
Hey folks,
Remember being taught about the tortoise-and-the-hare fable? Turns out it's playing out in real-time with a $100 billion price tag. Anthropic's burning $6 billion on compute this year while OpenAI burns through $15 billion, and by 2028 that gap widens to $27B versus a staggering $111B. However, Anthropic hits profitability in 2027 with smart chip diversification (Amazon, Nvidia, Google) while OpenAI won't see black ink until after 2030 despite aiming for $100B in revenue. It's the ultimate startup dilemma: move fast and break your bank account, or play the long game with actual unit economics. One's building ChatGPT for everyone, the other's quietly selling API shovels during the gold rush.
Let's dive in..

🧠 LLMs Need Spatial Intelligence

🐝 The Buzz: Fei-Fei Li, the founder of World Labs, argues that LLMs have hit a fundamental ceiling and that they're "wordsmiths in the dark" lacking understanding of the physical world. Current LLMs can't answer basic spatial questions like object shape, the force required to move something, or whether objects will collide. This limitation explains why autonomous robots remain underdeveloped and immersive metaverse experiences haven't materialized. Her solution: building world models that unlock spatial intelligence by connecting perception, imagination, and action, to achieve the next major AI breakthrough toward AGI.
"Wordsmiths in the dark" limitation: LLMs possess abstract knowledge but lack understanding of spatial laws and real-world physics, unable to reason about physical properties or spatial relationships.
Why robots and metaverse haven't scaled: The absence of spatial intelligence has blocked progress in physical AI applications, from warehouse automation to immersive virtual environments requiring realistic physics.
World models as the solution: Li's World Labs is building systems that combine visual perception, spatial reasoning, and action planning.
Path to AGI: Spatial intelligence represents the missing piece connecting language understanding with physical world interaction, potentially marking an inflection point toward artificial general intelligence.
💡 Takeaway: Li's critique exposes the limits of scaling language-only models. While the industry pours billions into larger LLMs, she's arguing we've reached diminishing returns without spatial reasoning. World Labs' approach by building models that understand 3D space, physics, and embodied action could unlock robotics, autonomous systems, and AR/VR applications that current LLMs can't touch.

Together with Roku
Shoppers are adding to cart for the holidays
Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.
Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

🗺️ Google Maps Launches AI Developer Tools with Gemini

🐝 The Buzz: Google released AI-driven tools powered by Gemini models that let developers create interactive map applications from text descriptions. The Builder Agent generates working code when you request features like "create a Street View tour of a city" or "list pet-friendly hotels," producing prototypes exportable to Firebase Studio.
Styling Agent for brand consistency: Customize map appearances to match specific brand themes or color schemes, maintaining visual consistency across applications.
MCP Server for third-party AI models: Model Context Protocol implementation lets developers ground their own AI assistants using Google Maps data, enabling location-based queries like "How far is the nearest grocery store?"
Contextual View component: Low-code visual responses to location questions through lists, map views, or 3D displays without writing extensive code.
💡 Takeaway: Google Maps is positioning itself as AI infrastructure, not just a consumer app. By making Gemini-powered tools generate Maps applications from natural language and opening Maps data to third-party AI models through MCP, Google is building the location intelligence layer for the next generation of AI assistants.

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🐝 AI buzz bits
💰 AI-powered side hustles are generating real income despite the hype: faceless YouTube channels with AI avatars earning $3K-$12K monthly, AI theme pages for affiliate sales hitting $50K-$250K, and automated UGC videos for brands fetching $200-$500 per project.
🌏 Southeast Asia's digital economy hit $300 billion three years ahead of schedule, with Singapore securing 55% of regional AI investment ($1.31 billion) flowing to nearly 500 active AI startups.
⚠️ AI trading bots are surging in crypto markets, but experts warn they're not money printers. Despite promises of automated intelligent market participation, actual performance gaps between expectations and reality reveal genuine constraints that prevent these tools from being reliable wealth-generation machines.
🎤 Gen Alpha will send voice notes to their bosses instead of writing emails when they enter the workforce around 2030, according to LSE research predicting the keyboard practically obsolete by 2030.

🔥 AI productivity tools
For a full list of 1000+ AI tools, visit our Supertool Directory

🤘 Midweek meme

A well renowned newspaper called The Standard published this.


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Cheers, Tim




