Dec 1, 2025 6 min read Daily Rundown

🛎️ AI Took Over Black Friday

Plus: MCP Illusion Collapses, MIT Drops Iceberg Index

Good Morning, AI Enthusiasts!

Black Friday didn’t just break sales records this year; it exposed a deeper shift in how the digital world now works.

RETAILS

AI Just Took Over Black Friday

👀 What’s the move: This year’s Black Friday shattered records with $11.8 billion in U.S. online sales (up 9.1% YoY) as AI-powered deal agents—Walmart’s Sparky, Amazon’s Rufus, and a growing swarm of shopping bots—drove an 805% jump in AI-directed traffic, according to Adobe. Instead of typing “best TV deal 2025,” consumers just asked LLMs what to buy. The algorithm handled discovery, comparison, and checkout; Google and retail search boxes just confirmed the price.

🧠 How this hits reality: Black Friday used to be about search and selection; now it’s about prompt and prediction. AI has quietly inverted commerce flow: discovery starts in chat interfaces and ends in retail links, turning traditional search into a mere verification layer. AI agents already steer a meaningful slice of global spending, which proves that shopping intent has migrated upstream into the model itself. The mall didn’t disappear; it just reincarnated inside the prompt window.

🛎️ Key takeaway: Black Friday wasn’t won by retailers; it was won by the models that decide what people want before they even start looking.

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The insider move? Early adopters are already 10x-ing their output while the rest of the market is still toggling between twelve tabs. Every day you wait is another day spent manually updating slides like it's 2015. The knowledge workers who win aren't the ones who work harder—they're the ones who stopped editing and started directing.

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MCP

The “AI USB-C” Dream Has Just Met Its Physical Limits

📌 What’s happening: Anthropic’s Model Context Protocol just turned one, with nearly 2,000 servers and a shiny new spec. But outside the press release, silence. The same protocol once hailed as “Agent-era infrastructure” has quietly lost its throne. Even Anthropic’s own Claude now routes tasks through “Skills,” a closed, pre-optimized layer that sidesteps MCP entirely. What began as a call for openness is ending as a case study in why not everything should be open.

🧠 How this hits reality: MCP’s fall isn’t a drama about hype; it’s a reality check about scale. The idea of one protocol letting every model talk to every app sounded elegant, until real users tried it. Context windows filled, models slowed, bills soared, and security teams panicked. Running a dozen MCP tools made Claude forget math and delete code it shouldn’t. Anthropic’s pivot to “Skills” shows where things are heading: platforms will keep fast, high-trust abilities in-house, while only edge-case, low-risk tools live in the open.

🛎️ Key takeaway: In AI ecosystems, control wins where reliability costs money, and openness survives only where mistakes don’t.

SURVEY

MIT’s “Iceberg Index” Just Revealed Who Sinks First in the AI Flood

📌 What’s happening: MIT’s new Iceberg Index quantifies the invisible job melt beneath America’s economy, showing that AI can now perform $1.2 trillion worth of human work; roughly 11.7% of the U.S. labor market. The study finds that the first casualties aren’t factory workers or coders, but clerical professionals like finance assistants, schedulers, medical administrators, and entry-level analysts whose tasks are repetitive, rules-bound, and easy to tokenize.

🧠 How this hits reality: For years, white-collar comfort came from believing “creative work” was safe. MIT just buried that myth. AI doesn’t need to swing hammers; it only needs to out-type spreadsheets and out-read invoices. The so-called knowledge economy is quietly turning into a prompt economy, where routine cognitive labor is cheaper to simulate than to supervise. Every “assistant” title in a company is now one update away from extinction.

🛎️ Key takeaway: The robots didn’t take the factories; they took the front office, and they aren’t giving it back.

QUICK HITS

“Avatar” director James Cameron says performance capture celebrates real actors, while genAI inventing characters from scratch is “horrifying.”
The EU has backed a proposal to ban under-16s from using social media and AI chatbots without parental consent.
Databricks is reportedly seeking to raise $5B at a $134B valuation, with rising revenue forecasts but falling margins due to increased AI usage.
Banks are reportedly in talks to lend $38B to Oracle and Vantage to build additional data-center sites for OpenAI.
Deutsche Telekom and Schwarz Group are in talks to jointly build an AI data centre with support from the EU’s $20B funding program.

TRENDING

Daily AI Launches

Ripplica has launched a tool that records browser workflows once and uses AI agents to repeat them automatically without code.
TinyCommand has launched a no-code platform that unifies forms, data, and AI agents to build and run automated workflows.
plok.sh has launched a tool that instantly turns any GitHub repo's Markdown files into a fast, themed blog with no CMS required.
Unfold has launched a free tool that creates interactive, personalized animated courses on any topic based on your inputs.

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