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 Collaborators
Anthropic, 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 source
- OpenAI: Agents.md coding instruction standard
- Block: Goose — a local agent framework
- Microsoft & Google: Support adoption across enterprise ecosystems
Why 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 contract
Capabilities:
• Document formatting
• Research
• Image/video analysis
• Secure AI assistant for unclassified workflows
Every 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” Bet
Meta’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 reality
- AI must learn physics, objects, movement, spatial reasoning
- Robotics requires more than text patterns
Meta 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 AI
Shopify
Sidekick is no longer a helper — it’s the new interface:
- "Build me a custom app" → Done
- "Create this automation" → Done
- "Change my store theme" → Done
- No code needed
Plus: 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.
Adobe
Photoshop, 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 Ring
The 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 bans
- Nvidia allowed to sell H200s to China
- China restricts domestic H200 access to protect its chip industry
Nvidia 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 Rumors
Rumors 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 COVERED
- Agentic AI Foundation & cross-company standards
- MCP, Agents.md, Goose, Linux Foundation
- US Military ↔ Google Gemini (GenAI.mil)
- Yann LeCun’s departure from Meta
- World models vs LLMs
- Shopify Sidekick & Agentic Storefronts
- Adobe AI → Chat-as-UI
- Trump policy shift on Nvidia chips
- $160M GPU smuggling ring
- Nvidia’s location telemetry
- EU antitrust investigation
- GPT-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.”
⏱️ TIMESTAMPS
00:00 – 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 MALCOLM
LinkedIn: 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
✉️ CONTACT
Direct: malcolm@werchota.ai
Podcast Team: social@werchota.ai
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🔎 SEO TAGS (EN)
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