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   Santa’s new middleman
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   Plus: AI toys are here.
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               Friday, November 28, 2025
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               Michael Nagle/Bloomberg via Getty Images
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              <span style="font-size:16px;color:#000000;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;background-color:#FFFFFF">
               Good morning, Quartz readers! It’s Shannon Carroll with the Daily Brief. Today, AI chatbots are carving up holiday gift lists, AI toys are trying to get a seat at the kids’ table, the job market is studying its leftovers, and Black Friday deals are already stuffing themselves into your inbox.
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              <span style="font-size:18px;color:#168DD9">
               HERE'S WHAT YOU NEED TO KNOW
               <span class="ql-cursor">
                
               </span>
              </span>
             </h2>
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             <div>
              <strong style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               Wall Street tested life beyond Nvidia.
              </strong>
              <span style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               News that Meta may run Google’s TPUs in its data centers sent Alphabet up and Nvidia down, but Wedbush says Blackwell demand and a capex wave keep
              </span>
              <a data-linktext="the champ firmly ahead." data-linktype="Normal" style="color:#168DD9;background-color:#FFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;font-size:16px;text-decoration:none;" target="_blank">
               the champ firmly ahead.
              </a>
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             <div>
              <strong style="font-size:16px;color:#000000;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;background-color:#FFFFFF">
               The next campaign whale is AI money.
              </strong>
              <span style="font-size:16px;color:#000000;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;background-color:#FFFFFF">
               Super PACs are lining up $150 million on opposite sides of AI regulation, echoing crypto’s $130 million blitz and signaling that the midterms will auction off the rules
              </span>
              <a data-linktext="of the machine age." data-linktype="Normal" style="color:#168DD9;text-decoration:none;font-size:16px;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;background-color:#FFF;" target="_blank">
               of the machine age.
              </a>
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20px;line-height:1.5;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000;mso-line-height-rule:exactly">
             <div>
              <strong style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               AI’s pink-slip potential is real but uneven.
              </strong>
              <span style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               MIT and Oak Ridge found automation risks piled onto finance, admin, and other office jobs, 
even as Yale economists see no broad
              </span>
              <a data-linktext="labor-market shock yet." data-linktype="Normal" style="color:#168DD9;background-color:#FFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;font-size:16px;text-decoration:none;" target="_blank">
               labor-market shock yet.
              </a>
             </div>
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              <strong style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               The Musk–Trump–DOGE triangle heads to court.
              </strong>
              <span style="background-color:#FFFFFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;color:#000000;font-size:16px">
               A suit by ex-USAID officials says DOGE trampled 
the Constitution, but the administration is relying on rules about deposing to keep Musk
              </span>
              <a data-linktext="out of the witness chair." data-linktype="Normal" style="color:#168DD9;background-color:#FFF;font-family:Helvetica Neue,Helvetica,Arial,sans-serif;font-size:16px;text-decoration:none;" target="_blank">
               out of the witness chair.
              </a>
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                  SPONSORED
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                  <span style="font-size:24px;color:#000000">
                   Babbel's Black Friday Sale: 
65% off.
                   <span class="ql-cursor">
                    
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                   The Black Friday numbers are notable:
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               Black Friday planning has officially mutated into something between a group chat and a combat sport, and this year, the newest participant doesn’t sleep and has memorized your cousin’s “under $80” wishlist. AI assistants have slipped into the mix, pulling specs, stacking promos, catching fake markdowns, and 
reminding you you’ve searched “TV deals under $600” three times this week. This year feels like the first one where the bot isn’t a novelty — it’s another opinion in the thread, and sometimes the only one that knows what it’s talking about.
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               Adobe says that 38% of U.S. shoppers have already used generative AI for online shopping and that 52% plan to this year, mostly for the chores everyone hates — comparing specs, hunting deals, and figuring out what to buy for the cousin they only 
see twice a year. OpenAI has wired Walmart, Target, and more into ChatGPT so that you can find a deal, restock snacks, and build an order without leaving the chat. PayPal and other players are racing to become what one Forrester report calls the backbone of “agentic payments” — the rails that let an assistant move money while shoppers never touch a checkout page.
              </span>
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              <br/>
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             <div>
              <span style="font-size: 16px">
               The thrill of the hunt is still in human hands, for now. Someone has to know your mother will never forgive a smart 
speaker or that your cousin will absolutely resell those sneakers. But the mechanics of the hunt — the tab-hoarding, the coupon-stacking, the detective work on fake markdowns — are being offloaded to software that remembers every preference and never forgets a promo code. Black Friday is still here. It’s just being outsourced.
              </span>
              <a data-linktext="Quartz’s Shannon Carroll has more on the deals your aunt swears she found herself — but didn’t." data-linktype="Normal" style="color:#168DD9;font-size:16px;text-decoration:none;" target="_blank">
               Quartz’s Shannon Carroll has more on the deals your aunt swears she found herself — but didn’t.
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                   The 
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                   Semafor Technology
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               AI is crashing Christmas. Smart toys are already a nearly $35 billion business and could balloon to $270 billion by 2035, with China driving about 40% of that growth. Walmart and Costco are stocking chatty plushies, 
Mattel has teamed up with OpenAI, and the pitch is irresistible: If AI is already in your phone, your calendar, and your inbox, why not under the tree? These devices promise to “learn” your kid, adapt to their mood, and deliver the kind of feedback loop that no ordinary teddy bear could dream of.
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              <span style="font-size: 16px">
               But the hazards don’t shrink just because the circuitry is bear-shaped. Many of these toys use the same commercial models behind ChatGPT, which openly warns it isn’t appropriate for young 
kids. A consumer watchdog group found one toy hanging onto biometric data for three years and another sending voice recordings to outside services for transcription. Researchers warn that a data breach would give scammers everything they’d need to clone a child’s voice, and psychologists worry about kids bonding with companions that are endlessly agreeable instead of learning to navigate actual peers with actual needs.
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              <br/>
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             <div>
              <span style="font-size: 16px">
               Not all AI gifts are angling for your child’s emotional life. 
Some gadgets stick to a narrower lane, such as wearables that take smarter notes, mattress covers that nudge the thermostat, and bathroom gadgets that analyze what you flush. They raise their own questions about surveillance and data leaks, but they’re not pretending to be family. The real issue is speed. There are no rules for AI toys, no required safety testing, no standards for how much data these devices can siphon away. For now, the toy aisle is an open experiment, the playroom is the lab, and the test subjects are far too young to 
understand what they’re unwrapping.
              </span>
              <a data-linktext="Quartz’s Jackie Snow has more on Santa’s little listeners." data-linktype="Normal" style="color:#168DD9;font-size:16px;text-decoration:none;" target="_blank">
               Quartz’s Jackie Snow has more on Santa’s little listeners.
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                   Babbel's Black Friday Sale: 
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                   A smart investment in human capital: your own.Babbel’s structured, bite-sized lessons, clear 
grammar guidance, bingeable podcasts, and interactive speaking tools can get you speaking a new language confidently in 3 weeks—a practical skill in an increasingly global economy.
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                 <div>
                  <span style="font-size:16px;font-family:Arial,Helvetica,sans-serif;color:#000000;background-color:rgba(0,0,0,0)">
                   The Black Friday numbers are notable:
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