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AI Daily News Rundown: 🤖Gemini 3.0 Pro vs GPT-5.1 Benchmark Showdown 🤝The AI Bubble Signal as Peter Thiel and SoftBank Dump Nvidia & more
Season 30 Episode 23
Welcome to AI Unraveled (November 19, 2025): Your daily strategic briefing on the business impact of AI.
Today's Highlights: Google CEO warns no firm is immune if the AI bubble bursts. Peter Thiel and SoftBankliquidated their entire Nvidia stakes. Google unveiled Gemini 3 Pro, immediately outperforming GPT-5.1 on key benchmarks. And Jeff Bezos revealed Project Prometheus, a $6.2 billion launch into physical AI manufacturing.
Strategic Pillars & Topics:
📉 Market & Strategy
- ⚠️ Google CEO warns no firm is immune if AI bubble bursts
- 🧠 xAI launches Grok 4.1 with improved accuracy and emotional understanding
- 🤝 Intuit signs $100 million deal with OpenAI
- 🛡️ Microsoft mitigated the largest DDoS ever recorded
- ⚠️ Amodei issues more AI warnings
- Perplexity, OpenAI voted flop risks at AI conference
- AI starts to think smaller
- Investors turn on Nvidia
🛠 Products & Development
- 🤖 Google unveils Gemini 3
- Gemini 3.0 Pro vs GPT 5.1: LLM Benchmark Showdown
- 🛎️ Bezos’s New Physical AI
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 & Highlights
01:15 Market: The NVIDIA Sell-Off & AI Bubble Fear
03:00 Product: Gemini 3 Pro Launch & Agentic Features
04:45 Benchmark Battle: Gemini 3 Pro vs. GPT-5.1
06:30 Market: Bezos's $6.2B Project Prometheus (Physical AI)
08:00 Market: Perplexity & OpenAI Flop Risk Survey
09:30 Market: Small AI Models Gaining Traction
11:00 Product: Google Gravity & Software Engineer Layoffs
12:30 News: Cloudflare Outage & Google AntiGravity
13:45 Final Thesis & Outro
AI x Breaking News:
- Cloudflare Global Outage: Anomaly-detection and RUM models spotted the blast radius; resilience now requires multi-CDN and model failover.
- "Google antigravity" (viral claim): Claim-matching + RAG explainers push real physics context; deepfake models flag edited lab videos.
- "311 Omakase" (food trend): Recommenders route the trend fast; reservation platforms use demand forecasting and bot/fraud screens
🚀 STOP MARKETING TO THE MASSES. START BRIEFING THE C-SUITE.
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Keywords: Google Gemini 3, GPT 5.1, Nvidia Stock, Peter Thiel, AI Bubble, Bezos Project Prometheus, Grok 4.1, Perplexity, OpenAI Flop, Small AI Models, Google Gravity, Anthropic Amodei, Intuit ChatGPT.
Published on 2 days, 11 hours ago