AI Reading for Thursday November 6

At the FT summit, Nvidia CEO Jensen Huang said "China is going to win the AI race," warned excluding China risks losing half the world's AI developers, and said Nvidia has not applied for U.S. export licenses for Blackwell chips. - Yahoo

Jensen Huang defended the AI sector at a Downing Street roundtable after filings showed Michael Burry's Scion Capital had shorted Nvidia and other tech stocks, positions that coincided with roughly $500 billion wiped from technology market value. - Sky News

Public records and documents show TuSimple transferred autonomous-driving intellectual property to Chinese partners despite a 2022 CFIUS agreement, a move sources say precipitated the company's subsequent downfall. - Bloomberg

OpenAI is not yet working toward an IPO, its CFO said. - The Wall Street Journal

OpenAI-driven investment totals roughly $1.4 trillion versus about $13 billion revenue, prompting tech firms (except Apple) to expand capex on GPUs while Microsoft and Amazon build longer-lived fabs and power capacity (Jassy: 3.8 GW; Hood: 15–20 years). - Stratechery by Ben Thompson

Sam Altman on Tyler Cowen. - Conversations with Tyler

I don’t see any reference to the virginity of AI girlfriends, which Tyler somewhat creepily alluded to recently

Deutsche Bank is exploring hedges for its growing data-centre exposure as AI lending accelerates, including shorting a basket of artificial-intelligence stocks and using derivatives to transfer credit exposure offits balance sheet. - Financial Times

Perplexity will pay Snap $400 million to integrate its search into Snapchat's My AI chatbot, accessing 940 million users, with integration planned early next year and Snap saying it will record revenue from the deal in 2026. - TechCrunch

Tim Berners-Lee warns that reliance on AI agents could fatally wound the web's advertising model and threaten multibillion-dollar ad revenues for platforms such as Google and Meta. - Financial Times

Leading AI pioneers and tech figures claim current AI systems have achieved human-level general intelligence and now rival human performance on key tasks, prompting calls for urgent safety research, oversight and regulatory frameworks. - Financial Times

Jeff Bezos defends enthusiasm for artificial intelligence. - Financial Times

You can now let Google's Gemini Deep Research optionally access Google Search, Gmail, Drive and Chat to generate multi-step, interactive research reports exportable to Google Docs or an AI-generated podcast, available on desktop now with mobile rollout in coming days. - The Verge

Google is in early talks to deepen its investment in Anthropic, possibly via cloud support, a convertible note, or priced round valuing Anthropic above $350 billion, after Google’s prior $3 billion for roughly a 14% stake. - Business Insider

Google plans to build a (presumably solar-powered?) AI data centre on Christmas Island after signing a cloud deal with Australia's Department of Defence in early 2025, has applied to lay a subsea cable to Darwin, and is seeking land and energy agreements. - Reuters

Anthropic projects as much as $70 billion in revenue and $17 billion in cash flow for 2028, up from roughly $5 billion in 2025, and expects to become cash-flow-positive as soon as 2027, according to a person with knowledge. - The Information

U.S. October layoffs reached their highest level since 2003, driven by companies cutting costs and AI-related job reductions. - Bloomberg

Adaptavist research found 35% of knowledge workers are 'gatekeeping' skills to protect jobs from AI, one in five feel anxious about replacement, 32% of entry-level roles disappeared since 2022, and 38% hesitate to train colleagues. - TechRadar

AI Power Users Are Impressing Bosses and Leaving Co-Workers in the Dust - The Wall Street Journal

With AI, leaders are becoming "chief experimentation officers". - Fast Company

AI-generated video ads are spreading as cheaper, faster production enables hyper-real avatars, but viewers report distrust from uncanny-valley artifacts like synthetic smiles, and experts advise using AI to augment human storytelling rather than replace actors. - TechRadar

Scientific journals are receiving a flood of letters to the editor likely generated by AI chatbots as serial contributors try to boost citation counts, prompting journals to adopt detection tools and stricter editorial policies. - The New York Times

Startup Fortytwo published benchmarks claiming small models running on personal computers outperform OpenAI's GPT-5, Google Gemini 2.5 Pro, Anthropic Claude Opus 4.1 and DeepSeek R1 on reasoning tests, advocating decentralized swarm inference and crypto-based rewards. - Gizmodo

in fairness gpt-5-nano is pretty fast, good and cheap…crypto rewards, GTFO

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