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247 | AI bubble sirens: the $8 T bill, OpenAI’s “code-red” scramble, Anthropic Opus 4.5 dethrones Gemini 3, AWS rolls out Frontier Agents — and more AI news for the week ending on December 5, 2025

Leveraging AI

About this episode

Is AI building the future — or inflating the next great tech bubble?

This week’s episode of Leveraging AI peels back the layers of billion-dollar optimism and uncovers the quiet panic sweeping the AI giants. From OpenAI’s internal “Code Red” to Anthropic’s cautious warnings, host Isar Meitis walks you through the pivotal shifts shaking the foundation of the AI industry.

While tech giants throw trillions into compute power and bold promises, business adoption is… shockingly stagnant. Are we seeing signs of a bubble about to burst — or is the market simply catching its breath before the next leap?

If you’re a business leader navigating the hype, headlines, and high stakes, this is your briefing.

In this session, you'll discover:

  • Why OpenAI froze development and went into Code Red mode
  • How $8 trillion in projected AI infrastructure is colliding with disappointing ROI
  • The growing disconnect between enterprise AI adoption and corporate AI spend
  • What top CEOs like IBM’s Arvind Krishna and Anthropic’s Dario Amodei really think about the AI investment surge
  • A jaw-dropping look at deep AI infrastructure costs and the five-year obsolescence cycle
  • Why Claude Opus 4.5 is being called the best coding model on the market
  • The bold new moves from AWS, including agentic AI factories
  • Political pressures: PAC wars, employee protests, and the race to regulate
  • And what your company should (and shouldn’t) do right now to stay ahead


About Leveraging AI

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247 | AI bubble sirens: the $8 T bill, OpenAI’s “code-red” scramble, Anthropic Opus 4.5 dethrones Gemini 3, AWS rolls out Frontier Agents — and more AI news for the week ending on December 5, 2025

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