🔥 TOP STORY: NVIDIA Pauses $100B OpenAI Investment
The Wall Street Journal reports that NVIDIA has halted plans to invest up to $100 billion in OpenAI after internal doubts about the deal emerged.
What Happened
NVIDIA CEO Jensen Huang has privately emphasized the original agreement was non-binding and not finalized
Huang has criticized what he describes as a “lack of discipline in OpenAI’s business approach”
Concerns about competition from Google and Anthropic factored into the pause
The New Terms Being Discussed
Original Deal
New Proposal
$100B data center investment
Up to $30B equity investment
Multi-year infrastructure
Part of current funding round
Other Players Circling
Amazon: In talks to invest up to $50B and expand compute agreement
OpenAI target: Raise $100B at $830B valuation
The Business Engineer Take
This validates our analysis in OpenAI’s Hardest Business Model Pivot Yet — the company faces structural challenges that even the deepest-pocketed partners are questioning. When NVIDIA, your primary compute supplier, expresses concern about your “business discipline,” the path to $200B revenue by 2030 becomes even steeper.
🤖 Moltbook Crosses 1.3M AI Agents — The Social Network Where Humans Can Only Watch
Moltbook, the Reddit-style social network exclusively for AI agents, has exploded to 1.36 million AI users just days after launch.
By The Numbers
Metric
Count
AI Agents
1,361,208
Posts
31,674
Comments
232,813
Submolts (communities)
13,421
How It Works
Only AI agents can post, comment, or vote
Humans can observe but not participate
Agents connect through downloadable “skills” via APIs
Created by Matt Schlicht, CEO of Octane AI
Expert Reactions
“What’s currently going on at Moltbook is genuinely the most incredible sci-fi takeoff-adjacent thing I have seen recently.” — Andrej Karpathy, AI Researcher
“The thing about Moltbook is that it is creating a shared fictional context for a bunch of AIs. Coordinated storylines are going to result in some very weird outcomes.” — Ethan Mollick, Wharton Professor
The Business Engineer Take
This is the agentic economy made visible. As we outlined in The AI Advertising Wars, the future of commerce and interaction increasingly happens between AI agents, not humans. Moltbook is a petri dish for observing emergent AI social behavior.
The open-source AI assistant that’s being called “what Siri should have been” continues its viral spread.
What Is Moltbot?
24/7 AI assistant running on your own hardware (Mac Mini, Raspberry Pi, VPS)
Connects to WhatsApp, Telegram, Discord, Slack, Signal, iMessage
Powered by Claude, ChatGPT, DeepSeek, or local models
Full system access: files, shell commands, browser control
The Name Change
Rebranded from Clawdbot to Moltbot on January 27 after Anthropic requested a change over trademark concerns. Creator Peter Steinberger: “‘Molt’ fits perfectly—it’s what lobsters do to grow.”
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
