🚀 Welcome to AI Unraveled (January 22nd, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.

Today, we analyze the stark divergence in business models as Google pledges an ad-free Gemini while OpenAI pivots to advertising. We also uncover the explosive internal documents from Elon Musk's lawsuit revealing Microsoft's shadow influence over OpenAI, and we break down the alarming predictions coming out of Davos regarding the end of software engineering.

Strategic Pillars & Key Topics:

⚔️ Business Models & Moats

• Google's Ad-Free Pledge: DeepMind CEO Demis Hassabis confirms Gemini will remain ad-free, leveraging Google's $200B search revenue subsidy to pressure OpenAI. He also confirmed the deal to power the next-gen Siri, which helped Alphabet’s market cap flip Apple’s for the first time since 2019.
• Microsoft's Shadow Board: Internal docs from Musk's lawsuit reveal Microsoft executives secretly screened OpenAI board members during the Sam Altman firing crisis, despite having no official voting seat.

🏔️ The Davos Warnings

• Amodei's "Nuclear" Comment: Anthropic CEO Dario Amodei likened selling AI chips to China to "selling nuclear weapons to North Korea," slamming the recent US policy shift.
• The 12-Month Countdown: Amodei also predicted that AI models will be able to do "most, maybe all" of what software engineers do within 6-12 months, a timeline that puts the entire SaaS industry on notice.

💰 Startups & Valuations

• The $4.5B Seed Round: New startup Humans&, founded by ex-Google/Anthropic researchers, raised a staggering $480M seed round at a $4.48B valuation. Their focus is "human-centric" collaboration rather than autonomy.

🛡️ Safety & Society

• OpenAI Age Prediction: OpenAI launches AI-based age prediction to spot minors on ChatGPT, using behavioral signals to apply content restrictions automatically.
• YouTube Fights "Slop": CEO Neal Mohan declares fighting low-quality "AI Slop" a top priority for 2026.

🎨 Creative Tech

• LTX Audio-to-Video: Lightricks launches a feature that generates video from audio, allowing creators to start with a soundtrack or voiceover and have the AI sync the visuals perfectly.

Keywords

Google Gemini No Ads, Davos 2026, Dario Amodei Nuclear Weapons, Humans& Startup, OpenAI Age Prediction, Microsoft OpenAI Lawsuit, LTX Audio-to-Video, AI Slop, Demis Hassabis, Apple Alphabet Valuation.

Credits: This podcast is created and produced by Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.

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