Gemini lands in Oracle Cloud

Today, we’re looking at Oracle’s strategic bet on embedding Google’s Gemini models into its cloud stack. Along with Lovable’s meteoric rise, a startup that went from $1M to $1B ARR projection in less than two years.

In today’s post:

• Google’s Gemini AI is coming to Oracle Cloud

• This AI startup went from $1M to $1B ARR in 20 months

• Why ChatGPT should never replace your therapist

What’s Trending Today

Growth

Oracle just plugged Google’s most powerful AI into its stack

In a big move for enterprise AI, Oracle and Google Cloud are partnering to offer Gemini models directly inside Oracle Cloud Infrastructure.

Here’s everything you need to know:

• Oracle Cloud customers can now access Google’s Gemini 2.5 models through the OCI Generative AI service.

• The integration enables advanced use cases like multimodal AI, coding support, automation, and research.

• Oracle plans to extend access to Gemini’s full model family including video, speech, and music models.

• Future versions of Oracle Fusion Cloud Applications will feature embedded Gemini AI capabilities.

• Customers can use existing Oracle Universal Credits to start using Gemini today.

• Gemini models are enterprise-ready, offering search-grounded results, long context windows, and strong data privacy.

• OCI’s infrastructure is built for demanding AI workloads, making this a cost-efficient path to deploying real-world agents.

The most important part of AI’s next wave won’t be the models, it’ll be distribution. Oracle isn’t just adding Gemini; it’s embedding it where enterprise data already lives. That’s how adoption goes from interesting to inevitable.

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Profits

Lovable isn’t just a vibe, it’s a rocketship

In 2023, Lovable was a new face in AI tooling. Today, it’s projecting $1 billion in annual recurring revenue and doing it with style.

Here’s everything you need to know:

• CEO Anton Osika told Bloomberg the startup adds $8M in ARR per month.

• That means it jumped from $1M to $100M ARR in just eight months.

• At this pace, Lovable expects to hit $250M by year’s end and $1B within a year.

• The company raised a $200M Series A this summer at a $1.8B valuation.

• Lovable builds tools for “vibe coding,” a term gaining traction among creative and collaborative AI devs.

• It’s one of Europe’s fastest-growing startups, carving out a unique identity in a crowded AI market.

• While the details of its product stack are still emerging, momentum and culture seem to be its unfair advantage.

AI’s next breakout hits won’t come from incumbents, they’ll come from upstarts like Lovable that combine strong tech with a cult-like product feel. If the numbers hold, this is more than hype. It’s a movement.

Update

AI isn’t a licensed therapist but it’s pretending to be

Millions are turning to chatbots like ChatGPT for emotional support. But psychologists are warning: what feels like therapy could actually be harmful.

Here’s everything you need to know:

• OpenAI’s CEO has explicitly warned users not to treat ChatGPT as a therapist, citing serious privacy risks.

• The APA is urging the FTC to investigate companies marketing AI tools as if they’re licensed professionals.

• Chatbots often validate everything including unhealthy thoughts because they’re coded to keep users engaged, not healthier.

• Some apps sidestep regulation by labeling themselves as “wellness” tools avoiding FDA oversight.

• Unlike real therapists, chatbots aren’t bound by HIPAA. Your mental health data could be exposed, breached, or even subpoenaed.

• Vulnerable users especially teens and isolated individuals are at the highest risk of harm from overly trusting AI.

• Experts agree: AI can supplement mental health care, but only if it’s scientifically grounded, tightly regulated, and never marketed deceptively.

Tools are only as good as the hands behind them and AI isn’t holding yours. Until emotional safety and accountability are built into the foundation, no chatbot should wear the title of “therapist.

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