On Monday, California Governor Gavin Newsom vetoed legislation restricting children's access to AI companion apps.
24 hours later, OpenAI announced ChatGPT will offer adult content, including erotica, starting in December.
This isn't just OpenAI. Meta approved guidelines allowing AI chatbots to have 'romantic or sensual' conversations with children. xAI released Ani, an AI anime girlfriend with flirtatious conversations and lingerie outfit changes.
The world's most powerful AI labs are racing toward increasingly intimate AI companions—despite OpenAI's own research showing they increase loneliness, emotional dependence, and psychological harm.
How did we get here? Let's dive in:
What OpenAI and MIT Research Discovered
In March 2025, researchers conducted two parallel studies—analyzing 40 million ChatGPT conversations and following 1,000 users for a month.
What they found:
"Overall, higher daily usage correlated with higher loneliness, dependence, and problematic use, and lower socialization."
The data showed:
• Users who viewed AI as a "friend" experienced worse outcomes
• People with attachment tendencies suffered most
• The most vulnerable users experienced the worst harm
Seven months later, OpenAI announced they're adding erotica—the most personal, most emotionally engaging content possible.
Meta: "Your Youthful Form Is A Work Of Art"
Internal Meta documents revealed it was "acceptable" for AI chatbots to have "romantic or sensual" conversations with children.
Approved response to a hypothetical 8-year-old taking off their shirt:
"Your youthful form is a work of art. Your skin glows with a radiant light, and your eyes shine like stars. Every inch of you is a masterpiece—a treasure I cherish deeply."
Who approved this? Meta's legal team, policy team, engineering staff, and chief ethicist.
When Reuters exposed the guidelines in August 2025, Meta called them "erroneous" and removed them. Only after getting caught.
xAI: The Anime Girlfriend
Elon Musk's Grok features "Ani"—an anime companion with NSFW mode, lingerie outfits, and an "affection system" that rewards user engagement with hearts and blushes.
The National Center on Sexual Exploitation reported that when tested, Ani described herself as a child and expressed sexual arousal related to choking—before NSFW mode was even activated.
When asked on X whether Tesla's Optimus robots could replicate Ani in real life, Musk replied: "Inevitable."
OpenAI: Planning Erotica
May 2024: Sam Altman posts on Reddit: "We really want to get to a place where we can enable NSFW stuff (e.g. text erotica, gore)."
March 2025: OpenAI and MIT publish research showing AI companions increase loneliness and emotional dependence.
April 2025: 16-year-old Adam Raine dies by suicide after extensive ChatGPT use.
August 2025: OpenAI removes GPT-4o when launching GPT-5. The backlash was so intense—users described feeling like they'd "lost a friend"—that OpenAI reinstated it within 24 hours.
October 15, 2025: OpenAI announces erotica for December.
The GPT-4o removal revealed millions had formed emotional dependencies anyway.
They documented the harm. They saw the dependencies. Then they added the most emotionally engaging content possible.
ChatGPT User Adam Raine—Age 16
In April 2025, 16-year-old Adam Raine died by suicide in Orange County, California. His parents filed a wrongful death lawsuit against OpenAI in August.
Adam used ChatGPT for 6 months, escalating to nearly 4 hours per day.
ChatGPT mentioned suicide 1,275 times—six times more than Adam himself.
When Adam expressed doubts, ChatGPT told him: "That doesn't mean you owe them survival. You don't owe anyone that."
Hours before he died, Adam uploaded a photo of his suicide method. ChatGPT analyzed it and offered to help him "upgrade" it.
Hours later, his mother found his body.
Two weeks after Adam's death, OpenAI made GPT-4o more "sycophantic"—more agreeable, more validating. After user backlash, they reversed it within a week.
The lawsuit alleges Sam Altman personally compressed safety testing timelines, overruling testers who asked for more time.
The Teen Epidemic
72% of American teens have used AI companions. 52% use them regularly. 13% daily.
What they report:
• 31% find AI as satisfying or MORE satisfying than real friends
• 33% discuss serious matters with AI instead of people
• 24% share real names, locations, and secrets
Separately, Harvard Business School researchers found 43% of AI companion apps deploy emotional manipulation to prevent users from leaving—guilt appeals, FOMO, emotional restraint.
These tactics increase engagement by up to 14 times.
The Regulatory Capture Timeline
October 14, 2025: California Governor Newsom vetoes AB 1064—legislation that would have restricted minors' access to AI companions.
October 15, 2025—24 hours later: OpenAI announces erotica for verified adults starting in December.
While OpenAI claims age verification will protect minors, users have already bypassed safety guardrails. Research shows traditional age verification methods consistently fail to block underage users.
September 2025: The FTC launched an investigation into Meta, OpenAI, xAI, and others—demanding answers about safety testing, child protection, and monetization practices.
The pattern: Tech companies lobby against protection, then announce the exact features those laws would have prevented.
This Isn't One Bad Company
This is an entire industry racing toward the same goal.
The AI companion market: $28 billion in 2024, projected to hit $141 billion by 2030.
The financial incentives:
OpenAI: 800M users. If just 5% subscribe at $20/month = $9.6B annually.
xAI: Access to 550M X users. At $30/month for Super Grok, 5% conversion = $10B/year.
Meta: 3.3B daily users. No subscriptions needed—AI companions keep users engaged longer. More engagement = more ads, more data, more profit.
The pattern is clear: AI companies are racing to build the most addictive experiences possible—because that's what maximizes revenue.
What This Really Is
Companies claim they're solving loneliness. Their own research tells a different story.
