😱 Everyone talks about Gemini 3, 💰 Saudi invests massively in Ai, 🎨 Visual AI finally works
November 27, 2025. Inside this week:
A model that turned leaderboards from a toy into a real signal.
A deal where money walks in a circle but power stays with long-term players.
A country that trades oil for compute and does it at full scale.
A visual AI that stopped being a demo and became a work tool.
📊 Gemini 3: Google pushes OpenAI off the leaderboard
✍️ Essentials
Normally I let releases sit for a couple of days. Let the dust settle. Let the hype cool down. Let emotions drop.
But here it looked like competitors got physically sick in the first hours.
Comments were flying so fast it felt like Google shipped not a model, but a tax on the self-esteem of the whole industry.
What the world said was simple and synchronized.
The Information called it structural, not incremental.
Financial Times said this was the first time in two years OpenAI looked like the one catching up.
Ben Thompson said Gemini 3 was not about parameters but infrastructure and that Google finally turned its machine on full power.
SemiAnalysis said reasoning set a new bar and inference speed became a problem for OpenAI.
Emad Mostaque called this Google’s second act, and said the agent platform might be bigger than the model itself.
Marc Andreessen said the agentization wave had arrived and that Google did not just ship a model but a platform for all descendants.
The market tone was one thing: this was taken as a real hit to OpenAI.
Google released Gemini 3, a new flagship model that internally they described as a transition into a new era of intelligence.
At the same time, they released Antigravity, a free agent platform for coding, browser control, asynchronous tasks, and orchestration of multiple agents.
On numbers, Gemini 3 and Deep Think broke records in Humanity’s Last Exam and ARC-AGI-2, pushing GPT-5 out of first place.
The model topped science, math, multimodal reasoning, and tool use.
In code, it only lost to Claude Sonnet 4.5 and only by a few percent.
A new generative UI mode appeared. The model builds interfaces and layouts in real time.
This is already embedded inside AI Mode in Google Search.
Google stayed silent for six months and people joked about “Gemini 3 - Vaporware Edition.”
Now it became clear why. They were assembling a model, a platform, and deep integrations into Search, Android, Chrome, and Workspace.
OpenAI now finds itself in a position where “respond fast” becomes a forced strategy.
Microsoft is nervous for another reason. Google moved directly into the agent layer where Copilot Stack was supposed to hold monopoly.
🐻 Bear’s take
A new stable frontier stack appears: Gemini 3 plus Antigravity plus Search. Business can now build products without hard vendor lock-in because the agent architecture becomes native. Generative UI opens a market of cheap prototypes, interfaces built from zero, and dynamic landing pages. The risk is boring but real: when demand explodes, Google can start tightening API access, and late planning will be painful.
🚨 Bear in mind: who’s at risk
Agent infrastructure startups - 9/10 - Google gives away Antigravity for free. The “agent infra” and “assistant automation” market collapses in real time. Without a strong vertical, you are not a company. You are a feature. You either reposition fast or slowly bleed out.
OpenAI - 7/10 - Loss of leaderboards and forced speed pressure. When you lose narrative, you stop playing calm chess and start running. GPT-5.1 gets accelerated or AgentStack ships early. Internal stress grows.
Microsoft Copilot-style stacks - 7/10 - If Google stabilizes its agent layer, Copilot stops being the default. Enterprise loyalty starts to wobble.
💰 Microsoft and Nvidia pour $15B into Anthropic
✍️ Essentials
Imagine this. You run a startup. You make coffee. You open email.
There is a message: “we wired another 15 billion.”
That is how Anthropic’s mornings look right now.
Microsoft and Nvidia commit up to fifteen billion dollars. Nvidia wires ten. Microsoft wires five.
The valuation moves toward three hundred and fifty billion.
Anthropic commits to buying thirty billion dollars of Azure compute and reserves one gigawatt of power.
Claude enters Azure AI Foundry and becomes the only top model available across all three major clouds.
Nvidia and Anthropic begin building a new class of AI chips specifically for Claude.
This stops being an investment story and becomes a vertical integration story.
Clouds rebuild the market. They invest in models, they secure compute commitments, and they lock chip demand.
Satya Nadella legitimizes this by calling it a positive-sum future.
Jensen Huang and Dario Amodei bury old conflicts because one gigawatt of shared business makes arguments irrelevant.
