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Race to AGI Daily Digest - Saturday, December 20, 2025
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TLDR
Apple’s SHARP model turns single photos into near-instant 3D, pushing world-model ideas onto everyday devices.
LeCun’s AMI Labs is raising up to €3bn to build world-model AI systems, deepening Meta-linked research bets.
Flipkart’s Minivet AI deal shows India pushing ahead on generative shopping while Western regulators scrutinize AI at checkout.
Zhipu AI’s Hong Kong IPO hearing underscores how expensive it is to stay in the model race as global infra fragments.
Amesite’s NurseMagic EMR takes AI-native agents into post-acute care, raising the bar on safety in clinical settings.
The Full Story
Following Monday’s usage surge in China, Tuesday’s NVIDIA stack grab, Wednesday’s India CoEs, Thursday’s Gemini default, and Friday’s US Genesis Mission, today finally feels like a peek at what all that infrastructure is actually for.
Apple dropped SHARP, a model that turns a single photo into a 3D scene in under a second see SHARP ->. So the world-model ideas we’ve heard in research are now one iPhone tap away from mainstream. That lines up neatly with LeCun’s AMI Labs, which is aiming for €3bn to build full-blown world-model systems near Meta -> AMI Labs story ->. We’ve spent all week talking about GPUs, schedulers, and national AI missions; this is what they enable: models that try to understand 3D reality, not just autocomplete text.
On the business side, markets seemed to like the story again. Oracle, AMD, Palantir, AI, and Nvidia -> all bounced 4–7%, a sharp reversal from the earlier infra selloff. That fits the “Global AI Infrastructure Fragmentation” narrative: investors are jittery, but they still believe the winners will be huge track that narrative ->.
Meanwhile in the Global South, Flipkart bought a majority stake in Minivet AI to scale generative shopping deal details ->. After India’s AI CoEs and the Instacart probe, we now have two diverging paths: regulators in the US and EU asking hard questions about AI at checkout, while Indian e‑commerce leans into hyper-personalized funnels.
And in healthcare, Amesite’s NurseMagic EMR brings AI-native agents straight into post-acute care workflows NurseMagic launch ->. That’s our safety storyline in a nutshell: world-model-ish systems layered on top of sensitive data, where a hallucination is more than a bad autocomplete.
So as the week winds down, the picture sharpens: AI is turning into national infrastructure on the back end, but at the front end it’s quietly learning the shape of your room, your cart, and your medical chart.
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