Welcome back to AI Unraveled (November 26th 2025), your daily strategic briefing on the business impact of AI.

Today, the fundamental laws of AI development are being questioned. We analyze Ilya Sutskever's shocking declaration that the "age of scaling" is ending, a pivot that could redefine capital allocation in the sector. We also track the escalating war of words between Nvidia and Google over chip dominance, and the labor market shockwave as Claude Opus 4.5 outscores human engineers on hiring exams while HP cuts 6,000 jobs.

Strategic Pillars & Key Takeaways:

• Strategy & The Future of Compute: Ilya Sutskever says AI's 'age of scaling' is ending; Anthropic claims AI could double U.S. productivity growth; HP to cut about 6,000 jobs in AI push.
• Hardware Wars: Nvidia says its GPUs are a 'generation ahead' of Google's AI chips (TPUs); Nvidia responds to concerns over Google’s TPUs gaining a foothold citing "greater fungibility."
• Model Performance & Benchmarks: Anthropic tested Claude Opus 4.5 on a take-home exam, scoring “higher than any human candidate ever”; Google’s Gemini 3 Pro set a new high score for AI models on Tracking AI’s offline IQ test (130); Tencent’s Hunyuan open-sources HunyuanOCR.
• Media, Commerce & Applications: Warner Music partners with Suno after settling lawsuit; ChatGPT merges voice and text into one chat window; Use ChatGPT and Perplexity shopping research to find best deals; Black Forest Labs’ Flux.2 image generation suite; Musk proposes Grok 5 match against best League of Legends team.

📝 Ilya Sutskever says AI's 'age of scaling' is ending

❌ Nvidia says its GPUs are a 'generation ahead' of Google's AI chips

🤖 Anthropic tested Claude Opus 4.5, scoring “higher than any human candidate ever”

🎵 Warner Music partners with Suno after settling lawsuit

💼 HP to cut about 6,000 jobs in AI push

📈 Anthropic: AI could double U.S. productivity growth

🧠 Google’s Gemini 3 Pro set a new high score (130 IQ)

🛍️ Perplexity launched a free AI shopping feature

🎨 Black Forest Labs’ Flux.2 image generation suite

🗣️ ChatGPT merges voice and text into one chat window

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Keywords: Ilya Sutskever, AI scaling laws, Nvidia vs Google, Claude Opus 4.5, Warner Music Suno deal, HP layoffs, AI productivity, Gemini 3 Pro, Perplexity Shopping, AI hardware, Flux.2, Grok 5, Tencent Hunyuan.

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