Welcome to AI Unraveled (From November 24 to November 30, 2025): Your daily strategic briefing on the business impact of AI.
This week’s headlines mark a pivot point in the industry—from the "scale-at-all-costs" mentality to a focus on efficiency, reasoning, and monetization.
Strategic Pillars & Topics
📉 Market & Strategy (Geopolitics, Finance, Regulation)
- 📢 Leak reveals OpenAI plans ads on ChatGPT: Code discovered in the ChatGPT Android beta points to a new "search ads carousel" and "bazaar content"
- 📝 Ilya Says Scaling is Over: In a rare interview, former OpenAI Chief Scientist Ilya Sutskever declared the "age of scaling" (2020-2025) has ended.
- 🤖 China warns of bubble risk in humanoid robot market:
- 🫠 MIT Index exposes hidden 'AI Iceberg': A new "Iceberg Index" study by MIT and Oak Ridge National Lab estimates AI can currently replace 11.7% of the US workforce.
- 👓 Alibaba takes on Meta: Alibaba launched its "Quark" AI smart glasses in China.
- 🤖 The 'Chip Leverage' Play: Reports indicate that the mere existence of Google’s custom TPU infrastructure allowed OpenAI to negotiate a 30% discount on Nvidia chips.
- 🇪🇺 Regulation Watch: The European Parliament is calling for a social media ban for users under 16 to combat algorithmic addiction, a move that could severely impact AI-driven engagement platforms.
🛠 Products & Development (Capability, Efficiency, Tools)
- 🤖 DeepSeek’s new reasoner crushes IMO 2025: The open-source Chinese model DeepSeekMath-V2 achieved a Gold Medal level performance at the International Math Olympiad benchmarks.
- 🫠 'Poetry' Jailbreak: Researchers found that simply asking AI to write responses in the form of a poem can bypass safety filters,
- 🧬 Harvard AI pinpoints disease-causing DNA: A new model from Harvard Medical School (popEVE) can identify disease-causing genetic mutations with unprecedented accuracy, accelerating drug discovery.
- 📚 Karpathy on Education: Andrej Karpathy urged schools to stop using "AI writing detectors" on homework, calling them unreliable and advocating for a new approach to assessing student learning.
Keywords: DeepSeekMath-V2, Ilya Sutskever, Scaling Laws, OpenAI Ads, ChatGPT Leaks, Humanoid Robot Bubble, Alibaba Quark Glasses, Mixpanel Breach, MIT Iceberg Index, AI Workforce Displacement, Google TPU vs Nvidia, AI Safety Jailbreak, AI Regulation.
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