Note sull'episodio
Welcome back to AI Unraveled (November 26th 2025), your daily strategic briefing on the business impact of AI.
Today, the fundamental laws of AI development are being questioned. We analyze Ilya Sutskever's shocking declaration that the "age of scaling" is ending, a pivot that could redefine capital allocation in the sector. We also track the escalating war of words between Nvidia and Google over chip dominance, and the labor market shockwave as Claude Opus 4.5 outscores human engineers on hiring exams while HP cuts 6,000 jobs.
Strategic Pillars & Key Takeaways:
- Strategy & The Future of Compute: Ilya Sutskever says AI's 'age of scaling' is ending; Anthropic claims AI could double U.S. productivity growth; HP to cut about 6,000 jobs in AI push.
- Hardware Wars: