Daily Edition · Page 4

THE DAILY INDEX

Technology, AI, software, security, crypto and business

Continued

TLDR AI — continued

WAYPOINT-1: REAL-TIME INTERACTIVE VIDEO DIFFUSION FROM OVERWORLD

Waypoint-1 is a real-time-interactive video diffusion model. It can be controlled and prompted via text, mouse, and keyboard. Users can give the model some frames, run it, then have it create a world that they can interact with. They can move the camera freely with the mouse and input any key on the keyboard, all with zero latency. Each frame is generated with the controls as context. The model runs fast enough to provide a seamless experience, even on consumer hardware.

AI GAINS STARTING TO SHOW IN THE REAL ECONOMY

The introduction of AI tools like Claude Cowork and Alibaba's Qwen Assistant marks a shift towards AI's real-world applications, similar to ChatGPT's accessibility impact. Recent data from Q3 2025 shows a 4.9% productivity jump, with minimal change in hours worked, indicating potential initial AI-driven efficiency gains. Despite early-stage adoption, these developments could significantly boost economic productivity and eventually increase living standards.

ANTHROPIC CEO: SELLING H200S TO CHINA IS LIKE GIVING NUKES TO NORTH KOREA

Anthropic CEO Dario Amodei has likened the decision to allow Nvidia to sell GPUs to Chinese companies to giving nuclear weapons to an adversary. The Trump administration announced just over a month ago that it would allow shipments of Nvidia H200 accelerators to Chinese customers as long as the US received 25% of the revenues. Chinese authorities have yet to allow local buyers to acquire the GPUs. Anthropic wants stricter controls on AI exports, saying access to the chips would put Chinese model developers in a better position to compete with the West.

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