🍭 AI Labs Are Losing Leverage 👎🏼

Good morning. If you woke up tired, it’s because your brain ran background updates all night without asking you.

Let’s dive in 👇

🍭 What’s Cookin’:

• Anthropic breaks ranks and calls out Nvidia’s grip on AI compute

• China’s super-apps turn AI agents into shopping sidekicks

• Apple’s rumored AI wearable could kick off a new hardware wave

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Davos
🗣️ Nervous Lab Anthropic Breaks Ranks at Davos

The Bite:
At Davos, Dario Amodei did something AI leaders usually avoid:
he publicly criticized the hardware power structure behind modern AI.

His target wasn’t policy or rivals. It was Nvidia.
Amodei pointed to Nvidia’s leverage over the entire AI ecosystem.

Coming from the CEO of Anthropic, this wasn’t an abstract concern.
It sounded like a lab realizing it doesn’t control its own future.

Snacks:

• Anthropic relies heavily on Nvidia GPUs to train and run its models

• Amodei warned that advanced chips flowing out too freely could reshape global AI competition

• Nvidia now supplies the majority of compute used by top AI labs

• Model labs compete on software, but share the same hardware bottleneck

• This disagreement played out publicly, not behind closed doors

Why it Bites:
For years, AI labs presented a united front:
different models, same mission, same talking points. That era is cracking.

Nvidia controls the pace, price, and availability of compute, and every major lab is downstream from that reality.

This moment was all about power.

When an AI CEO publicly criticizes the system he depends on, it’s about exposure, not rebellion.

The future of AI isn’t about who builds the best brain.

It’s about who owns the oxygen.

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China’s
🦸 AI Agents Are Locking In the Super-App Advantage

The Bite:
China’s biggest tech platforms are quietly tightening their grip on digital commerce by embedding AI agents directly into super-apps people already live inside.

Companies like Alibaba and Tencent aren’t just adding chatbots.
They’re letting AI handle discovery, comparison, and buying decisions end to end.

Because shopping, payments, messaging, and services already live in one place, these agents don’t feel experimental. They feel native.

For Western tech companies watching from the outside, the gap isn’t about models. It’s about culture and structure.

Snacks:

• Alibaba and Tencent are rolling out AI agents inside Taobao, WeChat, and related apps

• Agents can browse products, compare prices, negotiate deals, and complete purchases

• Control shifts from search results to platform-owned recommendations

• Platforms gain more influence over what gets seen, bought, and priced

• Western apps remain fragmented across search, payments, and messaging

Why it bites:
This isn’t just better shopping software. It’s a power shift.

When AI agents sit inside super-apps, platforms control everything in one loop:
discovery, demand, and outcomes.

China’s advantage isn’t purely technical. It’s cultural.

Users there are comfortable doing everything inside a single app, which gives platforms permission to automate decisions at scale.

In the West, users expect choice, separation, and exit ramps.
That makes super-app dominance much harder to replicate.

The result: Chinese platforms move faster not because their AI is smarter.

It moves faster because their ecosystem lets the AI decide more.

_{Everything Else}
🧠 You Need to Know

🎤 Anthropic CEO Calls Nvidia Chip Sales a National Security Risk
→ Dario Amodei criticized U.S. approval of advanced Nvidia chip sales to China at Davos, warning it could accelerate global AI arms races.

🛍️ China Is Turning AI Agents Into Shopping Sidekicks
→ Chinese tech giants like Alibaba and Tencent are embedding AI agents into super-apps to browse, negotiate, and buy on users’ behalf.

🧪 Anthropic Explains How to Make Hiring Tests AI-Proof
→ Anthropic outlines new technical evaluations designed to test real reasoning as AI models increasingly ace traditional coding challenges.

🤝 OpenAI Teams Up With Cisco to Bring AI Into the Enterprise Stack
→ OpenAI and Cisco announced a partnership to integrate AI into enterprise workflows, focusing on security, networking, and scalable deployment.

🍎 Apple Is Reportedly Building an AI Wearable
→ Apple is said to be developing a small AI wearable device, signaling a potential push beyond phones into ambient, always-on AI hardware.