Who Thinks There's an AI Bubble?

Today's AI Daily Brief covers how GPT-5's launch changed Wall Street's thinking about the AI bubble debate and why old market comparisons might not work anymore. We look at Leopold Aschenbrenner, a 23-year-old former OpenAI researcher who raised $1.5 billion for his hedge fund "Situational Awareness" and beat markets by 47% after fees in just six months. Is it a trend? A bubble? Something new entirely? Plus a look at Nvidia's 15% deal with the White House to sell to China.

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