Top stories today:

1. OpenAI rolls out ChatGPT age prediction globally
2. Anthropic CEO likens AI chip exports to “selling nukes to North Korea”
3. Netflix Q4 revenue +18% YoY to $12.1B, as outlook turns cautious
4. Humans& by ex-Anthropic, xAI, Google staff raises $480M seed
5. Gemini has no ad plans, Hassabis says
6. Baseten raises $300M at $5B valuation in NVIDIA-backed round

0. Data and calendar

Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):

1. OpenAI rolls out ChatGPT age prediction globally ahead of adult content push

• Coming weeks: the feature will be rolled out initially in the EU.

• ChatGPT uses an age-prediction model to estimate if a user is likely under 18.

• If flagged as <18, ChatGPT automatically applies added protections to limit sensitive content, OpenAI said.

• Users incorrectly flagged can verify their age by submitting a selfie via Persona to restore full access.

2. Anthropic CEO likens AI chip sales to China to “selling nukes to North Korea”

• “I think this is crazy,” Anthropic CEO Dario Amodei said at the World Economic Forum in Davos.

• China is still behind in AI development and has been constrained by chip export restrictions, Amodei said.

• Trump is easing limits on advanced AI chip exports to China.

• Amodei previously urged the Trump admin to maintain chip restrictions on China.

4. Netflix Q4 revenue +18% YoY to $12.1B, net income +29% as outlook turns cautious