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Today's topics:

-AI bubble versus scaling

-Nvidia demand and Blackwell

-Google’s capacity doubling plan

-Gemini 3 leads benchmarks

-DeepMind’s Nano Banana Pro

-OpenAI GPT-5 boosts science

-Olmo 3 open model stack

-Foxconn–OpenAI hardware pact

-Image provenance with SynthID

-Agentic coding: Autocomp, cline-bench

-Parallel Extract web-to-markdown

-ChatGPT adds group chats

-Public skepticism of AI

-Consumer AI power shifts

-https://crazystupidtech.com/2025/11/21/boom-bubble-bust-boom-why-should-ai-be-different/

-https://tomtunguz.com/gemini-3-proves-pretraining-scaling-laws-intact/

-https://x.com/GavinSBaker/status/1991248768654803337

-https://deepmind.google/models/gemini-image/pro/

-https://www.reuters.com/world/china/foxconn-openai-partner-ai-hardware-manufacturing-2025-11-20/

-https://blog.google/technology/ai/ai-image-verification-gemini-app/

-https://openai.com/index/accelerating-science-gpt-5/

-https://adrs-ucb.notion.site/autocomp

-https://cline.bot/blog/cline-bench-initiative

-https://allenai.org/papers/olmo3

-https://arstechnica.com/ai/2025/11/google-tells-employees-it-must-double-capacity-every-6-months-to-meet-ai-demand/

-https://fidjisimo.substack.com/p/a-new-way-to-collaborate-in-chatgpt

-https://www.cnbc.com/2025/10/11/open-ai-silicon-valley-tech-startup.html

-https://x.com/tonyzzhao/status/1991204839578300813

-https://nextword.substack.com/p/openai-cant-beat-google-in-consumer

-https://www.pcgamer.com/software/ai/microsofts-head-of-ai-doesnt-understand-why-people-dont-like-ai-and-i-dont-understand-why-he-doesnt-understand-because-its-pretty-obvious/

-https://advertise.tldr.tech/

-https://brodzinski.com/2025/11/ai-bubble-non-obvious-answer.html

-https://threadreaderapp.com/thread/1991568991954034727.html

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