Zuck's personal AI, China pressures Nvidia & more (July 31, 2025)

Good morning!

Let’s talk superintelligence, semiconductor geopolitics, and why Meta is partying like it’s 2030. Big tech's AI summer just turned up the heat.

🧠 Superintelligence, AI Chips & Market Moves

👓 Zuckerberg’s ‘Personal Superintelligence’ Plan

Zuck just dropped the clearest signal yet of Meta’s AI playbook: personal superintelligence. Think AI assistants in smart glasses, built to amplify your goals, not automate your job. Meta might also walk back its open-source stance, citing superintelligence safety. The Behemoth is on pause, and Zuck’s vision looks increasingly closed but personal.

🧨 China Summons Nvidia Over AI Chip Risk

Beijing called in Nvidia over its H20 chips, which it now sees as a national security risk. These chips were meant to sidestep U.S. export controls, but Chinese regulators are signaling a harder stance. Nvidia’s delicate dance between U.S. compliance and Chinese demand just got a whole lot trickier.

📈 Meta’s Ad Revenue Soars on AI Tailwinds

Despite spending big on AI infrastructure, Meta crushed earnings expectations. AI is fueling a surge in targeted ad sales, the company’s bread and butter, even as capital costs balloon. Wall Street seems to believe in Zuck’s long-term vision, pushing shares up post-earnings.

📺 AI Content, Tools & Research Highlights

🎮 Fable’s “Netflix of AI” Goes Live

With Amazon’s backing, Fable launched its Showrunner platform, think AI-generated, playable TV shows where you’re in the cast and the writer’s room. South Park vibes, but remixable and user-owned. Creators will eventually earn money from remix royalties.

🌍 Google DeepMind’s Virtual Earth Mapper

AlphaEarth is DeepMind’s new “virtual satellite” that stitches radar, lidar, and optical data into real-time maps. It helps track deforestation, coastal erosion, and environmental shifts, at speed and scale traditional satellites can’t match.

🎬 Claude Code Turns Prompts Into Video Ads

A new Claude Code tutorial shows how to build polished marketing videos using Remotion and prompts alone. Just install, prompt, and play, it even integrates your brand assets.

🛠️ Tools of the Day

• Character – Drop specific characters into image scenes
• Study Mode – ChatGPT’s new interactive learning tool
• Action Agent – Writer’s enterprise-level autonomous agent

✍️ Prompt of the Day

Prompt:
“Build me a personalized AI assistant that can read my calendar, plan my week, and block deep work time based on my energy levels.”

⚡ Quick Hits

• OpenAI’s Stargate Norway marks its first EU data center deal
• YouTube will use AI to estimate users’ ages for safety moderation
• Neo AI’s 11-agent ML Engineer beats top Kaggle and ML-Bench scores
• Amazon may be licensing NYT content for AI training at $25M/year
• AP finds Gen Z uses AI mostly for search and brainstorming

🧾 TLDR

Zuckerberg’s AI ambitions just got personal, he wants assistants that know you, not your boss. Meta’s ad game is still printing money, even as it builds its AI empire. Meanwhile, China tightens grip on Nvidia, Google maps Earth in 4D, and AI tools continue their march across content, code, and commerce.

Catch you tomorrow,
David