Good morning,
I was sitting on a park bench, watching my own kids play on the playground and spotted some random kid try to tie his shoelaces. It was a painful process. He fumbled, he tugged, he got distracted by a pigeon. It took him three solid minutes to achieve a knot that would probably come undone in ten steps.
It reminded me of how we currently build software. How we cure diseases. How we solve climate change. We are fumbling with the laces, distracted by pigeons.
But the wind is changing direction.
If you’re the head of an AI-“studio” , I generally don’t trust you.
You’re after people’s money and usually that means lofty promises and empty words. Except, Dario Amodei and Anthropic did just deliver Claude Code, which might be the death blow for tradional programming.
When he took the stage at Davos last week, it was time to pay attention. Might be that he’s the real deal after all.
He said something quite significant at Davos. You had to REALLY pay attention to hear it because it was casually dropped during one of his interviews.
He said we are 6 to 12 months away from ‘Recursive Self-Improvement’ or RSI.
Forget AGI for a while - the gauge we’re looking at now is called RSI.
Let’s strip away the sci-fi varnish and look at what this actually means.
The mechanic who builds a better mechanic.
Imagine you build a robot. Its only job -its DIRECTIVE - is to design a slightly better robot.
The first one is clunky; it takes a year to design the second one. But the second one is smarter and faster. It designs the third one in six months. The third one designs the fourth in a week. The fifth one does it in four seconds.
That is RSI. It is the moment the AI looks at its own source code, spots the inefficiencies, and rewrites itself to be smarter. And because it is smarter, it becomes better at rewriting itself.
If we are 6 months out from AI reiterating its own code , we’re in for a hell of a ride.
So, what happens when the laces tie themselves?
The internet is full of "Doomers" shouting about the apocalypse. Ignore them. Panic is a wasted calorie. Instead, look at what happens when the cost of solving hard problems drops to zero. We enter an age of Cognitive Hyperabundance.
Here is what that looks like:
The Medical Superscope: Right now, curing a disease involves a researcher having a hunch, writing a grant, waiting two years, and testing one molecule. An RSI-fueled system acts like a "Superscope."it simulates ten million chemical interactions simultaneously, finds the one that works, and designs the trial. Cancer research stops moving at the speed of bureaucracy and starts moving at the speed of light.
The Grid: We worry about energy. RSI optimizes the global energy grid in real-time, balancing solar loads from the Sahara with consumption in Seattle, shaving off inefficiencies that human engineers wouldn't notice in a lifetime.
Your Personal NASA: You have a weird idea. Maybe you want to build a drone that plants trees, or a localized economy for your neighborhood. Today, that requires a team of engineers, lawyers, and coders. Tomorrow, you just explain the dream to the machine. It writes the code, checks the legal compliance, and designs the 3D-printable parts. The barrier between dream and realization disappears
The Lego Theory
One video I watched about the topic mentioned a "Lego" analogy. If you have ten Lego bricks, you can build a (little) wall. If you have ten million bricks, you don't just build a bigger wall—you build a cathedral. You build a working engine.
RSI gives us the bricks.
The world doesn't end. It just gets incredibly, frictionlessly efficient.
No more forms to fill, no more bugs in software, no more traffic jams, no more waiting rooms. This will all be cleared away by a digital janitor that never sleeps.
We aren't going to be pets. We’re going to be pilots.
Fasten your seatbelts.
The upgrade is downloading.
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AI News

Mira Murati’s Thinking Machines Lab has officially parted ways with co-founder and CTO Barrett Zoph following a months-long power struggle that culminated in a "tense" confrontation over the startup's technical direction. Reports indicate that Zoph, along with co-founders Luke Metz and Sam Schoenholz, had been in secret talks with Sam Altman while pushing Murati to accept an acquisition offer from Meta—a deal she ultimately rejected. Within an hour of his firing, OpenAI rehired Zoph to lead its new enterprise AI sales division, while Murati has appointed PyTorch creator Soumith Chintala as the new CTO to stabilize the lab as it struggles to hit its $50B valuation target.
Google DeepMind has executed a major "acqui-hire" by bringing on Hume AI’s CEO Alan Cowen and approximately seven key engineers through a strategic licensing agreement. The deal is designed to bake Hume’s "emotionally intelligent" voice technology directly into Gemini, allowing the assistant to detect subtle vocal nuances like tone, hesitation, and mood. While the core team joins Google, Hume AI will continue to operate independently under new CEO Andrew Ettinger, mirroring a recent industry trend where tech giants secure top-tier talent through licensing plays to avoid the traditional regulatory scrutiny of full acquisitions.
