AI Dispatch - December 10, 2025. An opinion-driven daily briefing on AI industry moves: Waymo's "demonstrably safe" autonomous-driving AI, Microsoft's massive India AI infrastructure pledge, OpenAI's leadership hire, McDonald's controversial AI Christmas ad, and Amazon's 35B India investment. Analysis, implications, and what to watch next.
Introduction - framing today's AI momentThe past 48 hours in AI read like a rapid-fire primer on how the technology's second act is unfolding. We're no longer just in the age of dazzling demos and benchmark-chasing model releases - the conversation is increasingly practical, institutional, and geopolitical. Today's headlines span safety engineering for physical-world agents Waymo, large-scale infrastructure commitments and regional strategy Microsoft and Amazon in India, leadership and commercialization moves at an AI-first company OpenAI, and culture-level friction around AI-generated creative work McDonald's ad controversy.
What unites these stories is not just the technology itself but the business models, public policy trade-offs, and social narratives now orbiting it. Companies are answering the fundamental question: how do we move from "can we build it?" to 'should we deploy it, at what scale, under what guardrails, and to whose benefit?" This dispatch summarizes the facts, cites sources, and offers an opinion-rich analysis designed for operators, investors, product leaders, and policymakers who need a fast but deep read on where AI is heading.
