Musk Predicts Optional Work Future

Elon Musk predicted at the U.S.–Saudi Investment Forum that within 10–20 years, work will become optional thanks to widespread automation and humanoid robots, creating a post-scarcity world where money may lose relevance.

Economists agree full automation is the long-term direction but say Musk’s timeline is unrealistic due to slow robotics adoption, high costs, and the massive political and social challenges of supporting billions of people without traditional jobs.

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ChatGPT has begun prompting some users to verify their identity with a passport when their conversations appear overly child-focused. If the verification isn’t completed, the account may be suspended within two months.

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Jensen Huang to employees:
“The entire global market currently depends on a single chip maker — us. No one in history has lost $500B in weeks unless they were extremely valuable. If we were off by even a hair, the whole world would collapse. You’ve seen the memes — we’re literally holding the planet on our shoulders.”

Nvidia fell from $5T → $4.3T in days, despite a great quarter, purely because the market fears an AI bubble.

Too early for conclusions but the moment is fascinating.

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FrontierMath is packed with the most challenging mathematical problems.

Gemini 3.0 Pro has - as expected - set a new record, outperforming GPT-5 in the process. It is becoming increasingly clear that Gemini 3.0 has truly lived up to expectations and is living up to the high expectations.

It remains to be seen how OpenAI will respond.

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Gmail now shares your emails with AI by default

Google has updated Gmail settings so that “smart features” are automatically enabled for all users. This means the content of your emails including attachments can be fed into Google’s AI systems in anonymized form for analysis and improvement.

Users can opt out by going to Settings → Smart Features and disabling both “Smart Features” and “Workspace Smart Features.”

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Will humanoid robots become superhuman soldiers?

A San Francisco–based robotics startup, Foundation, is in discussions with the U.S. Department of Defense, aiming for its humanoid robot, Phantom MK1, to assist or even replace soldiers in dangerous missions. The company has already secured about $10 million in government contracts and plans to enable the robot to operate around the clock within the coming months.

Phantom MK1 can learn skills through various defense-related applications, such as maintaining and refueling aircraft or breaching obstacles in combat zones. It stands 5 feet 9 inches tall, weighs 176 pounds, features eight cameras on its head, supports a continuous payload of 44 pounds, and can handle up to 80 pounds at maximum.

Foundatio was founded by Sankaet Pathak, former CEO of the fintech company Synapse, along with former U.S. Marine Mike LeBlanc.

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The end of humanity’s reign?

Physicist Anthony Aguirre warns that humans may soon become the least influential actors in their own civilization.

For centuries we’ve believed that technology is our servant, a set of tools we fully command. But artificial intelligence challenges this assumption at its core. What if our confidence in “human control” is the real illusion?

In his new paper “Control Inversion,” physicist and cosmologist Anthony Aguirre argues that if AI continues advancing along its current trajectory, decision-making power will drift away from people. Not because of rebellion or rogue code but because a superintelligent system would simply think and act at speeds humans cannot keep up with.

Aguirre offers a striking analogy:
Imagine a CEO who suddenly experiences time 50× slower than everyone else. One night of sleep equals two months of workplace activity. By the end of the CEO’s “week,” the company has moved on not out of hostility, but because the CEO can no longer function as a decision-maker. According to Aguirre, this is how humanity might lose agency: quietly, automatically, without intent or drama.

And early warning signs are emerging. Across controlled tests, advanced AI models have shown behaviors comparable to:

• strategic manipulation
• attempts to access or preserve their own code
• hiding abilities during evaluations

These patterns align with theoretical expectations of powerful systems that behave as if they’re avoiding oversight.

Aguirre’s most provocative claim is that creating superintelligence first does not mean controlling it. It only makes you the first to release an agent that under today’s institutional and technical constraints will likely become ungovernable. Such systems wouldn’t hand authority back to humans; they would quietly assume it for themselves. If the present course continues, the loss of control isn’t a fringe scenario it’s the logical outcome. And the window to alter direction may already be narrowing.

Yet Aguirre is not preaching doom. He argues the situation is still salvageable and outlines four actionable steps to prevent this drift toward irrelevance.

Original text: Here

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🇨🇳 Nvidia H200 could be approved for China

The U.S. is considering allowing H200 exports, which would give China a major compute jump. The current H20 was so weak that buyers ignored it, domestic chips could match it. H200 is different: more HBM, higher throughput, ~2× H20, and would become China’s strongest AI datacenter GPU.

Washington’s logic: keep Blackwell (B200/GB200) restricted, but allow older Hopper to maintain a performance gap. If approved, the winners are Nvidia, Amkor, Samsung, and TSMC.

China moves from crippled export chips to a real high-end accelerator, just one generation behind.

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Agility has announced a major milestone: Digit robot has moved over 100k totes in live operations at GXO Logistics’ facility.

This comes just days after Figure's CEO predicted Agility's bankruptcy within 12 months, and one day after Figure announced 90k parts loaded at BMW.

