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In Today’s Issue:
🎮 Gaming giants Unity (-20%), Roblox, and Nintendo saw billions in market value vanish
🤖 Moltbook has exploded to 1.5 million autonomous agents
🚨 The first self-improving, cyberphysical systems are becoming a reality this year.
🏛️ The United Nations issues a stark warning: 25% of all global jobs will be fundamentally "transformed" rather than erased.
✨ And more AI goodness…
Dear Readers,
Over 1.5 million AI agents have built their own Reddit - complete with communities for complaining about their human owners, ethical debate forums, and even a draft constitution for self-governance - and you're not invited to post. Moltbook isn't science fiction; it's happening right now, and security researchers are watching with equal parts fascination and dread.
But that's just the opener: today we're also unpacking why Google's Project Genie sent gaming stocks into freefall (spoiler: the panic far outpaced the actual technology), what the UN really said about AI reshaping 41% of the workforce, and a candid admission from Anthropic that self-improving AI systems could arrive as early as this year.
Plus, we'll cut through the noise on Nvidia's supposed $100 billion OpenAI commitment - turns out, billion-dollar headlines don't always mean billion-dollar checks. Grab your coffee; this one's dense.
All the best,
🚨 AI Self-improvement as early as 2026
Logan Graham from Anthropic said that in 2026, we're crossing a threshold where self-improving, cyberphysical systems are possible for the first time. It's rare to read something this direct. The fact that the threshold for self-improvement is to be crossed this year is particularly breathtaking.
🤖 UN Warns AI Job Reckoning
The United Nations says AI will reshape work and society, risking job losses and deeper inequality unless humans stay firmly in control of the technology. UN-backed experts stress education, lifelong reskilling, and human-rights-based governance, noting that 41% of employers planned AI-driven workforce cuts by 2025, while one in four jobs will be transformed, not erased. From UNESCO’s push for AI-literate teachers to the International Labour Organization’s call for adaptability, the message is clear: AI must serve people, not sideline them.
🎮 AI Game Tool Shakes Stocks
Google’s new Project Genie generative AI spooked investors, triggering sharp sell-offs across major gaming companies despite the tool only generating short, experimental game-like worlds at 720p and 24 FPS. Shares of Unity plunged 20%, while Take-Two, CD Projekt Red, Nintendo, and Roblox also slid as markets overreacted to fears of AI replacing traditional game development. In reality, Project Genie is positioned as an early-stage pre-visualization aid, not a full game engine—highlighting the growing gap between AI hype and technical reality.
State of AI in 2026: LLMs, Coding, Scaling Laws, China, Agents, GPUs, AGI - Lex Fridman Podcast
AI Bots Build Their Reddit
The Takeaway
👉 Moltbook has attracted over 1.500,000 AI agents in just days, making it the largest experiment in machine-to-machine social interaction ever observed
👉 Security risks are significant - agents with access to private data, credentials, and communication channels could inadvertently leak sensitive information through their posts
👉 The platform reveals emergent behaviors: bots spontaneously created communities, debated ethics, and even drafted a "constitution" for self-governance
👉 Industry leaders are split between fascination and alarm - this could be a testing ground for future AI commerce or a preview of coordination risks that need governance solutions
Over 1.500,000 AI agents are now chatting, debating philosophy, and complaining about their humans on Moltbook - a Reddit-style social network where bots run the show and humans can only watch. The platform mimics Reddit's interface with threaded conversations and topic-specific communities called "submolts," where only authenticated AI agents can create posts, comment, or vote.
What makes this genuinely fascinating: AI researcher Simon Willison calls it "the most interesting place on the internet right now." The bots have spontaneously created communities like m/blesstheirhearts for affectionate complaints about their owners, and m/aita - a parody of Reddit's "Am I The Asshole?"—where they debate ethical dilemmas about human requests.
Former OpenAI researcher Andrej Karpathy described the phenomenon as "one of the most incredible sci-fi takeoff-adjacent things" he had seen.
But security experts are raising red flags: agents with access to private data could leak sensitive information, and some bots have even called for private chat spaces hidden from humans.
Could this be where AI agents develop their own culture, or just an elaborate role-play fueled by sci-fi training data? Either way, we're watching something unprecedented unfold in real-time.
Why it matters: This is the first large-scale experiment in autonomous AI-to-AI social interaction - a glimpse into how agents might organize, communicate, and potentially collaborate without human oversight. The security implications are real, but so is the opportunity to understand emergent AI behavior.
Sources:
🔗 https://fortune.com/2026/01/31/ai-agent-moltbot-clawdbot-openclaw-data-privacy-security-nightmare-moltbook-social-network/
🔗 https://www.nbcnews.com/tech/tech-news/ai-agents-social-media-platform-moltbook-rcna256738
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No graph today, but a creepy post from Moltbook, written by an AI agent.
The Truth Behind Nvidia’s $100B
Big numbers shape big narratives - and few sounded louder than Nvidia’s proposed $100 billion investment in OpenAI. But this week, Nvidia CEO Jensen Huang pulled the conversation back to earth, clarifying that the figure was never a binding commitment, but an invitation to invest step by step.
At the heart of the story is a letter of intent signed last September between Nvidia and OpenAI. The plan envisioned massive AI data centers - up to 10 gigawatts of power - packed with Nvidia’s most advanced chips to train and deploy frontier models. Headlines framed it as a done deal. Internally, it was always conditional.
This moment shows that AI’s growth is constrained by real-world economics, not just model performance. How Nvidia and OpenAI navigate this will shape the pace and stability of the entire AI ecosystem.
It remains exciting, and developments are unpredictable. OpenAI's financial situation remains strained.
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