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Zuckerberg’s $135B AI Bet, Tesla Buys Into xAI, & The "Physical AI" Era

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🚀 Welcome to AI Unraveled (January 30th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.

Today, we break down Mark Zuckerberg's massive $135 billion capital expenditure plan for 2026 as Meta rebuilds its AI foundations. We also cover Tesla's $2 billion investment in Elon Musk's xAI, Google's "agentic" Chrome upgrades, and the alarming discovery of child safety material in Amazon's training data. Plus, we explore the rise of "Physical AI" and World Models as the next frontier beyond LLMs.

Key Topics:

💰 Big Tech Strategy & Spending
Meta’s $135B Gamble: Zuckerberg commits up to $135 billion in 2026 CapEx to support Meta Superintelligence Labs and new agentic commerce tools.

Tesla xAI Investment: Tesla invests $2 billion in xAI (Series E) to accelerate Full Self-Driving and Optimus, solidifying the Musk ecosystem.

Google's Agentic Chrome: Google weaves Gemini directly into Chrome with "Auto Browse," image generation, and persistent sidebars, challenging startup browsers like Arc and Perplexity.

🤖 Models & World Building
Project Genie: Google DeepMind opens its "world generator" to the public, allowing users to create and explore AI-generated 3D worlds in real-time.

xAI Grok Imagine: A new video generation API tops the leaderboards while undercutting competitors on price ($4.20/min vs. $30/min for Sora 2 Pro).

Physical AI & World Models: A deep dive into the shift from text to "Spatial Intelligence," where models learn physics from video to train robots and wearables.

⚖️ Ethics & Safety
Amazon's Data Scandal: Amazon found a "high volume" of child sexual abuse material (CSAM) in its training data but refused to disclose the source to safety experts.

YouTube Purge: YouTube removed 4.7 billion views worth of "AI Brainrot" channels to clean up the platform.

OpenAI's Social Network: OpenAI is building a prototype social app with biometric verification (World Orb/Face ID) to banish bots.

🧬 Science & The Future
AlphaGenome Details: DeepMind publishes the full paper on its DNA-reading AI, unlocking new paths for disease prediction.

Contrarian Labs: New startups Flapping Airplanes and Core Automation raise big money to move beyond "scaling laws" and focus on continual learning.

Keywords: Meta AI CapEx, Tesla xAI Investment, Physical AI, World Models, Google Project Genie, Agentic Chrome, Amazon CSAM Scandal, AlphaGenome, Grok Imagine API, OpenAI Social Network

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Connect with the host Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.

Email: [email protected]

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