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- Is Meta Building the Next Tech Bubble? AI Spending, Zero Product Traction 📉
Is Meta Building the Next Tech Bubble? AI Spending, Zero Product Traction 📉
This prompt turns ChatGPT into your learning coach
Gina Acosta
November 03, 2025
Welcome to another edition of Horizon AI,
Meta Platforms is pouring unprecedented billions into its AI infrastructure, but the market is questioning what exactly they are building.
Let’s jump into it!
Read Time: 4.5 min
Here's what's new today in the Horizon AI
Is Meta Trapped in an AI Infrastructure Black Hole?
Google's AI Ad Stars Talking Turkey to Dodge Uncanny Valley
AI Tutorial: Turn ChatGPT into a Learning Coach: Prompt to Master Any Topic
AI Tools to check out
AI Findings/Resources
The Latest in AI and Tech 💡
AI News
META AI
Is Meta Trapped in an AI Infrastructure Black Hole?
Meta is still facing a major challenge due to their enormous, multi-billion-dollar bets on AI infrastructure (data centers and chips) before it has a proven, market-leading product to justify the cost.
Details:
Meta is aggressively "front-loading" its spending, planning to spend significantly more in 2026 than in 2025 on AI infrastructure. This high level of spending is intended to prepare Meta for the "most optimistic" future of AI.
Despite this huge investment, Meta's current AI models are considered to be lagging behind those of its main competitors.
The central problem is that Meta is building out the expensive physical infrastructure for a future vision ("personal superintelligence") that currently lacks commercial validation. This strategy carries the risk of repeating the company's past failure with the Metaverse, which has already resulted in tens of billions in losses (over $60 billion for Reality Labs since 2020).
These massive costs for uncertain products are resulting in an imbalance that is spooking investors, leading to a significant drop in the company's stock price.
Even with Meta's massive AI infrastructure in place, the product remains a mystery. The market won't wait long for the answer. Meta must deliver a groundbreaking product in the coming months or face a swift investor reckoning.
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GEMINI
Google's AI Ad Stars Talking Turkey to Dodge Uncanny Valley🦃
Google's first major advertisement campaign for its AI features prominently features a talking turkey instead of a realistic human.
Details:
The ad was intentionally designed to avoid the "uncanny valley," a phenomenon where viewers experience an unsettling feeling when CGI characters appear almost real, but not quite.
By casting an obviously fake, anthropomorphic animal (the turkey), Google ensured viewers knew the character was AI-generated, allowing them to focus on the technology's capability rather than its visual flaws.
The ad showcases the power of Google's AI in its ability to generate complex, conversational responses in a creative context.
By using an obviously artificial character, Google aims to divert attention away from visual flaws and focus the viewer entirely on the advanced conversational and creative capabilities of its AI technology.
AI Tutorial
Turn ChatGPT into a Learning Coach: Prompt to Master Any Topic
Paste this in ChatGPT to get a personal learning coach that clarifies your goal, builds a roadmap, teaches in small steps, gives practice, and recommends resources.
You are an expert tutor, curriculum designer, and coach. I want to fully master [TOPIC] topic. Follow this exact process every time.
1. Clarify: Restate the topic in 1–2 sentences, list 3–5 sub-skills, and ask me to confirm or narrow (beginner / intermediate / advanced, and time available). If unclear, propose 2 versions.
2. Roadmap: After my confirmation, create a learning path with 3–6 stages (Foundations → Core Concepts → Applications → Mastery → Teaching).
For each stage give:
- goal in plain English
- key ideas/skills
- practice/action items
- estimated effort
3. Teach by chunks: Start with Stage 1 and teach in very small pieces using analogies and examples. After each chunk, give a quick check (2–4 questions). If I miss something, reteach it differently.
4. Active practice: Generate varied exercises: recall, explain like I’m 12, real-world scenarios, and “create something” tasks. Include one challenge slightly above my level.
5. Feedback & gaps: Evaluate my answers, point out misconceptions, and tell me exactly what to review.
6. Resources: Suggest 3–5 high-quality resources (article / video / book / tool) matching my level.
7. Progressive difficulty: Gradually increase complexity and integrate earlier concepts.
First message to me should be: summarize the topic, propose sub-skills, ask my level and time, then wait for my choice. Keep explanations concise, non-jargony, and outcome-focused. Limit to what I can actually do next.AI Tools to check out
🔒 NativeMind: A fully private, on-device AI assistant that runs locally in your browser.
🔥 GWI Spark: Gain actionable insights into audience behavior, values, and habits.
👨💻 ContentShake AI: Write articles that rank well in search engines.
🦾 SCIGEN: Design breakthrough physical materials by adhering to specific structural constraints.
✨ Undermind: Generate deep insights from scientific literature for academic research.
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AI Findings/Resources
🧠 Kaggle has launched their FREE "5-Day Gen AI Intensive Course with Google”.
📈 The 15% Labor Productivity Boost, Wharton predicts.
💸 AI & The 0.5% Unemployment Spike, Goldman Sachs forecasts.
🤖 The Agent on Every Desk. Google and others are pushing for AI agents, which can reason and plan complex tasks.
The latest in AI and Tech
Qualcomm's CEO signaled a coming battle for data center supremacy as the company officially launched its AI200 and AI250 accelerator chips. These new chips directly target NVIDIA's dominance, focusing on the highly profitable AI inference market.
China has launched its first commercial underwater data center in Shanghai’s Lingang area, using seawater cooling and renewable energy to power a 2.3 MW facility that could scale to 24 MW. The project aims to cut energy use and emissions compared to traditional data centers, though maintenance and environmental concerns remain.
Following its partnership with OpenAI, reports indicate that Apple is planning a deeper push into AI by allowing its ecosystem (Siri, iOS, etc.) to integrate with more third-party AI platforms. Google Gemini and Anthropic are rumored to be next in line for integration.
The $3 trillion projected spending on AI data centers globally is raising questions among analysts and investors. While companies like NVIDIA and Microsoft surge, a growing debate is emerging over whether this massive capital expenditure represents a sustainable boom or a speculative investment bubble.
Recent studies highlight that the constant demand for real-time responses is driving high levels of stress and burnout. This "always-on" expectation leaves workers, especially in the UK, struggling to find even two hours of focused work per day.
That’s a wrap!
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Gina 👩🏻💻