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TL;DR 구글이 11월 중순부터 연이어 공개한 Gemini 3, Nano Banana Pro, Google Stitch 세 가지 기술이 조합되면서 디자인-코드 변환의 워크플로우가 근본적으로 바뀌고 있다. Nano Banana Pro는 스크린샷을 기반으로 시각적 리디자인을 수행하고, Google Stitch는 그 결과물을 바로 HTML/CSS 코드로 변환한 뒤, AI Studio에서 즉시 작동하는 애플리케이션으로 구현할 수 있게 만들었다. 이는 기존의 “와이어프레임 → 목업 → 프로토타입 → 코드” 다단계 과정을 “스크린샷 → 리디자인된 UI + 코드 → 작동 앱"으로 압축하는 변화다. 디자이너와 개발자 사이의 핸드오프 비용이 급격히 감소하고 있다. ...

Introduction TL;DR: Nine major Wall Street banks expect the S&P 500 to reach 7,500 by year-end 2026, representing approximately 10% growth from current levels. Despite persistent concerns over Big Tech spending and AI sector valuations, major financial institutions remain bullish, citing supportive fiscal policy, Federal Reserve rate cuts, and broad-based earnings growth. However, central banks including the Bank of England, IMF, and Federal Reserve have issued explicit warnings about stretched equity valuations, market concentration risks, and the uncertain monetization timeline for massive AI infrastructure investments. ...

Introduction TL;DR: The Bank of England warned in October 2025 that AI bubble risks could trigger a sharp market correction, with U.S. stock valuations at their most stretched since the dotcom bubble. Google CEO Sundar Pichai echoed these concerns in a November 2025 BBC interview, stating that no company would be immune if the AI bubble bursts. The warnings highlight growing concerns about overvalued AI stocks and the potential for widespread market fallout. The artificial intelligence investment boom has reached a critical inflection point, with top financial authorities and tech leaders issuing unprecedented warnings about bubble risks. The Bank of England’s Financial Policy Committee and Alphabet CEO Sundar Pichai have both raised alarms about stretched valuations and systemic vulnerabilities in AI-related markets, drawing comparisons to the dotcom bubble era. ...

Introduction TL;DR: Cloudflare CEO Matthew Prince revealed in December 2025 that the company has blocked 416 billion AI bot requests since July 1 as part of its “Content Independence Day” initiative. This breakthrough enforcement effort coincides with major copyright lawsuits against Perplexity, OpenAI, and others by publishers including Reddit, The New York Times, and News Corp. The data also reveals a critical disparity: Google accesses 3.2× more web content than OpenAI for AI training, highlighting how the company uses its search monopoly to dominate AI development. ...

Introduction TL;DR: AI models’ energy demand is rising fast enough to visibly reshape power systems in several countries. Global data center electricity use reached around 415 TWh in 2024 (about 1.5% of global demand) and is expected to more than double by 2030. In the US, data center power use has climbed to roughly 4.4% of total electricity consumption and could reach 10–12% by 2028 under high-growth scenarios. Local grids in Ireland, Texas, and Northern Virginia are already facing real constraints, forcing costly upgrades and new regulatory approaches. At the same time, hyperscalers are signing multi‑GW renewable PPAs and pushing efficiency hard, yet Scope 3 emissions and local grid bottlenecks remain unresolved. The real question is how to balance AI progress with sustainability through grid upgrades, clean energy, demand flexibility, and smarter siting — not whether to stop AI. ...

Introduction TL;DR: xAI introduced Aurora, a new autoregressive Mixture-of-Experts image generation model, as Grok’s native image engine on X around 2024-12-08. Aurora is trained on billions of internet text–image pairs and predicts the next token in interleaved multimodal sequences, enabling highly photorealistic and prompt-faithful image generation in just a few seconds. It supports multimodal input and direct image editing, effectively turning Grok into a near real-time creative canvas for text-to-image and image-to-image workflows. While xAI has not announced any robotics product based on Aurora, its architecture and capabilities align closely with emerging world model and vision–language–action (VLA) patterns that underpin modern robotics and autonomous systems. ...

Introduction TL;DR The Future of Life Institute released its 2025 AI Safety Index in December 2025, evaluating seven leading frontier AI companies—Anthropic, OpenAI, Google DeepMind, xAI, Meta, Zhipu AI, and DeepSeek. The findings are stark: no company achieved a grade higher than C+, and all scored at D or below in Existential Safety planning. While these firms publicly commit to achieving Artificial General Intelligence (AGI) within the decade, independent expert panels found they lack coherent, actionable plans to ensure such superintelligent systems remain under human control. The evaluation, conducted across 33 indicators spanning six critical safety domains, reveals a fundamental mismatch between corporate ambition and safety infrastructure, raising concerns about catastrophic risks from uncontrolled AI development. ...

Introduction OpenAI has declared an internal “code red” to urgently enhance ChatGPT, accelerating the GPT-5.2 release in response to mounting competitive pressure from Google and Anthropic. This strategic shift, initiated by CEO Sam Altman on December 2, 2025, signals a critical inflection point in the AI landscape where the company’s previously unassailable market position faces unprecedented challenges. The move postpones multiple product initiatives—including advertising integration, AI agents for shopping and healthcare, and the personal assistant project “Pulse”—to focus all resources on core ChatGPT improvements. ...

Introduction TL;DR Microsoft released VibeVoice-Realtime-0.5B in December 2025, a lightweight real-time text-to-speech model with streaming text input support. Built on 500 million parameters, it generates first audible speech in approximately 300ms and synthesizes up to 10 minutes of continuous speech. Using an ultra-low frame rate (7.5Hz) acoustic tokenizer that compresses 24kHz audio 3,200× while maintaining perceptual quality, combined with a token-level diffusion head, VibeVoice-Realtime achieves both speed and quality. MIT-licensed for personal and commercial use, it excels in real-time voice agents, live data narration, and edge device deployment where latency and resource efficiency are critical. ...

Introduction TL;DR: Apple released a comprehensive technical report in July 2025 detailing how its new Apple Intelligence foundation models were trained, optimized, and evaluated. The system features a ~3 billion parameter on-device model and a server-based model using innovative Parallel-Track Mixture-of-Experts architecture. Apple sourced training data from public web crawling, licensed publishers, open-source code, and synthetic data—explicitly excluding private user data. The company expanded multilingual support by 275% and demonstrated significant performance improvements across non-English benchmarks. The technical report represents a new industry standard for transparency in AI model development. ...