Episode Details

Welcome to AI Unraveled (November 18, 2025): Your daily strategic briefing on the business impact of AI.

Today's Highlights: Jeff Bezos returns to the arena with a new AI startup, Peter Thiel liquidates his entire Nvidia stake signaling a potential top, Perplexity faces skepticism, and Google unveils a game-changing AI weather model.

Strategic Pillars & Topics:

📉 Market & Strategy

• Bezos is Back: Jeff Bezos co-founds "Project Prometheus," a new AI startup challenging the status quo. 🚀
• The Big Short? Peter Thiel sells his entire Nvidia stake amid AI bubble fears. 💸
• The Perplexity Paradox: Voted "most likely to flop" by insiders despite the hype. 📉
• Microsoft's Pivot: Satya Nadella outlines a "positive-sum" AI future. 🤝
• China's Hidden Giant: Silicon Valley is quietly building on Qwen, cementing China's model dominance. 🇨🇳
• Legal Wars: OpenAI builds a "legal perimeter" at warp speed. ⚖️

🛠 Products & Development

• WeatherNext 2: Google unveils its most accurate AI weather model yet. 🌦️
• Microsoft's Admission: "We have work to do," admits Windows boss after agentic AI backlash. ⚠️
• Ghost in the Machine: Disney star's controversial AI avatar app allows users to "chat with the dead." 👻

Host Connection & Engagement

• Newsletter: Sign up for FREE daily briefings at https://enoumen.substack.com
• LinkedIn: Connect with Etienne: https://www.linkedin.com/in/enoumen/
• Email: info@djamgatech.com
• Website: https://djamgatech.com/ai-unraveled

Timestamps:

00:00 Welcome & Mission: Hype vs. Reality

🎙️ 01:13 Billionaire Bets: Bezos's $6.2B Project Prometheus

🚀 02:51 Billionaire Bails: Peter Thiel's Nvidia Sell-Off

📉 04:00 Valuation: The Perplexity Paradox & Microsoft

🧩 05:46 Geopolitics: China's Qwen Model Dominance

🇨🇳 07:13 Gold Rush: AI Coding Tools (Lovable & Cursor)

💻 08:44 C-Suite: The Agentic AI Shift & Soft Skills

👔 10:37 Product Wars: Google Weather vs. Copilot

⚔️ 12:24 Ethics: The "Two-Way" AI Ghost Avatar

👻 13:45 Practical Use Case: Real-world Implementation

🛠️ 14:40 Final Thesis: Acceleration vs. Trust ⚖️

AI x Breaking News

• Meteor Shower (Leonids): AI space-weather models trigger hyperlocal "go outside" pings; vision apps auto-filter satellites. 🌠
• Lisfranc Injury: AI imaging models flag subtle midfoot tears on MRI/CTs, speeding up triage. 🏥
• Moana Live-Action: AI assists trailer localization; provenance tools spot AI-edited leaks. 🎬

🚀 STOP MARKETING TO THE MASSES. START BRIEFING THE C-SUITE.

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Keywords: Jeff Bezos, Peter Thiel, Nvidia Stock, AI Bubble, Perplexity, Google Weather AI, Microsoft Agentic, Claude, Qwen, OpenAI Legal, AI in Health, AI in Media, Lisfranc Injury, Project Prometheus, Etienne Noumen.