Today's Newsletter Highlights:

• OpenAI aims to ship its first device in 2026, and it could be earbuds

• YouTube will soon let creators make Shorts with their own AI likeness

• Nvidia CEO Says AI Needs More Investment in Defiance of Bubble Fears

• Best AI Tools

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OpenAI aims to ship its first device in 2026, and it could be earbuds

OpenAI plans to launch its first hardware device in 2026. Chris Lehane, the Chief Global Affairs Officer, said at a Davos panel that they're "on track" to announce the product in late 2026.

Key Points :

• So far, OpenAI hasn’t shared details about how the device will look or work.

• Reports suggest the first product could be AI-focused earbuds or an audio device, likely named “Sweetpea.” It may include a custom chip with advanced features, such as AI processing and voice interaction.

• What Other Reports & Rumours Are Saying

• Timeline

• Most reports say OpenAI will reveal or ship the device late in 2026, not necessarily at the start of the year. Some sources think shipments could extend into early 2027.

• 🎧 Device Form Factor

• Earbuds or audio wearables: Leaks show that new wireless earbuds or behind-the-ear modules come in a unique “metal eggstone” case. They may include a custom 2nm-class chip for local AI tasks, not just cloud data.

• Rumoured Functions: These might include chatting with the AI, sensing the surroundings, and using voice commands to control devices such as phones.

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YouTube will soon let creators make Shorts with their own AI likeness

YouTube said creators can soon use an AI version of themselves for Shorts. This means they can make short videos with a digital version of themselves, using AI. CEO Neal Mohan highlighted this in his letter about YouTube’s plans for 2026.

YouTube hasn’t explained how the AI likeness tool will work. This includes details about the creation process and timeline. However, it will be part of Shorts’ AI creation tools.

Key Points :

• This update builds on existing Shorts AI features. This includes auto-dubbing, AI clip generation, and AI stickers. They help creators make content faster.

• 🤖 Part of YouTube’s Bigger AI Strategy

• The likeness feature is part of YouTube’s broader plan to integrate AI across the platform by 2026. Other planned tools include:

• AI-generated games and music creation with simple text prompts.

• Better tools to help creators manage and protect their image and identity in AI content.

• Efforts to maintain content quality and reduce low-quality “AI slop.”

• 🔒 Creator Controls & Safety

• YouTube recognises the risks of AI likeness and deepfakes. It has tools to detect and manage unauthorized likeness use. This includes tools that help creators find and ask to remove AI content using their face or voice.

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Nvidia CEO Says AI Needs More Investment in Defiance of Bubble Fears

Nvidia CEO Jensen Huang spoke at an event during the World Economic Forum in Davos. He spoke about worries regarding AI investment. He dismissed worries about a “bubble.” He also stressed the need for more funding to grow AI infrastructure globally.

Huang called the current AI growth “the single largest infrastructure buildout in human history.” He stressed that we need more energy, land, and skilled workers, not just money, to support this growth.

Key Points:

• He urged wider participation in AI, stating the opportunity is “extraordinary” and that “everybody ought to get involved.” This counters claims that investment levels are already too high.

• Context: Bubble fears vs. bullish views

• Bubble concerns: Some investors, like Michael Burry, fear that the rapid rise in AI spending and valuations resembles previous market bubbles. He recently said the AI investment frenzy is “too big to save” if it collapses.

• Bullish views: Other finance leaders, such as BlackRock CEO Larry Fink, dismiss the idea of an AI bubble. They argue that AI investment reflects global competition, particularly with China. Sustainable growth requires collaboration and strategic funding.

• Why Nvidia’s stance matters

• Nvidia is key to the AI economy, as its GPUs power most large AI models and data centres. Huang believes that AI demand is real and driven by infrastructure. This view influences how investors and companies see the industry's health.

• His comments arrive during ongoing ups and downs in AI stocks. There are debates about whether this surge is hype or a real change.

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