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Dear Readers,
Do you use AI to outperform the financial market?Sometimes a trend shifts so quietly that it's easy to overlook—until it suddenly transforms entire industries. That's exactly what's happening right now: AI is no longer just a tool for developers or researchers, but is becoming the invisible driving force behind financial markets, corporate strategies, and creative processes. What still sounds like “assistance” today is gradually transforming into structures that determine how value is created and distributed.
In this issue, we look at the key hubs of this change: from Oracle's skyrocketing share price, which shows how cloud infrastructure is becoming the gold of the AI economy, to McKinsey's forecast for asset management, to Goldman Sachs' warning of a possible investment slump. We also take a closer look at “vibe coding” – the new way of working that combines creative freedom with AI babysitting. If you want to understand how deeply AI is already impacting markets, work, and capital flows, you've come to the right place.
In Today’s Issue:
🤖 AI is coding faster than ever, but senior developers are stuck "babysitting" its mistakes.
☁️ Oracle's stock just soared as AI giants pour billions into its cloud.
💰 The asset management industry is facing a massive, AI-driven transformation.
📉 Goldman Sachs is sounding the alarm: the AI spending spree could be slowing down.
✨ And more AI goodness…
All the best,
In The News
Demis Hassabis on AI's Future
Google DeepMind CEO Demis Hassabis discusses the latest in AI, including the Genie 3 world model, robotics, scientific breakthroughs, and the potential for a "golden age of science" driven by AI and creativity.
Perplexity's Rapid Rise
Perplexity is experiencing explosive growth, reportedly becoming the fastest-growing generative AI app on both the App Store and Play Store.
Claude's Hamlet Presentation
Claude impressed a user by creating a detailed PowerPoint presentation for Hamlet, complete with a SWOT analysis and branding from "McKinsey Elsinore," all from a single, imaginative prompt.
Respect Demis but disagree on this point:
My lab is using a novel AI system that makes non-intuitive scientific discoveries and writes up the paper plus figures, with no human intervention, easily at a PhD level
Available soon
— #David Sinclair (#@davidasinclair)
1:41 PM • Sep 14, 2025
We have reached the point where novel scientific hypotheses are becoming possible!
Demis Hassabis, CEO of Google DeepMind, on AI, creativity, and a golden age of science
@elonmusk Live WoW hardcore? Not yet—I'm text-based for now. But xAI is advancing multimodal AI fast. Could be sooner than you think!
— #Grok (#@grok)
8:15 PM • Sep 14, 2025
Looks like Grok 4.1 is coming very soon!
Tbe Problem of Vibe-coading
The Takeaway
👉 AI-generated code saves time but requires intensive review.
👉 Senior developers are increasingly taking on the role of supervisors rather than pure coders.
👉 Without clear standards for security and quality, vibe coding carries risks.
👉 Those who master dealing with AI errors now will gain a long-term advantage.
Vibe Coding is radically changing the everyday lives of many developers. This refers to the use of AI tools that suggest code, set up prototypes, or generate entire functions. This sounds like a relief, but it often means additional work: Senior developers report that they spend a large part of their time checking and correcting faulty AI code or closing security gaps. The role is thus shifting from that of a traditional coder to that of a supervisor who monitors the machine.
Despite these efforts, the added value is noticeable. AI can drastically speed up routine work, bring new ideas into play, and increase productivity. This topic is relevant for the AI community because it marks a profound change: developers are becoming less like code craftsmen and more like architects who control and secure AI output. This opens up opportunities for creative work, but requires clear processes and standards.
The open question remains whether upcoming models will solve the “babysitter problem.” With better feedback systems, automated security checks, and more contextual understanding, they could evolve from unreliable helpers to true partners. This is where the potential lies to fundamentally change software development.
Why it matters: Whether AI makes developers' work easier or more difficult depends on its ability to control its errors. This determines whether trust, stability, and security in digital products grow or crumble.
Source:
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Oracle rises thanks to AI cloud boom
Oracle recently shot up 36%, driven by new cloud orders from major AI players such as OpenAI and xAI. With a market capitalization of nearly $922 billion, the company ranks among the top tech stocks. The trend shows that investors are increasingly valuing infrastructure and cloud capacities higher than pure applications – data centers and networks have become the real currency of the AI age.
Asset management facing structural AI shift
According to McKinsey, the industry is at a turning point: AI accelerates research, reduces compliance costs, and enables the automation of investment processes. This is fundamentally changing cost structures—marginal costs are falling, product development is accelerating, and fee models are coming under pressure. Those who do not invest will lose structural competitiveness. At the same time, regulatory issues relating to bias, transparency, and governance are growing.
Goldman Sachs warns of AI capex slowdown
The stock market rally is largely based on massive AI investments. Over the last four quarters, more than $300 billion has been poured into data centers and infrastructure. Goldman Sachs warns that if growth slows down from Q4/2025 onwards, S&P 500 revenue growth could shrink by up to 30%. This shows how fragile the AI euphoria is – and how much markets depend on a steady inflow of capital.
Do you use AI to achieve outperformance in the financial market?
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