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Race to AGI Daily Digest - Saturday, December 27, 2025
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TLDR
An Indian court orders platforms to remove Shilpa Shetty deepfakes, turning deepfake governance into a live legal standard.
China’s AI core industry now exceeds ¥1T, as MIIT lays out priorities through 2026 around industrial-scale AI adoption.
Coforge is acquiring Encora for $2.35B, signaling a consolidation wave in AI-heavy enterprise services.
PaXini’s low-cost tactile sensors and humanoids point to a new phase of affordable embodied AI for real-world work.
The Full Story
Following Monday’s Mango-vs-Sora model race, Tuesday’s world-model ambitions, Wednesday’s Pentagon deployment, and Friday’s $120bn compute SPVs, today’s story is about how societies push back.
Start in India. The Bombay High Court ordered platforms to delete AI deepfakes of actor Shilpa Shetty, drawing a bright line on reputational harm. It’s the “AI Governance Moves from Talk to Law” storyline made concrete: judges now decide which synthetic videos get to exist. That decision will echo far beyond one celebrity. Deepfake takedown order ->
China, meanwhile, is scaling in the opposite direction—through planning. MIIT says the country’s AI core industry has topped ¥1T, with clear priorities set for 2026 and players like DeepSeek -> riding that wave. This builds on our “China’s AGI Champions Head for Public Markets” thread: you don’t get 700+ filed models and a trillion-yuan industry without a state-backed map. China’s ¥1T AI push ->
In the boardroom, Coforge is buying Encora for $2.35B, one of the bigger AI services rollups we’ve seen. It’s a bet that enterprises will need long-term partners to stitch models, data, and policy constraints into something usable. Think less “one chatbot” and more “who runs your AI transformation for a decade.” Coforge–Encora deal overview -> You can dig into both companies’ AI footprints here: Coforge -> and Encora ->.
Then there’s the frontier of hardware. PaXini’s low-cost tactile sensors and humanoid robots, headed for CES 2026, show embodied AI trying to go mainstream. Cheap touch sensors are the sort of unglamorous breakthrough that could quietly make warehouse and service robots far more capable. PaXini’s tactile humanoids ->
And in the background, Rob Pike getting deluged with AI-generated “kindness” on Hacker News is a small, sharp reminder: as newsrooms and feeds go AI-native, spam and safety aren’t side issues—they decide whether anyone still wants to read the feed at all. HN thread on AI “slop” ->
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