🐻 Bear’s take
Claude becomes stable infrastructure. It becomes safe to embed it into products, budgets, and SLAs. A new niche appears around Azure plus Claude, where thin models, agents, and vertical tools can live. The real risk is dependency. Azure becomes gravity. GPU priority starts following the biggest contracts.
🚨 Bear in mind: who’s at risk
LLM startups - 7/10 - The frontier model market collapses into three names. Outside this triangle, oxygen disappears. Your “own LLM” becomes a hobby, not a company.
Second-tier clouds - 8/10 - Azure, Google, and AWS eat real traffic. Everyone else plays price games on thin margins. No scale means no leverage.
Anyone betting on independent GPU access - 7/10 - When gigawatts are booked by giants, leftovers become political. Access stops being technical. It becomes contractual.
⚡ In Saudi Arabia they imported new oil from America
✍️ Essentials
Oil is no longer the future. Everyone feels it.
Countries that lived on raw materials for decades hit the ceiling. Revenues will fall. New economies do not self-assemble.
Saudi Arabia has money. Land. Huge ambition. But no clear answer about future exports.
NEOM looks beautiful. Linear city. Underground levels. Symbolic. Expensive. Not a new industry.
And then US AI companies land in Riyadh and say one simple thing:
If you want new revenue, build compute. GPUs are the new oil.
HUMAIN launches as the national AI project. It receives budget and mandate to convert the country into a tech economy.
Deals are signed with xAI, Nvidia, AWS, AMD, Cisco, Adobe, Qualcomm.
This is not investment scale. This is country reboot scale.
Deployment plan: six hundred thousand GPUs.
A 500+ megawatt data center.
xAI opens its first international data center in Saudi Arabia.
Grok rolls out nationwide across government, corporations, and infrastructure.
HUMAIN expands into the US to build Nvidia centers.
AWS adds another 150,000 chips.
Luma AI raises $900M from HUMAIN to build a 2-gigawatt supercluster launching in 2026.
The US officially removes chip export limits for HUMAIN and G42.
Saudi Arabia does what the US and EU cannot. It builds without regulatory ceilings. Cheap electricity. Massive land. Political will. Budgets without small thinking.
The US wins because it gets orders, energy, and physical space.
Saudi Arabia wins because it becomes a global compute hub instead of an oil economy.
🐻 Bear’s take
A new global platform appears for cheap, massive model hosting. Agents can be sold directly into governments and big regional corporations. Competing on infrastructure becomes pointless. The only winning move is software, products, and vertical solutions placed on top.
🚨 Bear in mind: who’s at risk
European data centers - 8/10 - They cannot compete on energy or land. This is structural, not managerial.
Infrastructure startups - 7/10 - After HUMAIN, most clusters look like hobby projects. Nobody serious trains frontier models there.
🎨 Visual AI becomes a real work tool
✍️ Essentials
Google almost never ships things you want to open and use. This time it did.
Nano Banana Pro lands. A new visual model built on Gemini 3.
This is not a minor upgrade. It is a leap.
The model handles up to fourteen visual references at once.
It preserves identity of five different people across any composition.
It generates 4K output with control over camera, lighting, and focus.
Text works at marketing level. Long phrases. Complex fonts. Multilingual layouts.
The key part: it is integrated with Google Search. It pulls facts, data, and context and builds infographics without hallucinations.
For the first time, a visual model works as designer, layout engine, and data editor in one system.
Visual AI stops being a toy. It becomes a working tool.
Search plus Gemini 3 plus Banana Pro becomes a machine for visual content. A new market.
🐻 Bear’s take
Marketing and design compress. Ads, presentations, and infographics can be built automatically. Real text control plus 4K makes production faster. Design cycles collapse.
🚨 Bear in mind: who’s at risk
Creative studios - 9/10 - Clients now build their own visuals in minutes. Execution layer dies. Only strategy survives.
Traditional design workflows - 8/10 - Slow manual chains instantly feel obsolete.
Local visual generation tools - 6/10 - Cloud-native visual stacks make local generation pointless.
Quick bites
AI2 launches OLMo 3 - open models up to 32B parameters for internal corporate assistants without licenses.
Perplexity launches Comet - a mobile browser assistant that reads, summarizes, and analyzes pages.
OpenAI rolls out GPT-5.1 Pro - stronger output and better analytics for professional work.