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Today’s issue highlights who’s really winning from the renewed nuclear testing race, how OpenAI is getting sued, again, this time over the word “Cameo” in its Sora 2 model, and why white-collar jobs are disappearing fast as automation takes over. If it’s done with a computer, it will be replaced and automated with a computer. The job hierarchy is being rewritten in real time.

• The US Just Restarted Nuclear Testing, But What Is the Real Weapon

• AI Tools

• Cameo vs. OpenAI. The Deepfake Battle No One Saw Coming

• AI Guides

• AI is gutting white-collar America.

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📰 AI News and Trends

• Nvidia just became the world’s first $5 trillion company, cementing its place as the undisputed king of the AI era.

• Amazon opens $11 billion AI data center in rural Indiana as rivals race to break ground

• Uber plans to offer autonomous taxi rides in San Francisco starting next year

• Cursor 2.0 features Cursor’s first coding model, Composer, and a multi-agent interface. Composer can complete most tasks in under 30 seconds.

• Amid multiple lawsuits, Character.AI will bar users under 18 from its platform starting November 25th.

Other Tech News

• Businesses lost $12B in October due to the government shutdown.

• YouTube Staffers who want to leave the video platform will be eligible for severance, as CEO Neal Mohan restructures its product division into three groups.

• Meta reported a 26% increase in its third-quarter revenue that exceeded its own forecasts for the period. But the company also saw a 32% increase in its costs as it spent heavily to recruit AI researchers and on data center costs.

• On the other side, Google’s revenue from renting out cloud servers rose 34% in the September quarter compared to the same period last year. The result, due to its cloud sales to AI developers, gives the company more cover to spend on its own AI as well as to build more data centers for customers such as Anthropic.

• US Homeland Security shared false videos of immigration operations

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The US Just Restarted Nuclear Testing, But What Is the Real Weapon

President Donald Trump announced that he has ordered the Pentagon to resume nuclear weapons testing, ending a 33-year moratorium since 1992. He stated that the U.S. should test “on an equal basis” with China and Russia, arguing that renewed tests are necessary for modernization, reliability, and parity in nuclear capabilities.

The announcement came just before Trump’s first in-person meeting with Chinese President Xi Jinping since 2019. His former national security adviser, Robert C. O’Brien, had urged such tests last year, saying computer modeling alone was insufficient and calling for the resumption of uranium-235 and plutonium-239 production.

This follows Russia’s test of its new Burevestnik nuclear-capable cruise missile and Putin’s claim of a successful trial of the Poseidon underwater nuclear drone.

It’s about the AI and Tech Race

1. AI-Driven Simulation vs. Real Testing

   • For decades, the U.S. relied on AI-enhanced supercomputer simulations at labs like Los Alamos, Sandia, and Lawrence Livermore to model nuclear reliability instead of detonating warheads.

   • Renewed physical testing signals that AI simulations alone are no longer seen as sufficient, potentially spurring massive investment in AI-physics modeling, quantum computing, and digital twin systems.

2. Dual-Use Technology Acceleration

   • Nuclear modernization depends on advances in:

     • AI-assisted materials science

     • Quantum computing for molecular and reactor simulations

     • High-performance computing (HPC) infrastructure

   • Firms like NVIDIA, AMD, Intel, IBM, and HPE supply GPUs and CPUs for U.S. weapons-lab supercomputers (e.g., Frontier, El Capitan).

   • Software and defense partners include Palantir, Raytheon, Lockheed Martin, Northrop Grumman, and Anduril, which now integrate AI-powered targeting and modeling tools.

3. Shift in the Global Tech Balance

   • Over the past decade, China and Russia have heavily funded AI-HPC fusion projects tied to weapons and space programs (e.g., China’s Sunway TaihuLight and Russia’s Zircon and Burevestnik simulations).

   • If the U.S. resumes testing, expect a new arms-tech race blending nuclear science, AI modeling, and quantum computing—the next-gen deterrence layer.

4. Impact on Private Tech

   • Renewed testing will boost demand for energy-dense chips, exascale computing, and AI-simulation frameworks, areas where U.S. companies already lead but face competition from Huawei, Sugon, Baidu, and Tencent Cloud.

   • Expect tighter export controls and DoD-backed AI R&D funding, blurring lines between civilian AI research and defense innovation.

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Cameo vs. OpenAI. The Deepfake Battle No One Saw Coming

Cameo is suing OpenAI over its new Sora 2 cameo feature, accusing the AI giant of stealing its name and reputation to push deepfake videos.

• The lawsuit, filed in California, claims OpenAI’s use of “cameo” is confusing consumers and damaging Cameo’s brand by associating it with “AI slop and celebrity deepfakes.”

• Sora’s “cameo” tool lets users create AI avatars of themselves or celebrities that can appear in videos — sparking backlash for non-consensual likenesses.

• Cameo CEO Steven Galanis says the company tried to resolve things privately, but OpenAI “refused to stop using the Cameo name.”

• OpenAI responded that “no one can own the word cameo.”

This case could set a precedent for AI-generated likeness rights, trademarks, and how brands protect themselves from being absorbed by generative platforms. Cameo’s CEO says that they are losing millions due to Sora’s cameo tool and the holiday season which is approaching is their most lucrative season and are willing to fight to get OpenAI to stop using the term

The AI boom is colliding with intellectual property law, and the question now is whether creativity or code controls celebrity.

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AI is gutting white-collar America.

From Amazon to Target, tens of thousands of office workers are being cut as companies automate more roles and chase efficiency.

• Amazon plans to eliminate up to 10% of its corporate staff (14,000 jobs already gone). UPS cut 14,000 managers, and Target slashed 1,800 roles.

• Nearly 2 million Americans have been jobless for over 6 months, the highest white-collar stagnation since 2010.

• Executives say AI now handles coding, HR, accounting, and fraud monitoring, replacing middle management and entry-level analysts.

• At one firm, AI “writes its own Python,” allowing an 80% cut in developers while boosting productivity.

• Meanwhile, blue-collar demand (construction, healthcare, trades) is soaring, marking a historic reversal of the job market hierarchy.

• The class of 2025 faces the toughest hiring season in a decade as employers demand “perfect-fit” AI-savvy candidates.

The corporate ladder is collapsing from the middle, and AI is pulling the rungs out faster than workers can climb.