Alphabet, the owner of Google, is trying to raise $80 billion in a stock sale.

10 billion of that is going to come from Berkshire, which is pretty crazy.

And all of this is to fund their AI buildout.

At the same time, Trump is signing a narrower AI executive order.

He got a lot of pushback from the AI industry and has adjusted.

I'll talk about the pros and cons of that.

GitHub's co-pilots's new usage-based pricing is

burning through people's entire monthly budgets in a single day. Opal is pivoting to AI hardware.

They received $40 million from Open AI. They're now valued at $275 million. And Uber is capping their

employees' AI spending at $1,500 per tool after they

burnt through the entire annual budget in under four months.

If you want to get all of these news stories straight into your email inbox every day,

I have a newsletter you can subscribe to on the subscribe tab of AI chatdaily.com. I was just looking at it. Guys, I have a 40% open rate on a daily AI newsletter, meaning if I sent out 10 emails, 40% of people are going to open every single one for something with thousands of subscribers. I'm super impressed. It is built for people that are actually shipping stuff. I can see the emails of the people that subscribe to it. So I have people from Google, opening I meta, data bricks, Microsoft, Amazon, Techstars, copy AI, 11 labs, TikTok, Cisco, Google DeepMine, and tons of other incredible places that all read this newsletter. So if you want to get everything that's happening with AI, go check out AIChatdaily.com slash newsletter. There's a link in the description, or it's the big subscribe button on the top right-hand corner of AIChatdaily.com. newsletter. There's a link in the description or it's the big subscribe button on the top right hand corner of AIChatdaily.com. The first story is that Alphabet is

raising $80 billion through stock sales. The big anchor on this whole sale is that they're getting

$10 billion from Berkshire Hathaway. More on that in a second. What's going on right now is that

the AI infrastructure spending of Google and, you know, Alphabet, the owner of Google, has absolutely exploded to $80 to $190 billion this year. And the problem is that that's actually outpacing their operating cash flow. So it's basically forcing them to tap into equity and debt markets as the entire hyperscaler cohort, all of the other

competitors like Amazon and Microsoft and everyone else, are all collectively moving towards

$1 trillion in AI spending by 2027, which is wild. This raise in particular includes about $30 billion

in underwritten offerings, $15 billion in mandatory convertible preferred stock, and a $40 billion

at the market program launching in Q3. So Berkshire Hathaway's position has, you know, they're

putting in $10 billion now, but their position has been growing. This isn't like a new thing for

them. They only had about $4.3 billion in November, and they're up to almost $20 billion now.

...