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.

Listen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-gemini-3-0-pro-vs-gpt-5-1-benchmark/id1684415169?i=1000737352861

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: [email protected]

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.

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