- AI Daybreak
- Posts
- Nvidia Predicts the Storm: Inside the Earth-2 Model
Nvidia Predicts the Storm: Inside the Earth-2 Model

AI Daybreak: Your Daily Dose of Silicon Beach Madness
By Tommy Vee
Happy Monday, fellas! We’ve got a crazy one for you today. From avatars cashing in billions to GPUs predicting storms like they are psychic and creators finally throwing legal punches at the tech giants, the future is moving faster than you can blink. If you thought last week was wild, strap in. The machines are making money, reading the weather, and now reading the fine print on your content contracts. Let’s get to the juice!
Cash Before the Crash: Inside Synthesia’s 4B Flex
Synthesia just hit a 4 billion dollar valuation by teaching AI how to smile on command and read corporate scripts without blinking. What started as a way to make HR videos slightly less painful is now letting employees cash out early like they won the startup lottery before the house lights come on. Investors doubled the company’s value in a year, proving once again that if AI can replace a coworker who reads slides you ignore, it deserves a yacht. This is enterprise AI doing magic tricks in a suit, turning digital faces into real money while quietly reminding everyone that the future of work might not need your face at all.

Introducing the first AI-native CRM
Connect your email, and you’ll instantly get a CRM with enriched customer insights and a platform that grows with your business.
With AI at the core, Attio lets you:
Prospect and route leads with research agents
Get real-time insights during customer calls
Build powerful automations for your complex workflows
Join industry leaders like Granola, Taskrabbit, Flatfile and more.

Nvidia Predicts the Storm: Inside the Earth-2 Model
Nvidia just proved it is not just building chips, it is building a crystal ball. Its new AI weather models basically watched the storm form, grow up, and pack a suitcase weeks before your local forecast even cleared its throat. Earth-2 is cranking out hyper-detailed predictions using GPUs that treat physics like a suggestion, delivering 15 day outlooks and minute by minute storm behavior while traditional supercomputers are still arguing with yesterday’s data. This is AI doing climate math at warp speed, turning chaos into coordinates and making weather forecasters look like they are guessing based on vibes. Nvidia open sourcing the models is the ultimate flex, like saying we already won so here you go, try to catch up. When the rain hits next time, just remember the GPU knew it was coming long before you grabbed an umbrella.

Can you scale without chaos?
It's peak season, so volume's about to spike. Most teams either hire temps (expensive) or burn out their people (worse). See what smarter teams do: let AI handle predictable volume so your humans stay great.

AI Feeds, Court Reads: Snapchat Faces Creator Lawsuit
Snapchat just found itself sued by a battalion of YouTubers who looked at “Imagine Lens” and said “that’s our juice you’re squeezing.” These creators, led by Ethan Klein (h3h3 crew) with roughly 6.2 million subscribers, are accusing Snap of scraping their videos and feeding them into AI models without permission, using academic datasets like HD-VILA-100M for commercial gain like a thief in broad daylight. This isn’t some nerdy copyright squabble anymore. It’s a class-action full of statutory damages and injunctions, the kind of legal thunder that can make executives sleep with one eye open. Snap’s AI got a vision for image magic, but creators are asking the judge whether that magic had a license or just a sticky-fingered hustle. In the era of AI feasting on creator content, this lawsuit is a warning shot and it’s loaded.

But what can you actually DO about the proclaimed ‘AI bubble’? Billionaires know an alternative…
Sure, if you held your stocks since the dotcom bubble, you would’ve been up—eventually. But three years after the dot-com bust the S&P 500 was still far down from its peak. So, how else can you invest when almost every market is tied to stocks?
Lo and behold, billionaires have an alternative way to diversify: allocate to a physical asset class that outpaced the S&P by 15% from 1995 to 2025, with almost no correlation to equities. It’s part of a massive global market, long leveraged by the ultra-wealthy (Bezos, Gates, Rockefellers etc).
Contemporary and post-war art.
Masterworks lets you invest in multimillion-dollar artworks featuring legends like Banksy, Basquiat, and Picasso—without needing millions. Over 70,000 members have together invested more than $1.2 billion across over 500 artworks. So far, 25 sales have delivered net annualized returns like 14.6%, 17.6%, and 17.8%.*
Want access?
Investing involves risk. Past performance not indicative of future returns. Reg A disclosures at masterworks.com/cd

The Tommy Vee Take
Avatars cashed out, GPUs predicted storms, and Snapchat learned the hard way that creators didn’t like sharing their juice. AI ran the show and humans scrambled to keep up. Hopefully you stayed sharp and kept your content fed while the machines made their moves!

Keep your coffee strong and your clips backed up, because in this world, the machines are making moves faster than you can say “upload.” This is Tommy Vee, signing off.