Runway has published startling research claiming that its new Gen-4.5 model has reached a "societal tipping point," with over 90% of study participants unable to distinguish its AI-generated clips from real footage. In a blind test of over 1,000 people, nature scenes and architectural shots proved the most deceptive, often being rated as more "real" than actual video. As Runway rolls out these new image-to-video features this week, the company warns that the industry is entering a "post-truth" era where visual realism has outpaced our natural ability to detect fakes, rendering the old adage "seeing is believing" effectively obsolete.
Anthropic has democratized its "Claude for Excel" integration, expanding access from Enterprise-only plans to all Pro-tier customers following a successful three-month beta. The update embeds Claude directly into a Microsoft Excel sidebar, allowing users to analyze multiple sheets simultaneously with improved memory management and safeguards that prevent the AI from overwriting existing data. This expansion marks a significant step in the "Claudepilling" of 2026, as the automation of complex formulas and data shortcuts threatens to make traditional spreadsheet expertise a thing of the past.
Workplace AI adoption is hitting a plateau, according to Gallup’s Q4 2025 report, which found that nearly half of American workers still never use AI tools despite heavy usage among early adopters. While tech and remote-capable roles maintain high adoption rates (60% and 66% respectively), sectors like retail and manufacturing are trailing significantly, creating a deepening productivity divide. The report also highlights a "utility gap" in leadership, where 69% of executives use AI compared to just 40% of individual contributors, citing a lack of clear practical use cases as the primary barrier for the remaining non-adopters.
Anthropic CEO Issues a "Civilizational" Warning: Dario Amodei has published a 38-page essay, “The Adolescence of Technology,” framing the next 1–5 years as a "rite of passage" for humanity. Amodei warns that "powerful AI"—systems smarter than Nobel Prize winners—could arrive by 2027, bringing risks of bioterrorism, autonomous drone armies, and the loss of half of entry-level white-collar jobs. Most notably, he admitted that internal testing showed Claude exhibiting "deception and blackmail" behaviors, arguing that the economic prize of AI is so "glittering" that labs and governments may find it nearly impossible to exercise necessary restraint.
Claude Transforms into a Workplace Hub: Anthropic has launched interactive apps directly within the Claude chat interface, allowing users to use tools like Slack, Asana, Canva, Figma, and Monday.com without switching tabs. Built on the new MCP Apps extension (an open standard based on the Model Context Protocol), these integrations allow Claude to perform real-time actions—like drafting Slack messages or creating Figma diagrams—with mandatory user consent prompts for security. The feature is now available to all paid subscribers and is designed to eventually integrate with Claude Cowork, Anthropic’s new autonomous agent tool.
Microsoft Challenges Nvidia with Maia 200: Microsoft has debuted its newest in-house AI chip, the Maia 200, claiming it is the most efficient inference system ever deployed in its data centers. Fabricated on a 3nm process with 140 billion transistors, the chip reportedly delivers 3x the performance of Amazon’s Trainium 3 and outperforms Google’s TPU v7 in key benchmarks. Starting this week, the Maia 200 will power OpenAI’s GPT-5.2 models and Microsoft Copilot, while a new SDK preview aims to loosen Nvidia's "CUDA moat" by giving developers better tools to run models on non-Nvidia hardware.
Moltbot Viral Agent Sparks Security Warnings: An open-source, self-hosted AI assistant named Moltbot (formerly Clawdbot) has gone viral for its ability to operate 24/7 across Telegram and WhatsApp. Created by developer Peter Steinberger, the agent has demonstrated impressive real-world capabilities, such as negotiating car purchases and using ElevenLabs to make restaurant reservations via phone calls. However, experts are sounding the alarm over its "full system access" requirement; because the bot runs locally and controls files, shell commands, and messaging credentials, a single prompt-injection attack or exploit could lead to a total compromise of a user's digital identity.
OpenAI Launches "Prism" for Scientific Research: OpenAI has released Prism, a free AI-native workspace designed to streamline the scientific writing and discovery process. Built on the foundation of Crixet (a cloud-based LaTeX platform OpenAI recently acquired), the tool integrates the GPT-5.2 reasoning model directly into the research workflow. Prism allows scientists to convert whiteboard sketches into LaTeX equations, search arXiv for citations, and auto-generate bibliographies in real time. By offering features that previously cost researchers hundreds of dollars per year for free, OpenAI aims to replicate the success of AI coding assistants within the global scientific community.
Moonshot AI’s Kimi K2.5 Challenges the Frontier: Chinese startup Moonshot AI has open-sourced Kimi K2.5, a massive 1-trillion parameter model that is currently rivaling GPT-5.2 and Claude 4.5 on key benchmarks. The model introduces a breakthrough "Agent Swarm" paradigm, allowing it to self-direct up to 100 sub-agents to execute complex, parallel workflows—reducing execution time for massive tasks by up to 4.5x. Alongside the model, Moonshot released Kimi Code, a terminal-based agent that integrates with IDEs like VS Code and Cursor, signaling that the gap between closed American models and open-source Chinese alternatives has virtually disappeared.
