Microsoft Shocks AI World: “China AI Is Now Too Powerful”

Microsoft just issued a warning that reframes the AI race: outside the West, China is gaining fast through scale, affordability, and distribution in emerging markets. Then Apple confirms AI is now an alliance game by choosing Google’s Gemini as the foundation for the next Siri era, while still keeping OpenAI integrated for certain Siri and Apple Intelligence queries. Anthropic pushes Claude into real agent territory with Cowork, letting it work directly inside your Mac files. Manus brings the same idea into the real world by turning in-person conversations into tasks and deliverables. 1X upgrades NEO with a video-pretrained world model that predicts actions through rollouts. And finally, Google makes a huge AI commerce move with a universal protocol that lets AI agents buy products across retailers and payment systems.

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🧠 What You’ll See
00:00 Intro
0:38 Microsoft’s Warning: China Dominating AI
2:05 DeepSeek capturing heavy usage in Africa, Eastern Europe, and Latin America
3:20 China’s "Six Little Dragons"
3:35 From Microsoft’s perspective, this becomes an investor story too
4:42 Apple chooses Gemini to power next-generation Siri and Apple Intelligence
6:05 Apple stacking Gemini and OpenAI’s ChatGPT for different query types
6:37 Alphabet Surpasses Apple in Market Cap
6:48 US judge rules Google holds illegal monopoly in search
7:46 Anthropic’s AI agent that works inside Mac files and local systems
9:26 Manus tool that turns in-person conversations into tasks and deliverables
10:54 Video-pretrained AI for humanoid robots predicting actions through video rollouts
12:54 Google’s open standard for AI agents to purchase products across retailers and payment systems
14:05 Google’s virtual shopping assistant for brands inside search results

🚨 Why It Matters
This video shows the shift happening right now: AI is no longer just answering questions. It’s becoming infrastructure — deciding what tools people use, what ecosystems win globally, and who controls adoption. Apple choosing Gemini shows even the biggest platforms are routing between providers. Claude and Manus show agents moving into your real files and real conversations.

#AI #Google #microsoft