The real AI race is about reactors

👋 Good morning. Let’s chat.

While the West argues about model architectures, China is quietly rewriting the rules of energy.

A Nature study found it costs six to ten times more to build a nuclear reactor in the U.S. than in China. The reason isn’t mysterious. China repeats proven designs, finances projects directly, and treats energy as a national priority. The U.S. starts from scratch each time, layers on new regulations, and lets momentum die in committee.

The implications for AI are enormous.

Every leap in intelligence starts with energy. Whoever builds the cheapest, cleanest power wins the right to scale.

China is doing that at speed. It’s building the grid that will feed the next generation of compute, while the U.S. still debates permits and prototypes.

The age of smart models is giving way to the age of limitless power.

OK let’s keep going ↓

🔥 Creative pulse

Recap of the 2 AI videos this week:

1. These Sora 2 ads are addictive. (Billy Boman)

2. The best AI racing film of the year. (The Ape Squad)

P.S. If you’re passionate about AI creative, join the club. The people inside will pull you higher than you could go alone.

Inside you’ll find filmmakers and festival-recognized directors, Cannes Lions jurors, studio veterans, award-winning creatives from film, gaming, music, and ads, plus early builders of the AI tools shaping the industry.

It’s global, it’s full of ambitious creators, and it’s where the next wave of breakthroughs is happening.

One insight or connection inside could change your life. Join now.

💡 Here’s what you should know

JPMorgan’s new plan: cut 67% of junior bankers and move the work to India. The AI era of Wall Street is here.

Odyssey-2 is coming this Monday at 10am PT. Interactive video moves from demo to product.

The era of “prompt engineering” is officially corporate. Google just made its first staff-level hire.

Don’t sleep on Grok. The AI anime look is basically effortless now.

Hailuo 2.3 text-to-video demos look impressive. AI creative keeps leveling up fast.

💰 The numbers

OpenAI is making $13 billion a year. That’s the only number to really think about.

70% of it comes directly from consumers, not enterprise or APIs.

🧠 Thought starters

3 things to think about…

1.) OpenAI vs. Suno.

The curtain’s opening on synthetic stages and AI superstars. A model will top the charts soon, and most people won’t know the difference.

Don’t believe me? Read #2 below.

2.) AI just passed the music Turing test.

Listeners can’t tell Suno from a human anymore.

Read that again carefully.

3.) We’re in a weird stage of SEGA Genesis x Dreamcast x N64 x PS.

Once visuals stabilize, the real battle is gameplay and control.

😂 Meme of the day

Thanks for reading,

Eddie

Join the AI Creative Club (you’ll find me there). It’s not only for artists and filmmakers…it’s for anyone who recognizes this once-in-a-lifetime opportunity to learn as much as you can about AI to multiply your impact...to become superhuman. Remember, creativity is just intelligence having fun. This club is for ultra curious people, and if you’ve made it this far…you’re pretty damn curious and probably the smartest one in your circle of friends. It would be my honor to have you in there.

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