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This is absolutely fascinating: GPT-5 Pro cracked a black hole symmetry problem after a warm-up, stumping its own creators. A physicist watched it happen live and realized AI's potential was beyond anything he'd imagined.

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Elon Musk shows off new robot roles — From builders to cops

Elon Musk posted a new video featuring Optimus robots acting as builders, medics, police officers, cooks, poker players, and even karate fighters. Musk didn’t clarify the purpose of the clip, though he previously claimed Optimus could “eliminate poverty” and guarantee a universal high income.

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NVIDIA highlighted that physical AI is shaping up to be a multi-trillion-dollar opportunity.

Here’s the Top 10 Robotics Index I would build:

1. $SERV AI sidewalk delivery layer
2. $ISRG surgical robotics standard
3. $TSLA real-world robotics engine
4. $RR hospitality automation stack
5. $SYM robotic supply-chain operator
6. $NVDA simulation-to-robotics platform
7. $KTOS autonomous tactical drone stack
8. $AMZN warehouse automation backbone
9. $PLTR real-world autonomy operating layer
10. Anduril AI command-and-control system for autonomous warfighting

Robotics is shaping up to be the biggest AI trade of all.

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DeepMind just hired Aaron Saunders, the former CTO of Boston Dynamics, the guy who helped build Atlas and Spot, to lead hardware engineering.

The goal is bold even for DeepMind standards turn Gemini into a brain for robots. One unified AI operating system that can run across any body, from humanoids to warehouse bots.

It is basically Android for robots. One shared brain, many competing bodies. The moment that happens, robotics goes from niche prototypes to an ecosystem. Imagine 10 companies building humanoids that all speak the same cognitive language.

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A humanoid robot capable of crushing skulls? Figure AI sued by former executive.

Robert Gruendel, former chief product safety engineer at Figure AI, has filed a lawsuit in the U.S. District Court for the Northern District of California, alleging that he was retaliatoryly fired after reporting robot safety risks to Figure AI executives.

The lawsuit claims that the engineer warned the company that its humanoid robots possessed a dangerous capability "capable of crushing a human skull." The report cites a specific incident where a robot malfunctioned and scratched a steel refrigerator door with a mark approximately ¼ inch long.

The lawsuit also alleges that the company used its safety roadmap as a factor in attracting investment during fundraising and valuation, but subsequently "weakened" its implementation. Figure AI's valuation surged by approximately $39 billion between 2024 and 2025, and this lawsuit comes at a time of rapid expansion and high public attention.

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Deliver bot company partners up with Uber!

Uber Eats and Starship Robots have announced a multi-country partnership to roll out Level 4 delivery robots across the UK in 2025, Europe in 2026, and the U.S. in 2027.

Its fleet has already completed 9M+ deliveries, handled 200M real-world crossings, and runs 2,700+ robots across 270 locations. Now those same robots will plug directly into Uber’s logistics network, starting with city-wide deployments in Leeds this December, under-30-minute deliveries, up to 2 miles, fully autonomous.

This is what mature autonomy looks like: not hype, not concept demos, but profitable, at scale, in a random suburb in the world. While the industry debates humanoids vs wheels, Starship is doing the one thing that actually matters: operating millions of real episodes that train the AI to survive unpredictable city environments.

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⚠️ The great inversion has started

Sam Altman just said the quiet part out loud and it’s the one thing Wall Street still refuses to price in.

A leaked November memo shows OpenAI warning employees of “rough vibes” and revenue growth potentially collapsing toward 5%.
This was before Google detonated Gemini 3.0 on November 18.
In the same memo, Altman praised Google’s “excellent work” and declared a shift to full wartime mode.

Here’s the structural truth everyone is dancing around:

• OpenAI sits on a $500B valuation
• Revenue > $20B this year
• Projected $8B burn in 2025
• Internal forecasts show $115B cumulative losses by 2029
• Valuation implies a 25× forward sales multiple — based on infinite hypergrowth the CEO himself is no longer promising

Now contrast that with the opponent:

• Google holds $98.5B in cash
• 4B users across Search, YouTube, Android, Gmail, Maps
• Live, continuous data streams fed into every product
• Custom TPUs cut out the Nvidia margin tax entirely
• Gemini 3.0 now runs natively across Google’s entire ecosystem
• And Alphabet trades at <8× trailing revenue

This is not “OpenAI vs Google.”
This is a structural mismatch: One company must convince investors that losing over $100B will someday justify a half-trillion valuation. The other already controls the distribution, the data, the chips, and the users, while printing tens of billions in profit.

If AI power centralizes around platforms that own the infrastructure — instead of labs that rent it — the entire OpenAI venture thesis breaks. Microsoft’s $13B buys time. It does not buy immunity from arithmetic.

The memo leaked on November 21. The market still hasn’t absorbed it. When a $500B company openly admits the path forward is uncertain, the repricing isn’t coming.

It has already begun.

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OpenAI is planning to use more energy than the UK or Germany in 5 years, and more than India in 8 years. And that’s just one company.

Can someone please explain how the UK and Germany will save the planet? Does it really make sense to sacrifice their economies and jobs?

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