✨ Google Unveils Gemini 3 Era
Google introduced Gemini 3, its most advanced model with major gains in reasoning and multimodal performance. The launch brings Gemini 3 Pro to Search, the Gemini app, developers, and enterprises. A new Deep Think mode further boosts reasoning and is undergoing safety testing. Google also debuted Antigravity, an agentic development platform powered by Gemini 3.

👥 Google Debuts Antigravity Coding Agents
Google launched Antigravity, an agent-first coding platform powered by Gemini 3 that enables autonomous, asynchronous, and verifiable workflows. It supports multiple models, integrates with major OSes, and emphasizes trust, autonomy, feedback, and self-improvement. Early users report mixed performance as it enters a crowded agentic coding market.

𝕏 xAI Releases Grok 4.1 Without API
xAI launched Grok 4.1 with faster reasoning, stronger multimodal skills, and sharply lower hallucinations. The model tops key benchmarks and is live on Grok.com, X, and mobile apps. But it’s unavailable via API, limiting enterprise use. Older Grok models remain the only options for developers.

💰 Intuit Strikes $100M+ OpenAI Deal
Intuit will pay OpenAI over $100 million to use its models across TurboTax, QuickBooks, Credit Karma, and Mailchimp. ChatGPT users can link Intuit accounts to get personalized tax and financial actions without exposing documents. The deal gives OpenAI a major new revenue stream as it pitches ChatGPT as an industry platform.

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Google’s Gemini 3 debuts with top reasoning benchmarks, deep video understanding, dynamic Search UIs, Antigravity coding, and powerful new agent features.

On November 18, 2025, NVIDIA and Microsoft announced up to $15 billion in combined investments in Anthropic, the maker of Claude AI models. The deal pairs $10 billion from NVIDIA and $5 billion from Microsoft with Anthropic’s commitment to buy $30 billion in Microsoft cloud capacity and adopt NVIDIA’s latest chips.

The agreement deepens competitive lines across the generative-AI sector, where Microsoft already holds a 27% stake in OpenAI and rivals like Google, Amazon, Meta, and xAI are escalating spend. Microsoft CEO Satya Nadella said the companies will “be customers of each other” as they integrate infrastructure and models. The investment lands amid analyst warnings of an AI-market bubble and fresh multibillion-dollar deals across the industry. → Continue reading here.

Business Insider’s Hugh Langley reported that Google launched Gemini 3 and — notably — made the model’s Pro capabilities available in Google Search on day one, letting users switch to “AI mode” without visiting a separate app. The piece frames the move as a demonstration of Google’s full-stack advantage: DeepMind models + Google’s in-house TPU (Tensor Processing Unit) chips + Google Cloud + integration into Search, YouTube and Gemini products. That technical and distribution control narrows OpenAI’s operational edge, though Langley notes OpenAI retains a branding lead (the “ChatGPT” Kleenex effect) and some claims about Gemini 3’s superiority (coding, creativity) come from Google’s announcements and remain to be stress-tested.

Highlights:

Forward Future Takeaways:
Google’s day-one Search rollout of Gemini 3 shifts the competition from model benchmarks to distribution and product integration — owning chips and Cloud lets Google push models directly into huge consumer touchpoints (Search, YouTube) with minimal friction. That advantage raises the bar for rivals who must stitch together partners for compute, hosting and reach; however, brand momentum (ChatGPT) and independent verification of claimed capabilities remain decisive wildcards → Read the full article here. (Paywall)

Several high-profile investors disclosed sizable exits or bearish bets on NVIDIA during the quarter ending September 30, 2025, amplifying Wall Street’s anxiety about an AI-driven market bubble. Regulatory filings show Peter Thiel’s hedge fund sold all 537,742 NVIDIA shares—worth roughly $100 million at quarter-end—days before the company’s next earnings release.

SoftBank unloaded its entire $5.8 B Nvidia stake to bankroll a massive new investment in OpenAI (reportedly up to $40 B), Michael Burry disclosed > $1 B in put options against Nvidia and Palantir, arguing Big Tech is “understating depreciation” on rapidly aging AI hardware. NVIDIA shares fell 2% Monday as broader tech and crypto slid and volatility gauges spiked. Analysts note a shift in sentiment as investors reassess assumptions about AI growth and sustainability. → Read the full article here.

⚖️ Courts Face Deepfake Evidence Threat: Judges flag a California case where AI video was submitted as real and warn rising deepfakes could undermine trust and complicate evidence vetting nationwide.

🫧 Pichai Warns of AI Investment Bubble: Sundar Pichai tells the BBC that hype-driven funding is overshooting fundamentals, though Alphabet’s full-stack strategy and £5B UK build-out position it to absorb any crash.

📈 Databricks Targets $130B Valuation: The company is in talks to raise new funding at a minimum $130B valuation, a 30% jump since September, signaling intensified competition in AI-driven databases.

👨‍🔧 Cloudflare Fixes Major Outage: A bloated auto-generated config file crashed traffic software, taking sites like X, Shopify and ChatGPT offline until a 9:57 a.m. ET fix restored service; no attack suspected.

🏢 Stack Overflow Pivots to Enterprise AI Data: The company launched Stack Internal, a secure forum that exports Q&A data plus reliability metadata to feed enterprise AI agents.

💴 Amazon Sells $15B in Bonds: Amazon issued its first US debt since 2022, drawing $80B in peak demand to fund AI infrastructure, capex and buybacks amid a record tech issuance wave.

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Matthew Berman & The Forward Future Team

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