Welcome to this week's edition of Overclocked!
This week, global investors are asking if the AI party is finally winding down as valuations wobble and major banks warn of a coming correction. Then, we explore how faith leaders are reframing AI as a moral tool rather than a market one. Let’s dive in ⬇️
In today’s newsletter ↓
📈 Is the AI bubble about to pop?
🕊️ How faith communities are adapting to AI
🧠 Google’s Gemini 3 leak teases massive upgrades
🚗 Rivian enters the industrial-AI race
🎯 Weekly Challenge: See if your AI “gets you”
⚠️ Sky-High Valuations and Slim Margins
The exuberance around AI has shaken global markets. Investors are increasingly worried that many companies carrying the “AI label” are valued far ahead of what they currently earn. The Bank of England warned the market may be vulnerable to a "sharp correction" if AI expectations are not met.
Meanwhile, firms labeled as AI-enabled captured huge investment—some raising billions despite little proof of strong revenue.
🔍 What’s Driving the Concern
Record-breaking funding rounds for AI startups have ignited worries about a mismatch between what is promised and what is delivered.
Market leaders already account for massive proportions of major indices—their fortunes increasingly foreshadow broad market movements.
Analysts note the infrastructure costs behind AI—data centres, specialised chips, power consumption—may be under-estimated in the current valuations.
📉 Correction or Consolidation?
Is this signal a looming crash or simply a pause in a longer cycle? Some suggest we’re not entering a bubble pop so much as a recalibration. Market corrections of 10-20% are common, but when they involve the major tech names, the ripple effects widen.
Investors who remain bullish argue real value may still emerge—but only if earnings catch up to the hype.
🧭 What Investors Should Watch
Earnings v. Expectations: Are AI investments delivering measurable returns, or just promise?
Concentration Risk: How exposed is your portfolio to a few AI-heavy stocks?
Infrastructure Bottlenecks: Can the energy, chip and capital demands sustain the current pace?
Sentiment Shifts: Market mood can turn quickly once hype overtakes fundamentals.
The bottom line: The AI story may still have chapters left—but the risk of an abrupt rewrite is higher than many realize.
🕊️ Faith Communities Embrace AI With Purpose
At the recent Builders AI Forum in Rome, Pope Leo XIV called on technologists and investors to shape artificial intelligence “at the service of evangelization and the integral development of every person.” He urged developers to focus less on what AI can accomplish and more on who humanity becomes through it, a reminder that tools reflect the intentions of their makers.
The event drew more than 200 participants, including software engineers, venture capital partners, and digital-media producers. Workshops explored how AI could support Catholic education, improve compassionate healthcare, and expand storytelling through creative media. But the pope’s message carried a universal resonance: technology should enhance human dignity, not replace it.
🌍 Expanding the Conversation
While the forum centered on the Catholic mission, its implications stretch far beyond religion. Across the world, institutions of every kind are grappling with the same challenge — integrating AI in ways that align with moral responsibility, transparency, and community values.
Credit: EWTN
Faith organizations are proving to be unlikely but effective testing grounds for these ideas. In the same way that companies weigh ESG metrics, churches are beginning to measure the ethical footprint of their digital outreach. Some use AI to translate sermons, analyze engagement data, or improve accessibility for people with disabilities. Others are exploring virtual spaces that allow global worship without losing the human touch.
Still, concerns remain: how can communities move people from digital curiosity to real-world belonging? How should algorithms prioritize content that shapes belief systems? And what happens when generative tools start creating theology, not just sharing it?
✳️ Questions Worth Asking
How will mission-driven organizations stay grounded as AI reshapes communication?
Can these systems nurture empathy and connection rather than automate them?
What safeguards ensure that transparency and accountability remain central?
As technology continues to evolve, faith leaders are reminding the world that progress without purpose is empty. The story unfolding in Rome is a microcosm of a broader truth: artificial intelligence will define not just the next economy — but the next expression of humanity itself.
The Weekly Scoop 🍦
🎯 Weekly Challenge: Test Your AI’s Ability to Think Across Contexts
Challenge: Pick any assistant you have used recently — ChatGPT, Claude, Gemini, Perplexity, even a voice agent like Siri or Alexa. Then give it a layered, real-world challenge.
Here’s what to do:
📋 Give your favorite LLM a layered, real-world challenge such as:
“Plan a productive Sunday morning that balances relaxation, exercise, and learning. Include a Spotify playlist, a short AI tool to try, and one reflection prompt for the day.”
👀 Now watch what happens.
Does the AI actually connect the dots — linking mood, time, and goals — or does it just list random suggestions? Can it blend creativity with practicality?
🕵️ When you’re done, rate it privately on three things:
Imagination: Did it surprise you?
Usefulness: Did any of its ideas make your day smoother or more fun?
Follow-through: Did you act on any suggestion, or did it stay theoretical?
If you discover something unexpectedly good — like a new morning habit or a better playlist than you’d ever make yourself — share it next week. This challenge isn’t about testing AI’s IQ; it’s about testing whether your AI actually gets you.
That’s it for this week! Is the AI bubble finally on its last legs? And, is the Pope heading in the right or wrong direction with AI use among practitioners? Hit reply and let us know your thoughts.
Zoe from Overclocked