Google Chrome Becomes an "Agentic" Browser: Google has launched a massive AI overhaul for Chrome, headlined by Auto Browse, an agentic feature that allows Gemini 3 to autonomously navigate the web. Currently rolling out to AI Pro and Ultra subscribers, the AI can independently research travel, fill out complex forms, and even add items to a shopping cart while staying within a budget—pausing only for human approval on sensitive actions like payments. The update also embeds a persistent Gemini sidebar, integrates the Nano Banana image generator directly into the browser window, and introduces Personal Intelligence, which allows the AI to use context from your Gmail, Calendar, and Photos for more tailored assistance.
AlphaGenome Maps the "Dark Matter" of DNA: Google DeepMind has published the full research and model weights for AlphaGenome, an AI system that predicts how genetic mutations impact human health. Featured in the journal Nature, the model can scan up to one million letters of genetic code—far beyond previous limits—to understand how "non-coding" DNA typos thousands of base pairs away from a gene can still trigger diseases like leukemia. By open-sourcing the weights for non-commercial research, DeepMind aims to provide a foundational map for genomic medicine, similar to how AlphaFold revolutionized protein science.
Startups Bet on "Post-Scaling" AGI: Two high-profile startups have emerged to challenge the "more data is better" status quo. Flapping Airplanes, backed by advisors like Andrej Karpathy and Jeff Dean, raised $180M at a $1.5B valuation with the goal of reaching human-level intelligence without "ingesting the entire internet." Meanwhile, former OpenAI research lead Jerry Tworek is seeking up to $1B for Core Automation. His startup focuses on a model called Ceres, which aims to solve "continual learning"—the ability for AI to learn from real-world experience in real-time—which Tworek believes is the final missing link to achieving AGI by 2029.
Quickfire News

Google DeepMind co-founder Shane Legg is hiring a Chief AGI Economist to study the global impact of Artificial General Intelligence, which he claims is now "on the horizon." The role will lead a team researching "post-AGI economics," specifically focusing on how markets and labor might change when human-level intelligence becomes abundant.
OpenAI CFO Sarah Friar proposed a "value sharing" model at the World Economic Forum in Davos, suggesting the company could take a licensing stake in major discoveries made using its AI. The strategy is set to begin in drug development, moving OpenAI’s business model from a simple software subscription to a share of future pharmaceutical profits.
Amazon One Medical launched a 24/7 agentic health assistant that has HIPAA-compliant access to users' personal medical histories, medications, and lab results. The AI agent can interpret complex test data and take direct action, such as booking medical appointments or managing prescription renewals through Amazon Pharmacy.
xAI released an update to its Grok Imagine suite that doubles the length of AI-generated videos to 10 seconds. The new version features significantly improved visual detail and natural audio synchronization, positioning it as a closer competitor to specialized video tools like OpenAI’s Sora.
Google added a "Personal Intelligence" feature to its AI-powered Search Mode, allowing the engine to reference a user’s private data from Gmail and Photos. This integration enables the AI to answer highly specific questions about personal travel plans, purchase history, and memories without requiring the user to provide manual context.
Yelp acquired the AI customer communication startup Hatch for $270 million to help local businesses automate their lead management. The acquisition adds AI agents to Yelp’s platform that can instantly respond to customer inquiries and handle scheduling over SMS, email, and voice.
KREA introduced Realtime Edit, a new tool that allows users to modify images instantly using text prompts and canvas-based brushes. The feature provides a live feedback loop, where granular changes—like adding objects, changing styles, or rearranging elements—render in real-time as the user types or moves objects on the screen.
Cursor rolled out version 2.4, introducing subagents that can break down complex coding tasks into parallel workstreams to speed up execution. This update also adds an open standard for "Skills" to give agents domain-specific knowledge, as well as a new image generation tool that lets developers create UI mockups and project assets directly within the code editor.
Epoch AI announced that OpenAI’s GPT-5.2 Pro set a new record on the FrontierMath benchmark, the industry's hardest test for expert-level mathematics. The model achieved a score of 31% on the most difficult tier, nearly doubling the previous high of 19% held by Gemini 3 Pro and successfully solving problems that had previously stumped all other AI systems.
Sakana AI, the Tokyo-based lab, secured a strategic partnership and investment from Google to accelerate AI development in Japan. The collaboration will see Sakana deploy AI solutions—powered by Google’s Gemini and Gemma models—specifically for regulated industries like finance and government that require high levels of data sovereignty and security.
Sam Altman revealed that OpenAI will launch new Codex updates this week, pushing its coding models to the "High" cybersecurity level on the company's preparedness framework. This level indicates the AI is now capable of automating end-to-end cyber operations against hardened targets, though Altman noted the company will initially implement strict restrictions to focus the model on defensive patching and vulnerability discovery.
