E97: Weekly AI Recap – Agentic Standards, Gemini for DoD, Shopify’s AI Rebuild

12/12/2025 33 min Temporada 1 Episodio 97

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Episode Synopsis

Your buddy says: “AI was boring this week.” You say: “Bro… no.” Because this week quietly reshaped the foundations of AI — from military adoption, to global chip wars, to enterprise software rewriting itself around AI.In this Weekly AI Recap, Malcolm covers the stories that matter beneath the hype:🔥 1. The Agentic AI Foundation – Competitors Become CollaboratorsAnthropic, OpenAI, Google, Microsoft — normally trying to destroy each other — suddenly join forces. They launch the Agentic AI Foundation under the Linux Foundation to create shared standards for AI agents.What they contributed:Anthropic: Model Context Protocol (MCP) → now open sourceOpenAI: Agents.md coding instruction standardBlock: Goose — a local agent frameworkMicrosoft & Google: Support adoption across enterprise ecosystemsWhy it matters: This is the “plumbing” layer of AI — and it just got standardized. The barrier to building enterprise AI agents dropped overnight.🔥 2. The US Military Deploys Google Gemini (GenAI.mil)The Department of Defense (now “Department of War” under Trump) launches a custom Gemini platform:👉 gen.ai.mil 👉 3+ million personnel 👉 $200M/year contractCapabilities: • Document formatting • Research • Image/video analysis • Secure AI assistant for unclassified workflowsEvery major AI company — OpenAI, Anthropic, xAI — signs defense contracts.Signal: AI is now national defense infrastructure, not a toy.🔥 3. Yann LeCun Leaves Meta – The “World Models” BetMeta’s Chief AI Scientist (and Turing Award winner) Yann LeCun leaves to build a startup focused on world models, arguing:LLMs can’t understand physical realityAI must learn physics, objects, movement, spatial reasoningRobotics requires more than text patternsMeta declines to invest. LeCun says Meta is “focused on the wrong spectrum of applications.”A major philosophical split inside the AI world.🔥 4. Shopify & Adobe Rebuild Their Products Around AIShopifySidekick is no longer a helper — it’s the new interface:"Build me a custom app" → Done"Create this automation" → Done"Change my store theme" → DoneNo code neededPlus: Agentic Storefronts → Shopify automatically syndicates your products across ChatGPT, Copilot, Perplexity, etc.Shopping now happens inside AI assistants, not websites.Also: SimGym → AI shoppers simulate UX & checkout behavior before launch.AdobePhotoshop, Express, Acrobat now run inside ChatGPT.Chat becomes the software interface. Traditional apps become capabilities invoked by AI.Malcolm’s insight:“Every software company must choose: Stay a standalone app… or become a capability inside AI.”🔥 5. Trump Reopens Chip Exports + $160M GPU Smuggling RingThe US uncovers a $160M Nvidia GPU smuggling operation to China — organized, widespread, and not exactly “a guy with GPUs in a suitcase.”Simultaneously:Trump reverses Biden’s chip bansNvidia allowed to sell H200s to ChinaChina restricts domestic H200 access to protect its chip industryNvidia adds location verification tech to Blackwell chips — a “GPS for GPUs.”European data centers are uneasy: “If the US can track them… can they kill-switch them?”AI chips have become geopolitical weapons.🔥 6. EU Opens Antitrust Investigation Into Google (Again)Focus: How Google uses publisher content (newsrooms, blogs, creators) to train AI Overviews without compensation.Potential fine: 10% of global revenue = ~$35B.At the same time: EU considers loosening data center permitting, realizing they’re falling years behind the US and Asia in infrastructure rollout.EU = cracking down + accelerating at the same time.🔥 7. GPT-5.2 RumorsRumors suggest GPT-5.2 may drop today — December 11 — with the claim:“The best coding model ever released.”If it happens, Malcolm will dedicate an entire episode next week.🔥 KEY TOPICS COVEREDAgentic AI Foundation & cross-company standardsMCP, Agents.md, Goose, Linux FoundationUS Military ↔ Google Gemini (GenAI.mil)Yann LeCun’s departure from MetaWorld models vs LLMsShopify Sidekick & Agentic StorefrontsAdobe AI → Chat-as-UITrump policy shift on Nvidia chips$160M GPU smuggling ringNvidia’s location telemetryEU antitrust investigationGPT-5.2 rumors & impact💬 NOTABLE QUOTES“Just because there’s no Gemini 5 doesn’t mean nothing happened.”“This is the plumbing of the AI age.”“GenAI.mil makes Gemini the default AI assistant for 3 million workers.”“LLMs understand text — not the world.”“AI is becoming the interface. Apps are becoming capabilities.”“AI chips are now geopolitical instruments.”“Stop being monogamous with your AI models — even the US military isn’t.”⏱️ TIMESTAMPS00:00 – Intro: “This week was not boring.” 01:00 – Agentic AI Foundation 05:00 – US Military launches Gemini platform 10:00 – Yann LeCun leaves Meta 15:00 – Shopify & Adobe rebuild around AI 20:00 – Trump, China & GPU smuggling 26:00 – EU antitrust investigation 30:00 – GPT-5.2 rumors 32:00 – Closing thoughts🔗 WHERE TO FIND MALCOLMLinkedIn: https://www.linkedin.com/in/malcolmwerchota/ Website: https://www.werchota.ai YouTube: https://www.youtube.com/@werchota X: https://x.com/malcolmwerchota Instagram: https://www.instagram.com/malcolmwerchotaai TikTok: https://www.tiktok.com/malcolmwerchota✉️ CONTACTDirect: [email protected] Podcast Team: [email protected]🎓 AI FIT ACADEMYBecome AI-productive in 2 weeks. Ship First. Study Later. https://www.werchota.ai/ai-fit-academy🔎 SEO TAGS (EN)AI news, AI recap, December 2025 AI, Pentagon AI, Google Gemini military, Nvidia GPU smuggling, China chip ban, Yann LeCun leaves Meta, world models, Shopify Sidekick, Adobe AI, GPT-5.2 rumors, AI infrastructure, AI agents, MCP, Agents.md, enterprise AI

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