Sora and Nano Bannana significantly reduced daily rate limits for free users, Epic Games CEO Tim Sweeney argues that digital storefronts should drop “Made with AI” tags, and China’s NDRC warns of a potential bubble in the humanoid robotics industry.
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Show Notes
Apple Drives Singles’ Day Smartphone Growth
Apple was the only major smartphone brand to see growth during China’s Singles’ Day, with iPhone 17 demand boosting its sales by 3% year-over-year and giving it a 26% market share. Excluding Apple, overall smartphone sales dropped by 5%, reflecting broader consumer caution despite the festival reaching 1.70 trillion yuan in total sales. Xiaomi took the second-largest share at 17% despite a sales decline, while Huawei saw the biggest drop to a 13% share after missing the sales window for its Mate 80 flagship.
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Google and OpenAI Cut Free User Generation Limits
Both Google and OpenAI have significantly reduced the daily generation limits for free users of their AI tools due to high demand and a shift toward monetization. OpenAI’s Sora now limits free users to six video generations daily, offering additional purchases, though paid ChatGPT limits are stable. Google’s Nano Banana Pro has cut image generations for free users from three to two per day and also appears to be restricting free access to Gemini 3 Pro.
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Epic CEO: “Made With AI” Labels Will Become Pointless
Epic Games CEO Tim Sweeney argues that digital storefronts should drop “Made with AI” tags, claiming the disclosure will soon be pointless as AI becomes standard in game development—comparing it to asking about a developer’s shampoo. Sweeney, echoed by Nexon CEO Junghun Lee, says the disclosure is only meaningful for rights concerns like art licensing. While Steam has eased rules to allow most AI-developed games with disclosure, some indie developers are now using an “AI-free” label as a marketing tool.
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China Warns of Bubble in Humanoid Robotics Boom
China’s National Development and Reform Commission has warned of a potential bubble in the country’s fast-growing humanoid robotics industry, highlighting concern over more than 150 companies developing similar products. Beijing fears excessive investment could lead to oversaturation and stall true R&D. Despite rapid growth, widespread adoption remains far off. Authorities plan to introduce market entry/exit mechanisms, support core R&D, and encourage consolidation to push real-world deployment.
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EU Weighs Whether Apple Maps & Ads Are DMA Gatekeepers
The European Union is assessing whether Apple’s Maps and Ads services should be designated as “gatekeepers” under the Digital Markets Act, a status Apple already holds for Safari, iOS, iPadOS, and the App Store. Gatekeeper designation applies to services with at least 45 million monthly EU users and 10,000 yearly business users and imposes strict rules like banning self-preferencing. Apple argues Maps has comparatively low usage versus Google Maps, and Apple Ads is not a major player next to platforms from Google, Meta, TikTok, and X.
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Google Drops EU Antitrust Complaint Against Microsoft
Google has withdrawn its EU antitrust complaint over Microsoft’s cloud computing practices, which it previously argued unfairly locked customers into Azure. The withdrawal follows the European Commission launching its own investigation into potentially anti-competitive behavior in the cloud market. The EC will scrutinize whether certain cloud features reinforce the dominance of Microsoft Azure (20% share) and Amazon Web Services (30% share), with Google holding 13%.
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WSJ: Anduril’s Autonomous Weapons Hit Development Setbacks
Defense tech startup Anduril Industries, valued at $30.5B, is facing scrutiny after a WSJ investigation revealed multiple failures in autonomous weapons testing. Issues range from drone boat failures in Navy trials, to ground-test damage to its Fury jet, to its Anvil counter-drone system starting a large fire. In Ukraine, troops reportedly stopped using its Altius drones due to frequent crashes. The company says these are normal challenges in developing advanced systems.
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Google Building Image Annotation Tool for Gemini
Google is developing an image-annotation feature for Gemini that will let users draw or add text directly onto AI-generated images before downloading them. Spotted by @testingcatalog, the tool aims to provide more precise and time-saving visual editing compared to prompt-based instructions or external apps. Release timing remains unclear.
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