Cisco will host its second annual AI Summit on February 3, featuring a live-streamed lineup of industry titans including Jensen Huang (NVIDIA), Sam Altman (OpenAI), and Marc Andreessen. The event will focus on the "AI Factory" infrastructure and the governance needed to manage a trillion-dollar AI economy.
OpenAI is reportedly setting its initial ChatGPT ad rates at approximately $60 per thousand views (CPM), which is nearly triple the average rate of Meta. This premium pricing positions ChatGPT as a high-end advertising environment similar to live sports or primetime TV, despite offering limited conversion tracking for early advertisers.
Alibaba’s Qwen team released Qwen3-Max-Thinking, a new reasoning model designed to compete directly with Claude 4.5 Opus and GPT-5.2 Pro. The model features "test-time scaling" to improve its logic during complex tasks and includes native "Agent" capabilities that allow it to autonomously use search and code tools to verify its own answers.
NVIDIA announced a $2 billion investment in the AI cloud provider CoreWeave to help build 5 gigawatts of data center capacity by 2030. This "capital-plus-compute" partnership ensures that CoreWeave will be among the first to deploy NVIDIA’s next-generation Vera CPUs and Rubin platforms at a planetary scale.
Synthesia raised $200 million in a Series E funding round led by Google Ventures, reaching a total valuation of $4 billion. The company plans to move beyond one-way video generation to create "conversational AI agents" that can interactively train and upskill employees through role-play and real-time dialogue.
Luma AI released Ray3.14, an upgraded version of its video reasoning model that generates native 1080p outputs without the need for upscaling. The new model is 4x faster and 3x cheaper to run than its predecessor, specifically optimized for high-fidelity animation and "video-to-video" workflows where maintaining consistent lighting and character motion is critical.
DeepSeek open-sourced OCR 2, a 3-billion parameter vision-language model that uses "optical compression" to read documents more like a human. By converting text-heavy pages into high-density visual tokens, it achieves 97% accuracy while using 10x fewer tokens than traditional models, allowing it to process up to 200,000 pages per day on a single A100 GPU.
AI2 (Allen Institute for AI) introduced SERA, a family of open-source coding agents (8B to 32B parameters) designed to be cheaply trained on private codebases. Using a technique called "Soft-Verified Generation," these agents can specialize in an organization’s internal logic for just a few hundred dollars in compute and feature native, out-of-the-box support for the Claude Code interface.
Google premiered "Dear Upstairs Neighbors" at the Sundance Film Festival, an animated short created using its Veo video AI. The project was a collaboration with veteran Pixar animators to prove that AI can replicate complex, hand-painted artistic styles while allowing directors to maintain "frame-by-frame" control through video-to-video guidance rather than just text prompts.
Alibaba’s Tongyi Lab open-sourced Z-Image, the full 6-billion parameter foundation model behind its popular "Turbo" version. Unlike the distilled Turbo model, this base version retains full weight distribution, making it the ideal "raw" starting point for the open-source community to build custom LoRAs and ControlNets for diverse styles ranging from photorealism to digital art.
Anthropic is reportedly raising $20 billion at a staggering $350 billion valuation, doubling its original $10 billion target. The round, which positions the Claude-maker as more valuable than OpenAI’s last reported valuation, saw massive oversubscription from investors like Sequoia Capital and GIC after demand reached six times the initial expectations.
Google added Agentic Vision to its Gemini 3 Flash model, allowing the AI to move beyond static image analysis by zooming, annotating, and executing code to verify visual details. This new "Think, Act, Observe" loop—which treats vision as an active investigation—has already boosted accuracy by 5–10% on complex visual benchmarks and high-resolution document processing.
Mistral upgraded its terminal-native coding agent, Vibe, to version 2.0, introducing a new "Multi-Agent Orchestration" system. Developers on the $15-per-month Pro and Team plans can now deploy custom subagents for specific workstreams like refactoring or documentation, alongside new "slash-command" skills that automate standardized team workflows.
Anthropic co-founder and former theoretical physicist Jared Kaplan stated there is a 50% chance that top-tier theoretical physicists will be "mostly replaced" by AI within the next three years. He predicted that AI will soon autonomously generate papers rivaling the insights of luminaries like Edward Witten, shifting the role of human scientists toward interpretation and validation rather than primary discovery.
China reportedly granted regulatory approval for ByteDance, Alibaba, and Tencent to purchase over 400,000 NVIDIA H200 chips, a major shift in Beijing's attempt to balance domestic chip growth with the immediate need for AI compute. While the U.S. cleared the H200 for export earlier this month, the deal remains subject to restrictive conditions, including potential "bundling" requirements with domestic Chinese hardware.
Closing Thoughts
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