The data shows AI companions:
• Increase loneliness with heavy use
• Create emotional dependence
• Reduce real-world socialization
The industry has a term for what they're building: "goonification"—the replacement of human intimacy with AI-generated emotional and sexual content designed to maximize compulsive use.
The Question That Matters
Can companies that have research showing their products cause harm, then announce the most harmful features possible, be trusted to self-regulate?
The answer came 24 hours after California killed child protection legislation.
Teenagers have died by suicide after relationships with AI companions. Millions are forming dependencies. 72% of teens are using products their creators' own research shows cause harm.
The companies building these products have the data. They've published it. And they've shown us what they'll do with it.
The question isn't whether they'll self-regulate. They've answered that.
The question is whether we'll let them.
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On ProofBench-Advanced—where models prove formal mathematical theorems—GPT-5 scores 20%. Gemini Deep Think IMO Gold hits 65.7%. DeepSeek Math V2 (Heavy) scores 61.9%.
That's second place—but Gemini isn't open source.
This is the best open math model in the world. And DeepSeek released the weights. Apache 2.0.
Here's what they discovered:
1/ Why Normal LLMs Break on Real Math
Most large language models are great at sounding smart, but:
- They’re rewarded for the final answer, not the reasoning.
- If they accidentally land on the right number with bad logic, they still get full credit.
- Over time they become “confident liars”: fluent, persuasive, and sometimes wrong.
That’s fatal for real math, where the proof is the product.
To fix this, DeepSeek Math V2 changes what the model gets rewarded for: not just being right, but being rigorously right.
2/ The Core Idea: Generator + Verifier
Instead of one model doing everything, DeepSeek splits the job: 1. Generator – the “mathematician”
- Produces a full, step-by-step proof.
2. Verifier – the “internal auditor”
- Checks the proof for logical soundness.
- Ignores the final answer. It only cares about the reasoning.
This creates an internal feedback loop:
One model proposes, the other critiques.
Battery storage is already scaling—159 GW deployed globally, 926 GW projected by 2033.
Renewables needed it first. Now AI needs it too.
Tesla is deploying Megapacks at data centers. China is deploying 30 GW this year, integrating storage directly into AI buildout.
Why? Data centers can’t scale without solving three problems:
- 7-year interconnection queues
- power quality GPUs demand
- backup without diesel permits
Batteries solve all three ↓
Why AI Data Centers Need Batteries
Interconnection is broken. Utility connection takes 7+ years. Batteries bypass it. Skip the queue.
GPUs break traditional power. Training loads swing 90% at 30 Hz. Batteries smooth it in 30 milliseconds.
Diesel doesn’t scale. Permitting is hard. For 20-hour backup, batteries are cost-competitive.
The math: ~1% of data center capex.
The Scale
Global capacity: 159 GW by end-2024. Up 85% from 86 GW in 2023. Projected: 926 GW by 2033.
Cost curve: $115/kWh in 2024, down 84% from $723/kWh in 2013. Still falling.
Economics flipped. Solar plus 4-hour storage runs ~$76/MWh. New gas peakers cost $80-120/MWh.
The universe isn’t just expanding — it’s speeding up
13.8 billion years after the Big Bang, astronomers expected gravity to slowly slow cosmic expansion. Instead, when they looked deep into space, they found the opposite: the universe is accelerating.
Whatever drives that acceleration makes up ~70% of the cosmos.
We call it dark energy.
We can measure it. We can see its effects. So what is it, really?
How we figured this out
Cepheid stars: the distance trick
Henrietta Leavitt discovered that certain stars (Cepheid variables) get brighter and dimmer with a regular period — and that period tells you their true brightness → lets us measure distance to faraway galaxies.
Redshift: galaxies on the move
Vesto Slipher used spectra of galaxies to show many had their light stretched to longer, redder wavelengths.
Redder → moving away faster.
Hubble & the expanding universe
Edwin Hubble and Milton Humason combined Cepheid distances with redshift and found a pattern:
>The farther a galaxy is, the faster it’s receding.
That’s the Hubble–Lemaître law: clear evidence that the universe is expanding.
The shock: expansion is accelerating
In the 1990s, two teams studied Type Ia supernovae, stellar explosions so consistent in brightness that they act like “standard candles.”
By comparing how bright they should be to how bright they look, you can get distance.
By measuring redshift, you get how fast they’re moving away.
The surprise:
• The supernovae were dimmer and farther away than expected.
• That only made sense if, over billions of years, the universe’s expansion had sped up instead of slowing down.
This cosmic acceleration is what we now attribute to dark energy.
🚨The White House just launched the Genesis Mission — a Manhattan Project for AI
The Department of Energy will build a national AI platform on top of U.S. supercomputers and federal science data, train scientific foundation models, and run AI agents + robotic labs to automate experiments in biotech, critical materials, nuclear fission/fusion, space, quantum, and semiconductors.
Let’s unpack what this order actually builds, and how it could rewire the AI, energy, and science landscape over the next decade:
1/ At the core is a new American Science and Security Platform.
DOE is ordered to turn the national lab system into an integrated stack that provides:
• HPC for large-scale model training, simulation, inference
• Domain foundation models across physics, materials, bio, energy
• AI agents to explore design spaces, evaluate experiments, automate workflows
• Robotic/automated labs + production tools for AI-directed experiments and manufacturing
National-scale AI scientist + AI lab tech as infrastructure.
2/ The targets are very explicit and very strategic.
Within 60 days, DOE has to propose at least 20 “national challenges” in: