Gemini 3 hype reaches dangerous fever pitch

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Google CEO Sundar Pichai just confirmed Gemini 3 release by retweeting 69% Polymarket odds with thinking emojis while OpenAI employees are suspiciously excited about their competitor's launch.

Google CEO teases 69% Polymarket odds with emojis. OpenAI employees excited means they have "monster model." Buffett buys $4.9B Google while Burry closes fund.

Google executives confirm Gemini 3 while OpenAI stays suspiciously calm

The entire AI community is convinced Gemini 3 drops Tuesday after Sundar Pichai retweeted Polymarket's 69% release odds with thinking emojis, while other Googlers are basically confirming it across X without saying the words directly. What's truly revealing isn't Google's excitement but OpenAI's complete lack of concern—Adam GPT posting "I'm excited for the rumored Gemini 3 model, seems like it has potential to be a real banger" suggests OpenAI must have an absolute monster lined up for December if they're this relaxed about Google's flagship release. Business Insider reports insiders calling the new model "extremely impressive" with potential to reclaim the top spot Google has been chasing since ChatGPT launched, while Testing Catalog predicts Google will be first to reach Level 3 agents that can actually take actions. The hype has reached parody levels with Andre Karpathy joking

"I heard Gemini 3 answers questions before you ask them and can talk to your cat,"

but if Tuesday's release disappoints after this buildup, will Google's credibility survive the letdown?

Berkshire's $4.9B Google bet signals AI isn't a bubble while Burry admits defeat

Warren Buffett's Berkshire Hathaway just dropped $4.9 billion on Google stock in Q3, marking their first major AI position despite sitting on $382 billion cash and historically avoiding tech until buying Apple in 2016. Charlie Munger's 2019 confession rings prophetic: "I feel like a horse's ass for not identifying Google better." Consider what this signals to nervous investors:

  • Berkshire doesn't buy growth stocks—they're value investors who see Google as mispriced

  • They're already up 30% in months as Google rallied 4% on the disclosure alone

  • Buffett wouldn't take this position if he believed AI capex was about to implode

  • They're notably NOT buying speculative semiconductors or data center plays

Meanwhile, Michael Burry closed his hedge fund after his Palantir short turned out to be $9 million not the $9 billion media reported, admitting in his investor letter: "My estimation of value has not been in sync with markets for some time." The irony is palpable—the Big Short hero who inspired a generation to call everything a bubble is capitulating just as the world's most famous value investor finally buys into AI, suggesting perhaps the real bubble was in bubble-calling itself.

Sam Altman's $1.4 trillion announcement accidentally saved AI from itself

TMT Breakout argues Sam Altman's absurd $1.4 trillion, 30-gigawatt infrastructure announcement was so overwhelmingly ridiculous it actually popped the "non-bubble" and forced the AI market into healthy skepticism rather than blind euphoria. Had Altman asked for half that amount, investors would have continued the "giddy phase" toward vertical price action, but instead the sheer audacity made everyone pause and question fundamentals for the first time since ChatGPT launched three years ago. The market is entering what they call a "more mature, scrutinized phase where stock picking matters" rather than everything AI going up regardless of merit—essentially Altman's overreach forced the discipline that no amount of bubble warnings could achieve. Is it possible the best thing for AI's long-term health was OpenAI's CEO momentarily losing touch with reality?