicket-keeper-batsman like Prabhsimran, who typically opens the innings.

However, the story is different in T20Is, where the competition for the keeping spot remains open. Samson’s form has been inconsistent, and Jitesh Sharma is yet to cement his place. A strong performance by Prabhsimran in the Rising Stars Asia Cup 2025 could have put him on the selectors’ radar, especially in the shortest format.

### 2. Ravi Bishnoi

India selected just one wrist-spinner—Suyash Sharma—for the Rising Stars Asia Cup 2025 squad. While Suyash is a promising pick, the addition of another quality wrist-spinner would have enhanced India’s bowling attack in Doha. Ravi Bishnoi, despite a dip in recent form, has shown significant potential. His quick googlies and pace through the air are challenging for most batsmen. Including him in the squad would have not only strengthened India’s spin department but also given Bishnoi much-needed game time to regain form and confidence.

### 1. Angkrish Raghuvanshi

While India A’s squad includes several promising young batters, there’s a noticeable lack of specialists for the crucial No. 3 and No. 4 slots. Most squad members such as Naman Dhir, Ashutosh Sharma, Ramandeep Singh, and Suryansh Shedge are primarily used as finishers in their IPL franchises, whereas Nehal Wadhera often plays a flexible role.

Angkrish Raghuvanshi would have been an ideal candidate for a top-four spot. Often compared to Suryakumar Yadav for his style and creativity, Raghuvanshi has already left an impression in the IPL. While he didn’t quite hit top form during the 2025 season, his potential is immense. The Rising Stars Asia Cup would have provided him with valuable exposure and experience at a crucial stage in his development.

—

**In Summary**

India A’s squad for the Rising Stars Asia Cup 2025 is brimming with young talent, but the exclusions of Prabhsimran Singh, Ravi Bishnoi, and Angkrish Raghuvanshi have raised eyebrows. All three possess the skills and potential to make significant contributions and could well feature in future national or A team squads depending on how the cricketing calendar unfolds and their own form.
https://www.sportskeeda.com/cricket/3-players-unlucky-miss-india-a-s-squad-rising-stars-asia-cup-2025-ft-ravi-bishnoi

Newsom’s Prop 50 Redistricting Measure Faces New Lawsuit from DOJ

The Justice Department on Thursday filed a lawsuit to block California’s newly approved congressional districts, escalating a legal battle that could impact which party controls the U.S. House of Representatives in 2026.

The lawsuit, filed in federal court in California, targets the redistricting map advanced by Democratic Governor Gavin Newsom. This move comes after Republicans pursued a similar redistricting effort in Texas, which was backed by former President Donald Trump.

This case sets up a high-stakes clash between the GOP-led administration and Governor Newsom, a Democrat widely viewed as a potential presidential candidate in 2028.

This is a breaking news story. Updates will follow.
https://www.newsweek.com/newsom-prop-50-california-doj-lawsuit-trump-congress-redistricting-11043732